Double your mortgage broking business and fast-track your growth. Billion Dollar Broker is a training and implementation company that focuses on three essential pillars: Establishing a Referral-Driven Business Implementing Effective Systems and Procedures Attracting and Keeping a High-Performing Team
Attracting and Advising Investor Clients
Join us in this episode of the Billion Dollar Broker Podcast as we dive into the world of property investment with Rasti Vaibhav, Director of Get Rare Properties.
Rasti shares his journey from architect and data scientist to a successful property investor with over 18 properties.
Learn powerful strategies for attracting and advising investor clients, leveraging market opportunities, and building a winning team to grow a profitable property portfolio.
Whether you're a mortgage broker looking to expand your business or an investor seeking expert advice, this episode is packed with actionable insights.
Tune in now and elevate your approach to property investment!
8/13/2024 • 59 minutes, 31 seconds
Playing To Strengths With AI
In this latest episode of the Billion Dollar Broker Podcast, I had an incredible chat with Joel Wyld, Director of Peasy.
Joel is not only an award-winning broker, having been named AFG’s New South Wales and national broker of the year in 2020, but also a pioneer in leveraging technology to enhance the mortgage broking process.
Key Takeaways:
- Mortgage Industry Insight: Delve into Joel's journey from starting as a broker in 2012 to founding Peasy in 2015, and his innovative approach to simplifying property transactions.
- Embracing Technology: Discover how Joel is integrating AI to automate data extraction from tax returns and payslips, streamlining the loan qualification process, and reducing the reliance on human expertise.
- Client Engagement Strategy: Learn about Joel's strategy of charging a refundable $250 deposit to ensure client commitment, which has led to higher engagement and better conversion rates.
- Team Structure and Culture: Explore how Joel structures his team into specialized pods and the importance he places on hiring based on strengths and cultural fit to maintain a productive and positive work environment.
- Hiring and Management: Understand the significance of quick decision-making regarding non-performing hires to protect team morale and productivity, and the use of psychometric testing (Preview) to ensure candidates fit the required roles.
- Mindset and Authenticity: The importance of focusing on strengths, being authentic, and creating a positive team environment. Joel emphasizes the value of playing to one’s strengths and delegating tasks that don’t align with them.
Tune in now to gain valuable insights from Joel Wyld on leveraging technology, building strong client relationships, and effective team management strategies to grow a successful mortgage broking business!
7/5/2024 • 42 minutes, 19 seconds
The $15 Million Ethos: Transform Your Life and Property Investments!
Tune in to the Billion Dollar Broker Podcast episode featuring Munzurul Khan:
- Real Estate and Entrepreneurship Insights: Join Munzurul Khan, Founding Partner of KHI Partners, as he shares his remarkable journey from his early days in Australia, furnished with only donations from the Salvation Army, to establishing a leading position in the property investment sector.
- Ethos of Contribution: Discover the core principles that guide Munzurul's personal and professional life. He emphasizes the importance of giving back to the community and how this ethos is integral to his success.
- Organic Business Growth: Munzurul explains how he escalated his business to $15 million in revenue without the use of paid advertising, relying instead on strategic networking and organic growth.
- Property Investment Mastery: With over 80 investment properties under his management, Munzurul reveals his secrets to succeeding in the real estate market, offering listeners valuable insights into effective property investment strategies.
- Expanding Business Value: Learn how Munzurul significantly increased the value of his business by integrating additional services, providing a blueprint for listeners on how to enhance their business offerings to achieve exponential growth.
5/9/2024 • 55 minutes, 13 seconds
Mindset and Marketing Mastery
Tune in to the Billion Dollar Broker Podcast episode with Aaron Christie-David to hear his enlightening journey:
Mortgage Industry Insights: Join Aaron Christie-David, co-founder and broker at Atelier Wealth, as he discusses his journey in the mortgage industry, the launch of his book "The Happy Home Loan Handbook," and strategies for brokers to scale their business.
Becoming an Author: Aaron shares how an article about the pessimistic outlook of young Australians on homeownership inspired him to write and help change that mindset.
Team Dynamics and Support: Explore how Aaron managed a team of 25 while writing his book, emphasizing the importance of a supportive team culture and mutual respect during busy times.
Strategic Prioritization: Aaron talks about the three main priorities guiding his work: personal health, family, and business. He highlights the importance of time management and goal alignment in achieving success.
