Prospective broker agenda

08:30am - 09:00am

Prospective broker arrival and registration

09:00am - 09:10am

MC Welcome and introduction to prospective brokers

Annie Kane
Annie Kane
Managing Editor,
The Adviser
09:10am - 09:30am

Why you should become a broker NOW

As homeowners feel the pain of rate crunches and refinancing hits record highs, customers are turning to brokers now more than ever. In this session, discover why NOW is the time to consider a career as a broker.

  • What does a career in broking look like, and what are the benefits?
  • Why mortgage and finance broking is now more than ever so important to Australian borrowers
  • How to enter a career that has uncapped earning potential and the transferable skills you may already have
Peter J White AM
Peter J White AM
Managing Director,
FBAA
09:30am - 09:50am

Starting your broker career: Your essential step-by-step guide

Interested in becoming a broker, but don’t know where to start? In this session, discover the first steps you need to take.

This session will cover:

Get started: The A to Z of setting up a broking business
Structuring: The different types of broking business you can build.
Guidance: The value of a top mentor and how to find the right one.
Key partners: The industry bodies, aggregators and lenders that can help you on your way.

Learn what you need to do to start your broking journey now!

Annie Kane
Annie Kane
Managing Editor,
The Adviser
Daniel Marsi
Daniel Marsi
State Manager - NSW & ACT,
Liberty
Mark Schultz
Mark Schultz
State Manager - VIC, TAS & SA,
Liberty
Jane Silvestro
Jane Silvestro
QLD State Manager,
Liberty
Chris Goodrope
Chris Goodrope
Recruitment Manager,
Mortgage Choice
Brad Inwood
Brad Inwood
National Recruitment Manager,
Mortgage Choice
Seth Leverton
Seth Leverton
Recruitment Manager,
Mortgage Choice
Travis Hall
Travis Hall
Head of Distribution,
Yellow Brick Road
10:00am - 10:30am

New broker arrival and networking and morning tea

10:30am - 10:35am

Welcome from our MC

10:35am - 11:15am

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
11:15am - 11:45am

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.

Annie Kane
Annie Kane
Managing Editor,
The Adviser
Elijah Barrett
Elijah Barrett
Mortgage Choice franchise owner, Sandringham VIC,
Mortgage Choice
Lucas Barrett
Lucas Barrett
Mortgage Choice franchise owner, Sandringham VIC,
Mortgage Choice
Dan Cooke
Dan Cooke
Managing Director,
Mortgage Choice, Newstead
Terence Hammond
Terence Hammond
Mortgage Choice franchise owner, Marsden Park NSW ,
Mortgage Choice
Josh Kellett
Josh Kellett
Branch Principal,
Yellow Brick Road Miranda
Chris Roccisano
Chris Roccisano
Branch Principal,
Yellow Brick Road Sunbury
Peter Sorgel
Peter Sorgel
Branch Principal,
Yellow Brick Road Aspley
11:45am - 11:50am

Choosing the right lender, fast: How The Brokers' Bible can accelerate your service

Getting to grips with scenarios and lender policy is one of the key areas that sets apart good brokers from great ones, but learning them all takes a lot time and patience. However, a new tool has been developed to help new brokers find the right solution for their clients, quickly.

Created by Property Before Prada broker founder Katherine Persoglia, The Brokers’ Bible helps brokers find answers to client scenarios and lending policies in minutes. The library of over 100 different residential lending policies can pull up a bank's policies for that particular scenario, cutting out hours of time talking to BDMs and reading policy documents.

In this Q&A session, we discover how and why The Brokers' Bible is helping new brokers elevate their service offering by streamlining the loan writing proces

Annie Kane
Annie Kane
Managing Editor,
The Adviser
Katherine Persoglia
Katherine Persoglia
Founder,
The Brokers' Bible
11:50am - 01:00pm

Lunch and networking

01:00pm - 01:05pm

Empower your growth with Finweb

Success isn't just about launching; it's about thriving, Finweb provides a holistic approach that considers every aspect of your journey as a broker, from strategic planning to compliance support, administrative assistance, and dynamic marketing strategies. Their expertise extends beyond the kitchen to ensure your online presence shines and your business flourishes.

Annie Kane
Annie Kane
Managing Editor,
The Adviser
James Angus
James Angus
CEO,
Finweb
01:05pm - 01:35pm

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

Annie Kane
Annie Kane
Managing Editor,
The Adviser
Mendy Ash
Mendy Ash
Senior Business Development Manager,
Bizcap
John Paul De Souza
John Paul De Souza
Business Development Manager NSW,
Resimac Asset Finance
Isaac Garson
Isaac Garson
Senior Business Development Manager,
Bizcap
Stephen Light
Stephen Light
Business Development Manager VIC,
Resimac Asset Finance
Alex Zanfirach
Alex Zanfirach
Business Development Manager QLD,
Resimac Asset Finance
01:35pm - 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
James Kerr
James Kerr
Head of Growth,
InvestorKit
02:50pm - 02:55pm

Concluding remarks from our MC

02:55pm - 02:55pm

Event concludes