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The Adviser Podcast Network

The Adviser Podcast Network

Auteur(s): Momentum Media
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À propos de cet audio

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia's leading brokers to uncover their career progression, how they're operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what's impacting the property market in What's Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.All rights reserved Finances personnelles Économie
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  • How this asset finance broker built a thriving commercial business
    Dec 16 2025

    Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expanding out his team.

    In this episode of Elite Broker, Annie Kane sits down with Katzen – founder of Katzen Financial Group – to unpack his journey from contractor to business owner, how he rebuilt lender accreditations from scratch, and the high-volume, rapid turnaround model that defines his business today.

    Tune in to find out:

    • How he's grown his brokerage into a busy commercial outfit in just 18 months.
    • How he manages 40 loans a month.
    • His approach to hiring and building culture in a new brokerage.

    And much more!

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    38 min
  • What's Making Headlines – will the next rate movement be a hike?
    Dec 12 2025

    Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

    Join host Annie Kane and commercial writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • The RBA's surprising rhetoric on the cash rate trajectory.
    • The problems with the CSLR funding model.
    • Why we might need to start calling Macquarie a major bank.

    And much more!

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    32 min
  • How this first-generation broker is succession planning for the second generation
    Dec 9 2025

    Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next?

    In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a female broker scholarship program, and how she's running her successful Wollongong-based brokerage with her daughter.

    Tune in to find out:

    • Why she set up a women's broking scholarship (now called Women on the Move).
    • The ins and outs of succession planning with a family member.
    • Her top tips for aspirational mentors.

    And much more!

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    53 min
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