Cultivating Confidence and Mindset: Learn about Aaron's approach to instilling confidence and competence in his clients and team, and the role of a positive mindset in realizing potential.
Effective Marketing Techniques: Aaron discusses using his marketing background to effectively attract the right clients and the importance of consistency and niche understanding in marketing strategies.
Growth and Leadership Transition: Hear about how Aaron's business has evolved, including transitioning day-to-day operations to his wife, Bernie, and optimizing business strategies for scalability and leadership.
5/7/2024 • 53 minutes, 19 seconds
Embracing Resilience: Bridget’s Inspiring Journey
Tune in to the Billion Dollar Broker Podcast episode with Bridget Sakr to hear her inspiring journey:
* Mortgage Industry Leadership: Explore Bridget's impactful 30-year career in the mortgage industry, from her early days at the Commonwealth Bank to Genworth, and the founding of Granite Home Loans.
* Tragedy and Resilience: Bridget shares the details of the tragic loss of her daughter and nieces, and how this profound experience reshaped her life.
* Heartfelt Community Initiative: Learn about "Heartfelt," the supportive charity Bridget created for those coping with grief.
* Legacy of Service: Discover Bridget's venture into politics and the establishment of a commemorative café, showcasing her commitment to community service and her daughter's memory and those living with grief.
You can donate at https://heartfelt.community/
1/22/2024 • 57 minutes, 26 seconds
Embracing Resilience: Bridget's Inspiring Journey
Embracing Resilience: Bridget's Inspiring Journey by Ross Le Quesne
11/14/2023 • 57 minutes, 26 seconds
Balancing Stress And Leadership In Business
Join host Ross Le Quesne as he engages with Luke Mathers, a former director of Specsavers in Australia and author of "Stress Teflon," in a riveting episode of the Billion Dollar Broker Podcast. Dive into the heart of business stress management and uncover:
* Mastering Stress as a Leader: Unearth Luke's unique approach to transforming stress into a driving force for success and leadership.
* Insights from a Business Pioneer: Learn from a leader who reshaped a major retail brand, applying these lessons to your own professional journey.
* Navigating High-Stress Environments: Discover strategies to remain effective and composed in challenging business scenarios.
* Cultivating Resilience and Growth: Understand how stress, when managed well, can lead to unparalleled growth and resilience in your career.
Listen Now!
11/13/2023 • 57 minutes, 24 seconds
The Business Of Real Estate Referrals With Paul O'Regan
In this enlightening episode of the Billion Dollar Broker Podcast, Ross Le Quesne interviews LJ Hooker's CEO, Paul O'Regan.
With over 40 years of experience, Paul shares invaluable insights into the mortgage broking business, the evolution of the industry, and the secrets behind his success.
Key Takeaways:
1. The Evolution of Mortgage Broking: Paul delves into the transformation of the mortgage broking landscape, highlighting the shift from a transactional approach to a more relationship-driven model
2. Harnessing the Power of Referrals: Paul emphasises the importance of building and nurturing relationships in the industry. He shares his strategies for gaining trust, which has led to a steady stream of referrals, driving consistent growth for his business.
3. The Power of Franchising: Paul discusses the advantages of franchising, emphasising the importance of providing the right support, communication, and business growth opportunities for franchise owners.
4. Growth Strategies: One of the main challenges in the industry is scalability. Paul advises against trying to do everything alone. Leveraging support, whether through franchising or other means, can be pivotal for growth.
5. Unique Offerings: The podcast touches on the significance of differentiation in the market. Paul's franchise offers unique white label programs, loan processing teams, and expansive territories, setting them apart in the industry.
6. Commitment to Partners: Paul's franchise model stands out with its flexible terms, allowing franchisees to exit without any loss of trail after their agreement period, reflecting their confidence in the value they provide.
7. Advice for Aspiring Brokers: Paul's golden advice for those looking to scale their mortgage broking business is clear - don't try to do everything yourself. Seek out support, be it through franchising, mentorship, or other avenues
This episode offers a wealth of knowledge, valuable for both budding and experienced brokers.
Listen Now!
10/11/2023 • 47 minutes, 22 seconds
Referral Partnerships And Out - Of - The - Box Solutions With Daryn Heffernan
Dayrn Heffernan shares how referral partnerships out of the box solutions led to him being within the top 100 brokers.
