エピソード

  • Business Accelerator: What is your calendar really costing you?
    2026/07/02

    Ever had a full day stretching out in front of you, only to watch it disappear in a blur of emails, phone calls, and firefighting? If so, the problem may not be your workload – it may be how you're managing your time.

    Join Broker Daily's Julian Barnes and broker coach Jason Back as they unpack the strategy behind effective time management; exploring why the busiest brokers aren't always the most successful; and how intentional planning, prioritisation, and time blocking can help you regain control of your calendar.

    From protecting high-value work and eliminating distractions to building habits that drive long-term growth, this episode explores why taking ownership of your schedule isn't just about getting more done – it's about creating more value for your business.

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    33 分
  • What now for SMSF lending?
    2026/06/30

    The government's decision to ban new SMSF borrowing for residential property has reshaped the lending landscape almost overnight. So what happens now?

    Join Broker Daily's Julian Barnes, with Finni brokers Eva Loisance and Costa Arvanitopoulos as they unpack the implications of the reforms, from the race to settle existing deals before the transition deadline to the industry's response and what the changes could mean for brokers, lenders, and property investors.

    The team also discusses the latest developments in AI, lender policy updates, and the growing push for a co-ordinated response to economic crime, breaking down the biggest stories shaping the broking industry.

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    34 分
  • Finance Specialist: The cash flow conversation that could change everything
    2026/06/29

    Could one conversation transform the way your SME clients manage their business?

    Liam Garman and Trent Carter unpack why cash flow is emerging as one of the biggest challenges facing SMEs, from the impact of Payday Super to the warning signs brokers should be spotting before problems arise.

    The pair also explore how working capital solutions – including trade finance, debtor finance, and overdrafts – can help businesses stay ahead, and why asking better questions could uncover opportunities long before clients ask for finance.

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    17 分
  • Business Accelerator: How to make EOFY more than a tax deadline
    2026/06/25

    For many brokers, EOFY is synonymous with tax planning and paperwork. But it can also provide the perfect opportunity to reconnect with clients, reflect on business performance, and lay the foundations for the year ahead.

    That was the focus of this week's Business Accelerator, where Broker Essentials founder Jason Back joined Broker Daily's Julian Barnes to unpack how brokers can use EOFY as a catalyst for stronger client relationships and smarter business planning, rather than simply another compliance milestone.

    The pair explore why meaningful client conversations often begin with a simple check-in, how brokers can review what's working (and what isn't) within their own businesses, and why the lessons learned over the past 12 months can shape success over the next 12.

    Whether it's strengthening referral relationships, refining business processes, or reconnecting with existing clients, this episode examines how brokers can make EOFY more than just a date on the calendar.

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    32 分
  • Spotlight: Why the future of broking starts with the CRM
    2026/06/24

    As brokers face growing compliance requirements, rising client expectations, and increasing pressure to diversify, the technology underpinning their businesses has never been more important. This week's Broker Daily Spotlight explores how Lend's do-it-all platform has the capacity to be the engine room of the modern brokerage.

    Julian Barnes is joined by Lend's head of broker and third-party distribution, Andrew Beckett, to discuss the evolution of broker technology and why the right CRM is becoming central to growth, efficiency, and diversification.

    The conversation explores how Lend's platform is helping brokers streamline workflows, gain market share, improve lender matching, and create new conversations with clients.

    Tune in to hear more about:

    • Why the broker CRM is evolving into an all-in-one business platform.
    • What brokers need from their technology stack to support future growth.
    • How Lend is building a platform designed to support brokers across multiple lending verticals.

    The discussion centres around how brokers can build more scalable businesses and why the next evolution of broking may start with the systems that power it.

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    40 分
  • SMSFs thrust into housing tax debate
    2026/06/23

    The federal government's proposed changes to negative gearing and capital gains tax have already reshaped the property investment landscape.

    Now, attention is turning to self-managed super funds (SMSF), with the Greens calling for tighter rules around SMSF property investment as part of the broader housing affordability debate.

    Broker Daily's senior journalist Julian Barnes is joined by Finni's Eva Loisance and Costa Arvanitopoulos to unpack the growing focus on SMSFs, what the proposed changes could mean for investors, and whether alternative ownership structures are becoming more attractive in the post-budget environment.

    Note this episode was recorded just before the confirmation that the government had struck a deal with the Greens to support the banning of limited recourse borrowing arrangements (LRBAs) for residential property by superannuation funds. Read more about that here.

    The trio also discuss lender responses to the reforms, shifting investor behaviour, and the broader implications for brokers navigating one of the biggest shake-ups to Australia's property tax system in decades.

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    33 分
  • Finance Specialist: Building your first 90 days in SME finance
    2026/06/22

    For brokers looking to expand beyond residential lending, SME finance can offer significant opportunities. But making the transition successfully requires more than simply adding new products to your toolkit.

    That transition was the focus of this week's Finance Specialist, where Liam Garman and Trent Carter explored what it takes to build a successful foundation in SME finance, from choosing a niche and developing technical expertise to building referral networks and understanding the needs of business owners.

    The pair discuss why new SME brokers should resist the temptation to do everything at once, how existing client relationships can create new commercial opportunities, and why asking the right questions is often more valuable than having all the answers.

    From finding your first deal to building long-term credibility, this episode explores the practical steps brokers can take to establish a strong foundation in SME finance.

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    31 分
  • Business Accelerator: AI can make you faster, but can it make you unique?
    2026/06/18

    AI is transforming the way brokers work, helping automate tasks, streamline workflows, and free up valuable time. But as the technology becomes more widely adopted, a new challenge is emerging: if everyone has access to the same tools, what sets you apart?

    In this week's Business Accelerator, Julian Barnes and Jason Back explore how brokers can use AI to improve productivity without losing the expertise, relationships, and personal touch that clients value most.

    The duo also discuss the growing gap between AI adoption and AI integration, the risks around privacy, compliance, and fraud, and why the most successful brokers may be those who use technology to amplify their strengths rather than replace them.

    Ahead of the Broker Innovation Summit, this episode examines how brokers can move beyond efficiency gains and use AI to create genuine competitive advantage in an increasingly crowded market.

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    32 分