Broker Bulletin

LMG

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move. Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey. Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in. So, hit subscribe, join the conversation, and connect with our growing broker community.

  1. 6d ago

    Hiring slow: How this former banker built an award-winning brokerage

    While most growing brokers rush to hire, Jonathan Andela made it harder on purpose.In the latest Broker Bulletin, LMG’s Grace Ormsby sits down with Jonathan from Ledge Home Loans to unpack how 14 years in banking became running his own brokerage.Achieving Premier status in his first Financial Year, Best New Office at the Better Business Awards and an MFAA finalist, Jonathan shares how he’s grown his Perth business without giving up his weekends or putting profit before people.What you’ll take away: How to tell when your numbers say you’re ready to hire How to fit your week into 50 hours and keep your weekends free What nobody warns you about when you leave the bank Like this episode?  Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.  Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.  You can also connect with us on Instagram @lmg.broker and on LinkedIn.  Want to know more about LMG? Click here.Show notes  03:07 From phone roles to executive level: 14 years in banking  04:09 The redundancy that brought the leap into broking forward  07:47 Why he spent his first 6 to 12 months mastering the craft before hiring  08:22 Premier status in year one, and what he calls scaling with soul  12:09 Easy to hire, hard to fire: why he makes hiring harder on purpose  15:15 Family first: the 50-hour week that keeps his weekends free  18:01 Would he go back? Going from a salary to zero  18:41 Learning the numbers: P&Ls, cash flow and knowing when to hire See omnystudio.com/listener for privacy information.

    Hiring slow: How this former banker built an award-winning brokerage
  2. Nov 1

    An accountant’s playbook for sticky clients in a slow market

    With nearly 2,000 clients of his own, accountant and podcast host Jeremy Iannuzzelli is the person who brokers email when a deal gets complicated. A firm believer that the best deals happen when brokers and accountants work together to get the best outcome for their clients, Jeremy says today’s market is no barrier for sticky relationships.  In the latest Broker Bulletin, LMG’s Clare George sits down with Jeremy to unpack what accountants see that brokers often miss, and how closing that gap keeps clients on your book for longer. What you’ll takeaway:  How lending can help clients get on top of ATO debt What to check before moving a resi client into commercial Why “get a letter from your accountant” is costing broker credibility Show notes 01:00 From Billabong shares to What School Should Have Taught You04:21 Why tough markets are the time to build sticky relationships05:44 ATO payment plans, tax deductibility and the business loan alternative07:57 Director penalty notices and what they mean for lending09:33 Moving clients from resi to commercial: GST, structure and risk appetite11:33 Alt doc: going deeper than the accountant’s letter15:41 Trusts vs companies: how structures are changing20:27 The daily 1% habit that keeps Jeremy ahead Like this episode? Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode. Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker Connect with us on Instagram @lmg.broker and on LinkedIn. Find out more about LMG  See omnystudio.com/listener for privacy information.

    An accountant’s playbook for sticky clients in a slow market
  3. Oct 25

    Unpacking ASIC’s BID report, with the MFAA’s Naveen Ahluwalia

    The good news first: brokers hold 81.6% market share and account for just 0.5% of AFCA complaints... But ASIC’s Report 840 also shows where files and complaints processes can be stronger. So, is this a compliance crackdown? And what should brokers be doing to better protect themselves? In this week’s Broker Bulletin, LMG Chief Risk Officer Luke Jarmaine MFAA’s Executive Policy and Legal at the MFAA, Naveen Ahluwalia, answer these questions, plus more, so you know exactly where you stand. What you’ll takeaway:  Why the cheapest rate isn’t always the best loan for your client Why ASIC’s finding on commissions is a big win for brokers How to tighten your record keeping so every file stands on its own Like this episode?Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode. Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker Connect with us on Instagram @lmg.broker and on LinkedIn. Find out more about LMG → Show notes 00:27 Report 840 at a glance: what ASIC reviewed and why it matters01:58 Naveen’s first read: a balanced report and a roadmap to improve04:53 Is the best interests duty working? 81.6% market share and 0.5% of AFCA complaints06:13 Why the cheapest loan isn’t always the best loan08:52 What the report says about a maturing industry11:04 No evidence of commission steering, and why that’s a big win12:32 Complaints handling: why capturing complaints early matters15:27 Is a compliance crackdown coming? What to start doing now See omnystudio.com/listener for privacy information.

    Unpacking ASIC’s BID report, with the MFAA’s Naveen Ahluwalia
  4. Oct 18

    How this husband and wife built a brokerage of 13 with one simple rule

    Loan Market Ellenbrook swears by one rule that many brokers are too nervous to try. In the latest Broker Bulletin, Loan Market CEO Sam White sits down with Tania and Brett Richardson from Loan Market Ellenbrook to deep dive into the business' continued success since its inception back in 2009.With a team of 13, 484 Google reviews and a business that keeps growing through repeat clients and referrals, Tania and Brett share the behind-the-scenes of their busy WA brokerage.What you'll take away: How one simple rule can halve your appointment times Where to focus your activity as the market tightens Why more process can mean happier clients, not fewer Like this episode? Leave a review! Don't miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here.Show notes 01:11 Starting out solo in 2009, when asset finance kept the lights on  05:37 What changed when Tania joined the business  06:57 How automated workflows led to 484 Google reviews  08:51 From an upstairs office nobody could find to a corner shopfront  14:28 What to do right now as the market tightens  16:09 The rule: why they won’t book an appointment without documents  18:35 Does process make broking less personal?  23:08 Husband and wife in business: stay in your lane and leave work at the door  See omnystudio.com/listener for privacy information.

