Since pivoting from financial advice into a more permanent mortgage broking role, Marcus Roberts (@mrmarcusroberts) of Brighter Finance (www.brighterfinance.com.au) is the co-creator and co-host of the new Sydney Property Insider podcast (www.sydneypropertyinsider.com.au). A B2C podcast created with the intentions of providing property purchasing advice without the hard sell (no off-the-plan spruiking here!).
This episode is one part stand-up comedy and one part thought-provoking discussion with Marcus sharing the process, the costs and considerations of setting up a new B2C podcast in the finance space, why he chose a podcast over blogging and why he shifted from Advice to Mortgage Broking (and is killing it in the referral space).
Support us on Patreon –
Join XY Adviser –
This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.
They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.
If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser. If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email firstname.lastname@example.org for more information.
Enhancing Your Insurance Advice #1
In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting …
Enhancing Your Insurance Advice #2
Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk …
Enhancing Your Insurance Advice #3
In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew …
Enhancing Your Insurance Advice #4
In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk …
Engine Room Podcast #28 – Michael Bova and Belinda Dalton
In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss …
AdviceTech Podcast #62 – Altiorem
In this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat …
#424 Leanne Bielik
Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started …
AdviceTech Podcast #61 – Paraplanner.ai
This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai …
#423 Nicola Beswick
Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the …
How to get Richer Client Insights for Better Advice: Revealed Preferences #1
In this first episode, Dean is joined by Simon Cammiss, Founder and Wealth Adviser at Wealthyer, and Shachar …