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Building a Great Team with Liz Wilson

The Successful Adviser by James McCracken

Release Date: 03/12/2020

How Andrew Larcombe Is Shifting From High Performer To High Contributor show art How Andrew Larcombe Is Shifting From High Performer To High Contributor

The Successful Adviser by James McCracken

After a 14-year career at Westpac, Andrew Larcombe decided to join the ranks of the broking industry, and 23+ years on, he has seen just about everything and achieved an extraordinary amount. When loans were easier to write, Andrew broke the company 3-months in a row, where he set a record of 84 loans in a single month.  Legend has it that record still exists to this day. With a knack for teaching, Andrew’s broking business has evolved over the years to incorporate a structured mentoring program given his passion for helping new-to-industry brokers. Moreover, like many high achieving...

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How Jeremy Fisher Became The # 1 Broker In The Country show art How Jeremy Fisher Became The # 1 Broker In The Country

The Successful Adviser by James McCracken

In this candid and relieving interview Jeremy Fisher of 1st Street Financial, we cover a number of topics pertaining to personal success, business development, and contributing back to the community. You may know Jeremy as having been ranked # 1 broker in the MPA Top 100 list with a settlement volume of $320 million.  But as Jeremy readily admits, that’s when organising a deal required less admin and lenders approved applications faster. With a healthy perspective on the industry, Jeremy understands acutely that though he may have written the most volume, there are brokers the country...

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How Robert Trewin has Grown His Award-winning Brokerage show art How Robert Trewin has Grown His Award-winning Brokerage

The Successful Adviser by James McCracken

Hailing from the small country town of Orbost, Robert Trewin has built a renowned and trusted reputation across Victoria’s East Gippsland as a mortgage broker of choice, and of latter years,  the mortgage broking business of choice. With a background in lending, Rob made the leap at a time when only 20% of home loans originated from the broker channel. Armed with a fervent commitment to delivering service, solutions and value to the community, Rob hasn’t looked back. These days, Rob’s brokerage has won a host of awards for service, diversified income (insurance) and business...

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How Peter White is Furthering the Broking Industry show art How Peter White is Furthering the Broking Industry

The Successful Adviser by James McCracken

In this candid, straightforward interview, Peter White, Managing Director of FBAA, talks about his legacy, how far the industry has come and what’s in store for the months and years ahead. It will come as no surprise that Peter, just like the brokers he represents, is extremely passionate about the industry and furthering the broker cause. This is absolutely evidenced through the continued lobbying done during the Royal Commission, and more recently, to ensure the Best Interests Duty enables brokers to continue delivering the advice and lending solutions that are fit for purpose. What came...

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How Richard Crabb is Bringing Regulation to an Industry Full of Sharks show art How Richard Crabb is Bringing Regulation to an Industry Full of Sharks

The Successful Adviser by James McCracken

As someone who has been at the raw end of a property spruiker, I can say with absolute certainty that it does make a difference who consumers and investors get their advice from. Get it wrong, and you’re stuck with an expensive lemon.   Get it right, and it can be a building block to creating financial security.   In this episode, Richard Crabb, managing director of Aspire Property Network shares how their business model brings rigour, structure and professionalism to consumers to help them make objective, informed decisions around investing in property. After 15 years in...

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How Gerard Heffernan has built a Highly Respected Reputation show art How Gerard Heffernan has built a Highly Respected Reputation

The Successful Adviser by James McCracken

As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike. Having joined forces with his brother Bernard in 2015, their business hasn’t looked back. And, like many a bespoke brokerage, Gerard and Bernie understand intimately the need to provide personalised service and advice according to the needs of every client. It’s with this premise that they have continued to grow their volumes year-on-year in what is clearly a forever changing and dynamic lending landscape. Seeing the need for additional admin support, their...

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Building a Great Team with Liz Wilson show art 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 show art 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 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...

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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...

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More Episodes

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 ground level.  As Liz would know first-hand, the more the buy-in, the easier the transition.

In terms of Liz’ personal growth, as she eloquently said, “The only way to survive is to grow”, and that’s a very healthy mindset so she can continue to explore new avenues for optimising the engagement and focus that her team members bring on a daily basis.

Liz also touches on how employing and engaging the right people and helping the wrong people get off the bus has made a profound difference to how their business operates and the energy & attitudes that are brought into the office.

If you’d like to find out more about Liz and her team, you can visit their website here.