January is the planning phase of the year. As people slowly trickle back into work, those who want to set themselves up for success should come in with goals in mind.

This was the topic of discussion in this episode of Business Accelerator, with hosts Alex Whitlock and Jason Back. Here, the importance of housekeeping was promoted, as regularly maintaining small tasks, like social media or CRM updates, prevents overwhelming workloads later.

The pair also emphasised the effectiveness of focusing on daily, manageable habits, rather than long-term, overwhelming goals. January should serve as a time for reflection and planning for a chaotic year ahead.

As we enter the new year, there is plenty of ups and downs expected to shake up the broking industry. These themes were discussed in the first episode of Broker Daily Uncut for 2025.

Here, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell discuss predictions from an aggregation group that claim broker market share could hit 80 per cent in 2025.

With more and more borrowers turning to the channel to help them through their loan journey, could recent prioritisations of the proprietary channel be a detriment to lenders?

As we begin 2025, brokers will be looking forward to achieving results in the new year. In this episode of Business Accelerator, Alex Whitlock and Jason Back delve into the top considerations brokers should be aware of at the beginning of the year.

Building a strong personal brand is crucial. Brokers operate on a client-to-client basis, placing a strong importance on engaging them effectively.

As broker market share creeps towards 75 per cent, remaining competitive requires individuals to stand out. As January may begin slowly, there is no better time to start planning and developing a strong brand.

Join ifa’s Maja Garaca Djurdjevic and Keith Ford as they speak to shadow financial services minister, Luke Howarth, to discuss the Coalition’s goals for financial advice.

In this conversation with Broker Daily sister brand ifa, Howarth shares his perspective on the current state of the sector, what a change in government would bring about for financial advice reform efforts, the prospect of super funds returning to advice, and what needs to change regarding the Compensation Scheme of Last Resort.

Tune in to hear the shadow minister’s vision for the advice profession ahead of next year’s federal election.

You’ll hear:

• What the Coalition’s plan to implement all the Quality of Advice Review recommendations means in practice.
• His plans to turn around what has been a contentious relationship between the advice profession and successive governments on both sides of politics.
• How Australia’s economy is looking following an extended period of high inflation and increased government spending.
• Whether the shadow minister is just talking a good game ahead of an election or if financial advice would be better off under a Coalition government.

For the final episode of Broker Daily Uncut for 2024, hosts Alex Whitlock, Phil Tarrant, and Jack Campbell delve into the opportunity of trust-based lending.

In the competitive world of broking, diversifying offerings can help brokers stand out from the crowd and provide a one-stop shop for borrowers.

The trend of buying property through trusts is gaining traction as investors seek to overcome serviceability issues. Innovations in mortgage lending will likely focus on smarter, more flexible policies for clients who understand these nuances, often with brokers helping clients navigate the complexities.

As we approach the end of the year, brokers may have their sights set on 2025. In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back analyse some key considerations that can help brokers hit the ground running and achieve success in the new year.

It can be easy to get caught up in the technical complexity of being a broker, which can make balancing client service and business management difficult. It can benefit leaders to step back, reflect on the past year, and plan for the upcoming year.

The pair discuss the importance of setting clear milestones and focusing on ‘money-making’ activities. It can be beneficial to avoid the chaos of unplanned work.

In the latest episode of Broker Daily Uncut, hosts Phil Tarrant, Alex Whitlock, and Jack Campbell delve into the latest cyber security issues, with ASIC suing HSBC over alleged underperformance in this area.

With cyber crime becoming more and more sophisticated by the day, organisations need to be up to date on countermeasures to combat these issues.

In the wake of cyber security headlines, scam prevention has become a major consideration for lenders as threats continue to ramp up.

In this episode of Business Accelerator, hosts Alex Whitlock and Jason Back jump into the world of fashion. While the days of a suit and tie may have become outdated for some, the way you dress can be an effective way to appear professional.

Back notes that it is all dependent on the client. People are different and will appreciate different presentations. Those working with high-revenue commercial clients may need to present themselves differently from an agricultural commodity broker.

The promotion of professionality is what every broker should strive for. Clients are entrusting a big part of their life to brokers, and in return, they should receive an air of comfort through professionalism.

Tune in to find this out and much more!