In this Podcast we discuss:
* How to add value to Accountants and Financial Planners
* Some unlikely referral partners that are proving profitable
* How being a specialist in complex lending has opened the door to some big deals
* How to think outside the box
9/14/2023 • 45 minutes, 13 seconds
Podcast With Sean White
Podcast with Sean White. Discussing Leadership Lessons: Gratitude and the 4 Billion Dollar Niche
8/17/2023 • 40 minutes, 55 seconds
The Successful Mindset - The Billion Dollar Broker Podcast
Our mindset is key!
Successful brokers have a mindset that is successful.
And to be top of our game, we need to develop a mindset that is going to set us up for success.
We need instill the right habits and rituals that are going lead to growth and develop resilience.
In this episode, of The Billion Dollar Broker, I share what the habits of top brokers are, and show you how to develop and foster a mindset that will set you up for success.
5/15/2023 • 18 minutes, 33 seconds
How Education helped Shore Financial to be the Top Independent Brokerage
In this podcast, we explore how education played a key role in Shore Financial's success as the top independent brokerage. Discover the strategies and insights that helped them stay ahead of the curve and provide exceptional service to their clients. Join us as we learn from their experiences and gain valuable insights for our own journeys.
5/15/2023 • 1 hour, 5 minutes, 32 seconds
Fireproof your Mortgage business
Topics discussed:
- Fireproofing not firefighting - Systems & processes
- Client experience - Presenting solutions
- Experience in broking business
3/2/2023 • 40 minutes, 40 seconds
Property Investment and Scaling for Success
Chris scaled his business to $300m per year in 5 years. He discusses how he hustled and leveraged his property investment knowledge to build a business of scale. We discuss his journey and the challenges he has overcome to scale a team.
Topics discussed:
- Property Investment Niche
- Scaling journey
- The importance of creating a winning team
2/9/2023 • 42 minutes, 59 seconds
How To Build A Referral Based Broking Business
Ross discussed why it’s important to build a referral-based Broker business. He covers the top 10 sources of client referrals with real life examples. Ross discussed his 4 strategies to get warm introductions to referral partners without cold calling.
- Why Building a Referral Based Broking Business is
Top 10 Sources of Client Referrals.
- 4 Strategies For Referral Partner Introductions
1/24/2023 • 17 minutes, 54 seconds
Podcast With Cameron Perry How To Be A Top Commercial Broker
This week we talk with Cameron Perry Director & CEO of Melbourne Finance and Equity Group and Perry Finance about the Commercial Broking space. Cameron shares his expertise built over 18 years in Commercial Broking and been awarded in the 10 Top Commercial Brokers 3 years running.
Topics discussed:
- What the Commercial Broking space looks like today
- What to consider if you are thinking of entering Commercial Broking
- Tips on how to build your own Commercial Broking business
12/20/2022 • 36 minutes, 11 seconds
The Secret To Recruiting And Retaining Great Staff
In this episode, Ross talks about why having a structure and a guide to your interview process is key. He goes on to outline the steps that you'll need to take to ensure success in the interviewing process and then explains the steps you should take in an interview.
We identify what the three main areas of a successful hire are:
1. Why having a structure and a guide to your interview process is key
2. The steps that you will need to undertake to ensure success.
3. The key things to do in an interview and how to structure the job interview.
Resources mentioned in this episode – The Interview Guide
12/1/2022 • 17 minutes, 50 seconds
Podcast How To Build Accountant Referrals With Keith Balmer
Referral partnerships with Accountants can be highly beneficial to your business. Keith as built his long standing, successful business around this principle. In this Podcast Keith shares his insights into the accountant referral relationship along with tips on how to build and maintain them long-term.
- Cold calling accountants and booking appointments.
- Strategy to build accountant relationships.
- The key to the accountant relationships and how to build trust.
11/15/2022 • 40 minutes, 32 seconds
Podcast How To Challenge And Educate Your Clients In The Current Market
Many brokers that I'm talking to are affected by what is happening in the market at the moment with rising rates and fewer opportunities coming in their door.
Brokers who challenge and educate their clients by taking out the noise and focusing on the opportunities will convert more business through their positive outlook on focusing on what can be done and educating the clients on how to do it.
