With nearly 2,000 clients of his own, accountant and podcast host Jeremy Iannuzzelli is the person who brokers email when a deal gets complicated. A firm believer that the best deals happen when brokers and accountants work together to get the best outcome for their clients, Jeremy says today’s market is no barrier for sticky relationships. 

In the latest Broker Bulletin, LMG’s Clare George sits down with Jeremy to unpack what accountants see that brokers often miss, and how closing that gap keeps clients on your book for longer.

What you’ll takeaway: 


How lending can help clients get on top of ATO debt


What to check before moving a resi client into commercial


Why “get a letter from your accountant” is costing broker credibility

Show notes

01:00 From Billabong shares to What School Should Have Taught You
04:21 Why tough markets are the time to build sticky relationships
05:44 ATO payment plans, tax deductibility and the business loan alternative
07:57 Director penalty notices and what they mean for lending
09:33 Moving clients from resi to commercial: GST, structure and risk appetite
11:33 Alt doc: going deeper than the accountant’s letter
15:41 Trusts vs companies: how structures are changing
20:27 The daily 1% habit that keeps Jeremy ahead

Like this episode?

Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.

Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker

Connect with us on Instagram @lmg.broker and on LinkedIn.

Find out more about LMG 

With nearly 2,000 clients of his own, accountant and podcast host Jeremy Iannuzzelli is the person who brokers email when a deal gets complicated. A firm believer that the best deals happen when brokers and accountants work together to get the best outcome for their clients, Jeremy says today&rsquo;s market is no barrier for sticky relationships.&nbsp;
In the latest Broker Bulletin, LMG&rsquo;s Clare George sits down with Jeremy to unpack what accountants see that brokers often miss, and how closing that gap keeps clients on your book for longer.
What you&rsquo;ll takeaway:&nbsp;
<ul>
<li dir="ltr">
How lending can help clients get on top of ATO debt
</li>
<li dir="ltr">
What to check before moving a resi client into commercial
</li>
<li dir="ltr">
Why &ldquo;get a letter from your accountant&rdquo; is costing broker credibility
</li>
</ul>
Show notes
01:00 From Billabong shares to What School Should Have Taught You 04:21 Why tough markets are the time to build sticky relationships 05:44 ATO payment plans, tax deductibility and the business loan alternative 07:57 Director penalty notices and what they mean for lending 09:33 Moving clients from resi to commercial: GST, structure and risk appetite 11:33 Alt doc: going deeper than the accountant&rsquo;s letter 15:41 Trusts vs companies: how structures are changing 20:27 The daily 1% habit that keeps Jeremy ahead
Like this episode?
Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.
Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker
Connect with us on Instagram @lmg.broker and on LinkedIn.
<a href="https://lmg.broker/" data-saferedirecturl="https://www.google.com/url?q=https://lmg.broker/&amp;source=gmail&amp;ust=1793608965840000&amp;usg=AOvVaw06XXkqGouZLRacUnqX49Sc">Find out more about LMG</a>&nbsp;

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move.

Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.

Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.

So, hit subscribe, join the conversation, and connect with our growing broker community.

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia&rsquo;s broking industry. It&rsquo;s all about keeping you ahead of the game in a market that&rsquo;s always on the move.
Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.
Whether you&rsquo;re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.
So, hit subscribe, join the conversation, and connect with our growing broker community.

Broker Bulletin

An accountant’s playbook for sticky clients in a slow market

While most growing brokers rush to hire, Jonathan Andela made it harder on purpose.

In the latest Broker Bulletin, LMG’s Grace Ormsby sits down with Jonathan from Ledge Home Loans to unpack how 14 years in banking became running his own brokerage.

Achieving Premier status in his first Financial Year, Best New Office at the Better Business Awards and an MFAA finalist, Jonathan shares how he’s grown his Perth business without giving up his weekends or putting profit before people.

What you’ll take away:
How to tell when your numbers say you’re ready to hire
How to fit your week into 50 hours and keep your weekends free
What nobody warns you about when you leave the bank

Like this episode?
 Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
 Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.
 You can also connect with us on Instagram @lmg.broker and on LinkedIn.
 Want to know more about LMG? Click here.

