The Successful Adviser by James McCracken

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
  • Steve Palise: The Buyer’s Agent for Commercial Property Investors
    Feb 4 2025

    As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties for his property investing clients.

    This of course makes him well positioned to share his knowledge and experience and pay it forward to brokers and consumers alike.

    With a professional background in engineering, Steve was an active property investor and eventually made the transition to being a buyer’s agent because he identified a skill and opportunity to help others while also supporting his chosen lifestyle.

    In our interview, we cover a number of topics including the benefits and pitfalls of commercial property investing, things to consider when buying commercial property, and how mortgage brokers can collaborate with a buyers agent to create more value for clients.

    Steve mentioned the free course he currently has on commercial property investing, which is available from his website using the code: freecourse

    You will also be able to find more of Steve’s tools and resources on his website:

    https://www.paliseproperty.com/

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    38 mins
  • How to Build a Sustainable and Successful Broking Firm with Blake Buchanan
    Jan 28 2025

    There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

    Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

    Some of our discussion points with Blake include:

    • That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

    • Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

    • The $4 billion dollar curse and how the principle applies to firms of all sizes

    • The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

    • The capacity thresholds brokers should know so they can forward plan for growth

    • And more….

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    53 mins
  • Leading a $100M per month firm with Otto Dargan
    Oct 3 2024

    As the founder of Home Loan Experts, Otto Dargan, or at the very least, the firm he built, would be no stranger to a lot of mortgage brokers.

    In today's conversation with Otto, he elaborates on how he has developed his own leadership skills and he shares some mistakes insights and perspectives that have enabled him to grow personally and professionally and contribute towards the culture and environment that is enabled Home Loan Experts to be one of the more revered broking firms in the country.

    From sharing his perspective around hiring motivated people, to recognising and playing to his strengths, to putting himself and his team into testing situations and establishing a shared vision, Otto talks through a number of components that have contributed to organisation success such that he was able to appoint a CEO and step out of the day-to-day operations and focus on other goals and objectives.

    If you're interested in having your team members elevate their contribution and potentially create the opportunity for you to write less loans or step back from the tools altogether, I hope you enjoy this episode and it provides you with some specific actions you can take and apply in your own breaking practice.

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    39 mins

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