- Why you need to challenge and educate your clients
- The different types of salespeople
- What you need to do to become a challenger
Resources mentioned in this episode – Book – ‘The Challenger Sale’ by Brent Adamson & Matthew Dixon
11/1/2022 • 19 minutes, 57 seconds
The Key to Retention, Referrals and Repeat Business with Guest Tracey Dean
Tracey Dean is the Director of Keeping Clients and previous broker and Mortgage Choice Franchise owner with over 20 years industry experience.
Topics discussed –
- The benefits in contacting your clients to build your loan book and increase business value
- The power in generating referrals from your existing client base and why it is often underestimated by many brokers
- Why many brokers struggle to make relationship calls and what to do about it
- How the best brokers outsource this and make it work
10/6/2022 • 46 minutes, 35 seconds
The X Factor with Ollie Lum
We chat with Ollie Lum, Residential Loan Manager at AAA Mortgages and Top 100 broker, on how he uses his network to have fun and to do business in this latest installment of the Billion Dollar Broker Podcast.
We talk about some of the latest technology that he likes to use within his business, strategies on how to identify your ideal client, and some polite ways on how to say no that will give you the X Factor.
• The power of LinkedIn and Creating a Network
• How networking can help you do business
• The importance of technology and some stories behind it
• How to identify your ideal client
• How to politely say "no"
• How to create a business that gives you the X-Factor
• How to achieve FLOW in your life
Listen to the episode now!
9/15/2022 • 57 minutes, 27 seconds
Build a Team of Productive Brokers with Nick Reilly
Managing Director of Inovayt Wealth and Finance, Nick Reilly, is gracing us in the latest Billion Dollar Broker Podcast episode!
We discussed how Nick has grown a business that writes over $1.2 Billion a year with a focus on broker productivity.
We discuss the courage that it takes to take a pay-cut, to go from Sales to Management, to grow a business rather than just be a broker.
Nick shares his lessons in how he has recruited experts into his senior management team, that has created the foundations for outstanding growth in the last 3-4 years.
In this episode:
• How to Grow a Team of Brokers
• How to move from Sales to Management
• How to put the support structures in place to grow a team of PAYG Brokers
• Lead Generation through Referral Partners
• His transition into Digital Marketing and the considerations and preparation that has gone into this
You don't want to miss this episode so tune in now!
9/14/2022 • 45 minutes, 47 seconds
Diversification and Collaboration in a changing market with Mhairi MacLeod
Mhairi has been twice in the Mortgage Global 100 in 2020/2021 and a previous winner of the AMA Broker of the Year in 2020. With 24 years industry experience across Asset, Commercial and Residential lending.
We discuss how she has grown her business from working in a car yard, to knocking on doors to scaling a diversified business with over 6500 clients.
We also chat about how to get ahead in times of change, collaboration and the role that corporate responsibility plays in her business and how other brokers ca get involved
In this episode:
• How mortgage brokers can diversify into asset finance
• The velocity of change and how to take advantage in a changing market
• The importance of collaborating with your peers
• How and why you should get involved in social
8/12/2022 • 49 minutes, 22 seconds
Designing the Client Experience - Podcast with Rick Garner
We talk with Rick Garner, CEO and Founder of Crew Financial, an award-winning brokerage who manage to be Commercial Pilots as well as Mortgage Brokers and write close to $200M in business at the same time. The secret of their success is putting the client at the centre of everything that they do.
In this episode:
• How to design the ultimate client experience
• Why automation is king
• How he transitioned his team from being fully off-shore to fully on-shore
• How to constantly evolve your process and eliminate things that no longer serve you or your clients
7/26/2022 • 56 minutes, 40 seconds
Feel the Fear and Do it Anyway! with Rodney Bosland
This week we chat with special guest Rodney Bosland. Rodney was my business consultant from 2005 to 2015 with Wizard and Aussie Home Loans.
Since 2015, Rodney has jumped the fence and became a broker. This has led him to be the top retail broker in NSW for the last number of years, using what he learnt out in the field and applying that to his own broking business.
We discussed how to see the opportunity and do the simple actions that lead to results in this market.
In this episode:
• Keep it Simple
• Process and Planning
• Do something that you’re passionate about
You don't want to miss this episode so tune in now!
7/15/2022 • 36 minutes, 41 seconds
Why client experience is the key to success! - Podcast with Larissa Barton and Gordon MacVicar
This week we chat with Mortgage Choice Peregian Beach and Noosaville owners Larissa Barton and Gordon MacVicar.
We discussed how to use social media to promote your business, the importance of creating a great client experience, and the importance of focusing on constantly developing your process and creating an engaged team.