Show notes
 03:07 From phone roles to executive level: 14 years in banking
 04:09 The redundancy that brought the leap into broking forward
 07:47 Why he spent his first 6 to 12 months mastering the craft before hiring
 08:22 Premier status in year one, and what he calls scaling with soul
 12:09 Easy to hire, hard to fire: why he makes hiring harder on purpose
 15:15 Family first: the 50-hour week that keeps his weekends free
 18:01 Would he go back? Going from a salary to zero
 18:41 Learning the numbers: P&Ls, cash flow and knowing when to hire

While most growing brokers rush to hire, Jonathan Andela made it harder on purpose. In the latest Broker Bulletin, LMG&rsquo;s Grace Ormsby sits down with Jonathan from Ledge Home Loans to unpack how 14 years in banking became running his own brokerage. Achieving Premier status in his first Financial Year, Best New Office at the Better Business Awards and an MFAA finalist, Jonathan shares how he&rsquo;s grown his Perth business without giving up his weekends or putting profit before people. What you&rsquo;ll take away:
<ul>
<li>How to tell when your numbers say you&rsquo;re ready to hire</li>
<li>How to fit your week into 50 hours and keep your weekends free</li>
<li>What nobody warns you about when you leave the bank</li>
</ul>
Like this episode? &nbsp;Leave a review! Don&rsquo;t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. &nbsp;Got questions, ideas, or a guest suggestion? Drop us a line at <a href="mailto:podcast@lmg.broker" aria-haspopup="menu">podcast@lmg.broker</a>. &nbsp;You can also connect with us on Instagram @lmg.broker and on LinkedIn. &nbsp;Want to know more about LMG? Click <a href="https://lmg.broker/" data-saferedirecturl="https://www.google.com/url?q=https://lmg.broker/&amp;source=gmail&amp;ust=1792121346122000&amp;usg=AOvVaw2ral6sXxw_L88l23isIlTu">here</a>. Show notes &nbsp;03:07 From phone roles to executive level: 14 years in banking &nbsp;04:09 The redundancy that brought the leap into broking forward &nbsp;07:47 Why he spent his first 6 to 12 months mastering the craft before hiring &nbsp;08:22 Premier status in year one, and what he calls scaling with soul &nbsp;12:09 Easy to hire, hard to fire: why he makes hiring harder on purpose &nbsp;15:15 Family first: the 50-hour week that keeps his weekends free &nbsp;18:01 Would he go back? Going from a salary to zero &nbsp;18:41 Learning the numbers: P&amp;Ls, cash flow and knowing when to hire

Hiring slow: How this former banker built an award-winning brokerage 

The good news first: brokers hold 81.6% market share and account for just 0.5% of AFCA complaints... But ASIC’s Report 840 also shows where files and complaints processes can be stronger.

So, is this a compliance crackdown? And what should brokers be doing to better protect themselves?

In this week’s Broker Bulletin, LMG Chief Risk Officer Luke Jarmaine MFAA’s Executive Policy and Legal at the MFAA, Naveen Ahluwalia, answer these questions, plus more, so you know exactly where you stand.

What you’ll takeaway: 


Why the cheapest rate isn’t always the best loan for your client


Why ASIC’s finding on commissions is a big win for brokers


How to tighten your record keeping so every file stands on its own

Like this episode?
Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.

Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker

Connect with us on Instagram @lmg.broker and on LinkedIn.

Find out more about LMG →

Show notes

00:27 Report 840 at a glance: what ASIC reviewed and why it matters
01:58 Naveen’s first read: a balanced report and a roadmap to improve
04:53 Is the best interests duty working? 81.6% market share and 0.5% of AFCA complaints
06:13 Why the cheapest loan isn’t always the best loan
08:52 What the report says about a maturing industry
11:04 No evidence of commission steering, and why that’s a big win
12:32 Complaints handling: why capturing complaints early matters
15:27 Is a compliance crackdown coming? What to start doing now

