Schedule and Agenda

08:30am - 09:15am

Registration, networking and exhibition open

09:15am - 09:25am

Welcome from the master of ceremonies

Annie Kane
Annie Kane
Managing Editor,
The Adviser
09:25am - 09:40am

Welcome from NAB

09:40am - 10:15am

Icon’s insights: Brand building and advocacy with Dylan Alcott

Dylan Alcott is a national icon imprinted on the minds of Australians. But it has taken more than a storied career as a celebrated paralympian to leave such a deep and lasting impression. In this exclusive address, Dylan shares how he has built a personal brand around authenticity and advocacy, securing his place as one our nation’s most recognised media personalities and respected social commentators. Attendees will not only leave inspired by Dylan’s story of growth and resilience, but will be empowered with first-hand insights on what it takes to build a brand that resonates with Australians. These skills are vital to emerge above an increasingly competitive and congested broker landscape.

Dylan Alcott
Dylan Alcott
Paralympic and World Champion
10:15am - 10:20am

Partner Tech #1

10:20am - 10:40am

Elite broker live: Unveiling the secrets of success in the mortgage brokerage industry

Join us for "Elite Broker Live", where successful brokers come together to share their invaluable insights, best practices, and real-life experiences in the dynamic world of mortgage brokerage. Gain access to a wealth of knowledge and top tips from seasoned professionals who have been there, done that, and achieved remarkable success.

10:40am - 10:45am

Partner Tech #2

10:45am - 11:15am

Morning Tea and networking

11:15am - 11:20am

Partner Tech #3

11:20am - 11:50am

Keynote - To be announced

11:50am - 11:55am

Partner Tech #4

11:55am - 12:25pm

Efficient and effective: Unlocking operations to elevate your business to new heights

Most brokers don't need guidance on how to close deals - they need practical insights on how to run their businesses more effectively. In this hands-on session, Christian Patterson, Director and Head Coach at Auctus Coaching, will arm you with the latest tools and intelligence to improve your operations, giving you more time to focus on what you do best: provide credit solutions to Australians. Christian will demonstrate how to embed efficiencies at the core of your operations, so that you can walk away with practical steps for building a resilient, streamlined business.

Operational competency: Essential basics, if neglected, can cripple your business over time, especially as you add staff, volume, and other business elements. Whether you are a team of 1 or 30, Christian will set the foundations for your continued success.

Leveraging technology: It is crucial to implement a simple digital suite that supports your day-to-day functions. Christian will showcase how to customise and optimize your CRM with automated workflow management to provide a seamless digital customer experience.

More time in your day: Discover strategies to optimise your processes, freeing up valuable time for you to engage with clients and grow your business.

Christian Paterson
Christian Paterson
Director,
Auctus Coaching
12:25pm - 12:30pm

Partner Tech #5

12:30pm - 01:15pm

Networking break and lunch

01:15pm - 01:50pm

Broker vs Broker: Four essential tools for your marketing arsenal

Clients are adjusting the competitive settings of our professional landscape. In a world of digital access and personalised advice, your main competition is no longer the banks - it’s each other. The ability to leverage tools that amplify your voice above your peers will define your success as a broker. In this Session, Rob will demonstrate four tools he has leveraged to carve out market share and distinguish his presence online. You will be empowered to use these tools yourself to maximise both lead conversion and efficiency. Rob will:

  • Present a practical adoption guide for four different tools that you can implement today,
  • Reveal practical examples of strategic content created with these tools, and
  • Lift the hood on statistics that connect content with an increase in the bottom line.
Robbo
Robbo
Aussie Mortgage Guy, Director and Founder,
Trusted Finance
01:50pm - 02:25pm

Rising above the canopy: Creating engagement with evergreen content

The ability to repurpose content while retaining relevance is an essential skill for impactful brokers. Building on the momentum of our previous technical session, Rob will showcase how these tools can be integrated with existing assets to supercharge engagement and elevate your business. Rob will:

  • Share how to transform comments, emails, and other correspondence into meaningful reviews that build reputation,
  • Divulge strategies for finding your voice and influencing social commentary on real-estate content, and
  • Uncover what it takes to create, recreate, and repurpose truly evergreen content.
Robbo
Robbo
Aussie Mortgage Guy, Director and Founder,
Trusted Finance
02:25pm - 02:30pm

MC Closing remarks

02:30pm - 03:00pm

Networking and pre-event drinks

03:00pm

Event Concludes


*agenda subject to change