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!

The Successful Adviser by James McCracken is a business podcast hosted by James McCracken, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

James McCracken hosts The Successful Adviser by James McCracken, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #174

  Recruiting Mortgage Brokers with Tim Barnard

  Feb 19, 202537 minS0

  <p >When it comes to recruiting mortgage brokers to help you build your firm, Tim Barnard has his finger on the pulse.</p> <p >Whether you are looking to hire a salaried or contract broker, there are a number of considerations to ensure you select the right talent and provide them with the tools and means to set them up for success so they produce win-win outcomes that are good for them, you, your business reputation and clients alike. </p> <p >With more than 20 years of recruiting experience under his belt, Tim established Blue Wave Talent to help brokers with t...

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  Episode #173

  Client Acquisition and Retention Tools with Roxi Becker

  Feb 10, 202543 minS0

  <p >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.</p> <p >In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig.</p> <p >From there, we discuss key tools that brokers can use to help them with their client acquisition, retention and service delivery efforts.</p> <p >Most brokers would be familiar with CoreLogic, and many would have pigeonholed them into the behemoth that does the lender valuations.</p> <p >And though they...

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  Episode #172

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

  Feb 4, 202538 minS0

  <p >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.</p> <p >This of course makes him well positioned to share his knowledge and experience and pay it forward to brokers and consumers alike.</p> <p >With a professional background in engineering, Steve was an active property investor and eventually made the transition to being a buyer's agent because he identified a skill and opportunity to help others while also supporting his chosen lifestyle.</p> <p >In our interview, we cover a number...

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  Episode #171

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

  Jan 28, 202553 minS0

  <p >There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.</p> <p >Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.</p> <p >Some of our discussion points with Blake include:</p> <p >That being a successful broker isn't necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income</p> <p >...

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  Episode #170

  Leading a $100M per month firm with Otto Dargan

  Oct 3, 202439 minS0

  <p >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.</p> <p >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.</p> <p >From sharing his perspective around hiring motivated people, to...

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