Introduction from the MC
Welcome from Principal Partner - Heritage Bank
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:
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:
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:
Morning break and networking
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!
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:
Lunch and networking
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:
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.
Close of conference