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.
Engine Room Podcast #10 – Brad Rogers
In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat …
5 JUN 2023 – Monday Market Highlights
This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI …
AdviceTech Podcast #37 – Yodal
In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of …
#399 Paul Mann
Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view …
Engine Room Podcast #9 – Paul Barrett
This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They …
29 MAY 2023 – Monday Market Highlights
This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail …
AdviceTech Podcast #36 – TikTok
In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl …
#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …
Engine Room Podcast #8 – David Moloney
This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of …
22 MAY 2023 – Monday Market Highlights
This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US …