2023 established broker agenda

10:00am - 10:30am

Arrival and networking and morning tea

10:30am - 10:33am

Welcome from our MC

Kate Aubrey
Kate Aubrey
Senior Content Producer,
The Adviser and Mortgage Business
10:33am - 11:28am

Your Brokerage Blueprint: How to build a successful business from the ground up

Join Ross Le Quesne , the founder of the Billion Dollar Broker, as he shares his invaluable advice on building a successful mortgage broking business.

Drawing from his years of experience and success in the industry as an award winning broker Ross will guide new brokers on how to create a compelling vision and reverse engineer it into achievable goals. You'll learn how to stay focused on the activities that matter on a daily basis to reach your goals and achieve success.

Ross will also dive into the secrets of creating a referral-based business. He'll share his proven tools, techniques, and strategies for prospecting, generating referrals, and building profitable referral partnerships.

Additionally, Ross will discuss the key foundations necessary for success in the mortgage broking industry. By the end of the session, you'll walk away with

  1. A guide to breaking down your goals into achievable targets
  2. The 5 pillars of success for a new broker
  3. Simple strategies and techniques to generate referral business
  4. The foundations of broking to build a high-performing brokerage and to avoid the common mistakes

Don't miss this opportunity to learn from one of the most successful coaches in the industry and take your brokerage to the next level!

Hear direct from Ross

Ross Le Quesne
Ross Le Quesne
Billion Dollar Broker
11:28am - 11:38am

Principal partner fireside: NextGen

In this session, get a sneak peek into what open banking will look like in 2023 as Renee Blethyn, Head of Broker Partnerships at NextGen, discusses what open banking is, how it works, and the ways it can benefit both you and your clients.

Renee Blethyn
Renee Blethyn
Head of Broker Partnerships,
11:38am - 12:08pm

PANEL: The essential toolkit for your first three years in broking

The first three years have the ability to shape the rest of your career.

Hear from some of Australia’s leading brokers on how they navigated common pitfalls and thrived in opportunities within the first few years of their careers and built solid businesses from day one.

You will learn from these brokers the market-leading strategies they implemented for success, including:

  • How to set up a successful broking business from day one
  • The fundamental business philosophies of Australia’s elite writers
  • Essential systems and processes for maximum efficiency
  • The early habits and mistakes you must avoid
  • The secrets to continued growth
12:08pm - 12:13pm

Partner fireside: Helia

12:13pm - 12:59pm

Lunch and networking

12:59pm - 01:00pm

MC Welcome Back

01:00pm - 01:05pm

Partner fireside: Bizcap

01:05pm - 01:30pm

Marketing on a budget: The ultimate guide to winning business for new brokers

Are you a new broker looking to build your client base without breaking the bank? In today’s competitive market, it’s crucial to have a solid marketing plan that delivers results. This session will equip you with the knowledge and skills you need to build a successful marketing strategy on a budget.

Key takeaways:

  • Build marketing campaigns on a shoestring budget
  • Develop a winning marketing plan that maximises your return on investment
  • Build a strong social media presence that attracts and engages with potential clients
  • Convert leads into loyal clients and position yourself as an expert in your field
  • Referral marketing tactics and how to leverage your existing network to win new business

Hear direct from Darrell

Darrell Weekes
Darrell Weekes
Purple Thread Marketing
01:30pm - 01:35pm

Partner fireside: Finweb

01:35pm - 02:05pm

Create a killer online presence from scratch

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, without a massive cost.

In this session, uncover the key, easy-to-implement strategies to:

  • Create a successful digital ecosystem and make yourself visible
  • Master simple processes to accelerate your lead generation and identify potential clients and convert these leads
  • Manage ongoing client communications and ensure retention
Darrell Weekes
Darrell Weekes
Purple Thread Marketing
02:05pm - 02:30pm

Creating an unbreakable referral pipeline

Referral partners can have a huge impact on delivering strong flows of quality clients.

Financial advisers, real estate agents, and accountants are among the most attractive referral partners, but what’s the secret to winning their trust and their clients?

This session will dive into:

  • An overview of key referral partnerships
  • Starting the conversation and identify networking opportunities to connect
  • What to expect from a referral partner and what they expect from you
  • How to win referrals for the best partners
  • How to maintain and manage your relationships with these partners
  • The common mistakes you need to avoid when establishing and growing your referral partnerships
Meighan Wells
Meighan Wells
Founder Property Pursuit Advisors, Co-Founder Home Buyer Academy ,
Co-host Your First Home Buyer Guide
02:30pm - 02:35pm

Concluding remarks from our MC

02:35pm - 03:05pm

Networking Drinks

03:05pm - 03:35pm

Event concludes