In this episode:
• How to position yourself using social media
• Why focusing on the customer experience is paramount to your business?
• How to grow your business while working less
Tune in now!
6/24/2022 • 44 minutes, 12 seconds
Different Ways to Scale a Mortgage Broking Business - Podcast With Chris Slater
In this week’s episode of the Billion Dollar Broker Podcast, we chat to Chris Slater—Head of Sales and Distribution for AFG—about the best ways to scale a mortgage broking business.
We discussed the one broker model, growing and managing a team, and what it takes if you want to grow a big mortgage broking firm.
In this episode:
• The pros and cons of being a one-man band
• Why Management pays less than Sales
• The 5 habits that you will need if you want to make it in the Broking industry.
We have so much to learn from Tony’s success and experience, so tune in now!
6/7/2022 • 42 minutes, 40 seconds
Diversification, Structure and Lifestyle. – Podcast with Tony Bice
In this week’s episode of The Billion Dollar Broker Podcast, we chat to Tony Bice, Director of First Choice Mortgage and Finance Broker of the Year in 2021.
In this podcast we discuss:
✅ The structure and the model that Tony uses to retain a great team of up to 10 staff.
✅ How he maintains a work life balance in a busy broking world
✅ What Tony’s plans are for the future
We have so much to learn from Tony’s success and experience, so tune in now!
3/3/2022 • 38 minutes, 31 seconds
Paddy & Kate O’Sullivan, Mortgage Choice Nowra
Paddy & Kate O’Sullivan are the owners of multi-award-winning Mortgage Choice Nowra.
In 2020, they took home the award for Best Regional Broker from BOTH the Australian Broking Awards and MFAA. Paddy is also listed in the top 30 brokers for 2021.
They’ve been able to achieve this recognition through their phenomenal growth over the last five years. A vital ingredient to their amazing success has been building an incredible team that functions seamlessly and allows them to sustain and accelerate their growth.
In order to build that incredible team, it takes a ton of clarity: clarity on what you should be spending your time on, who should be spending their time doing it, and how to leverage your team for maximum impact.
We talk about how to decide exactly what aspects of the business you should be spending your time on—and how this clarity of roles has allowed Paddy & Kate to create a formidable and unstoppable partnership.
Once you are clear on where your time should be going, this same process can be stepped down throughout your team, so that everyone is clear on the roles they are playing and the responsibilities involved. And when everyone knows what they’re responsible for and where their time should be spent, that’s when your brokerage can really start to accelerate!
As your business continues to expand and accelerate, it becomes necessary to continuously look for areas of waste in your day and the tasks you’re involved in, and find ways to save anywhere—and I mean anywhere—to make sure you’re spending your time on the things that matter and bring you life. We chat about the places that Paddy & Kate have found ways to create more space and time in their lives, and it might not be where you’d expect—after all, time is time!
If you’d like to start—or continue—growing your very own Dream Team and see your brokerage really start to boom (in a way that lets you spend your time doing the things you love), tune in now to hear from two maestros of the craft.
Listen to the episode now!
12/9/2021 • 46 minutes, 30 seconds
Oliver Grant, Stones Throw Finance
Oliver Grant is the Director of Stones Throw Finance, one of AFG’s top brokerages.
Oliver and his team have a focus on self-employed clients. And when I say focus, I mean focus! They are passionate about deeply understanding their clients’ businesses—not just to make the transaction, but understanding everything about the business—from profitability to cash flow to performance—so they can create a long-term strategy and structure when it comes to their finances.
This deep level of care, understanding, and strategy has led to A LOT of word-of-mouth referrals. In fact, his business (like many of the top brokerages) has been built off the back of this focus on referrals.
We chat about how he goes about asking for referrals and the massive impact this strategy has had on his business.
We also discuss the importance of creating a network of like-minded business professionals to assist your clients and meet their needs by focusing on their wholistic financial well-being.
And before we sign off, Oliver shares some absolute gold on how to create freedom with scale within your business (I’ll give you a hint, it’s a lot about where you focus).
Listen to the episode now!
10/28/2021 • 35 minutes, 56 seconds
Cameron Marcroft, NZ’s #1 Broker
Cameron Marcroft is the Director of Loan Market Central and the 2021 #1 Mortgage Adviser in New Zealand.
He’s currently settling $33M/month. Consistently.
