QUICK SUMMARY

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FULL AGENDA

FULL AGENDA

Arrival and networking

8:30am - 9:00am

Welcome from our master of ceremonies

9:00am - 9:05am
Jason Back

Jason Back

Director, Broker Essentials

A Game of Inches: Win big results through small changes

Growth Mindset | Innovation | Philosophy

9:05am - 9:50am

Business growth and innovation don’t happen with a big, breakout idea but can unfold by making small, consistent changes. Join Nigel Collin, business coach and author of the The Game of Inches in a two-part session designed to challenge your mindset of business growth and innovation as we tackle issues surrounding streamlining processes for your brokerage.

In this session:

  1. Strip back philosophical jargon. Discover how you can harness Kaizen, Six Sigma and design thinking philosophies to refine your processes and develop new efficiencies.
  2. A Game of Inches. Tackle the myth of “big” and “quantum leap changes” and learn how small steps make all the difference.
  3. Overcome innovation overwhelm. Learn how you can gain control through small actions.
Nigel Collin

Nigel Collin

Strategic facilitator, Business Coach | Author, The Game of Inches: Why Small Change Wins Big Results

Gap hunters: Find the gaps in your brokerage business

Process Optimisation | Business Strategy

9:50am - 10:20am

Problem first, idea second. Deep-dive into methodologies used by some of the world’s most successful businesses to identify gaps and create opportunities in your brokerage.

Nigel will draw upon practical tools from successful Australian businesses as you learn how you can implement the Kaizen, Six Sigma and design thinking philosophies to streamline time-sucking processes and develop new efficiencies and quantifiable solutions.

Join us as we deep-dive into your blueprint for success:

  1. Find a gap. Identify the problem to determine the solution.
  2. Take action. Learn the importance of focusing on small first steps and develop your MVA (minimum viable action) not just MVP.
  3. Test and measure. Strategies to monitor each small step to mitigate risk.
  4. Delete or improve. Learn to improve what works and stop what doesn’t.
Nigel Collin

Nigel Collin

Strategic facilitator, Business Coach | Author, The Game of Inches: Why Small Change Wins Big Results

Networking and morning tea

10:20am - 10:50am

A deep dive into the most efficient and productive processes in the industry

Brokerage Strategy | Brokerage Health Check

10:55am - 11:40am

So just how is your brokerage performing in an ever-changing environment? With efficiency and productivity linked directly to profitability it’s never been more important to understand the health of your brokerage.

Jason Back will take you through how you can make sure you are in the best possible shape for your business to thrive in 2022 and beyond.

In this session you will:

  1. Explore what the most important metrics in your brokerage are.
  2. Complete a health check on your brokerage.
  3. Be able to benchmark your processes against best practice.
  4. Uncover latest technologies to create new efficiencies and increase output.
Jason Back

Jason Back

Director, Broker Essentials

The road map for streamlining your brokerage in 2022 and beyond

Brokerage Strategy | Talent Acquisition

11:40am - 12:20pm

Now you know where your business stands, how do you structure it for success?
Hiring staff to grow and scale you brokerage is one of the biggest decisions you will make.

In this session Jason will discuss:

  1. Broking in 2022 – Gain insights on how to structure your brokerage for ongoing changes.
  2. Staffing for success – Learn which staffing model is right for you and discover how to build an attraction business to be an employer of choice.
  3. Your road map for growth – Learn the steps to scaling your brokerage depending on your current loan volume.
Jason Back

Jason Back

Director, Broker Essentials

How to write 10 to 20 million more business

Operational Strategy | Growth Strategy

12:20pm - 12:45pm

Don’t miss this session as Australia’s leading brokers unveil strategies to scaling and growing your brokerage in a post-pandemic environment.

In this peer-to-peer session, hear from a local broker who has scaled their business as they share how they attract and write volume. Join as us we unveil insights to the common learnings and pitfalls to exponential growth.

