Established broker agenda

10:00am - 10:30am

Established broker arrival and networking and morning tea

10:30am - 10:35am

Welcome from our MC

10:35am - 11:10am

How to build a high-volume business from scratch

Whether you’re just starting out in broking or a couple of years in, this session will set every broker on the right path to write high volumes quickly.

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

Hear first-hand from one of the experts in running an elite brokerage on how to build a solid business from the get-go and set yourself up for future success.

Key takeaways

  • Hear how to set financial goals and meet them
  • Learn how to manage your cash flow in the early stages of your business so you don’t run out of capital
  • Set up 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
Ben Kingsley
Ben Kingsley
Founder & Managing Director,
Empower Wealth
11:10am - 11:20am

Principal partner fireside

11:20am - 11:50am

BROKER PANEL: Success at different stages of the broker journey

In this session, you’ll hear from three award-winning brokers at different stages of their career and discover the strategies, tools and techniques they have adopted to succeed.

You will learn:

  • How to not only survive, but thrive, in your first few years of broking.
  • What it takes to successfully grow your business and team.
  • How to run a high-volume broking business.

Don’t miss this opportunity to learn from the best and be inspired by their remarkable achievements.

11:50am - 11:55am

Partner fireside

11:55am - 12:40am

Lunch and networking

01:00pm - 01:05pm

Partner fireside

01:05pm - 01:30pm

Diversifying your revenue: Unlocking new revenue streams

Join us as we delve into the art of diversification to maximise your client base and revenue streams.

You will learn:

  • How offering a wider range of loan options can insulate your business in different economic cycles.
  • The various forms of asset finance and how to write them.
  • How to position your brokerage as a full-service business.

Brisbane Only: Mendy Ash, Senior Business Development Manager, Bizcap

Melbourne Only: Abraham White, Joint Managing Director, Bizcap

Sydney Only: Isaac Garson, Senior Business Development Manager, Bizcap

01:30pm - 01:35pm

Partner fireside

01:45pm - 02:30pm

Mastering lead generation: Success with SEO, digital marketing, and referral partnerships

Part 1: SEO demystified: Unlocking organic lead generation

Search engine optimisation (SEO) is a driving force behind organic lead generation and online visibility.

In this session, we will demystify the world of SEO, shedding light on the techniques, strategies, and best practices that can propel your business to the top of search engine results.

Join us as we explore the art and science of SEO and how it can be your key to unlocking a steady stream of organic leads.

Part 2: Crafting a memorable digital marketing strategy: Leads that convert

In this session, we will teach you how to build a strong foundation for a digital marketing strategy that targets the right audience, covering everything from website marketing, social media, and email direct marketing.

Understand the role of high-quality content in attracting and retaining leads and hear the tops for creating engaging, informative and sharable content.

Whether you’re a seasoned marketer or new to the game, these strategies will empower you to take your lead generation efforts to new heights.

Darrell Weekes
Darrell Weekes
Founder,
Purple Thread Marketing
02:30pm - 02:50pm

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

Hear direct from Arjun

Arjun Paliwal
Arjun Paliwal
Director,
InvestorKit
02:50pm - 02:55pm

Concluding remarks from our MC

02:55pm - 03:25pm

Networking drinks

03:25pm - 03:30pm

Event concludes