How did he reach the top of his industry? He shares his key secrets with us in this episode of the Billion Dollar Broker podcast.
We talk about how Cameron was able to develop a key referral relationship with one of the top real estate firms in the market, and how you can target, build, and maximise your own referral partnerships.
Next, we chat about how to make lifetime relationships that lead to endless repeat and referral business by offering wholistic service.
Finally, we talk about creating scale that gives you freedom, abundant cashflow, and delighted customers by building up your people and company culture, looking after your team, and surrounding yourself with greatness—and doing it all intentionally.
Listen to the episode now!
10/14/2021 • 44 minutes, 30 seconds
Adam Donald, Capita Finance
In the latest episode, I chat with Adam Donald, owner of Capita Finance.
Adam has won numerous awards, including AFG’s Best Broker for Western Australia, Better Business Awards’ Best Residential Broker for Western Australia, and many more for his outstanding customer service.
To achieve these results, Adam has a secret weapon: amazing relationships.
Adam shares his best tips on how to create powerful referral partner relationships with real estate agents that can turn on a constant flow of quality leads into your business.
We also discuss the ROI of taking time to educate your clients, the massive importance of having a great team with clearly defined roles, and the need to surround yourself with great people if you want to successfully scale your business.
And the foundation of all these relationships is…total authenticity.
If you want to build better, more authentic relationships that will supercharge your business growth, tune in now to hear a master of the art share his best strategies with you.
9/30/2021 • 41 minutes, 11 seconds
David Windler, The Mortgage Supply Co
David Windler is the Co-Founder & Director of The Mortgage Supply Co.
While leading a team of over 30 staff at The Mortgage Supply Co, David still manages to rank as Astute NZ’s #1 broker and one of New Zealand’s Top 5 Brokers, settling on average $15-20M per month himself.
Before becoming an adviser, David was the Director of Sport for Auckland Cricket. This background helps him to keenly understand the importance of creating a team, quality training, and a positive culture and gave him the insights and skills required to make it happen.
We discuss the secrets to creating, looking after, and growing a consistently winning team, as well as how to keep things simple, maintain a strong work ethic, and keep clients first in your business.
If you want to create a team and company culture that wins and keeps on winning, check out the latest episode now.
9/15/2021 • 41 minutes, 3 seconds
Dev Dhingra, Fundmaster.
Dev Dhingra, CEO of Fundmaster.
Dev is the #2 broker in New Zealand and his company, Fundmaster, is a highly celebrated and award-winning brokerage.
In this episode, Dev and I chat about how to grow your customer base and get where you want to go in your business. We discuss the importance of focusing on customers and not numbers or $$$, being clear on what you want, and the value of networking both externally and internally.
If you want to see consistent, sustainable growth in your business and achieve your brokerage goals, be sure to tune in!
9/2/2021 • 38 minutes, 8 seconds
Developing relationships with clients and referrals partners with Brenden Lowbridge, Moneylinks
Brenden Lowbridge is the Managing Director of Moneylinks.
Brenden is an award winning broker based in Newcastle with a team of 8 staff.
He is a top Plan broker with a passion for property, high energy in servicing his clients and focusing on developing relationships with his clients and referrals partners.
8/12/2021 • 38 minutes, 58 seconds
Sam Walker, Aussie Prospect & West Lakes
I’m so excited to announce the release of Season 2 of the Billion Dollar Broker Podcast!
We kick Season 2 off by chatting with Sam Walker, co-director of Aussie Prospect in South Australia
Sam’s franchise has been ranked as the #1 Aussie franchise since 2018. In 2019, they won the ABA award for Best Franchise. In addition, they have just been announced in the MPA’s top 25 brokerages.
Sam has been involved in the Adelaide Real Estate industry since 1988 and play an active role in helping clients purchase property through competitive finance products that are suited to individual’s needs. As a mortgage broker with Aussie, he provides guidance to first home owners through to the investor who needs to restructure their finance to gain maximum benefit from every dollar invested.
In this episode, I talk to Sam about how he runs his day; his daily disciplines and how he manages his time. He peels back the curtain on his business and talks about his office structure. We also discuss how to recruit and retain brokers.
There’s a ton of gold in this episode, so make sure you don’t miss out.
Listen to the episode now!
7/25/2021 • 30 minutes, 15 seconds
Paul Wright of MoneyQuest
Being one of the most disciplined and hard-working brokers at MoneyQuest, Paul uses his loyalty to both the brand and his clients to drive a very successful mortgage broking business in the Wollongong area.
