Individual ticket
*Not applicable to product & service providers
And what happens when they find you?
The way brokers find, engage and win clients is changing.
Better Business Summit 2027 takes you inside the modern broker customer funnel: what is working now, what is changing next and how to put it to work in your brokerage.
Whether you have just started out or built an established brokerage, you already have a way of finding prospects, bringing them into the business, following them up, winning their business and staying connected after settlement.
What is changing is what is now possible at every stage.
AI, automation and new discovery channels are changing how businesses acquire and nurture customers, while rising expectations are changing what it takes to win and keep them.
Better Business Summit 2027 will show you what the modern broker customer funnel looks like—and how the latest approaches to acquisition, customer experience, sales and operations can be put to work inside your brokerage.
AI is giving smaller businesses access to acquisition capabilities that once required large marketing teams, significant budgets and specialist technology.
Discover how businesses are finding new prospects, where the next opportunities are emerging and how brokers can build a stronger, more cost-effective pipeline.
Search is changing. Social is changing. Email continues to evolve, while AI discovery and GEO are creating new considerations for how businesses get found.
Better Business Summit will unpack the channels feeding the modern customer funnel, where brokers should be focusing now and how those channels can work together to bring more of the right prospects into the business.
A new lead is only valuable if the experience that follows gives them a reason to keep moving.
How quickly do you respond? How relevant is the communication they receive? How do you stay in front of them without constantly chasing them? And how do you create an experience that makes every customer feel like they matter?
Hear from an expert who has helped develop customer journeys and systems for major banks, telcos and global organisations including Cisco, and discover how smarter communication, automation, AI and customer journey design can help brokers keep prospects engaged and create the conditions for stronger conversion.
For everything technology can now do, broking remains a human business.
Customer behaviour has changed, and the sales conversation is changing with it.
Better Business Summit will explore modern face-to-face and telephone sales, communication, persuasion, behavioural techniques and NLP to help brokers better understand how people make decisions, sharpen the conversations that matter and convert more of the opportunities already coming into their business.
Winning a client once is valuable. Building a relationship that continues beyond their first transaction is far more powerful.
Explore how to stay relevant after settlement, continue adding value and create an experience that gives clients a reason to return when their circumstances change—and recommend you when somebody they know needs help.
Finding more clients is one challenge. Building a brokerage capable of delivering consistently as the business grows is another.
More business should not automatically mean more admin, more complexity or more work landing back on the owner’s desk.
Hear from leading broker groups that have built some of Australia’s strongest brokerages and go behind the numbers to understand how those businesses actually operate.
Explore how better systems, clearer processes, technology, people and greater discipline can create a business that performs consistently, including what a Six Sigma approach to the broker process could look like.
*Not applicable to product & service providers
Become a Premium Member of The Adviser and claim your FREE ticket to the Better Business Summit 2027. Sign up and get access to your free ticket, unlimited access to our exclusive content, magazine, 10% off our awards tickets, and so much more.
Become a memberSee what is changing, learn what leading businesses are doing differently and leave with practical ideas you can put to work in your brokerage.
Get TicketsYou do not need to rebuild everything about your brokerage.
Sometimes it is one new source of business, a better way to follow up a lead, a conversation that converts more often, a customer you could stay connected with for longer, or a process behind it all that could run more smoothly.
Better Business Summit gives you one day away from the day-to-day to see what is changing, learn from people doing it well and decide what is worth putting to work in your own business.
The next move is yours.
Get TicketsGoogle used to guard the top of the funnel. Now, AI mediates search, shapes recommendations, and decides which brokers make it into consideration.
The market is tight. These brokers are still writing loans. We want to know how.
Every lead you’re slow to respond to, every enquiry your team doesn’t have time to qualify and every dormant contact sitting untouched in your CRM is business left on the table.
You’ve built the funnel. The leads are there. Now you need to get more of them to say yes.
I really enjoy The Adviser Better Business Summit, because it is not aggregator based and there are a lot of lenders and product providers that I hadn't ever seen that help my business grow. Since I hold an ASIC license I am able to go off panel and deal with any lenders and various product providers. Whenever I have attended an event I have always found the speakers to be exceptional and I always get a few nuggets of information and suggestions to assist my business. I really do enjoy this yearly event.
It was fantastic, practical tips and improvements that can be implemented straight away. Less theory, more actionable items. Real experiences, the speakers were extremely engaging. A great event!
The Adviser Better Business Summit 2026 at the Hyatt Regency Sydney delivered valuable, practical insights that are immediately applicable to my business. The sessions were highly relevant such as AI, technology and how to apply this to my business, the speakers were engaging demonstrating efficient processes, and the opportunity to connect with the best in the industry - outstanding. A well-executed event that adds real value for brokers at every stage of their journey.
The Adviser and Captivate events team do an amazing job with delivering a high engagement and educational event. The team are extremely friendly and go out of their way to ensure partners and attendees are having the best experience.
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