Established broker agenda

28 May

5 June

12 June

11:00am - 11:20am

Established broker arrival, networking, and morning tea

11:20am - 11:25am

MC welcome and introduction to established brokers

Annie Kane
Annie Kane
11:25am - 11:30am

Principal Partner welcome remarks

11:30am - 12:00pm

Structured for survival: Your essential broker blueprint

Whether you're building a solo operation or scaling with a franchise, it's critical that you control your own growth out of the gates. But making consistent progress in a changing market isn't always easy. This session is all about crunching the numbers to help you stay on track. We'll take a loan book that looks imposing and reverse engineer a practical, goal-oriented roadmap that makes sense. You'll learn exactly how many clients you need, how many phone calls you need to make, and how many leads you need to generate to dominate in your first two years as a broker.

12:00pm - 12:30pm

The broker journey: The insider's secret to success at every stage

Success doesn't happen by accident. It takes good planning, hard work and a solid strategy. In this session, you'll hear from three distinguished brokers at different stages of their careers to discover how they earned their success.

It's a powerful and personal way to visualise what your first two, five, and ten years in the industry could look like, so you can plan your own growth trajectory.

You'll be able to contrast different approaches to running an elite brokerage and shed light on the right path forward for you and your business.

It's a roadmap to success you can count on to ensure consistent performance and career progression as you scale your brokerage.

Annie Kane
Annie Kane
12:30pm - 12:35pm

Referrals remarks

12:35pm - 01:05pm

Relationships and referrals: How to turn partners and clients into champions

Referrals are crucial for any broker, but they don't come from being the loudest. They come from building meaningful relationships with partners and clients that will advocate for you.

This session is all about seeing past the transaction.

From personalisation through to efficiency and transparency, we'll explore what really matters for clients and partners beyond the bottom-line so that you can build trust across your referral network.

You'll leave fully equipped to make every client and partner a champion for your brokerage.

Bernard Desmond
Bernard Desmond
01:05pm - 02:00pm

Lunch and shared networking

02:00pm - 02:30pm

Diversification: Diversifying your skills and revenue

As your business evolves, it's important that you grow with your clients.

Increasingly, clients are turning to their brokers to provide streamlined, comprehensive services. Diversification is about more than maximising your revenue streams – it's a chance to move beyond transactional customer relationships and become a trusted partner.

In this session, we'll explore how diversification can set you apart from your competitors and strengthen your existing relationships while opening doors to new client bases.

    sponsor logo Mortgage Ezy
02:30pm - 03:00pm

From leads to listings: The ultimate digital marketing playbook for brokers

While referrals don't come from being the loudest, organic leads come from being seen. But getting in front of borrowers is easier said than done.

You can no longer rely on guess-work or viral luck to build your brand online. It's time to systematise your marketing efforts and start attracting leads, rather than chasing them.

In this hands-on digital session, we'll show you how to create a lead funnel that runs in the background consistently, predictably, and profitably.

From automation through to brand building and content cadence, this playbook will transform your sporadic burst of marketing inspiration into an always-on lead gen engine.

Speaker to be confirmed.

03:00pm - 03:05pm

Concluding remarks from MC

Annie Kane
Annie Kane
03:05pm - 03:05pm

Event concludes