Before joining MoneyQuest, Paul was an experienced broker and banker, and uses this expansive industry knowledge to both his, and his client’s advantage. Strongly believing that nothing can be achieved without hard work and perseverance, Paul applies this to not only his work life, but personal life as well and is an avid runner.
Crediting the advice he gets to provide to his clients as the most enjoyable part of being a broker, Paul makes finance simple for everyone by educating them on all of the various options available using visual aids.
Moving to MoneyQuest because of its people and culture, Paul has found he quickly learnt how critical a brand can be for his business growth and development, and finds the most unique thing about MoneyQuest is the ability of the network to collaborate together in a way which benefits all.
Paul’s idea of the perfect weekend is away with friends, enjoying their company & possibly partaking in a game of golf or barefoot bowls, visiting wineries, a brewery / pub & enjoying nice meals together.
3/9/2021 • 41 minutes, 12 seconds
Billion Dollar Podcast with Katrina Rowlands
Billion Dollar Podcast with Katrina Rowlands by Ross Le Quesne
12/14/2020 • 39 minutes, 54 seconds
Billion Dollar Podcast with Nathan Newham Podcast
Nathan began his career as a corporate project manager and as a result, gained considerable experience understanding a client's needs and desires and working hard to turn those dreams into reality. In 2001 a desire to utilise his key skills and work for himself, lead him to purchase a Mortgage Choice franchise. Further professional study and learning the intricacies of financial services has ensured that Nathan is in the very best position to utilise those key learning's to the absolute benefit of his clients.
12/7/2020 • 48 minutes, 28 seconds
Billion Dollar Broker with Aaron Christie-David
Billion Dollar Broker with Aaron Christie-David by Ross Le Quesne
9/4/2020 • 50 minutes, 32 seconds
Billion Dollar Podcast with Bernard Desmond
Billion Dollar Podcast with Bernard Desmond by Ross Le Quesne
8/28/2020 • 47 minutes, 56 seconds
Billion Dollar Podcast with Todd Duncan Part 2
Todd Duncan is an American author and motivational speaker. He founded The Duncan Group, a mortgage sales training and consulting company, in 1992.
According to CNN, Duncan is "the Tony Robbins of the mortgage industry." He is the author of 17 books, including the New York Times Bestsellers Time Traps: Proven Strategies for Swamped Sales People and High Trust Selling: Make More Money In Less Time with Less Stress. His newest book, The $6,000 Egg: The 10 New Golden Rules for Customer Service deals with fostering client loyalty and generating sales referrals.
Duncan was listed in the top one-percent of the industry by the time he was age 27. In 1992 he founded The Duncan Group. Duncan is also host of the annual Sales Mastery event, which has been running for 24 years.
8/21/2020 • 1 hour, 1 minute, 14 seconds
Billion Dollar Podcast with Josh Bartlett
Billion Dollar Podcast with Josh Bartlett by Ross Le Quesne
8/8/2020 • 52 minutes, 11 seconds
Billion Dollar Podcast with Todd Duncan
Billion Dollar Podcast with Todd Duncan by Ross Le Quesne
8/6/2020 • 44 minutes, 2 seconds
Billion Dollar Broker with Roland Youakim
Billion Dollar Broker with Roland Youakim by Ross Le Quesne
7/17/2020 • 42 minutes, 16 seconds
Billion Dollar Broker with Ian Simpson
Billion Dollar Broker with Ian Simpson by Ross Le Quesne
7/9/2020 • 31 minutes, 49 seconds
Billion Dollar Broker with Kim Horan
Billion Dollar Broker with Kim Horan by Ross Le Quesne
6/18/2020 • 48 minutes, 48 seconds
Billion Dollar Broker with Tom Caesar
Billion Dollar Broker with Tom Caesar by Ross Le Quesne
6/8/2020 • 48 minutes, 48 seconds
Billion Dollar Broker with Deslie Taylor
Billion Dollar Broker with Deslie Taylor by Ross Le Quesne
5/27/2020 • 48 minutes, 48 seconds
Billion Dollar Podcast with Jeremy Fisher
Billion Dollar Podcast with Jeremy Fisher by Ross Le Quesne
5/6/2020 • 39 minutes, 34 seconds
Billion Dollar Podcast with Ben Kingsley
Billion Dollar Podcast with Ben Kingsley by Ross Le Quesne
5/6/2020 • 37 minutes, 15 seconds
Billion Dollar Podcast with Ruan Burger
Billion Dollar Podcast with Ruan Burger by Ross Le Quesne
4/29/2020 • 31 minutes, 9 seconds
Chris Antypas of Aussie Launceston
Aussie Launceston is home to Chris Antypas, who is an experienced and successful Aussie Mortgage Broker and is fully accredited by the Mortgage & Finance Association of Australia.
