Advisers Ask gives students a new way to reach out to Advisers. Students learn best in different ways. This allows students an opportunity to learn in a way that works best for them on their own time. Overall it is about accessibility and meeting students where they are to help them succeed!
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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The Successful Adviser by James McCracken
James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Podcast by Adviser 2.0
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Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.
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Welcome to Immigration Advisers New Zealand podcast,where you gain awareness of immigration related and visa application related issues.
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The Risk Adviser Podcast gets behind the industry, regulatory and political forces driving the Australian life insurance market. Join the Risk Adviser team as they discuss what it means for advisers and their clients.
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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
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All LIBF podcasts are now on our main channel https://podcasters.spotify.com/pod/show/libf. For future programmes please subscribe to The LIBF Podcast.
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Welcome to CAPCA's new bi-monthly podcast - Advice for the Adviser! Agriculture is a complex industry, and busy Pest Control Advisers don’t always have the time or patience to find the information pertinent to them. Join CAPCA staff, Alexis and Patrick, as they cut through the noise to help California PCAs find reliable information. Each episode contains powerful information to help PCAs navigate regulatory changes, find and understand information that impacts you, and learn about new opport ...
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Welcome to the Association Adviser Podcast, brought to you by Naylor Association Solutions! Hosted by Naylor CEO & President Christine Shaw, the podcast explores strategies and solutions that keep association professionals informed and inspired. Christine is joined in conversation by leading association executives and industry professionals who share their stories and lessons learned. By sharing practical tools and expert advice, the Association Adviser Podcast will give your association the ...
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Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
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What’s Making Headlines – broker market share hits record high
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18:36Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: New data from the MFAA on mortgage broker…
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Metrics That Matter Culture Corner TRAPist question(s) from Tom Brookes Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DATE …
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Part 2: Highlights from the SMSF Association National Conference 2025
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47:44In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, in…
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Recruiting Mortgage Brokers with Tim Barnard
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36:53When it comes to recruiting mortgage brokers to help you build your firm, Tim Barnard has his finger on the pulse. Whether you are looking to hire a salaried or contract broker, there are a number of considerations to ensure you select the right talent and provide them with the tools and means to set them up for success so they produce win-win outc…
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Buying Mortgage Leads - What Is It Actually Like? 9 Experienced Brokers Share Their Stories
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26:28Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these broker…
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Learn how education on demand can help you! Many courses offered for degree programs, as well as courses for continuing education credits and professional developmentBởi WTAMU Advising Services
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In Focus: How Lendi Group’s support helps build better brokers
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28:17As the broking industry continues to grow, Lendi Group continues to invest in systems, support, and innovative technologies that help brokers expand their businesses and provide an enhanced service proposition for their customers. In this episode of In Focus, we sit down with Sam Hyman, Lendi Group’s new general manager, national sales, to find out…
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What’s Making Headlines – unpacking the mental health impact of clawbacks
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16:14Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: ASIC’s warning that ‘failures are on the …
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Learn more about the McNair Scholar program and how this program is designed to prepare qualified undergraduate students for doctoral studies through involvement in research and other scholarly activities.Bởi WTAMU Advising Services
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New Broker: How this young broker is succeeding at Aussie’s #1 store
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55:51After joining Aussie and going through its graduate program, Jordan Hagicostas joined Aussie’s number one store, Aussie Prospect, and accelerated his path to success. In this episode of New Broker, host Annie Kane catches up with the South Australian broker to find out how he’s been tracking in his first seven months of broking and how he plans to …
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Needing a step by step of what you need to do before you step on campus? Listen in and hear from the experts on how you can best prepare.Bởi WTAMU Advising Services
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When Is The Best Time To Advertise For Mortgage Leads?
