En iyi The Adviser podcastleri (2024)

1
Women in Finance Podcast: What to expect from the 2024 event 7:10

4h 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…

1
#12: Authenticity, Empowerment, and the Future of Leadership with Artesha Moore of Association Forum 31:04

2d 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.…

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

7d ago1:26:44

1:26:44

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 conversation! We want YOU to suggest topics and …

1
Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint 44:32

8d 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…

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

1d 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…

1
What’s Making Headlines – negative gearing reform 25:54

5d 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…

1
In Focus: What’s driving the surge in investor lending? 22:55

9d 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
What’s Making Headlines – the mutual merger that wasn’t meant to be 23:14

13d 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…

1
Why this broker is helping clients pay off their mortgage 53:51

16d 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…

1
SEASON TWO PREVIEW - The Future of Association Leadership and Highlights from Naylor’s 2024 Benchmarking Report 17:37

16d 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 …

1
What’s Making Headlines – broker mental health 19:29

20d 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…

1
53 - Efficient Market Hype? 1:17:40

21d ago1:17:40

1:17:40

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 Pack discuss Topical issues, including DFA mov…

1
Understanding planning and strategies for older clients 32:12

22d 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…

1
How Phil Rice aims to make broking easier 46:09

23d 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…

1
What’s Making Headlines – clawback changes 7:36

27d 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…

1
‘Adopting a holistic approach’: Dealing with estate planning nuances 40:28

29d 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 …

1
How this broker built an endurance business 52:39

1M 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…

1
What's Making Headlines: Major bank CEO commentary on broker commissions 10:08

1M 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…

1
Finalist Showcase: The art of relationship mastery 14:59

1M 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…

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

1M ago1:25:33

1:25:33

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, another AI startup Meat and Potatoes: KPIs - K…

1
New Broker: How these broker brothers are helping first home buyers 47:55

1M 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…

1
#11: Unlocking the Power of Content for Associations with Hilary Marsh of Content Company 26:10

1M 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 …

1
What’s Making Headlines – Scam Awareness Week 24:30

1M 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…

1
In Focus: Senator Andrew Bragg unpacks the home lending inquiry 15:38

1M 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…

1
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes 44:51

1M 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…

1
What it takes to run a full-service brokerage 46:40

1M 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…

1
#10: How AI Can Revolutionize Your Email Marketing with Erica Salm-Rench of rasa.io 17:14

1M 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…

1
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…

1
51 - Much Ado About Nothing 1:28:41

2M ago1:28:41

1:28:41

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 by our beloved TRAPist https://twitter.com/J…

1
#9: How to Ignite Creativity and Innovation in Association Sales with Dianne Vance of AOTA 23:44

2M 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…

1
In Focus: How Peloton is helping brokers gear up for growth 29:57

2M 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…

1
How does an enduring power of attorney work with an SMSF? 40:56

2M ago40:56

40:56

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around inca…

1
#8: How to Lead a Small but Mighty Team with Christina Lewellen of ATLIS 27:08

2M ago27:08

27:08

When an association values its team as much as its members, the results are inspiring! Today, we have a truly refreshing guest joining us — Christina Lewellen, MBA, CAE, Executive Director of ATLIS, the Association of Technology Leaders in Independent Schools. In this episode, our host Christine Shaw talks with Christina about her compelling journe…

1
New Broker: Taking the first steps in broking 34:00

2M ago34:00

34:00

After starting in sports podiatry, The Lending Alliance’s Mitch Bath has turned his passion for helping people into a new career as a mortgage broker. In this episode of New Broker, tune in to find out: How he made the switch from treating elite athletes to writing loans. The steps he took to find his feet in the broking industry. Tools and techniq…

1
50 - What's Risk Got To Do With It? 1:41:10

2M ago1:41:10

1:41:10

In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan Stanley Meat and Potatoes: What’s Risk Got To Do With It? Questions posted by NO beloved TRAPist because of time Culture Corner Links…

1
#7: Creating Magic Through Belonging in Your Association with Aaron Wolowiec of Event Garde 28:35

2M ago28:35

28:35

Creating a sense of belonging and community can be a challenging task but when accomplished the results are pure magic! Today’s episode dives deep into the world of creating intentional and meaningful experiences that drive member engagement and foster growth. Our guest, Aaron Wolowiec, MSA, CAE, CMP Fellow, President & Founder of Event Garde, is a…