Jason Back

Jason Back

Director, Broker Essentials

Darren Little

Darren Little

Chief Executive Officer, Smartmove

Anthony Landahl - NSW

Anthony Landahl - NSW

Managing Director, Equilibria Finance

Ruan Burger - QLD

Ruan Burger - QLD

Business Influencer/ Coach/ Mentor, Success and Broker

Josh Bartlett - VIC

Josh Bartlett - VIC

Managing Director, Mortgage Advice Bureau Melbourne

Q&A with National Mortgage Brokers

12:45pm - 12:50pm
Jason Back

Jason Back

Founder & Director, Broker Essentials

Terry Walker

Terry Walker

Head of Sales, National Mortgage Brokers

Gerald Foley - QLD

Gerald Foley - QLD

Managing Director, National Mortgage Brokers

Networking lunch

12:50pm - 1:50pm

Lead nurturing frameworks to retain high-quality clients and save costs

Client Retention | Client Experience

1:50pm - 2:15pm

How much does a file cost from lead to settlement? MAB’s operations investigation discovered on an average 91-day period, a broker had 38 communications with their client. Join us as MAB shares how you can reduce customer touchpoints to save on operational costs and develop efficiencies while creating trusted, personalised client experiences.

In this session:

  1. Discover your essential lead nurturing toolkit – Manage your workflow and offer personalised, well-rounded client experiences.
  2. Enhance your client communication – Develop strategies to provide a personalised, trusted approach while automating communications.
  3. Take your business to the next level – Learn how you can run a lean and efficient brokerage despite time pressures and loan volumes.
Kristy Bartlett

Kristy Bartlett

Head of Partnerships, Mortgage Advice Bureau

Darren Cantor

Darren Cantor

Managing Director , Mortgage Advice Bureau Australia

Solutions Spotlight: Alternative providers for business transformation

Client Experience | Software Integration

2:15pm - 2:55pm

Gain insights from some of our partners into viable alternative solutions to aggregator software that you can implement to your brokerage today! Learn how you can harness complementary software to streamline your workflow and pursue client satisfaction, growth and success.

Adam Grocke

Adam Grocke

Founder & CEO, Sherlok

Mandeep Sodhi

Mandeep Sodhi

Founder & CEO, Effi

Matt Harley

Matt Harley

Director of Sales - APAC, FileInvite

Chris Sims

Chris Sims

Chief Product Officer, Nodifi

Them Lam - VIC

Them Lam - VIC

National Manager Strategic Partners and Recruitment, AFG

Joseph Khal - NSW

Joseph Khal - NSW

Head of Broker Experience, AFG

Adam Barker - QLD

Adam Barker - QLD

State Sales Manager QLD/NT, AFG

Networking and afternoon tea

2:55pm - 3:25pm

Lead generation models that gain results

Marketing | Client Acquisition

3:25pm - 3:45pm

In a highly competitive marketplace, implementing the right marketing strategy is vital. Digital marketing is rapidly evolving and our experts will show you the latest proven methods to accelerate your lead generation.

In this session:

  1. Learn the formula to attracting new clients in 2021 as we share a checklist of the most effective marketing techniques to implement in your business today.
  2. Develop actionable strategies to manage ongoing client communications for retention and to position your business for growth.
  3. Learn strategies for digital marketing automation so you can attract leads with limited operational impact.
Jason Back

Jason Back

Founder & Director, Broker Essentials

Chanel Coombs - VIC

Chanel Coombs - VIC

Business Development Manager VIC/TAS, Prospa

Ben Howell - NSW

Ben Howell - NSW

Senior Business Development Manager NSW/ACT, Prospa

Renee Tocco - QLD

Renee Tocco - QLD

Northern Region Regional Manager, Prospa

Paul Smith

Paul Smith

General Manager, ActivePipe

Concluding remarks from our master of ceremonies

3:45pm - 3:50pm
Jason Back

Jason Back

Director, Broker Essentials

Event closes

4:00pm