The Successful Adviser by James McCracken

著者: James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn Tim Ferriss Seth Godin & Tony Robbins
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  • 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!
    The Successful Adviser ©
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あらすじ・解説

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!
The Successful Adviser ©
エピソード
  • Leading a $100M per month firm with Otto Dargan
    2024/10/03

    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 he has developed his own leadership skills and he shares some mistakes insights and perspectives that have enabled him to grow personally and professionally and contribute towards the culture and environment that is enabled Home Loan Experts to be one of the more revered broking firms in the country.

    From sharing his perspective around hiring motivated people, to recognising and playing to his strengths, to putting himself and his team into testing situations and establishing a shared vision, Otto talks through a number of components that have contributed to organisation success such that he was able to appoint a CEO and step out of the day-to-day operations and focus on other goals and objectives.

    If you're interested in having your team members elevate their contribution and potentially create the opportunity for you to write less loans or step back from the tools altogether, I hope you enjoy this episode and it provides you with some specific actions you can take and apply in your own breaking practice.

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    39 分
  • The no BS approach to building a firm
    2024/07/02

    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 have done in terms of a guest speaking freely about the constraints or challenges that impede their ability to deliver the service, results and experience that clients have come to expect from the 3rd party channel.

    As a broker, when you listen to this interview, I have no doubt you will resonate with Jamie’s concerns and frustrations.

    It is important to recognise and appreciate the depth of experience Jamie brings to this interview courtesy of an expedited career in banking where he assumed significant responsibilities at a young age before choosing to back himself in and pursue his own endeavour.

    When you hear Jamie speak, you won’t be surprised as to why his firm is both successful and sought out by a variety of clients who seek guidance for business strategy, debt structuring and growth decisions.

    I hope you enjoy this interview as much as I did having Jamie Holroyd as a guest.

    If you would like to reach out to Jamie, the best place to start would by his company website.

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    39 分
  • From Lender to Leader: Andrew Stevens' Journey in Brokerage
    2024/05/30

    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 is both a broker-specific Facebook group as well as a brand that’s become synonymous with providing value and insights to brokers.

    By way of prior experience, Andrew did write loans many years ago, and moreover has a wide range of life experiences that hold him in great stead to provide guidance, support and assistance to other brokers who are looking to run a more profitable, rewarding, and impactful broking practice.

    In our conversation we discuss some of the beliefs, behaviours and qualities that are more regularly exhibited by higher performing brokers and provide some strategic and tactical insights for you to take and apply in your breaking practice.

    Originally, this podcast was recorded on zoom as a live interview with several dozen guests in attendance, and for that reason, the structure sounds a little different to what you’re accustomed.

    All the same, I hope you find it either insightful, educational or inspiring.

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    54 分

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