بهترین پادکست های The Adviser (2024)

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#16: Leading Through Service with Shan Haugabrook of the Atlanta Apartment Association 23:40

14h ago23:40

23:40

If your organization is facing challenges with member retention or engagement, this conversation is a must-listen. Today, we’re exploring the power of service-driven leadership and its transformative impact on association growth. We’re diving deep into the strategies and principles that build thriving associations, beginning with strengthening your…

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How this AFL umpire became a best-on-ground broker 39:28

15h ago39:28

39:28

While he may be widely known for his stint as an AFL umpire, Ray Chamberlain – or Razor Ray – has also made a mark as a broker. In this episode of Elite Broker, host Annie Kane catches up with the Chamberlain + Co founder to learn how he made the transition from one competitive field to another. Tune in to find out: How he balanced umpiring duties …

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56 - Full Fit Financial Planning 1:29:38

5d ago1:29:38

1:29:38

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators Meat and Potatoes: Full Fit Financial Planning Culture Corner Show l…

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Highlights from the SMSF Adviser Technical Strategy Day 24:33

5d ago24:33

24:33

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals. Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and ex…

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Voices of CAPCA's 50th Annual Conference - A Sneak Peek 1:03:06

21d ago1:03:06

1:03:06

Join us in this special episode of Advice for the Adviser, where we dive into what to expect at CAPCA’s upcoming Annual Conference, commemorating its 50th Anniversary! Tune in for engaging conversations with a stellar lineup of guests: Dan Wickham, Co-Chair of the Conference Committee and passionate CAPCA advocate; Scott Downey, Director of the Cen…

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Leading a $100M per month firm with Otto Dargan 39:09

26d ago39:09

39:09

As the founder of Home Loan Experts, Otto Dargan, or at the very least, the firm he built, would be no stranger to a lot of mortgage brokers. In today's conversation with Otto, he elaborates on how he has developed his own leadership skills and he shares some mistakes insights and perspectives that have enabled him to grow personally and profession…

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Women in Finance Podcast: Why we need to stop being ‘busy’ 33:07

6d ago33:07

33:07

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fourth episode of the Women in Finance Podcast series 2024, sponsored by outsource Financial, host Annie Kane chats to CEO Tanya Sale to learn how we can create a more inclusive financial services industry.…

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#15: Transforming Member Communications with Evan Sparks of the American Bankers Association 40:47

8d ago40:47

40:47

Prospering associations have one thing in common: the ability to successfully communicate their story. If you want to build a communications strategy that elevates your organization, this is the episode for you. Our guest today is Evan Sparks, CAE, Senior Vice President for Member Communications at the American Bankers Association. From writing to …

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Trading in the 4 Ps of retail for the 5 Cs of credit 45:40

8d ago45:40

45:40

After a corporate career in e-commerce and retail, Melbourne-based Vaughan Clark decided to trade in his focus on aisles for assets, starting his broking career in 2016. In this episode of Elite Broker, host Annie Kane catches up with Vaughan Clark, senior mortgage broker and founder at Clark Finance Group, to find out how he made the move from ret…

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What’s Making Headlines – more mutual bank mergers 15:00

12d ago15:00

15:00

Welcome 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 as she breaks down the big themes in the news. This week, she covers: Another mutual merger is announced. Broking industry members front the Senate home owner…

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Women in Finance Podcast: Feminising the fintech space 42:05

13d ago42:05

42:05

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring cul…

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#14: Embracing Foresight and Innovation with Jeff De Cagna of Foresight First LLC 33:36

15d ago33:36

33:36

Preparing for the future isn’t just a smart business move - it’s an essential step for the survival of an organization. Listen in for actionable tools to create a governing strategy that is forward-thinking, innovative and shines a light on the areas that may be holding your organization back. Today’s episode is all about being nimble and prepared …

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In Focus: Utilising open banking and AI in mortgages 41:00

15d ago41:00

41:00

With the Consumer Data Right having been ‘reset’ and artificial technology becoming more mainstream, we find out how these technologies are innovating lending. In this episode of In Focus, we catch up with NextGen’s head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out: What the CDR ‘reset’ …

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What’s Making Headlines – broker submissions to the Senate inquiry 15:08

19d ago15:08

15:08

Welcome 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 as she breaks down the key issues shaping the property landscape. This week, she covers: An overview of the recommendations put forward by the broking industr…

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Women in Finance Podcast: Overcoming feelings of isolation through community 39:22

20d ago39:22

39:22

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this second episode of the Women in Finance Podcast series 2024, host Annie Kane sits down with Sally Chadwick, executive manager of corporate commun…

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55 - Slow Motion Wealth Destruction 1:22:46

