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Lender invests heavily in broker education

Emma Ryan 4 minute read

Pepper will launch a national education roadshow this month, aimed specifically at growing new business within the third-party distribution channel.

Your Customer is Your Business aims to provide brokers with an in-depth understanding of what Australians are looking for in the industry, touching on the findings uncovered in Pepper’s latest national consumer survey.

Pepper’s director of sales and distribution, Mario Rehayem, said the roadshow will expose the complete spectrum of the customer journey and how brokers can use this information to create a more efficient and profitable business.

“Whether you’ve been in the industry for 20 years or two weeks, we can practically guarantee that you’ll learn something that you can take back to your office and implement in your day-to-day business,” Mr Rehayem told The Adviser.

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“This has got nothing to do with Pepper products – this is all about education on better understanding the opportunities that are out there.”

Institute of Strategic Management director Gerard Hermens will be facilitating one of the sessions at the roadshow, highlighting strategic planning and business modelling tools which are suitable to brokers.

Mr Hermens will also touch on how to improve the net present value of a broker’s business, how to understand and tap into the SME market, and will present case studies on deciphering self-employed and SME financials.

“The deeper you make relationships with customers and the more you diversify your funding sources, the more valuable your business becomes,” Mr Hermens told The Adviser.

“Some events tend to be a little ‘been there, done that’. I think what Mario is doing and what we’re presenting is something unique. It’s a development of content that is not commonly provided in this space.”

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Pepper’s Insights Roadshow will be held in Sydney on 14 July, Brisbane on 15 July, Melbourne on 17 July, Adelaide on 23 July and Perth on 24 July.

MFAA and FBAA members will be entitled to claim two CPD hours if they choose to attend.

[Related: New campaign to generate ‘awareness and leads’ for brokers]

Lender invests heavily in broker education
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