2023 prospective broker agenda

As home owners 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

So you’re interested in becoming a broker, but don’t know where to start. In this session, discover the first steps you need to take to become your own boss and build a lucrative business.

This session will cover:

• Structuring: Options for setting up and structuring your broking business
• Guidance: The value of a top mentor and how to find the right one
• Key partners: The industry bodies that will support your growth and education as a broker and how you can engage with them
• Get started: How to set up a business in Australia
• Remuneration: Fees versus commission split — how to decide what’s right for you

Build your foundations correctly and establish best practice so you can thrive from day one!

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

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.

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

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

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

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