A(z) Adviser csatorna legjobb podcastjai (2024)

1
What’s Making Headlines – more lenders changing clawbacks 11:21

3d ago11:21

11:21

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 unpacks the big themes in the news. This week, she covers: AMP Bank becomes the latest lender to change clawbacks. Another major pushes back rate cut f…

1
Navigating the cryptocurrency landscape 40:40

4d ago40:40

40:40

In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs. In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio. In this episode, the…

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58 - CUC: Completely Unnecessary Complications 1:30:56

4d ago1:30:56

1:30:56

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer, Labour to back FOS over charging vexatious claims, Cana…

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#19: How to Lead Through Crisis with Joy D. Calloway of the National Medical Association 38:20

6d ago38:20

38:20

During challenging times, effective organizational leadership can make all the difference. Leadership isn’t just about riding high during moments of growth - it’s about guiding teams through obstacles and increasing resiliency. Today, we dive into the qualities that help leaders stay grounded, authentic, and effective, especially when facing instab…

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Women in Finance Podcast: Takeaways from the Women in Finance Summit and Women in Finance Awards 2024 31:34

4d ago31:34

31:34

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice. In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson…

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Fulfilling the rising demand for home loans in Newcastle 46:12

6d ago46:12

46:12

The NSW city of Newcastle has been one of the boom markets in recent years, with prices having jumped 25 per cent in the last three years. But why? In this episode of Elite Broker, host Annie Kane catches up with Newcastle-based broker Joel Archer to find out more about what’s driving demand in the Hunter area and how Ascension Finance is fulfillin…

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Blue Fish Mortgage Solutions - Ross McMillan Returns! 37:07

6d ago37:07

37:07

Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions, particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry.…

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#18: How to Meet Members Where They Are with Mike Skiados of The National Association of Professional Insurance Agents 31:27

13d ago31:27

31:27

To effectively serve members, associations must first understand them—their priorities, preferences, and the ways they consume information. Today, we’ll explore the art of meeting members where they are to ensure they feel seen, heard, and engaged. Our guest is Mike Skiados, MBA, CAE, and CEO of the National Association of Professional Insurance Ag…

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In Focus: Transforming business finance with AI 30:55

13d ago30:55

30:55

As the year draws to a close, businesses are busy preparing for the festive season, with many needing finance, and fast. Here, we explore the trends in SME finance and how a brand-new AI tool is helping hasten business finance. In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa’s general manager of sales and par…

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Grow Partnership - Paul Flavin 49:11

13d ago49:11

49:11

In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, includ…

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What’s Making Headlines – the change in major banks’ broker flows 17:14

17d ago17:14

17:14

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 unpacks the big themes in the news. This week, she covers: NAB’s surprising move to focus on proprietary lending. How the major banks are changing lend…

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57 - Adviser YouTube Mastery with James Shack 1:35:04

18d ago1:35:04

1:35:04

Click HERE to send the TRAP Pack a message In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi scheme, the struggles of a young adviser, Métis No…

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How SMSFs can capitalise on a slowing economy 46:20

18d ago46:20

46:20

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on. McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it st…

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#17: How to Rebrand Your Organization with Meredith Martino of Women in Government 37:05

20d ago37:05

37:05

An organization’s brand is the voice of its story—and sometimes, that story needs a fresh look. If you've been considering rebranding but don’t know where to start, this episode is for you. Today, we’ll explore the power of storytelling through design, why an inclusive design process is critical, and how a successful rebrand can elevate your organi…

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New Broker: How this new broker wrote 100 loans in her first year 41:23

20d ago41:23

41:23

The first year of broking is arguably the most difficult, but Samantha Barnett from Loan Market Scenic wrote a remarkable 100 deals – or an average of $6 million a month – in her first 12 months as a broker. In this episode of the New Broker podcast, host Annie Kane catches up with the new broker to find out: How she managed to write 100 deals in h…

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The Lead Ladies - Room 101 With Paul Huby 50:23

20d ago50:23

50:23

In this episode of Room 101, The Lead Ladies sit down with Paul Huby, a Mortgage and Protection Adviser whose passions extend beyond finance to include Hyrox competitions and hiking adventures. Paul delves into his biggest pet peeves, touching on issues like the chaos of supermarkets, the commercialisation of Christmas markets, the annoyance of pro…

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What’s Making Headlines – a record number of brokers 21:05

21d ago21:05

21:05

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 commercial content writer, Ben Squires, as they discuss the big themes in the news. This week, they cover: New statistics showed that broker numbers are a…

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Women in Finance Podcast: Breaking barriers and building futures 27:48

25d ago27:48

27:48

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 fifth episode of the Women in Finance Podcast series 2024, sponsored by AMP Bank, host Annie Kane chats to CEO Sean O’Malley to learn how the industry can continue to move towards gender equality. Tune in t…

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

27d 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

27d 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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Episode 13: 'Talking Ads' With Special Guest, Louise Brogan! 50:19

28d ago50:19

50:19

In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plent…

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

1M 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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56 - Full Fit Financial Planning 1:29:38

1M 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

1M 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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#15: Transforming Member Communications with Evan Sparks of the American Bankers Association 40:47

1M 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

1M 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…

1
LV= General Insurance - Sam Mears 31:39

1M ago31:39

31:39

In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience an…

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

1M 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

1M 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

1M 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

1M 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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Google Ads Keyword Types - Alex Curtis 12:59

1M ago12:59

12:59

Following the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…

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

1M 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

2M 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

2M 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

2M 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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Voices of CAPCA's 50th Annual Conference - A Sneak Peek 1:03:06

2M 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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New Broker: How Aimee Bergan settled $20m in her first year 54:22

2M 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

2M 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…

1
The Lead Ladies - Room 101 With Justin Moy 43:38

2M ago43:38

43:38

This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones! Follow Justin on LinkedIn. Visit EHF Mortgages here. Visit Newspage here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design…

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

2M 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: What to expect from the 2024 event 7:10

2M 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

2M 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

2M 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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Episode 12: 'Talking Ads' with Alex, Steph and Tessa 23:24

2M ago23:24

23:24

Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled! Cats and dogs, roofing and makeup take the lead for this episode... We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. If you…

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

2M 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

2M 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

2M 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

2M 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…

1
Google Ads Bidding Types - Alex Curtis 18:25

2M ago18:25

18:25

Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them. On this episode, Alex covers the following: 1. Manual CPC Bidding 2. Maximise Clicks Bidding 3. Smart Bidding 4. Target CPA Bidding Brought to you from the team at…

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