Welcome address from the Editor of the Adviser

Annie Kane

Editor of the Adviser

Hear from our Principal Partner, HashChing

Arun Maharaj

CEO, HashChing

How to build a high-volume business from scratch

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.

• Goal setting – how to build a blueprint for success
• Kick-starting referrals – the secret to gaining traction fast with the right referral partners
• Business balancing – understanding how to balance your business activities to safeguard against burnout

Stuart Donaldson

Banyan Co

How the broking Industry is changing in 2021

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 2021, brokers will have an extra calling card that will help them gain new business - they can officially say they are working in a borrower's best interest. Find out how the new Best Interests Duty could benefit the broking industry, what the changes to lending regulations mean for mortgages, and how you can navigate the changing regulatory environment with certainty.

• Discover what 2021 holds for brokers
• Find out the ins and outs of regulatory changes and their impact on loan writing
• Understand what the Best Interests Duty means for the broking industry

Peter White

Managing Director, FBAA

The broker mentor

With the right strategy, support and mindset you too can build a successful broking business fast. New brokers can quickly set their business on the right tracks with the guidance of a mentor. In this session, Sue will highlight the key steps to success, happy clients and a good work-life balance in the first year of broking.

• The 5 golden rules every new broker needs to know
• How to plan for success
• New broker pitfalls and how to avoid them

Sue Hayter

Founder, Director, Mortgage Broker & Mentor, Quality Financial Group

Janitha Silva

Lending Consultant, Universal Lending

Broker panel

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.

• Learn first-hand from Australia’s leading brokers how to build a solid business from day one
• Discover how to set up the systems and processes to ensure you run an efficient brokerage
• The importance of outstanding customer service and its impact on revenue

Annie Kane

Editor of the Adviser

Caroline Jean Baptiste

Owner & Manager, Mortgage Choice Franchisee in Fortitude Valley in Brisbane

Michael Tait

Co-director & Owner of Adelaide based brokerage HT Capital

Concluding remarks

Annie Kane

Editor of the Adviser

MC Introductory Remarks

We will look at the key findings and lessons learnt from day one and find out about todays sessions.

Annie Kane

Editor of the Adviser

How to win more business

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 about:

• 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

Glen Coutinho

Director, Senior Auctioneer & Licensed Estate Agent, Harcourts

Marketing 101

Learn about how to use marketing to support growth (and the secrets to getting it right)

• Learn the fundamentals of what to do, and how to do it – on a shoestring budget
• Discover how to identify potential clients and convert these leads
• Get an overview of the top tips to maximise your marketing

Sascha Moore

Director, Create Design & Marketing

PANEL: Referral partnerships — the secret to building a high-volume business

Every successful broking business is built on solid referral partnerships. But good referral partners are hard to find and are often already working with a broker. This session highlights how to find the best referral partners and how you can position yourself as a valuable partner.

• Overview of key referral partnerships
• What to expect from a referral partner – and what they expect from you
• How to win referrals for the best partners
• Managing relationships – how to maintain

Annie Kane

Editor of the Adviser

Gordon MacVicar

Owner and Manager, Mortgage Choice Peregian Beach

Anthony Landahl

Managing Director, Equilibria Finance

Concluding remarks

Annie Kane

Editor of the Adviser