惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

A
About on SuperTechFans
Y
Y Combinator Blog
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
Microsoft Security Blog
Microsoft Security Blog
aimingoo的专栏
aimingoo的专栏
I
InfoQ
C
Check Point Blog
IT之家
IT之家
MyScale Blog
MyScale Blog
Apple Machine Learning Research
Apple Machine Learning Research
Vercel News
Vercel News
Last Week in AI
Last Week in AI
GbyAI
GbyAI
P
Proofpoint News Feed
量子位
Stack Overflow Blog
Stack Overflow Blog
Microsoft Azure Blog
Microsoft Azure Blog
月光博客
月光博客
阮一峰的网络日志
阮一峰的网络日志
人人都是产品经理
人人都是产品经理
B
Blog
T
The Blog of Author Tim Ferriss
H
Help Net Security
云风的 BLOG
云风的 BLOG

Elite Broker Podcast - Mortgage and Finance - The Adviser

Video podcast: Building a business to be proud of – How James Brett did it Video podcast: What’s Making Headlines – $95m seized in loan fraud probe Video podcast: From BDM to broker – How Chris Raymond built an investor-focused powerhouse Video podcast: What’s Making Headlines – Why 8 in 10 borrowers use a broker In Focus: Why the specialist borrower isn’t who you think Video podcast: Going all-in: How to scale a high-performing brokerage Video podcast: What’s Making Headlines – Banks backflip on rate calls In Focus: Driving growth for self-employed borrowers and the broker channel Video podcast: New Broker – From disability care to mortgage broking: How this new broker built his business Video podcast: What’s Making Headlines – Hundreds caught up in mortgage probe In Focus: Bridging the funding gap at settlement Finalist Showcase: Who are the broker finalists of the Australian Broking Awards 2026 Video podcast: What’s Making Headlines – When will the cash rate start falling? In Focus: Why investor opportunities could be closer than brokers think Video podcast: New Broker – How this new broker wrote $100m and built a team of 5 in 12 months Video podcast: What’s Making Headlines – The largest ever mortgage book sale In Focus: How SME lending will change over the next 5 years Video podcast: How this elite broker doubled his team in a year Video podcast: What’s Making Headlines – Could unlinked offset accounts be costing your clients thousands? Video podcast: New Broker: Why 17 years in banking was the ultimate prep for broking success Video podcast: What’s Making Headlines – ASIC’s best interests review, clawback changes, and aggregator movements In Focus: How green lending is saving money and the planet Video podcast: Scaling to $300m+: How Justin Picker built a 20-person broking engine Video podcast: What’s Making Headlines – Are clawbacks out of control? In Focus: How Australia’s biggest bank is working with brokers Video podcast: How Kirsty McKinnon writes a loan a day from a cottage office Video podcast: What’s Making Headlines – Is today’s mortgage burden worse than in the 90s? VIDEO PODCAST: Fighting fires and financing excavators – How James Allan is writing millions in heavy machinery asset finance Video podcast: What’s Making Headlines – Mortgage fraud storms and the FY27 shock waves Video podcast: How this Bendigo broker established a successful regional business
In Focus: Why EOFY is the perfect business catalyst for b...
Ben Squires · 2026-05-27 · via Elite Broker Podcast - Mortgage and Finance - The Adviser

15:35 PM, 27 May 20262 min read

Share

Share this article on:

Link copied!

The end of the financial year presents a prime opportunity for brokers to move from reactive, single-product lending to more connected solutions for SME clients.

Sponsored by Lumi

Reid Davidson, state lead for Victoria, South Australia, and Tasmania at working capital lender Lumi, joins In Focus to discuss how brokers can support SMEs as they actively seek to connect the dots between working capital, asset finance, and property.

He discusses the growing expectation for brokers to operate as “full-capital advisers”; explains the structural and process challenges that can make it difficult to deliver joined-up solutions in practice; and highlights how tools, like Lumi Pulse, are designed to streamline quoting and execution, so brokers can maintain momentum during peak EOFY activity.

Tune in to find out:

  • The impact of increased volatility on structural pressures facing SMEs.
  • Why EOFY is prompting SMEs to take a more strategic approach to funding.
  • How brokers can deliver faster, more connected capital solutions.

Click here to listen on your device

Did you like this episode? Show your support by rating us or leaving a review and by following The Adviser on social media: Facebook, X (formerly known as Twitter) and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Related links:

Lumi is shaking up small business lending to provide you with fast access to finance that’s accurate, fair, and...

Latest articles