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37:35The Best Time to Advertise for Mortgage Leads In this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry. Key Insights on Lead Response Time The episode starts by highlighting the …
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What’s Making Headlines – the first rate cut for 4 years
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37:25Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The first rate cut for …
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Part 1: Highlights from the SMSF Association National Conference 2025
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45:16In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Melbourne. In part one, SMSF Association chief executive Peter Burgess and Class CEO Tim Steele join the show to talk about the thought leadership breakfast…
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How this broker utilises the Laws of LinkedIn to build his book
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45:16In this episode of Elite Broker, host Annie Kane sits down with Legal Home Loans’ broker and director of sales, Cullen Haynes, to find out: How and why the brokerage carved a niche writing loans for lawyers. How he’s harnessed LinkedIn to build the brokerage’s brand. Why they’re opening a second brokerage. And much more!…
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What’s Making Headlines – The value of mortgage and finance brokers
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27:03Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The launch of the Value…
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From politics to property: The first few weeks of 2025
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55:23It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexi…
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including LifeStrategy figures, NEST talking tripe, Vanguard says “No” to BitCoin, scrapping Cash ISAs, Abrdn selling advice branch, Dan Haylett podcast, Ben Carlson on how much is enough, Hargreave…
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In Focus: Unveiling opportunities in SME finance
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31:51As a leading SME challenger bank, Judo Bank has been integral in supporting brokers and business customers with their banking and finance needs. We find out what challenges and opportunities they see in SME lending environment this year. In this episode of In Focus, we sit down with George Obeid, Chief Third-Party Officer at Judo Bank, to find out:…
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Client Acquisition and Retention Tools with Roxi Becker
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42:54With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic. In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig. From there, we discuss key tools that brokers can use to help them with their client acquisition, ret…
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What’s Making Headlines – lenders, latest data, and big announcements
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14:40Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: How Macquarie is shaping up compared to t…
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MORTGAGE AND FINANCE LEADER – John Ruddick, libertarian member of the NSW Legislative Council
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33:28In this special episode of Mortgage and Finance Leader, host Annie Kane sits down with John Ruddick, libertarian member of the NSW Legislative Council and former broker, to explore the pressing issue of payroll tax and its implications for the broking industry in NSW. Tune in to find out: The motivations behind Ruddick’s push for a parliamentary in…
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Steve Palise: The Buyer’s Agent for Commercial Property Investors
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37:46As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties for his property investing clients. This of course makes him well positioned to share his knowledge and experience and pay it forward to brokers and consumers alike. With a professional background in …
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How these elite brokers have merged to spark success at Flint
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55:30Sydney-based brokerage Flint recently reshaped its ownership structure and leadership team following a merger with brokerage Confidence Finance. In this episode of Elite Broker, host Annie Kane sits down with Flint directors Christian Stevens and Redom Syed to find out: Why they’ve merged their businesses Why and how Flint aims to support broker gr…
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What’s Making Headlines – why all 4 major banks think there will be a February rate cut
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22:38Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Increasing optimism for …
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63 - We Need To Talk About Trump
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1:26:52TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Deepseek, GIA CGT ruses, charging for initial meetings, millionaires fleeing UK, Carl’s 3rd Act, digital wills, DB pension surpluses, Tax Freedom Day, Tax List 2005, Voyant User Group 21st…
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How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance
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44:20There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford tal…
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How to Build a Sustainable and Successful Broking Firm with Blake Buchanan
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53:23There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry. Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview. Some of our d…
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New Broker: How this new broker wrote $2.8m in his first month
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46:18When former AFG state manager Joseph Khal made the leap into broking last year, he set himself some formidable goals, including writing $40 million across 122 loans in his first year. In this episode of New Broker, host Annie Kane catches up with the broker director at The Lending Alliance to find out how he’s been tracking in his first seven month…
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What’s Making Headlines – the end of a Heritage brand
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28:47Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The beginning of the en…
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How this broker is building a flock of happy clients
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50:11With eight years of broking experience, Natalie Denyer has been spreading her wings as a mortgage broker at award-winning brokerage Birdie Wealth. Having spread her wings from banking to broking, Denyer now focuses on financial literacy education and ensuring her clients are empowered in their home loan decisions. In this episode of Elite Broker, h…
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What’s Making Headlines – new heads of broker at the majors
