Principal Partner welcome
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:
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:
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:
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:
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:
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: