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100: How Kirsty Dunphey Settled 123 Deals in Her First 12 Months

The Successful Adviser by James McCracken

Release Date: 05/09/2017

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...

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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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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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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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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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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...

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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...

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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...

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The Successful Adviser by James McCracken

In this episode, we talk with Jason Cuerel, who shares his unusual journey to becoming a high performing loan writer.   Early in his career, Jason did a financial analysis of annual reports before transitioning to a retail sales role.  It was in that role where one of these customers offered him a position with a non-bank lender which marked the beginning of his journey into the finance industry.   Jason and I discuss how occasionally, with the best of intentions, some brokers find themselves having ‘Analysis by Paralysis’ to find the right lending product, which can...

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In this interview, Clinton talks about how to get the job done to an exceptional standard and having a  seamless delivery of service to the clients. We also talk about how vital it is to review your ‘why’ in doing all of the things you have been doing.   Clint also shares how embracing technology has contributed to a more efficient loan process while also making it easier to build client relationships.     Some of the tools in Clint’s lineup include his bespoke fact-find-form that feeds directly into Mercury, Zoom for online meetings and Calendly for booking...

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In her fist year, Kirsty settled 123 deals, which is no mean feat considering she didn’t have prior credit experience. That said, property and finance are familiar topics for Kirsty considering she was previously the director of a 50-staff real estate agency in Tasmania, and has been in and around property since age 15.