QUICK SUMMARY

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FULL AGENDA

FULL AGENDA

Arrival and networking

09:00AM - 09:30AM

Welcome from our Master of Ceremonies

09:30AM - 09:35AM
Annie Kane

Annie Kane

Editor of the Adviser

Principal Partner introduction - TBC

09:35AM - 09:40AM

Build a high-volume business from the ground up

Goal Setting | Brokerage Business Strategy

09:40AM - 10:20AM

Whether you’re in the first year or so in broking or you’re just starting out, this session will set every broker on the right path to write high volumes quickly.

Discover the steps to building a high-volume business:

  • Set Goals – build a blueprint for success
  • Manage your cash flow – create a solid model to take your business through its early stages without running out of capital
  • Kick-start your referrals – uncover the secret to gaining traction fast with the right referral partners
  • Balance brokerage operations – understand how to balance your business activities to safeguard against burnout
Peter Clark

Peter Clark

General Manager, Equilibria Finance

Association Address: Peter White AM, FBAA

Industry Update | Advocacy

10:20AM - 10:35AM

There has never been a better time to become a broker. Record-low interest rates combined with surging demand for brokers have paved the way for new brokers to join the industry.

In this session, discover how brokers are supported by the industry associations, why borrowers are significantly better off using a broker, and how professional standards are the foundation that the strong broker proposition is built on.

You will learn:

  • What associations do to support their members
  • How they advocate for brokers
  • Why mortgage and finance broking is so important to Australian borrowers
Peter White AM

Peter White AM

Managing Director, FBAA

Panel - The Blueprint Part 1: Launch a successful brokerage

10:35AM - 11:00AM

The key to rapid success is building your broking business the right way, from day one. The right blueprint will ensure a slick and efficient operation that will deliver better client outcomes, faster approvals, bigger volumes and more revenue — in less time.

In this session, you will learn:

  • How Australia’s leading brokers built a solid franchise business from day one
  • How to choose the group which is right for you
  • Set the foundations for an easier professional journey
  • Ways to set up the systems and processes to ensure you run an efficient brokerage
  • Embrace the importance of outstanding customer service and its impact on revenue

Networking and morning tea

11:00AM - 11:25AM

Panel - The Blueprint Part 2: Evolving a successful brokerage

11:25AM - 11:50AM

The right blueprint will ensure a slick and efficient operation that will deliver better client outcomes, faster approvals, bigger volumes and more revenue — in less time. The key to rapid success is building your broking business the right way, from day one.

In this session, you will learn:

  • How to harness brand to build a stable sales pipeline in your community
  • The importance of outstanding customer service and its impact on revenue
  • Methods to build a stable sales pipeline in your community

Top digital marketing tactics to be heard in a noisy world

Digital Marketing | Client Communications

11:50AM - 12:30PM

Learn the top 10 most effective marketing techniques for building a strong web presence and position your business on the growth path from the start.

In this session, uncover strategies to:

  • Build marketing campaigns on a shoestring budget
  • Create a successful digital ecosystem and make yourself heard
  • Master simple processes to accelerate your lead generation and identify potential clients and convert these leads
  • Manage ongoing client communications and ensure retention

Networking lunch

12:30PM - 1:20PM

10x Your Referral Pipeline: Strategies to win more business

Acquisition | Sales Strategies

1:20PM - 2:00PM

Solid sales fundamentals are essential to every successful broking business. In this session, you’ll discover the critical sales skills that will have a dramatic impact on your business.

Whether it’s securing the most lucrative referral partnerships or converting a high percentage of client enquiry, this session will teach you to:

  • Create an attraction business – embed yourself in the community and build a stable referral pipeline
  • Polished presentations – how to win more business face to face
  • Dress to impress – why first impressions count
  • Positive influence – why people are drawn to confident communicators

Essential tech spotlight — the tools every broker should have

2:00PM - 2:50PM

Technology can give you the edge in a competitive marketplace, but knowing what tools to invest in will make all the difference. This session highlights essential broker tech and how to harness them.

Join us as we spotlight the latest in tech solutions for your brokerage so you can streamline your processes and create new efficiencies.

In this session, you will:

  • Discover which broker tech will save you time while increasing your productivity
  • Evaluate the costs of adopting new technologies
  • Understand all the pros and cons when building new tech into your business

Panel: Build a diversified brokerage to maximise revenue streams

2:50PM - 3:15PM

In a more complex world of credit, your client’s needs go way beyond home loans. This session will reveal the products that are an easy fit to a mortgage broker’s proposition and how to sell them so you can build a full-suite product offering for your clients.

In this session, you will learn to:

  • Build lucrative additional revenue streams without diluting your core offering
  • Define products that are a natural fit with home loans
  • Market additional products as you build your client base

Concluding remarks from our Master of Ceremonies

3:15PM - 3:20PM

Networking drinks

3:20PM - 4:05PM

Event closes

4:05PM