The good news first: brokers hold 81.6% market share and account for just 0.5% of AFCA complaints... But ASIC&rsquo;s Report 840 also shows where files and complaints processes can be stronger.
So, is this a compliance crackdown? And what should brokers be doing to better protect themselves?
In this week&rsquo;s Broker Bulletin, LMG Chief Risk Officer Luke Jarmaine MFAA&rsquo;s Executive Policy and Legal at the MFAA, Naveen Ahluwalia, answer these questions, plus more, so you know exactly where you stand.
What you&rsquo;ll takeaway:&nbsp;
<ul>
<li dir="ltr">
Why the cheapest rate isn&rsquo;t always the best loan for your client
</li>
<li dir="ltr">
Why ASIC&rsquo;s finding on commissions is a big win for brokers
</li>
<li dir="ltr">
How to tighten your record keeping so every file stands on its own
</li>
</ul>
Like this episode? Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.
Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker
Connect with us on Instagram @lmg.broker and on LinkedIn.
<a href="https://lmg.broker/" data-saferedirecturl="https://www.google.com/url?q=https://lmg.broker/&amp;source=gmail&amp;ust=1792986079547000&amp;usg=AOvVaw1HNzZts2klXzhkIWXhmP8F">Find out more about LMG &rarr;</a>
Show notes
00:27 Report 840 at a glance: what ASIC reviewed and why it matters 01:58 Naveen&rsquo;s first read: a balanced report and a roadmap to improve 04:53 Is the best interests duty working? 81.6% market share and 0.5% of AFCA complaints 06:13 Why the cheapest loan isn&rsquo;t always the best loan 08:52 What the report says about a maturing industry 11:04 No evidence of commission steering, and why that&rsquo;s a big win 12:32 Complaints handling: why capturing complaints early matters 15:27 Is a compliance crackdown coming? What to start doing now

Unpacking ASIC’s BID report, with the MFAA’s Naveen Ahluwalia

Loan Market Ellenbrook swears by one rule that many brokers are too nervous to try.

In the latest Broker Bulletin, Loan Market CEO Sam White sits down with Tania and Brett Richardson from Loan Market Ellenbrook to deep dive into the business' continued success since its inception back in 2009.

With a team of 13, 484 Google reviews and a business that keeps growing through repeat clients and referrals, Tania and Brett share the behind-the-scenes of their busy WA brokerage.

What you'll take away:
How one simple rule can halve your appointment times
Where to focus your activity as the market tightens
Why more process can mean happier clients, not fewer

Like this episode?
Leave a review! Don't miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Want to know more about LMG? Click here.

Show notes
01:11 Starting out solo in 2009, when asset finance kept the lights on
 05:37 What changed when Tania joined the business
 06:57 How automated workflows led to 484 Google reviews
 08:51 From an upstairs office nobody could find to a corner shopfront
 14:28 What to do right now as the market tightens
 16:09 The rule: why they won’t book an appointment without documents
 18:35 Does process make broking less personal?
 23:08 Husband and wife in business: stay in your lane and leave work at the door 

Loan Market Ellenbrook swears by one rule that many brokers are too nervous to try.
In the latest Broker Bulletin, Loan Market CEO Sam White sits down with Tania and Brett Richardson from Loan Market Ellenbrook to deep dive into the business' continued success since its inception back in 2009. With a team of 13, 484 Google reviews and a business that keeps growing through repeat clients and referrals, Tania and Brett share the behind-the-scenes of their busy WA brokerage. What you'll take away:
<ul>
<li>How one simple rule can halve your appointment times</li>
<li>Where to focus your activity as the market tightens</li>
<li>Why more process can mean happier clients, not fewer</li>
</ul>
Like this episode? Leave a review! Don't miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Click here. Show notes 01:11 Starting out solo in 2009, when asset finance kept the lights on &nbsp;05:37 What changed when Tania joined the business &nbsp;06:57 How automated workflows led to 484 Google reviews &nbsp;08:51 From an upstairs office nobody could find to a corner shopfront &nbsp;14:28 What to do right now as the market tightens &nbsp;16:09 The rule: why they won&rsquo;t book an appointment without documents &nbsp;18:35 Does process make broking less personal? &nbsp;23:08 Husband and wife in business: stay in your lane and leave work at the door&nbsp;

An accountant’s playbook for sticky clients in a slow market

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