    How this husband and wife built a brokerage of 13 with one simple rule
  5. Oct 11

    From Jetstar to car yards to NSW’s first Loan Market Asset Finance only franchise

    Jetstar taught her to stay calm under pressure. The car yards, a tough, male dominated industry, founded her love for finance. Today, Nicole Romero is the Asset Finance Specialist at Loan Market Launch, NSW’s first Loan Market Asset Finance only franchise. In the latest Broker Bulletin, LMG’s Natalie Viney sits down with Nicole to unpack how that path shaped her approach, the AFX marketplace, and why now’s the time for brokers to diversify. In this episode, you’ll hear: Why diversifying into asset finance is about to matter more than ever What the AFX marketplace means for brokers wanting to expand their offering The simple daily habit that turns one off clients into lifetime ones  Like this episode?Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn.Want to know more about LMG? Click here: https://lmg.broker/about-lmg  Show notes:00:27 Nicole Romero joins Natalie Viney on Broker Bulletin02:26 What an asset finance broker actually does04:07 Inside the AFX marketplace04:12 From Jetstar to car yards: Nicole’s career story08:20 Market trends pushing more brokers toward asset finance10:18 Where residential brokers can start diversifying11:09 Advice for brokers starting out in asset finance14:42 The 1% habit that creates lifetime clients See omnystudio.com/listener for privacy information.

    From Jetstar to car yards to NSW’s first Loan Market Asset Finance only franchise
  6. Sep 27

    From a pool shed to a multi million dollar brokerage, and she still won't touch your home loan

    Paper credit files. A pool shed for an office. Rebecca Justice built Benchmark Finance Group from nothing, and set one rule from day one: stick to what you're best at. In the latest Broker Bulletin, LMG's State Commercial Specialist, Todd Bateman, sits down with Benchmark Finance Group's Managing Director, Rebecca Justice to unpack why she has never diversified into home loans or asset finance, even as the rest of the industry leans into the write, develop, or refer model. What you'll takeaway: Why Rebecca has never diversified Benchmark beyond property and commercial finance The $50 million deal that shows what can go wrong when brokers stray outside their lane What Rebecca wishes she'd known about validation before going out on her own Like this episode? Leave a review! Don't miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here. Show notes: 00:38 Rebecca's recent feature in business news on the private credit market01:44 How Rebecca got into finance, from wanting to be a lawyer to working at Domino's07:02 The leap from 15 years at NAB into starting Benchmark Finance Group08:21 Why Rebecca chose to specialise in property finance instead of becoming a generalist broker09:34 The case for referring instead of diversifying into every type of lending14:35 The real difference between writing credit as a banker and as a broker18:42 From a pool shed office to a growing seven person team24:08 The biggest lesson Rebecca has learned since becoming a business owner See omnystudio.com/listener for privacy information.

    From a pool shed to a multi million dollar brokerage, and she still won't touch your home loan
  7. Sep 13

    The $85 billion opportunity: why ‘complexity is our friend’

    Nine thousand commercial properties sold last year. $85 billion in transactions. And most brokers still think commercial lending isn't for them.In this episode of Broker Bulletin, Mel Griffin sits down with John Flavell, Founder & Director of Wave Money, to bust the biggest myths around commercial property lending. Uncovering why your own client database might already hold your next opportunity.You'll hear: Why your existing customers are sitting on an opportunity you might be missing Why "it's complicated" is a myth worth questioning How an 80% LVR and 30-year term is opening commercial property to everyday investors Like this episode?Leave a review! Don't miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.You can also connect with us on Instagram @lmg.broker and on LinkedIn.Want to know more about LMG? [URL]Show notes timestamps:00:59 – John explains why he founded Wave Money and the borrowers being underserved by traditional lenders03:28 – Why brokers now write over 70% of resi loans, and what hasn't changed in 30 years06:25 – How recent tax changes are shifting where investors put their money10:36 – "Your customers are already sitting in your database"13:58 – Busting the myth that commercial lending is too complicated for resi brokers17:56 – The policy detail: 80% LVR, 30-year terms, and lease-only servicing22:14 – What "lease doc" lending actually means, explained simply25:40 – A first-time investor's story: buying a factory unit in Geelong31:06 – John's "one percenters" for building a business built on long-term relationships See omnystudio.com/listener for privacy information.

    The $85 billion opportunity: why ‘complexity is our friend’

About

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move. Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey. Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in. So, hit subscribe, join the conversation, and connect with our growing broker community.

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