CONFERENCE AGENDA

hashching

Day 1

25 August 2020
1:30pm - 2:30pm

Digital Networking

2:30pm - 2:35pm

Welcome from the Editor of the Adviser

Annie Kane

ANNIE KANE

Editor, The Adviser

2:35pm - 2:40pm

Hear from our Principal Partner, HashChing

Arun Maharaj

ARUN MAHARAJ

CEO, HashChing

What are you worth? Actions to increase the value of your business

2:40pm - 3:20pm

What is your end game? Getting your exit strategy right, starts now. Your starting point is understanding your figures, your conversion and your goodwill which will highlight your values and determine areas where your business isn’t on track.

Our expert speaker will provide a case study and insights into what people look for when buying a brokerage or book, to help you evaluate and identify your weak spots. This case study will provide a comparison of the average broker, their figures, how they have improved and in what particular areas.

This session will show you how to understand the value of your business for when you want to sell and how to create value in your database, with a spotlight on new customers versus customer acquisition.

Jason Back

JASON BACK

Director, Broker Essentials

3:20pm -3:25pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

3:25pm - 3:35pm

Break

Effective business planning tools

3:35pm - 3:50pm

Find out how to take the big picture into the office with you each day and execute it!

We look at what tools are in the market that will help you be accountable towards your business goals.

This session will show you how to create more time and improve efficiencies that will assist you to achieve your desired goals through planning for 6-12 months with the right systematic process in place.

Jason Back

JASON BACK

Director, Broker Essentials

3:50pm - 3:55pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

3:55pm - 4:10pm

Practical Wellness Tips: Hear from Peter White, Managing Director, FBAA

Peter White

PETER WHITE

Managing Director, FBAA

Rituals, habits and intentions

4:10pm - 4:50pm

Introduced by Adelaide Bank

Winner and loser 101 – understanding why having the same goals and strategy as the next broker won’t be enough to get the best results. You need to plan – what is your plan?

Having the right intention is not about changing your mindset; it’s about having an action plan and a systematic process in place to support them.

This session unveils the importance of an action plan and how to create goals planning and 90-day sprints."

Raj Kapoor

RAJ KAPOOR

Regional Manager, Adelaide Bank

Jason Back

JASON BACK

Director, Broker Essentials

4:50pm - 4:55pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

4:55pm - 5:00pm

Concluding remarks

Annie Kane

ANNIE KANE

Editor, The Adviser

5:00pm - 6:00pm

Digital Networking

Day 2

26 August 2020
1:30pm - 2:30pm

Digital Networking

MC welcome & introductory remarks

2:30pm - 2:35pm

We will look at the key findings and lessons learnt from day one and find out how today’s sessions will build on your action plan.

Annie Kane

ANNIE KANE

Editor, The Adviser

Harnessing technology to target your ideal client

2:35pm - 3:20pm

Introduced by Pepper Money

Following on from day one, you’ve identified the high-value activities and set your goals. Now you need to target the clients you want and identify where to find them. We will look at consumer trends to better understand their expectations and what the consumer and broker relationship will look like in the future.

Find out how and why brokers are moving away from being a broker to being a mortgage adviser. Understand how leading brokers are setting themselves apart by going above and beyond for their clients and providing value beyond rate.

In this session, we will focus on your service proposition and how this correlates in a post-COVID environment, as well as the potential implications that this has for your business. We will look at the ongoing debate about ongoing service and what comes next. Once the race to the bottom for repricing is over, what does this mean for your business?

Pasquale Caia

PASQUALE CAIA

Senior Business Development Manager, Pepper Money

Jason Back

JASON BACK

Director, Broker Essentials

3:20pm - 3:25pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

3:25pm - 3:35pm

Break

Part 1: Best practices 101 – tech tools for integration for CRM

3:35pm - 4:20pm

Every company today is a software company and, as a result, business and technology ought to be very intertwined. But often, those tools aren’t in alignment, leading to challenges in information technology.

What does your tech wheel look like?

This session will focus on the tools that actually help you do your job to ensure you aren’t left behind. Learn the knowledge to lead with understanding on the basics of integrating the latest CRM into your business.

Jason Back

JASON BACK

Director, Broker Essentials

4:20pm - 4:25pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

Part 2: Best practices 101 – top tech tools for integration for CRM

4:25pm - 4:50pm

Technology is a complex business and not one size fits all solutions. We’ll provide insights on the top technology you should be using and the real cost to your business. Stay tuned to find out!

Moderator Annie Kane

ANNIE KANE

Editor, The Adviser

Panellist Arun Maharaj

ARUN MAHARAJ

CEO, HashChing

Panellist David Zammit

DAVID ZAMMIT

General Manager Distribution, Mortgage Choice

4:50pm - 4:55pm

Concluding remarks

Annie Kane

ANNIE KANE

Editor, The Adviser

4:55pm - 6:00pm

Digital Networking

Day 3

27 August 2020
1:30pm - 2:30pm

Digital Networking

MC welcome & introductory remarks

2:30pm - 2:35pm

We will look at the key findings and lessons learnt from day two and find out how today’s sessions will build on your action plan.

Annie Kane

ANNIE KANE

Editor, The Adviser

Is anyone listening? Marketing strategy

2:35pm - 3:00pm

Learn how to find new clients through marketing channels that convert!

This session will provide tips on sticky messaging that clearly identifies the problem you are solving and highlight the key steps for delivery to ensure it will resonate with your audience.

Jason Back

JASON BACK

Director, Broker Essentials

3:10pm - 3:15pm

Q&A

Jason Back

JASON BACK

DIRECTOR, BROKER ESSENTIALS

3:15pm - 3:25pm

Break

Part 1: Efficient and effective lead generation

3:25pm - 3:55pm

This session we will provide practical tools for your marketing plan that you can action now.

What kind of broker are you and how can you make the most of marketing for your category?

Learn how to create a matrix that will see a return on your investment.

Jason Back

JASON BACK

Director, Broker Essentials

3:55pm - 4:00pm

Q&A

Jason Back

JASON BACK

Director, Broker Essentials

Part 2: Fireside: Lead generation solution

4:00pm - 5:00pm

Hear from some of our partners to gain insights into real case studies to show you how it’s done!

Co-Moderator Jason Back

JASON BACK

Director, Broker Essentials

Co-Moderator Annie Kane

ANNIE KANE

Editor, The Adviser

Partner Arun Maharaj

ARUN MAHARAJ

CEO, HashChing

Partner Drew Clegg

DREW CLEGG

Senior Business Development Manager, Pepper Money

Partner Katrina Hamilton

KATRINA HAMILTON

Head of Channel Marketing, Prospa

Partner David Ewens

DAVID EWENS

NSW State Manager, Mortgage Choice

5:00pm - 5:05pm

Concluding remarks

Annie Kane

ANNIE KANE

Editor, The Adviser

5:05pm - 6:00pm

Digital Networking