CONFERENCE AGENDA

8:50am - 8:55pm

MC welcome

8:55am - 9:00am

Principal Partner welcome

9:00am - 10:30am

GEARING FOR GROWTH – CREATING YOUR PERFECT FRAMEWORK FOR UPSCALING

We know that writing a loan is taking longer, applications are becoming increasingly burdensome and clients require more and more hand holding and face time.

In this session, you will learn what the perfect loan looks like and the top techniques, processes and systems you need to harness to turn your small business into a thriving, elite brokerage.

This deep-dive session will teach you all you need to know about:

  • Identifying the ‘dead’ time in your day and how to reduce it
  • Learning when the right time to upscale is
  • Developing the fool-proof framework to streamline your processes
Ross Le Quesne

Principal Aussie Parramatta and Rouse Hill, Aussie

Barry Magliarditi

CEO and Founder, The Game Changers

10:30am - 11:00am

WINNING OUTSOURCING STRATEGIES

When you’ve got new leads streaming in, sticky clients to keep happy and loans to lodge, keeping on top of the administration can be a major drain on your time.

Outsourcing partners and offshore businesses can be the answer you’re looking for – freeing up your time to do the high-value, client-facing tasks.

Discover the ins and outs of the outsourcing models available from leading specialists in this field and:

  • Identify the right outsourcing model for you
  • Understand what you need to keep in-house and what you can offload
  • Evaluate the cost and return that outsourcing will have on your business
Andrew Mirams - Melbourne

Managing Director, Intuitive Finance

Andrew Duerden

Director, Business Services, Loanworks

Jeremy Fisher - Sydney

Managing Director, 1st Street Financial

Chris Wilson - Brisbane

Lending Specialist, Sunshine Coast Financial Solutions

11:45am - 12:20am

BUILDING AN ATTRACTION BROKERAGE – ONBOARDING (AND KEEPING) THE STAFF YOU NEED

Having people help you run your business may help you grow, but having the right people in your business will help you succeed and dictate the health of your returns.

Hear the top tips for recruiting the team members that raise your brokerage to the next level, including:

  • Top techniques for sourcing and recruiting new talent
  • How to market your business to attract the people you want
  • Understanding how to retain staff and keep employees happy once you have hired them
  • Creating a culture built for sustained success
Roland Youakim

Managing Director, Platinum People Group

11:00am - 12:20pm

Morning tea

12:20pm - 1:00pm

HOW TO BUILD IN RESILIENCE TO YOUR BUSINESS

The broking industry is constantly evolving, so being able to embrace and adapt to change is paramount to staying ahead of the curve.

In this session, find out how a business is valued and what you can do to create more value in your brokerage. You will hear:

  • How to create value outside of trail
  • Learn how more mature broker markets have evolved
  • Identify the next big areas of opportunity
Darren Cantor

Managing Director, Mortgage Advice Bureau

1:00pm - 2:00pm

Lunch

2:15pm - 3:20pm

TURN YOUR WEBSITE INTO A LEAD CAPTURING MACHINE + GET COST EFFECTIVE TRAFFIC & LEADS FROM GOOGLE

Every broking business always wants more traffic and exposure, but we have found that a few key optimisations to your business’s website will make all the difference as far as turning site visitors into leads.

Google is the main place people go to search for professional financial service providers such as your business.

Greg Cassar has driven over 2 million leads. In this session, we will show you what works and what not to waste your time and effort on. You will discover:

  • Five easy changes to make the mobile version of your website easier to use and more effective at capturing leads
  • Seven design elements your desktop website must have to clearly communicate the benefits of your main services and capture leads
  • The best way to get free traffic from Google (this one is great as you can set it up yourself)
  • The simple change you must make to please Google so that your website can easily be found
  • The quick, easy and cost-effective Google ads you can set up yourself to turn up at the top of Google in your area
  • The more advanced strategy for larger broker firms
Greg Cassar

Digital Marketing Property Strategist

3:20pm - 3:40pm

Afternoon tea

3:40pm - 4:20pm

BUILDING TRUST & AUTHORITY – TRAFFIC AND LEAD GENERATION FROM FACEBOOK & INSTAGRAM

With over 2 billion users, all your potential customers are on Facebook and Instagram. In this session we will explore how to brand and position yourself as a thought leader and authority, and also do effective lead generation from these powerful platforms.

You will discover:

  • How to build trust, authority and thought leadership with Facebook and Instagram
  • The quick and easy way of doing Facebook ads that you can set up yourself for your local area
  • The single cheapest way that exists to get traffic from Facebook and Instagram – how you can put your message in front of your exact target market for as little as 1 cent per view
Greg Cassar

Digital Marketing Property Strategist