Bedste The Adviser-podcasts (2024)

1
What’s Making Headlines – the new RBA board appointments 18:27

6d ago18:27

18:27

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 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…

1
60 - TRAP WRAP 2024 1:30:51

6d ago1:30:51

1:30:51

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,…

1
Putting a bow on 2024 and understanding legacy pension conversions 49:22

7d ago49:22

49:22

In 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 43:27

8d ago43:27

43:27

Most 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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Walmart Makes Public IPM Commitment and This Means IPM Plans Are Required - A Deep Dive into Auditable IPM 39:21

13d ago39:21

39:21

Send 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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Mortgage and Finance Leader: Luke Howarth MP, shadow financial services minister and shadow assistant treasurer of Australia 50:33

6d ago50:33

50:33

In 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: …

1
In Focus: Navigating burnout and recharging for the new year 39:49

8d ago39:49

39:49

As 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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What’s Making Headlines: The final rate decision of the year 22:25

12d ago22:25

22:25

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, 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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#21: Unlocking the Power of Value Propositions for Associations with David Murillo of Compass Management 25:35

15d ago25:35

25:35

Understanding your association’s value proposition is key to showing up effectively for members—because every membership sector has unique needs. This insight is especially critical today, as members are more discerning about where they invest their dollars, expecting clear returns on their membership. Today, we’re joined by David Murillo, Presiden…

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How Ben Finis marries resi and commercial broking 33:57

15d ago33:57

33:57

Former banker-turned-broker Ben Finis may have won several awards for residential broking, but he’s increasingly being celebrated as a commercial broker, too. In this episode of Elite Broker, host Annie Kane catches up with the FINANCIA director to find out how he does it all. Tune in to find out: How he’s structured his team and process. The types…

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What’s Making Headlines – new CEOs at the lenders 21:40

16d ago21:40

21:40

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, senior journalist Will Paige and commercial content writer Ben Squires as they unpack the latest shake-ups in the lending and broking space. This week, they …

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59 - Analysing Adviser Alpha 1:32:05

20d ago1:32:05

1:32:05

TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including TRAP Live25 date - 14th May, Tom Redmayne’s property piece, SJP Property, Blackbee débâcle, Warren Buffer Share Pledge letter, Lifestyling woes, Irish commission ban pending, cash man…

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Women in Finance Podcast: Business advice from the Mortgage Broker of the Year 2024 33:41

21d ago33:41

33:41

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In the ninth episode of the Women in Finance Podcast series for 2024, sponsored by Mortgage Choice, host Annie Kane is joined by the recent winner of the Mortgage Broker of the Year award from the Women in Finance Awards, Deslie Tay…

1
Last-minute legislative whirlwinds and their impacts on the SMSF sector 39:46

21d ago39:46

39:46

Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. …

1
New Broker: How this processor made the jump into broking 38:22

22d ago38:22

38:22

Simon Tessmann emerged as a mortgage broker at Queensland-based brokerage Emerge Finance two years ago and now writes around nine loans a month. In this episode of New Broker, host Annie Kane catches up with Tessmann to find out why and how he joined the broking industry in the first place and how he’s built his client base. Tune in to find out: Wh…

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#20: Integrating AI for Associations with Michael Reed of the American Fence Association 32:45

22d ago32:45

32:45

Technology isn’t something to fear—it’s a powerful tool that can propel your association to new heights. Today, we’ll speak with a leader who used both data and new technology like AI to transform his association. In this episode, we’re joined by Michael Reed, Executive Director of the American Fence Association. With over 25 years of experience wo…

1
What’s Making Headlines – the Senate’s home ownership inquiry report 26:57

26d ago26:57

26:57

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 unpack the big themes in the news as Parliament concludes its final sitting week. This week, they cover: T…

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Women in Finance Podcast: How Westpac is creating better equilibrium 32:28

27d ago32:28

32:28

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November). In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac’s NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find…

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How this brokerage is rethinking investor loans 43:29

29d ago43:29

43:29

Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling. For the past seven years, Pham has been leading the rapidly growing broking arm of buyer’s agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff. In this episode of Elite Broker, host An…

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

1M 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
Women in Finance Podcast: Takeaways from the Women in Finance Summit and Women in Finance Awards 2024 31:34

1M 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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Navigating the cryptocurrency landscape 40:40

1M 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

1M ago1:30:56

1:30:56

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, Canada Life 100+ resources, Sam Altman intervie…

1
Fulfilling the rising demand for home loans in Newcastle 46:12

1M 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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#19: How to Lead Through Crisis with Joy D. Calloway of the National Medical Association 38:20

1M 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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#18: How to Meet Members Where They Are with Mike Skiados of The National Association of Professional Insurance Agents 31:27

1M 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…

1
In Focus: Transforming business finance with AI 30:55

1M 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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What’s Making Headlines – the change in major banks’ broker flows 17:14

2M 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

2M ago1:35:04

1:35:04

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 Norway hiring yet again, a Bulletproof MBA co…

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How SMSFs can capitalise on a slowing economy 46:20

2M 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

2M 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

2M 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…

1
What’s Making Headlines – a record number of brokers 21:05

2M 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

2M 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

2M 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

2M 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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Women in Finance Podcast: Why we need to stop being ‘busy’ 33:07

2M 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

2M ago1:29:38

1:29:38

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 links: http://tiny.cc/traplinks ============…

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Highlights from the SMSF Adviser Technical Strategy Day 24:33

2M 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

2M 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

2M 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
What’s Making Headlines – more mutual bank mergers 15:00

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M ago1:22:46

1:22:46

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 savings site, four things clients value most …

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

3M 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

3M ago1:03:06

1:03:06

Send us a text 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, Dire…

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