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Broker Daily Podcast Network

Broker Daily Podcast Network

著者: Momentum Media
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The Broker Daily Podcast Network provides insights and analysis of the biggest themes shaping Australian mortgage distribution. In Broker Daily Uncut join Phil Tarrant and Alex Whitlock each Monday afternoon as they delve into the headlines and developments affecting mortgage distribution and mortgage broking.All rights reserved 個人ファイナンス 経済学
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  • Business Accelerator: How truly knowing your client helps brokers win
    2025/12/18

    In this week's episode of Business Accelerator, Alex Whitlock and Jason Back continue their deep dive into 'knowing your customer', exploring how brokers can sharpen their positioning to win trust and convert more client inquiries.

    The hosts unpack the challenges brokers face at the first point of contact, where snap judgements, confidence, and credibility can make or break a relationship.

    Whitlock and Back also debate the pros and cons of being a generalist versus a specialist, sharing practical insights on niching, defining your ideal client, and building a signature process that sets you apart. Drawing on Broker Pulse data and real-world examples, they highlight why clarity in messaging, honest positioning, and customer-centric systems are critical to standing out.

    Tune in to hear how brokers can refine their value proposition, improve conversion rates, and position themselves for long-term success by truly understanding who they serve, how they serve them, and why that matters more than ever.

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    30 分
  • Spotlight: How non-banks are stepping in as majors tighten the reins
    2025/12/17

    In this episode of Broker Daily Spotlight, host Liam Garman sits down with Mitchell Chadevski, general manager of Renown Lending, to break down how private lenders are filling the widening gap as major banks tighten lending policies.

    Chadevski explains why non-banks aren't constrained by strict debt-to-income caps or rigid serviceability rules, instead structuring deals around assets, timelines, and purpose.

    The discussion also digs into what borrowers should look for in a non-bank lender, with Chadevski stressing the importance of transparency, track record, and clear communication to avoid operators who over-promise or charge upfront fees with no intention to fund.

    For SMEs, developers, and investors, Chadevski highlights why being "finance ready", with clean documentation, proactive planning, and early conversations, is key to unlocking opportunities.

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    33 分
  • Finance Specialist: Managing the end-of-year rush – and how to set yourself up for success in 2026
    2025/12/16

    The end-of-year period can be a high-stress time for brokers, with mounting client expectations, looming deadlines, and an artificial sense of urgency. So how can you manage pressure, avoid burnout, and set your business up for success in 2026?

    In this episode of Finance Specialist, Liam Garman and Accendo Financial's Trent Carter unpack why the December rush feels so intense, and share practical strategies for managing client expectations, prioritising tasks, and steering clear of over-promising.

    They also dive into ways brokers can boost efficiency heading into 2026, including leveraging technology and AI-driven platforms, outsourcing low-value administrative tasks, and structuring the day to focus on high-impact work that drives business growth.

    Carter highlights the warning signs of burnout, offers guidance on breaking down large projects into manageable steps, and explains how proactive planning, communication, and professional support can help brokers maintain balance during peak periods.

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    35 分
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