loader from loading.io

Jake Biddle shares how He successfully transitioned from Banker to Broker

The Successful Adviser by James McCracken

Release Date: 11/07/2019

Ilse Strauss Shares How to be In Sync With Your Purpose show art 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...

info_outline
How Kelly Cameron Retired at Age 30 and Has Since Built a 7-Figure Loan Book show art 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...

info_outline
Aaron Christie - David on the importance of business processes and how he grew Atelier Wealth to over $67 million show art 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...

info_outline
How Otto Dargan went from a business of 1 to more than 150 show art 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...

info_outline
How Hannah Nguyen writes $86M and is Home For Dinner Time Every Night show art 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...

info_outline
Luke Howes Shares How He Founded Bankstatements.com.au show art 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...

info_outline
Nathan Aird’s Unconventional Approach to Building a High-Performance Brokerage show art 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,...

info_outline
How Mark Stevenson Has Maintained Volumes In Trying Conditions show art 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_outline
Jake Biddle shares how He successfully transitioned from Banker to Broker show art Jake Biddle shares how He successfully transitioned from Banker to Broker

The Successful Adviser by James McCracken

From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance industry to setup Saint Finance.   And, though he’s on Australia’s west coast, it was his passion for the Saint Kilda football club that was the impetus behind the name.   Like most before him, though Jake initially relied on family & friends, he was able to reconnect with past clients and earn more referrals through the provision of outstanding service.   After several months, his long-term friend and former boss Chris joined him at Saint Finance where they...

info_outline
Nathan Smith, The Podcasting Broker who is Rewriting  Rules to Build a Unique Broking Brand. show art Nathan Smith, The Podcasting Broker who is Rewriting Rules to Build a Unique Broking Brand.

The Successful Adviser by James McCracken

From car showroom to running his own show, Nathan Smith is an impressive individual.   In this candid interview, Nathan takes us behind the scenes as to how he is building a respected, productive and high-value brokerage that is making a difference in more ways than one.   And, Nathan is also the first finance guest I’ve interviewed who is also a host of his own podcast, How Gen Y Buy - which in and of itself is educating and empowering his target audience to get their foot into the property market.   As the founder of Birdie Wealth, Nathan combines his love of tech, process...

info_outline
 
More Episodes

From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance industry to setup Saint Finance.

 

And, though he’s on Australia’s west coast, it was his passion for the Saint Kilda football club that was the impetus behind the name.

 

Like most before him, though Jake initially relied on family & friends, he was able to reconnect with past clients and earn more referrals through the provision of outstanding service.

 

After several months, his long-term friend and former boss Chris joined him at Saint Finance where they are co-directors of the company.  

 

As Jake shares, if you are going into business with someone, particularly as co-owners, you want to be certain that you can support each other and ride the bumps that can sometimes happen arise.

 

This is sage advice, as all too often, it can be easy to see the ‘upside’ of going into business with another person without necessarily taking the time to review potential risks, threats and/or challenges that can come with having a business partner and the responsibilities herewith.



Visit Saint Finance website here.