Broker Daily Podcast Network

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745

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Oct 2026

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About the show

The Broker Daily Podcast Network provides insights and analysis of the biggest themes shaping Australian mortgage distribution. In Broker Daily Uncut join Phil Tarrant and Alex Whitlock each Monday afternoon as they delve into the headlines and developments affecting mortgage distribution and mortgage broking.

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60 recent

October 26, 202628 min

Finance Specialist: What makes a commercial deal stack up?

Getting a commercial finance deal across the line takes more than a set of financial statements and a loan application. Brokers need to understand how a business operates, what is driving its financial performance and how to present a compelling case to a lender. In this episode of Finance Specialist, Julian Barnes is joined by Trent Carter as well as fellow Accendo Financial partner John Sgambelluri to unpack what lenders really look for when assessing commercial finance applications. The discussion explores the relationship between profit, cash flow and the balance sheet, why understanding a business' underlying risks matters, and how brokers can connect the numbers with the story behind them to build stronger credit applications. The trio also discuss the role of security in commercial lending, how to articulate the purpose of a loan and why developing strong relationships with lenders can help brokers get more complex deals across the line.

October 22, 202630 min

Business Accelerator: Are brokers getting the most out of their tech?

Mortgage brokers have more technology at their disposal than ever, from CRM systems and open banking to AI tools that promise to save time and streamline processes. But are brokers making the most of what's available, and how can they separate genuinely useful technology from the latest hype? In this episode of Business Accelerator, Julian Barnes is joined by Jason Back, founder of Broker Essentials, to discuss how brokers can approach technology adoption, get more out of their existing systems and make smarter decisions about where to invest. They also explore the challenges around client trust, data privacy and AI, as well as how technology is changing the fight against fraud. Listen now to find out how brokers can make technology work harder for their businesses without losing sight of the value of human judgement and client relationships.

October 21, 202629 min

Spotlight: Business lending's biggest blind spot

Small businesses can struggle to access the right finance even when funding could help them manage cash flow or pursue growth. So what are lenders missing when they assess SMEs, and how can brokers help businesses find the right solution? Join Broker Daily's Julian Barnes and Sam Althaus, CEO and founder of SME non-bank lender Lendmigo, to explore the gap between how small businesses operate and how they are financed. From the challenges facing SME lending to the opportunities for brokers looking to expand into commercial finance, this episode of Broker Daily Spotlight explores how a different approach to business funding could help brokers better serve their clients. What's covered: Why small businesses struggle to access finance, and the limits of traditional lending approaches. How lenders assess cash flow, business performance and the people behind a business. How mortgage brokers can identify commercial finance opportunities among existing clients, including through referral arrangements. Listen now to find out more about the changing SME finance landscape and the role brokers can play in helping businesses access funding.

October 20, 202630 min

Banks, brokers and the cashback clash

Banks are offering cashback deals and rates that brokers say can be difficult to match – raising questions about competition between lenders and their own broker channels. Join Broker Daily's Julian Barnes and Finni brokers Costa Arvanitopoulos and Eva Loisance to discuss the growing tension around exclusive cashback offers following warnings from the Finance Brokers Association of Australasia about their potential to undermine consumer choice. The episode explores how brokers are competing with lenders to retain clients, why strong relationships can matter more than rates alone, and how refinancing activity and clawbacks are shaping the mortgage market.

October 19, 202628 min

Finance Specialist: What does ASIC's BID review mean for commercial brokers?

The Australian Securities and Investments Commission's (ASIC) review of brokers' best interests duty (BID) has raised questions about loan recommendations, documentation and what good client outcomes look like. While the statutory BID review does not directly apply to commercial lending generally, its findings raise questions about the standards commercial brokers should apply when recommending finance. In a market where price is only one part of the equation and deals can be far more complex, what lessons can the industry take from the review? Join Broker Daily's Julian Barnes and commercial finance broker Trent Carter to unpack those lessons, including how to justify recommendations, document lender comparisons and manage situations where only one lender is willing to do a deal.

October 15, 202632 min

Business Accelerator: The business of trust

Trust is one of the most valuable assets a broker can build, but how do you earn it, protect it and make sure it extends beyond your own reputation? Join Broker Daily's Julian Barnes and Jason Back, founder of Broker Essentials and broker coach, to explore the business of trust and why consistency, transparency and accountability matter. From building credibility as a new broker to scaling trust across a team, managing negative reviews and responding when things go wrong, this episode explores how brokers can turn trust into a lasting business advantage – without resorting to clickbait or sacrificing their reputation for attention.

October 13, 202631 min

The good, the bad and the grey areas of ASIC's BID review

The Australian Securities and Investments Commission's (ASIC) review of mortgage brokers' compliance with the best interests duty (BID) is putting the spotlight on how brokers assess client needs, recommend products and document their decisions. But what do the findings mean for brokers and why do questions remain around the regulator's expectations? In this podcast, we unpack the key findings and implications of ASIC's review, exploring what the regulator expects from brokers, where compliance challenges remain and what the findings could mean for the future of broking. From product recommendations and record-keeping to supervision, remuneration and conflicts of interest, we examine the good, the bad and the grey areas of the BID review and what brokers should take away from it. Watch the full discussion to understand what the review means for brokers and how the industry can respond.

October 12, 202626 min

Finance Specialist: What the growing ATO debt problem means for brokers

Small business collectible tax debt reached $35.9 billion in 2024–25 as the ATO steps up efforts to recover unpaid liabilities. What does this mean for commercial brokers? In this episode of Finance Specialist, Julian Barnes is joined by Trent Carter from Accendo to explore why businesses are relying on the ATO as a source of credit, how brokers can identify the cash flow problems behind tax debt, and where commercial finance can help. The conversation also examines why refinancing alone may not be enough, what lenders look for when funding tax debt, and when brokers need to refer clients to other professionals.

October 8, 202629 min

Business Accelerator: What makes a high-performing team tick?

Building a great brokerage takes more than hiring good people. So what does it actually take to create a high-performing team that can work together, deliver consistently, and grow with the business? In this episode of Business Accelerator, Julian Barnes is joined by Jason Back, founder of Broker Essentials, to unpack what goes into building and managing a high-performing team, from knowing when to hire and designing roles around outcomes to setting clear expectations and measuring performance. The conversation also explores the challenges that come as brokerages scale, including the risk of principals becoming bottlenecks, maintaining a consistent client experience, and creating a culture where people take ownership of their roles. Because having a team is one thing; building a team that can perform without everything relying on the principal is another.

October 7, 202631 min

Spotlight: The BiiGGA picture of cash flow finance

Cash flow can be a challenge for even the healthiest businesses. With late payments, changing costs and growth opportunities all putting pressure on working capital, having the right funding at the right time can make all the difference So what does cash flow finance actually mean for a business? And how can brokers identify the opportunity before a client runs into a funding gap? Broker Daily's Julian Barnes sits down with BiiGGA co-founder and CEO Jaco Gunter to explore the changing cash flow finance landscape, the pressures facing SMEs and why working capital can be about more than simply keeping a business afloat. From managing unexpected expenses to funding growth opportunities, the conversation looks at how businesses are using working capital and where brokers can find opportunities within their existing client base. What's covered: Why cash flow pressure does not necessarily mean a business is in trouble. How working capital can help businesses manage challenges and pursue growth. Why brokers may already have commercial opportunities sitting in their client books. Listen to the latest Broker Daily Spotlight to find out how looking at cash flow differently could open up new opportunities for brokers.

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