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28:29Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and commercial content writer, Ben Squires, as they dive into the many appointment changes and the new Facebook advertising rules brokers need to be across. T…
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62 - Planning Your Best Year Yet
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1:37:00TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including the passing of TRAPist Stuart Knight, massive outflows from active in 2024, Terry Smith annual letter, BitCoin Newport landfill horrors, private equity risk, Verve cohorts, Irish pension “loopholes”, Saba Capital coming after…
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Litigation, legislation and retirement: What to expect from 2025
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44:34In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance …
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How the SA/NT Broker of the Year 2024 is ramping up for 2025
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44:47Regional broker Steven Toome was named the SA/NT Broker of the Year at the Better Business Awards 2024, recognising his efforts delivering outstanding service to the seafood capital of Australia and beyond. In this episode of Elite Broker, host Annie Kane sits down with Loan Market Link broker Toome to find out: Why he’s decided to become a branded…
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How to make your business twice as memorable (But you won't do it)
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20:58In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise?Richard Shotton and Alex Thompson dug into this very question, and the sc…
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What's Making Headlines – what to expect in 2025
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29:15Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Will Paige as they dive into the key developments shaping 2025. This week, they cover: What brok…
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What it takes to be Australia’s Commercial Broker of the Year
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38:57Commercial broker Isabella Constantinou dominated the awards scene in 2024, winning multiple accolades including Commercial Broker of the Year at the inaugural Commercial Finance Awards 2024 and the Women in Finance Excellence Award. In this episode of Elite Broker, host Annie Kane chats to the Simplicity Loans and Advisory broker to learn more abo…
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. It's Christmas. There's no way we're getting anything done, so here's a lazy rehash of some juicy bits from 2024. Have a good one, TRAPists - the TRAP Pack look forward to catching up with you in 2025. Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DA…
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New Broker: Why Cathie Gandy is madd about loans
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36:26Having become a broker in April 2022, Queensland-based broker Cathie Gandy’s enthusiasm and expertise in broking has made her a successful broker, very fast. In this episode of New Broker, host Annie Kane catches up with the Madd Loans broker to find out how she wrote $87 million in her first financial year of broking and how she’s managed to tripl…
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What’s Making Headlines – Reflections on 2024
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36:02Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and commercial content writer Ben Squires as they unpack the biggest news stories of the year 2024. This week, they cover: What’s been driving record broker m…
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What’s Making Headlines – the new RBA board appointments
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18:27Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and senior journalist Will Paige as they review the news of the week. This week, they discuss: Who’s who on the two new RBA boards. Allegations being levelled…
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Mortgage and Finance Leader: Luke Howarth MP, shadow financial services minister and shadow assistant treasurer of Australia
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50:33In this special episode, host Maja Garaca Djurdjevic sits down with Luke Howarth, the shadow financial services minister and shadow assistant treasurer of Australia, to deep dive into the world of financial services, touching upon regulatory challenges, political accountability, and the future of financial advice in Australia. Tune in to find out: …
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including details about TRAP LIVE25, tax-free cash back in the toothpaste tube snafus, the need in Ireland & UK for consistent long-term pension legislation, Microstrategy joining the NASDAQ100, Goldman Sachs 10 year market prediction,…
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Putting a bow on 2024 and understanding legacy pension conversions
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49:22In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for thes…
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#22: How to Lead with Foresight with Jay Karen of the National Golf Course Owners Association
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43:27Most leaders share a common trait: they are doers. They take action, even when it means stepping outside of their comfort zones. Jay Karen, CEO of the National Golf Course Owners Association (NGCOA), exemplifies this mindset. As a key figure in the $103 billion golf industry, Jay not only leads NGCOA but also contributes his expertise as a board ch…
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In Focus: Navigating burnout and recharging for the new year
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39:49As we head into the holiday season, we catch up with Bronwyn Penhaligon to uncover her practical tips for managing burnout, setting purposeful goals, and finding balance. In this episode of In Focus, we catch up with the strategic psychotherapist to find out: How to navigate the holidays without succumbing to exhaustion. Advice for planning and pre…
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Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour. One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already la…
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What’s Making Headlines: The final rate decision of the year
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22:25Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Why the RBA decided to h…
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Walmart Makes Public IPM Commitment and This Means IPM Plans Are Required - A Deep Dive into Auditable IPM
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39:21Send us a text In this episode, we’re joined by Eric Peterson, a Compliance Specialist at Azzule Systems, a division of Primus GFS, to discuss his recent article in The Adviser magazine titled A PCA’s Introduction to Auditable Integrated Pest Management Plans. Eric breaks down what makes an IPM program auditable, why it's critical today, and how PC…
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