19d ago1:22:46

1:22:46

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active sa…

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Retirement income covenant – how it can help SMSF trustees navigate retirement 36:07

20d ago36:07

36:07

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-pre…

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New Broker: How Aimee Bergan settled $20m in her first year 54:22

22d ago54:22

54:22

Canberra-based broker Aimee Bergan from APC Home Loans has only been broking for a year, but has already settled $20 million in loans. As she ramps up for her second year, we find out how she’s going to build her business. In this episode of New Broker, we catch up with the banker-turned-broker to find out: Why she set herself a target of writing $…

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#13: The Art of the Pivot with Shelley Frost of AOC 19:12

22d ago19:12

19:12

Keeping an association relevant and thriving over 50 years after its founding is no small feat. Today’s episode will teach you how to lead an organization into the future, while staying true to founding principles and values. We’ll discuss the importance of taking risks and staying at the forefront of innovation to ensure that your association memb…

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Women in Finance Podcast: What to expect from the 2024 event 7:10

27d ago7:10

7:10

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this first episode of the Women in Finance Podcast series 2024, host Annie Kane reveals why the Women in Finance Summit and Awards will be bigger and…

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How this broker and accountant forged a winning partnership 1:05:22

28d ago1:05:22

1:05:22

With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other’s expertise. In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the brok…

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#12: Authenticity, Empowerment, and the Future of Leadership with Artesha Moore of Association Forum 31:04

29d ago31:04

31:04

We’re in an authentic leadership revolution. In this episode, you’ll learn how to show up fully as association leader and how to succeed without sacrificing yourself or your values. In today’s Season Two premier of the Association Adviser Podcast, we have the pleasure of speaking with Artesha Moore, FASAE, CAE, President & CEO of Association Forum.…

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What’s Making Headlines – negative gearing reform 25:54

1M ago25:54

25:54

Welcome 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 Juliet Helmke from Momentum Media’s property brands as they break down the key issues shaping the property landscape. This week, they cover: The renewed f…

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54 - Breaking Bad (News) 1:26:44

1M ago1:26:44

1:26:44

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Breaking Bad News Questions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96 Culture Corner Show links: http://tiny.cc/traplinks ============================ Take part in the conve…

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Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint 44:32

1M ago44:32

44:32

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platfor…

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In Focus: What’s driving the surge in investor lending? 22:55

1M ago22:55

22:55

Investor lending has been growing apace over the past year, with more borrowers seeking more opportunities in market and turning to brokers to access the finance to do it. In this episode of In Focus, we catch up with NAB’s executive, broker distribution Adam Brown and the head of research at CoreLogic Australia, Eliza Owen, to find out: Why invest…

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What’s Making Headlines – the mutual merger that wasn’t meant to be 23:14

1M ago23:14

23:14

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser’s commercial content writer Ben Squires as they discuss the big themes in the news. This week, they cover: What stopped the P&N and Beyond Bank merger? Inside the Finsure payr…

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Why this broker is helping clients pay off their mortgage 53:51

1M ago53:51

53:51

It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it’s the be-all and end-all of their business. In this episode of Elite Broker, host Annie Kane catches up with South Australian-based broker Craig Parry to find out how and why they’re helping borrowers pay down their mortgage faste…

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SEASON TWO PREVIEW - The Future of Association Leadership and Highlights from Naylor’s 2024 Benchmarking Report 17:37

1M ago17:37

17:37

Inspiring and effective leadership is the cornerstone of any thriving association. That’s why in Season Two of the Association Adviser Podcast, we’ll be doing a deep dive into all aspects of leadership. In this Season Two preview, our host Christine Shaw, CEO & President of Naylor Association Solutions, is joined by Sarah Sain, CAE, Vice President …

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What’s Making Headlines – broker mental health 19:29

2M ago19:29

19:29

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser’s commercial content writer Ben Squires, as they discuss the big themes in the news. This week, they cover: The FBAA’s new wellness hub. Brokers continue to dominate new lendi…

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53 - Efficient Market Hype? 1:17:40

2M ago1:17:40

1:17:40

Click HERE to send the TRAP Pack a message Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do next episode. Don't bank on it #AbsoluteShambles In this latest pile of TRAP, the Trap Pac…

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Understanding planning and strategies for older clients 32:12

2M ago32:12

32:12

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are availabl…

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How Phil Rice aims to make broking easier 46:09

2M ago46:09

46:09

Over the past 28 years, Phil Rice has been building his broking business writing both residential and commercial loans and now he’s coaching other brokers on how to do it. In this episode of Elite Broker, host Annie Kane catches up with the EZ Finance broker to find out: Why he thinks having an ACL is beneficial. Why he thinks clawbacks are illegal…

