How Daniel Pym strategically Positioned Himself to Become a High Performer
The Successful Adviser by James McCracken
Release Date: 08/07/2019
Building a Great Team with Liz Wilson
The Successful Adviser by James McCracken
In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems. Like all mortgage brokers, Liz has needed to embrace the change of recent time so she and her team can remain relevant to their clients and continue to deliver outstanding levels of service. What interesting to hear is Liz’s mindset and openness to personal change, growth and thinking differently in order to achieve different outcomes. Not only does she embrace change, but moreover, Liz also engages her people in the process so there is buy-in at the...
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How Cathy Brown Uses Offshore Talent to Grow her Broking Business
The Successful Adviser by James McCracken
With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her calling as a mortgage broker. From the early days of smashing out long hours and driving all over town, Cathy has restructured her business to fit around her life all while leveraging processes, technology and an off-shore team to deliver exceptional client outcomes. Like many a broker, Cathy found it difficult to relinquish control but has found that with continual & effective communication, she can empower, upskill and support her team to take as much ownership over the...
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Ilse Strauss Shares How to be In Sync With Your Purpose
The Successful Adviser by James McCracken
In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to ensure there is alignment between their values and their business. In this interview, you’ll hear Ilse share specific insights into how having clarity of your value can and does make it easier to operate your business in a way that feels authentic for each person. The reason for asking Ilse to share light on this very important topic is because quite often, in the cut and thrust of getting deals done, it can be easy to operate in a task-centric manner without having...
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How Kelly Cameron Retired at Age 30 and Has Since Built a 7-Figure Loan Book
The Successful Adviser by James McCracken
Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients. This is certainly true for Kelly Cameron, the entrepreneurial director of Get Real Finance. At age 30, Kelly sold her first brokerage and ‘retired’ from the workforce, though boredom, the need to be challenged and passion for making a difference soon brought her back to the finance industry. Having since established Get Real Finance, Kelly has since brought on a total of 8 other staff members to accommodate the continuing need to...
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Aaron Christie - David on the importance of business processes and how he grew Atelier Wealth to over $67 million
The Successful Adviser by James McCracken
In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are helping him and his team operate an efficient and productive brokerage that delivers a smooth lending experience for their astute clientele. As a marketer turned broker, Aaron has a keen eye for the small details that help influence consumer perception of him and his brand. For example, Aaron is masterful at communicating online and recognising and appreciating his clients and his team for the joint success experienced. It’s one of many...
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How Otto Dargan went from a business of 1 to more than 150
The Successful Adviser by James McCracken
When Otto Dargan started his mortgage broking journey, he had a modest vision of having 3 staff members and to service a local client base. But, while trekking in Nepal, he broadened his horizons in more ways than one. With a more worldly view, he came back to Australia inspired about what else was possible. With the newfound energy, he started experimenting with his business, and though not all experiments worked out, he failed often enough and quick enough to let go of the bad ideas and follow through on the good ones. These days, his company, Home Loan Experts looked very different...
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How Hannah Nguyen writes $86M and is Home For Dinner Time Every Night
The Successful Adviser by James McCracken
Hearing Hannah Nguyen’s story will be aspirational for many - and rightly so. She is shooting the lights out with her volumes, though she is far from resting on her laurels. Currently writing around $86 M with a goal of $100M (and then $150M), Hannah and her team operate with precision and structure to enable deals to flow smoothly through their well-oiled machine without every task being reliant on Hannah’s personal effort. If you think of a surgical team, which has the prep-nurses, the surgeon and the post-operation support, that’s much like Hannah’s setup. Where Hannah...
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Luke Howes Shares How He Founded Bankstatements.com.au
The Successful Adviser by James McCracken
Luke Howes is the typical story of an ‘overnight success’ 15 years in the making. Better known as the founder of bankstatements.com.au, in our interview, Luke gives us the back story that brought us his fantastic innovation that now provides value for thousands of brokers and tens of thousands of clients alike. Immersed in the entrepreneurial world for the better part of his working life, Luke readily admits that bankstatements.com.au was born out of continually listening to the market, tweaking and refining tech solutions until they landed on something ‘big’ (aka a...
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Nathan Aird’s Unconventional Approach to Building a High-Performance Brokerage
The Successful Adviser by James McCracken
Like many a high performer, Nathan Aird is vividly clear on what’s important to him, and he is incredibly consistent in his approach to operating his brokerage so it can support his chosen lifestyle. And, these days, Nathan strictly operates a Monday-Friday brokerage. For some, the thought of not putting in some hours on the weekend or doing ‘home appointments’ might make them nervous, but in Nathan’s case, it’s doing him a world of good... By defining his boundaries and his values, it ensures that his time spent in the office is highly productive. As Nathan said,...
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How Mark Stevenson Has Maintained Volumes In Trying Conditions
The Successful Adviser by James McCracken
In this refreshingly honest interview, you’ll hear Mark Stevenson talk about the tribulations and triumphs of operating a broking business. Mark is the Managing Director of Finance division of Bell Partners, a multifaceted professional services firm that aims to ‘put a ring’ around their clients so they can offer a suite of services to each client without needing to refer to people outside of the group. As looking from afar, you’d think Mark has and the team have ‘got it made’ with all the referrals they could garner in-house. And you’d be right, to a...
info_outlineIf you were judging Daniel Pym purely by office location, you’d think he’s got it made to be sitting in Australia’s highest performing Ray White office and writing up 7-figure deals to cardiologists, executives and other members of Sydney’s high-income community.
But that would be a narrow assessment.
The truth is that over 15+ years of broking, Daniel has made more mistakes than most, and had some experiences that you wouldn’t envy.
But these experiences, good, bad and indifferent have moulded Daniel’s values, his service proposition, and his work ethic.
Upon entering the industry, Daniel accelerated his learning simply by doing 50+ appointments per month. Back then, his process was less refined than it is today, but the sheer volume of activity built his knowledge, his competence, and his client base.
And, though the early days didn’t always go to plan it’s the sum total of these qualities that have contributed in no small way to Daniel earning the trust of his affluent clients and the estate agents whom he collaborates with.
With a philosophy of holding onto good people, Daniel recently opened up a second office in Erskineville and promoted his loan writer Tommy to run that branch.
You will appreciate Daniel’s candor in this interview where he helps us understand exactly what it’s been like to earn the kudos that is now coming his way.
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