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The Successful Adviser by James McCracken - Podcast

The Successful Adviser by James McCracken

Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nuggets of wisdom for you, Adviser Nation!

Business Education Inspiration How To Marketing Success
Update frequency
every 8 days
Average duration
38 minutes
Episodes
100
Years Active
2016 - 2025
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Recruiting Mortgage Brokers with Tim Barnard

Recruiting Mortgage Brokers with Tim Barnard

When it comes to recruiting mortgage brokers to help you build your firm, Tim Barnard has his finger on the pulse.

Whether you are looking to hire a salaried or contract broker, there are a number of…

00:36:53  |   Wed 19 Feb 2025
Client Acquisition and Retention Tools with Roxi Becker

Client Acquisition and Retention Tools with Roxi Becker

With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic.

In this interview, Roxi provides a brief time of her career a…

00:42:54  |   Tue 11 Feb 2025
Steve Palise: The Buyer’s Agent for Commercial Property Investors

Steve Palise: The Buyer’s Agent for Commercial Property Investors

As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties for his property investing clients.

This of cours…

00:37:46  |   Tue 04 Feb 2025
How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

Having started in the industry over 20 years ago as a broker and subseq…

00:53:23  |   Tue 28 Jan 2025
Leading a $100M per month firm with Otto Dargan

Leading a $100M per month firm with Otto Dargan

As the founder of Home Loan Experts, Otto Dargan, or at the very least, the firm he built, would be no stranger to a lot of mortgage brokers.

In today's conversation with Otto, he elaborates on how h…

00:39:09  |   Thu 03 Oct 2024
The no BS approach to building a firm

The no BS approach to building a firm

With a penchant for speaking the truth, there’s a reason Jamie Holroyd has built a trusted reputation as an advisor and confidant to his clients.

This would have to be the most candid interview I hav…

00:39:13  |   Tue 02 Jul 2024
From Lender to Leader: Andrew Stevens' Journey in Brokerage

From Lender to Leader: Andrew Stevens' Journey in Brokerage

Unlike most of our guests, Andrew Stevens is a well known and respected supplier to the industry rather than a broker from within the industry.

Andrew has established Online Broker Think Tank, which …

00:53:51  |   Thu 30 May 2024
From corporate banking to a commercial broking with Charles Zerafa

From corporate banking to a commercial broking with Charles Zerafa

When you’ve assessed and approved over a billion dollars in lending within the banks, it is more than just a good apprenticeship to set you up for a life in broking, it’s the foundations to a rewardi…

00:26:42  |   Mon 06 Nov 2023
Lessons From a Trusted Property & Finance Professional

Lessons From a Trusted Property & Finance Professional

It’s seldom you come across a person who has started a movement, though that’s exactly what Philip Robison has done.

As the the founder of Saving Brothers and a property professional, Philip is drive…

00:38:22  |   Thu 14 Sep 2023
Mandy Love Shares How She Is Helping To Solve A Key Broker Problem

Mandy Love Shares How She Is Helping To Solve A Key Broker Problem

As we all know, time is arguably the most precious commodity for every mortgage broker.

In this podcast with gun loan administrator turned business owner, Mandy Love, we look at the importance of hav…

00:38:22  |   Thu 13 Apr 2023
Growing to $100M+ through systems, structure and staff

Growing to $100M+ through systems, structure and staff

From police officer to high performing mortgage broker mortgage, Travis Carruthers is on a mission to impact more brokers, consumers and staff for the better.   Most brokers who settle in excess of $…

00:39:24  |   Tue 14 Mar 2023
The Key to Retaining More Clients on Your Book (And Building A Prosperous Mortgage Broking Practice)

The Key to Retaining More Clients on Your Book (And Building A Prosperous Mortgage Broking Practice)

To do more deals, you need to have more clients in your practice. Improving client retention is the easiest and most cost-efficient way to make this happen. 

Many brokers spend a lot of energy and mo…

00:38:06  |   Mon 07 Nov 2022
The Most Important Podcast I’ve Ever Done

The Most Important Podcast I’ve Ever Done

Having interviewed over 160 podcast guests and had extraordinary conversations with many incredible people, it’s a big call to say this is the most important podcast I’ve done, particularly since it …

00:32:24  |   Fri 17 Jun 2022
Why Keith Caine bought a billion dollar loan book

Why Keith Caine bought a billion dollar loan book

Operating a broking practice can be challenging, especially if you’re just starting out. It’s even more so if you used to work as an employee in one. Transitioning from employee to owner can be trick…

00:29:59  |   Thu 02 Jun 2022
How Marissa Schulze Built A Team of 30+ staff

How Marissa Schulze Built A Team of 30+ staff

The sole operator mentality can only take mortgage brokers so far. At some point, brokers will need to delegate key responsibilities to their team members. This will allow them to focus on the strate…

00:31:39  |   Fri 01 Apr 2022
The Big Shift in the Mortgage Broking Industry (And How Brokers Are Emulating Financial Advisors)

The Big Shift in the Mortgage Broking Industry (And How Brokers Are Emulating Financial Advisors)

There’s been a subtle paradigm shift in the mortgage broking industry in recent years. More and more brokers are embracing the idea of being a broker AND a business owner. It’s no longer about being …

00:28:52  |   Fri 18 Mar 2022
Earning 90% Commission as an Independent Broker vs. Earning 40% as an Employed Broker

Earning 90% Commission as an Independent Broker vs. Earning 40% as an Employed Broker

Should you earn 90% commission as an independent broker or base salary + 40% as a PAYG broker? The numbers might suggest that the answer is obvious. 

However, just like loans, there are different sce…

00:29:35  |   Fri 04 Mar 2022
The Uncommon Mindset That High-Performing Brokers Adopt

The Uncommon Mindset That High-Performing Brokers Adopt

When it comes to the attributes of successful brokers, often, it can be easy to focus solely on those most visible, like great process, capable staff, high-quality client base, etc.

A less obvious, y…

00:33:51  |   Fri 04 Feb 2022
How Successful Brokers Communicate with Clients (It Results in Conversions)

How Successful Brokers Communicate with Clients (It Results in Conversions)

There are many nice, polite, pleasant, and well-meaning brokers out there. But sometimes their communication style often doesn’t result in the number of conversions, income or lifestyle  they want to…

00:38:26  |   Fri 28 Jan 2022
How Kim Davie Has Built a Business From Her Passion

How Kim Davie Has Built a Business From Her Passion

At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner.

With an avid interest in property investing, Kim turned her back on corporate in …

00:29:03  |   Fri 21 Jan 2022
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