CONFERENCE AGENDA

08:50am

Introduction from the MC

8:55am

Welcome from Principal Partner - Heritage Bank

9:00am

Building your business for maximum success

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. Here, you’ll learn first-hand how to build a solid business from day one from one of THE experts in running an elite brokerage. Learn how to:

  • Set up the systems and processes to ensure you run an efficient brokerage
  • Understand what your clients want and how to deliver it
  • Identify and capitalise on new opportunities in the market
  • Create value in your broking business beyond trail
Jason Back

Director, Broker Essentials

9:45am

The perfect fit: Accelerate your business growth with the right partner

Lead generation, business support, brand awareness and commission structures are some of the essential considerations for brokers. Establishing which model best suits your needs is critical to building a business that fits your goals. This must-attend session reveals the different models that are out there, the costs associated with the services you can tap into and the insights you need to determine which model is best for you and your business. Learn about:

  • Franchise or independent: the features and benefits of different models
  • Case studies into how and why top brokers have chosen their partner
  • Next steps: Strategies to make the switch or leverage your current model
Ross Le Quesne

Aussie Franchisee

Dino Di Donato

Liberty Adviser

Len Labuschagne

Liberty Adviser

Richard Spurritt

Liberty Adviser

Steve Ashton

Liberty Adviser

Brett Foster

Liberty Adviser

ROD PIERCE

Aussie Home Loans

Tama Wharepouri - Perth

Aussie Broker,
Aussie Home Loans

10:15am

Learn from the leaders

A good mentor can have a dramatic effect on how quickly your business yields outstanding results. You’ll see how some of the top brokers have worked with their mentors to supercharge their success and build outstanding, client-focused and high-volume businesses. You’ll learn how to:

  • Choose the right mentor to help you build your business effectively from day one
  • Master the mindset to generate income-producing activities daily
  • Fast-track your business goals by unlocking your potential
MENTOR
Nancy Youssef - Sydney

Founder, Mentor and Visionary, Classic Mentoring

MENTOR
Bushy Martin - Adelaide

Founder, Author and Chief property strategist, KnowHow Property Finance

MENTOR
Sue Hayter - Melbourne

Owner, Founder and Director, Quality Financial Group

MENTOR
Tracie Palmer - Brisbane

Director, Cornerstone Mentoring

MENTOR
Kylie Platt - Perth

Director, The Local Financial Group

BROKER
Dylan Salotti - Sydney

Managing Director, Divitis Finance

BROKER
Sharyn Burgess - Adelaide

Finance architect, KnowHow Property Finance

BROKER
Krishna Sapkota - Melbourne

Director, New Concept Finance

MENTOR
Leif Erickson - Brisbane

Principe Finance Broker,
Tailored Finance Solutions

BROKER
Danny Hayes - Perth

Credit Advisor,
The Local Loan Company

11:00am

Morning break and networking

11:45am

Boost revenue with effective referral partnerships

Referral partners can have a huge impact on delivering strong flows of quality clients. Financial advisers are among the most attractive referral partners — but what’s the secret to winning their trust and their clients? This focused session reveals WHY financial advisers choose one broker over another, HOW to ensure that your proposition aligns best with their needs and the SECRET to winning their trust — and their client’s business!

  • Start the conversation and identify networking opportunities to connect with wealth managers
  • Build a long-term partnership based on common goals and brand alignment
  • Avoid common mistakes when establishing and growing your referral partnerships
Mark Zaglas

Director, Encore Adviser Group

12:25pm

Why there’s NEVER been a better time to boost revenue How to make 2019 your biggest year yet!

With 60 per cent of all new customers turning to a mortgage broker, it’s little wonder that the best brokers are looking to make 2019 their biggest year yet. This engaging session will reveal how brokers can broaden their offering to boost their revenue and solve their clients’ growing needs. You’ll find out which products and services are an easy fit with your business, how a diversified offering can increase profitability and which new markets are ripe for new brokers to tap into. Discover:

  • The potential new markets that are right for you
  • How to evolve in a changing environment and stay ahead of the game
  • The products that could help bring in new revenue and create stickier clients
Stuart Donaldson

Founder, Banyan Co

1:10pm

Lunch and networking

2:00pm

Marketing and sales essentials

Learn the top 10 most effective marketing techniques for building and maintaining a strong database and position your business on the growth path from the start. In this session:

  • Learn how to identify potential clients and convert these leads
  • Master simple processes to accelerate your lead generation
  • Learn how to manage ongoing client communications and ensure retention
David Bayne

CEO, Senior Business Coach, 7 Colored Doors

2:45pm

Speed networking: Your questions answered!

This interactive session with leading product providers will give you a unique platform to sharpen your product knowledge and identify new opportunities. You’ll have a unique chance to hear from five different lenders in this quick-fire session. This is your chance to discover where the biggest opportunities are to attract new clients and generate more revenue.
Find out:

  • How to add new products to your offering
  • Where there is a needs gap among borrowers and how to provide a solution
  • How to work as effectively as possible with lenders to gain fast, effective client outcomes
  • Which products can be the most effective for cracking new market segments
3:15pm

Close of conference