The 2027 Agenda
Google used to guard the top of the funnel. Now, AI mediates search, shapes recommendations, and decides which brokers make it into consideration. More channels should mean more opportunity. Instead, the funnel is getting tighter.
If your marketing strategy is still built around winning clicks, buying leads and driving prospects to your website, you risk spending more to reach fewer people.
This session shows you how to respond. You’ll unpack where discovery is shifting, what makes your brokerage visible and credible across traditional and AI-powered search, and where to redirect your marketing spend as the funnel changes.
Stop paying for yesterday’s customer journey and start investing where tomorrow’s clients are making their decisions.
The market is tight. These brokers are still writing loans. We want to know how.
Where are their leads coming from? What are they doing to win clients? Where are they spending their marketing dollars? What have they automated? What are they doing themselves? And what have they stopped wasting time and money on?
We’re putting some of Australia’s top-performing brokers on stage and getting into the numbers, systems and tactics behind the results.
No success stories. No theory. We want what’s working right now, what isn’t, and what you can take back to your brokerage and use.
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.
AI can unlock that data at speed and scale. The banks are doing it, and you don’t need their headcount or budget to follow suit.
Ben Farrell has spent more than 20 years designing customer journeys for some of Australia’s largest banks, lenders and mortgage businesses. Now, he’s bringing you the playbook.
Ben will show you what an AI-powered funnel actually looks like, from engaging and qualifying prospects through to reactivating old leads, capturing client conversations, updating your CRM, and automating follow-up, to ensure the right opportunities reach you at the right time.
You’ll leave ready to map your funnel, find where leads are leaking, decide what to automate first, design the right human handoffs and measure what matters, leading to more qualified opportunities, more appointments and more conversions.
You’ve built the funnel. The leads are there. Now you need to get more of them to say yes.
Behavioural science gives you a different way to do it. It helps you understand how people make decisions, what their language is telling you, and how to communicate in a way that moves them towards action.
We’ll show you how to apply the science of decision-making across the sales process, from the emails and messages you send to the questions you ask and the conversations you have face-to-face.
You’ll learn how to uncover what’s really driving a client’s decision, communicate your value more effectively, handle hesitation and resistance, and move more prospects from interested to committed.
You don’t need another pair of hands. You need to get rid of the work wasting the time of the people you already have.
Chasing documents. Entering the same information twice. Fixing handovers. Following up on things that should have happened automatically. Five minutes here and there quickly becomes hours your team could be spending writing and servicing loans.
We’ll show you how to find where that time is going and get it back.
You’ll learn how to strip unnecessary steps out of your processes, fix broken handoffs, remove duplicated work and redesign the jobs that consume the most time.
The goal is simple: more loans through the same team, without your costs growing with them.
You’re writing more loans. But are you actually making more money?
As your brokerage grows, it’s easy for the extra revenue to disappear into more staff, more systems and more overhead.
Next-generation brokerages are changing that equation. They’re using smarter team structures, technology, and AI to grow without their costs growing at the same rate. We’ll show you what that model looks like, what the numbers should look like, and where you can start making changes in your own business.
You’ll leave with the benchmarks to pressure-test your brokerage and a blueprint to grow revenue faster than your costs, so more of every dollar you earn actually makes it to the bottom line.