Marketing and lead generation done right: Business Accelerator Program, Day 3

On Thursday (27 August), brokers, loan administrators and affiliated parties of the broking industry tuned in to the final sessions of The Adviser’s Business Accelerator Program 2020, run in partnership with principal partner HashChing.

Building on the first two days (which focused on building value and technology), the final day saw Broker Essentials director and leading mentor Jason Back outline the key strategies and processes that brokers need to have in place to run effective marketing and lead generation for their businesses.

In a session outlining the basics of the marketing funnels and demonstrating the need for strong digital engagement and marketing, Mr Back gave brokers a digital channel marketing business plan before detailing the benefits of different channels and the importance of storytelling and providing valuable information to market.

Following this, broker marketing specialist Sarah Barnett, from Social Broker, unveiled the things she had learned over her years of marketing broker businesses – and what good practice looks like. 

In the last sessions, the event zeroed in on lead generation. Mr Back started off by explaining the sales pipeline and the five areas: attract, retarget, nurture, relationship and loyalty. After demonstrating the plethora of options available to brokers, Mr Back also advised brokers to lean on their aggregators and specialists for support in this area. 

In the final session of the day, brokers heard from event partners HashChing, Pepper Money, Prospa and Mortgage Choice as they answered a Q&A session on how brokers can lean on the services provided by them to reduce headaches and save time. By providing case studies and templates to brokers, the partners highlighted how much speciality help is at their fingertips.

Several brokers tuning in also took part in competitions over the course of the event.

Congratulations go to Queensland-based broker Ian Pedley, who won HashChing’s $500 prize, and director of Financial Scope Melbourne, Clint Thomasson, who won The Adviser’s $500 prize for active participation!

Winners of the individual lender prizes will be contacted directly by the Business Accelerator Program team in due course.

Registered participants are able to view the sessions from the Business Accelerator Program 2020 for free via the online event portal until midnight tonight (28 August). 

Thank you to our program specialist Jason Back and all of our event partners: 

PRINCIPAL PARTNER 

HashChing

PLATINUM PARTNER 

Pepper Money

GOLD PARTNERS 

Adelaide Bank

FBAA

Mortgage Choice

Nextgen.Net

Prospa

Social Broker

Suncorp Bank

Marketing and lead generation done right: Business Accelerator Program, Day 3

Annie Kane

Last Updated: 07 June 2021 Published: 28 August 2020

Written by Annie Kane

Last Updated: 07 June 2021

Published: 28 August 2020

Annie Kane

Annie Kane is the editor of The Adviser and Mortgage Business.

As well as writing about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape – Annie is also the host of the Elite Broker and In Focus podcasts and The Adviser Live webcasts. 

Email Annie at: This email address is being protected from spambots. You need JavaScript enabled to view it.