Aussie Launceston is open 5 days a week and during the weekend by appointment only. We cater for first home buyers, investors and new home purchasers. We can also help customers with a quick home loan health check to ensure you've still got a great deal on your existing home loan.
Our team of fully qualified Aussie Mortgage Brokers can search hundreds of loans from lenders and banks alike to find one that's great for you. Even if you do not fit normal lending criteria or have the full supportive documentation, Aussie Launceston can help.
Aussie also caters for medium size purchases so if you're thinking of buying a new car or going on that long awaited holiday, Aussie has great fixed rate loans for you.
Drop into Aussie Launceston today or call 03 6337 3333 to arrange for a no obligation complimentary appointment, 7 days a week.
4/17/2020 • 35 minutes, 38 seconds
Billion Dollar Broker Podcast with Otto Dargan of Home Loan Experts
Otto Dargan works as the Managing Director and Sales Manager of the Home Loan Experts. He handles the training and development of our team of mortgage brokers as well as the management and strategy development of the company.
Otto’s passion for real estate, investing and financial services has compelled him to create a business with a strong service focus that’s often lacking from the services offered by other brokers and the major banks.
Most mortgage brokers are salesman, not experts. Otto holds our mortgage brokers to a higher standard, which is why our systems, people and training are considered to be some of the best in the industry.
Otto’s experience.
Otto began his career in finance at Mortgage House in 2003 after leaving university. He started right away as a mortgage broker in one of the branches and found that he enjoyed working on the tougher loans that other brokers didn’t want to deal with.
After four years working as a mortgage broker, he decided to start his own company that would allow him to help people with loans in a more flexible environment, with a broader choice of lenders.
In December 2006, Dargan Financial was founded and has since expanded rapidly. In 2009, the company name was changed to the Home Loan Experts as this new name better suited our growing online presence.
Otto has created his own training program for our brokers based on his own experience and a variety of other sources. He has a focus on continuous improvement which has driven him to complete a management course, learn public speaking and to continue to learn more about different areas of finance.
4/7/2020 • 38 minutes, 48 seconds
with Rhonda Britten of Fearless Living Institute
What is Fearless Living?
“Everyone needs Fearless Living”- Oprah Winfrey
With her acclaimed method called Fearless Living, Rhonda Britten has helped thousands of people let go of indecision, gain clarity of purpose, and take life-changing risks. Her work exposes the roots of fear and gives you the tools to move beyond that insidious universal feeling of “not being good enough.” The result is unstoppable confidence and a world of unlimited possibilities.
4/7/2020 • 50 minutes, 59 seconds
with Jeremy Iannuzzelli of Keshab Chartered Accountants
With over 12 years of experience, dealing with small to medium business enterprises. Jeremy learned to channel his focus in the niche market of property investment. Dealing with many property investors, he is able to create effective tax structures in line with the goals and objectives his my clients.
He is also an enthusiastic property investor holding many properties in his portfolio implementing a combination of strategies. His aim is to motivate people in the area of wealth creation in conjunction with tax minimisation structures and strategies. Currently, he is engage with many investors mentoring them not only in tax but a balanced strategy for them to acquire and hold more wealth helping them well into retirement.
His passion of wanting to help people, has provided him the platform to not only manage a successful accounting practice but own and operate one as well.
Always willing to go that extra mile has seen him present in various seminars, attend as a special guest to share his story, act as an in house accountant providing guidance to members, but most of all allowed him to help people in various ways to achieve their financial freedom through correct tax structures.
Recently his knowledge on business has seen him open up his own sports store which is also another passion of his. With effective techniques gained through his experience as an accountant he is able to provide the open public with quality sporting equipment and clothing.
4/7/2020 • 15 minutes, 45 seconds
With Darren Little of Smartmove
Top brokerage CEO Darren Little of Smartmove shows how to pivot quickly in the current market.