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The Successful Adviser by James McCracken

Written by: 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
  • Summary

  • 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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Episodes
  • From corporate banking to a commercial broking with Charles Zerafa
    Nov 6 2023

    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 rewarding career.

    In this interview with Charles Zerafa, he takes up through a career assessing commercial transactions before making the switch to broking and becoming the trusted advisor to a portfolio of high quality clients who lean on his expertise to help them fund their and facilitate their business growth objectives.

    Charles outlines how the benefits of being a broker enable him to offer a level of depth and value to his clients in terms of how he could represent and facilitate their funding needs.

    And, like many a good broker, he talks about how his service has earned him introduction to the personal networks of clients that never availed themselves whilst he was in commercial banking.

    If you would like to connect or chat with Charles, a great place to start would be his LinkedIn profile.

     

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    27 mins
  • Lessons From a Trusted Property & Finance Professional
    Sep 14 2023

    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 driven by the desire to impact people for the better.

    Not just in their hip pocket, but equally if not more so to look after one’s health and wellbeing - and with the scars and war stories he’s gathered, Philip is empathetic, compassionate and insightful.

    In our interview, we talk about the highs and lows of his journey, his love for regional property and how people can live their best life.

    If you’d like to reach Philip, send him at email to philip@theholygrail.com.au

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    38 mins
  • Mandy Love Shares How She Is Helping To Solve A Key Broker Problem
    Apr 13 2023

    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 having the right people in the right seats to help deliver an efficient, referable and repeatable service to grow a broking practice.

    Having personally seen Mandy make a significant contribution to the growth of one of our broking clients, she is all too familiar with how to help brokers ensure their focus is on income producing activities that contribute to their financial and quality of life goals and getting everything else off their plate.

    It's with this mantra in mind Mandy mustered the courage to pursue her dream of opening a loan processing service so she can positively impact more brokers and see them grow their practice by delivering better and quicker client outcomes.

    Mandy discusses common challenges inherent with many brokers and how to address them to actually enjoy the success and prosperity they are working hard for.

    If you’d like to reach out to Mandy, visit Mandy’s LinkedIn profile or go to:

    Website: landmarkloansupport.com.au

    Email: info@landmarkloansupport.com.au 

     

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    38 mins

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