1
In Focus: How automation can revolutionise client retention 33:07

2M ago33:07

33:07

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities. In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform’s founder and CEO, to learn more about the platform and how technologies such as artificial intelligence…

1
Understanding invalidity and SMSFs 41:44

2M ago41:44

41:44

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who…

1
#6: The Formula to a Successful Brand Reinvention with Bill Rowan of NAPA 23:53

2M ago23:53

23:53

Clear communication and marketing directly translates to how an association is resonating with its members … or not. In this exciting episode, we’re diving deep into the world of association communication and marketing strategies and rebranding efforts with our special guest, Bill Rowan, Senior Director of Communications & Marketing for the Nationa…

1
How these broker brothers built a Top 25 Brokerage 55:08

2M ago55:08

55:08

Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of Elite Broker, we touch back in with the broker brothers to find out: How they’ve built a Top 25 Brokerage in just seven years. Why education standards need to be lifted in broking. Why process is the ke…

1
What’s Making Headlines – concerningly low construction activity 28:08

3M ago28:08

28:08

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 and Momentum Media’s managing editor of real estate Grace Ormsby as they discuss the concerning new stats on building commencements and completions jeopardising the government’s 1.2 million h…

1
49 - Universal Marketing Truths 1:25:56

3M ago1:25:56

1:25:56

Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https://www.linkedin.com/in/samanthacrussell/recent-activity/all/ In this latest pile of TRAP, the Trap Pack discuss Topical issues, incl…

1
#5: Driving Success with Compassionate Leadership with Jennifer McClennon of NHPCO 16:58

3M ago16:58

16:58

Empowering and motivating a team consistently can be a daunting task, but it doesn’t have to be if you center your efforts on the human experience. In today's episode, we're joined by Jennifer McClennon, MSN, RN, CNL, CHPN, Manager of Business Strategy at the National Hospice and Palliative Care Organization (NHPCO). Jennifer, with her unique backg…

1
In Focus: What does it take to be a modern-day broker? 24:56

3M ago24:56

24:56

As the broker channel continues to evolve, broking groups are offering their brokers new ways of working. We find out how Lendi Group equips its brokers with tools and technologies to stay efficient and productive. In this episode of In Focus, sponsored by Lendi Group, we sit down with Aaron Hockey, the group’s general manager, network development,…

1
Rachel from CLA Updates CAPCA on the ESA Workplan 46:32

3M ago46:32

46:32

In this episode of Advice for the Adviser we talk to Rachel Lattimore, the General Counsel and Executive Vice President of Legal at CropLife America, and dive into some of the nuances of the Environmental Protection Agency's (EPA) Endangered Species Act (ESA) updates, regulations, and mitigations. CropLife America website: https://www.croplifeameri…

1
What’s Making Headlines – the payroll tax burden on broking 28:51

3M ago28:51

28:51

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 journalist Charlotte Humphrys as they discuss where the industry is on the payroll tax issue; insights gleaned from The Adviser’s recent webcast on the matter with LMG, MFAA, …

1
Regulatory round-up: The changes SMSF professionals need to know 37:20

3M ago37:20

37:20

In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly pre…

1
New Broker: How sales skills and CrossFit helped this new broker thrive 45:23

3M ago45:23

45:23

For Queensland-based broker Dan Cooke, mortgage broker at Mortgage Choice in Newstead, a background in sales has helped him hit the ground running as a broker. In this episode of New Broker, tune in to find out: How his CrossFit gym became a referral hotspot. The benefits of providing good service to ‘tyre kickers’. How he’s building relationships …

1
#4: How Building Stronger Member Relationships Drives Value & Non-Dues Revenue with Larry Montague of TAPPI 27:06

3M ago27:06

27:06

What does it take for an association to go global and also withstand the test of time? In today’s exciting episode, we sit down with Larry Montague, President & CEO of TAPPI, to explore the dynamic strategies that led him on a path to transforming TAPPI’s financial state into one of notable, profitable success. Larry shares how he transitioned from…

1
What’s Making Headlines – A scathing ASIC report 31:19

3M ago31:19

31:19

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 chats to Keith Ford – - the deputy editor of The Adviser sister brand ifa – as they discuss the major new report suggesting ‘ASIC has failed’, the recommendations to reform it, and whe…

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