The Successful Adviser by James McCracken

Auteur(s): 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
  • Résumé

  • 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 nuggets of wisdom for you, Adviser Nation!
    The Successful Adviser ©
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Épisodes
  • Recruiting Mortgage Brokers with Tim Barnard
    Feb 19 2025

    When 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 outcomes that are good for them, you, your business reputation and clients alike.

    With more than 20 years of recruiting experience under his belt, Tim established Blue Wave Talent to help brokers with the sometimes laborious task of sifting through resumes, conducting interviews and hoping the person they hire will fit the bill.

    Topics that are covered in this interview with Tim include:

    • What the typical steps in the recruitment process look like

    • Salary range a broker practice owner can expect to pay for top talent

    • Technology that Tim uses to makes it easier for a hiring manager to rule prospective candidates in or out

    • What younger candidates are looking for from employers other than remuneration

    • Trends and preferences for how to structure a role

    As you can appreciate, when it comes to recruiting mortgage brokers to support your objectives around scale, customer experience and to help take some of the workload off your plate, there is not one size fits all.

    While there might be some guidelines to consider, it is important to structure the role in way that enables both parties to derive ongoing benefit and value. When you do this well, you can earn long-term loyalty and performance from your staff, which of course is good for all concerned.

    Should you wish to reach out and further the conversation with Tim, he can be reached on 0420 987 276 or tim@bluewavetalent.com.au

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    37 min
  • Client Acquisition and Retention Tools with Roxi Becker
    Feb 11 2025

    With 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, retention and service delivery efforts.

    Most brokers would be familiar with CoreLogic, and many would have pigeonholed them into the behemoth that does the lender valuations.

    And though they do this well, as Roxi explains, other tools brokers can use include:

    • Digital Property Reports to provide further support and guidance to consumers who are looking to buy

    • Marketing Contacts, if you wanted to pull a prospect list and initiate contact with them

    • Tenure Search - to identify properties in any given area that have a higher likelihood of being listed for sale

    And the ‘Watch List’, where a broker can upload a .csv file of their loan book so that if a client ever listed that property for sale, the broker will receive a notification to reach out and initiate a conversation to mitigate the risk of potentially losing that client.


    If you want to find out more about the CoreLogic suite a products, visit their website. If you’d like to reach out directly to Roxi, connect with her on LinkedIn.

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    43 min
  • Steve Palise: The Buyer’s Agent for Commercial Property Investors
    Feb 4 2025

    As 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 engineering, Steve was an active property investor and eventually made the transition to being a buyer’s agent because he identified a skill and opportunity to help others while also supporting his chosen lifestyle.

    In our interview, we cover a number of topics including the benefits and pitfalls of commercial property investing, things to consider when buying commercial property, and how mortgage brokers can collaborate with a buyers agent to create more value for clients.

    Steve mentioned the free course he currently has on commercial property investing, which is available from his website using the code: freecourse

    You will also be able to find more of Steve’s tools and resources on his website:

    https://www.paliseproperty.com/

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    38 min

Ce que les auditeurs disent de The Successful Adviser by James McCracken

Moyenne des évaluations de clients

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