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What’s Making Headlines – clawback changes 7:36

2M ago7:36

7:36

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she unpacks some of The Adviser’s top news stories including changes to broker clawbacks. Tune in to find out: NAB’s new clawback structures. Commercial lending accelerates in broker chann…

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‘Adopting a holistic approach’: Dealing with estate planning nuances 40:28

2M ago40:28

40:28

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in …

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How this broker built an endurance business 52:39

2M ago52:39

52:39

Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an endurance sport. In this episode of Elite Broker, host Annie Kane catches up with the Divitis Finance broker to find out how he’s built his brokerage over the past decade as well as: The ‘game changers’ he’s…

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What's Making Headlines: Major bank CEO commentary on broker commissions 10:08

2M ago10:08

10:08

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she runs through some of the major headlines impacting mortgage and finance broking. This week, find out: Why CBA and Westpac CEOs have incensed the broking industry Reaction to BOQ's 'pau…

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Finalist Showcase: The art of relationship mastery 14:59

2M ago14:59

14:59

After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to strength. In this episode of the Australian Broking Awards Finalist Showcase, we catch up with the finalist for Asset Finance Broker of the Year to find out: His unique approach to asset finance and w…

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52 - KPIs: Key People of Influence 1:25:33

2M ago1:25:33

1:25:33

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, ano…

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New Broker: How these broker brothers are helping first home buyers 47:55

2M ago47:55

47:55

After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mortgage Choice franchise in 2022. In this episode of New Broker, we catch up with the broker brothers to find out: How they built their broking business. The things about broking that surprised them. Why…

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#11: Unlocking the Power of Content for Associations with Hilary Marsh of Content Company 26:10

2M ago26:10

26:10

So much of an association’s value proposition is delivered through content. Whether you’re struggling to streamline your content efforts or looking to maximize engagement and revenue, this episode will equip you with practical strategies to elevate your association's impact. We're diving deep into the vital role content plays in driving membership …

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What’s Making Headlines – Scam Awareness Week 24:30

2M ago24:30

24:30

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s senior journalist for Cyber Daily, David Hollingworth, as they discuss the importance of Scam Awareness Week. This week, they cover: The prevalence and impact of scams in…

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In Focus: Senator Andrew Bragg unpacks the home lending inquiry 15:38

2M ago15:38

15:38

EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants to hear from the broking industry for it. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss: The big issues the committee ai…

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100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes 44:51

2M ago44:51

44:51

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for…

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What it takes to run a full-service brokerage 46:40

2M ago46:40

46:40

With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this episode of Elite Broker, we catch up with the Victorian-based broker and his son Ben Walker to find out: The secrets to long-lasting client relationships. Why he switched his focus from commercial to re…

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#10: How AI Can Revolutionize Your Email Marketing with Erica Salm-Rench of rasa.io 17:14

2M ago17:14

17:14

What if you could personalize every email uniquely to the individual recipient on your list? It turns out you can with the help of AI. In today’s episode, Erica Salm-Rench, COO of rasa.io, shares with us how AI is revolutionizing newsletter conversion rates and engagement by adding value through personalization. Erica brings her wealth of experienc…

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What’s Making Headlines – the Senate inquiry into lending and home ownership 24:54

2M ago24:54

24:54

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s deputy editor of real estate Juliet Helmke as they discuss the brand-new Senate inquiry into financial regulatory framework and home ownership and what the spring selling…

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51 - Much Ado About Nothing 1:28:41

3M ago1:28:41

1:28:41

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical issues, including FPSB Ireland making great strides, Truflation, the primacy of equities, CISI Chartered Status, Verve Incubator, Hargreaves Lansdown delisting, HUM London nearly sold out Meat and Potatoes: Much Ado About Nothing Questions posted b…

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#9: How to Ignite Creativity and Innovation in Association Sales with Dianne Vance of AOTA 23:44

3M ago23:44

23:44

What do positivity and creativity have in common? When combined, they can motivate a team to achieve above-and-beyond results. In today's episode, special guest, Dianne Vance, CAE, Director of Business Development and Sales at the American Occupational Therapy Association (AOTA), inspires us by sharing her unique journey into the world of associati…

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In Focus: How Peloton is helping brokers gear up for growth 29:57

3M ago29:57

29:57

At times, trying to take a broking business to the next level can feel like cycling to the summit of a steep and windy mountain. So, how do good brokers break free from the pack? In this episode of In Focus, we catch up with Mortgage Choice state manager for Victoria/Tasmania, Tim Schneider, and Mortgage Choice Noosaville and Peregian Beach franchi…

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