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Better Business Summit 2027

Where will your next 100 clients come from?

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.

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The modern broker customer funnel

Every broker has a customer funnel.

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.

01 — Acquire

Find your next clients differently.

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.

02 — Reach

Be where your next client is looking.

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.

03 — Nurture

What happens after someone enters your funnel?

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.

04 — Convert

Technology can create the opportunity. You still have to win the client.

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.

05 — Retain

Settlement shouldn’t be the end of the journey.

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.

Zoom out

But a great customer funnel needs a great business behind it.

Finding more clients is one challenge. Building a brokerage capable of delivering consistently as the business grows is another.

The business behind the funnel

Build a brokerage that can handle more.

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.

Individual ticket

$149*
Excl. GST
Buy ticket

*Not applicable to product & service providers

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One day. The entire customer journey.

See what is changing, learn what leading businesses are doing differently and leave with practical ideas you can put to work in your brokerage.

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A day out of the business. A better plan for what comes next.

You 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.

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The agenda

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From the room

What brokers say about the day

Written testimonials
“
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.
Annette Jordan
Ms. Mortgages – Your Mortgage MatchMaker
“
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.

Choose your city

Pick your date and secure your seat.

WA
Perth
Thursday 18 February 2027
9:00am AWST – 3:30pm
Crown Perth
VIC
Melbourne
Thursday 25 February 2027
9:00am AEDT – 3:30pm
Crown Melbourne
SA
Adelaide
Thursday 4 March 2027
9:00am ACST – 3:30pm
Adelaide Convention Centre
QLD
Brisbane
Wednesday 10 March 2027
9:00am AEST – 3:30pm
Sofitel Brisbane
NSW
Sydney
Thursday 15 April 2027
9:00am AEDT – 3:30pm
Hyatt Regency Sydney
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