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2024 agenda

8:30am - 8:55am

Welcome reception and networking

8:55am - 9:00am

MC welcome

9:00am - 9:05am

Welcome from The Adviser

9:05am - 9:50am

Unlock the Power of Video Marketing Part 1

Discover why is video quickly becoming the ultimate lead magnet for brokers. Join Robbo, the finance industry’s content marketing guru, for a business changing session where he unpacks the strategies to:

  • Building a captivating brand on social media
  • Generating high quality, qualified & engaged leads
  • Crafting content that is resonates across all platforms
  • Creating a workflow that minimises time spent creating content whilst maximising home buyer engagement
  • Increasing lead quality through strategic education tactics

Hear directly from Robbo

Robbo - Aussie Mortgage Guy
Robbo - Aussie Mortgage Guy
Director and Founder,
Trusted Finance
9:50am - 10:35am

Unlock the power of Video Marketing Part 2

Maximise Your Social Media Sales Funnel! Now that your content is primed for success, learn how to:

  • Nurture leads through the social media journey
  • Drive traffic to your website with compelling content
  • Effectively capture leads into your CRM system
  • Filter out the noise and focus on quality leads

Hear directly from Robbo

Robbo - Aussie Mortgage Guy
Robbo - Aussie Mortgage Guy
Director and Founder,
Trusted Finance
10:35am - 10:50am

Boost your website's traffic conversion with AI-driven video widgets. Join Steven Cachia from Captr, where he'll guide you on how to:

  • Immediately capture the attention of new visitors to your site
  • Instantly connect and build trust with your audience
  • Position yourself as the face of your business effectively
  • Pre-qualify leads effortlessly with video funnels
  • Incorporate AI Chatbots to reduce lead wastage”
Steven Cachia
Steven Cachia
Founder & CEO ,
Captr
10:50am - 11:20am

Morning tea

11:20am - 12:05pm

Simplify Your Lead Generation & Fast Track It With AI

Experience Marketing Magic with Adam Franklin! Learn how to:

  • Build a genuine marketing asset to deliver the clients you deserve
  • Grow a network of Dream 1000 future clients & know what to say to them
  • Utilise AI to create 12 months of marketing ideas & content in your own voice
  • Create four types of content which you absolutely need to attract a groundswell of clients
  • Unlock the latest LinkedIn secret features to enhance your online profile

Hear directly from Adam

Adam Franklin
Adam Franklin
Marketing Coach, Speaker, Author, and CEO,
Bluewire Media
12:05pm - 12:25pm

Accelerate your broker business with Customer Engagement Solutions

In this session, Chris Wagner from CoreLogic will unpack how you can:

  • Identify high-value prospects who are actively researching the market
  • Automate lead generation with gated reports designed to plug directly into your website or CRM
  • Gain valuable customer insight to understand how to meet their needs so you can build stronger relationships
  • Elevate your reputation by delivering valuable information to clients

Hear directly from Chris

Chris Wagner
Chris Wagner
Head of Broker ,
CoreLogic
12:25pm - 1:10pm

Lunch & networking

1:10pm - 1:35pm

Platforms that are Revolutionising Lead Generation for Brokers

The emergence of industry platforms is changing the way brokers manage their day-to-day operations, including lead generation. Hear from some of the industry’s leading platforms on how they help brokers:

  • Create online profiles on Australia’s leading home loan comparison websites
  • Generate local sourced home buyer leads on comparison websites
  • Access cutting-edge technology to track client conversion
  • Utilise technology to establish greater credibility with referral partners
  • Share professional looking client tracking reports with referral partners
Julian Fayad
Julian Fayad
Founder & CEO,
Loan Options
Mandeep Sodhi
Mandeep Sodhi
Founder & CEO (Chief Efficiency Officer),
Effi
1:35pm - 2:00pm

Marketers & Organic Lead Generation

Unlock the Secrets of Organic Lead Generation! Join Deena Janes from Your Client Matters to explore:

  • Why organic lead generation is always the best and cheapest way to find leads
  • Why lead generation doesn’t always mean loan generation & the biggest mistakes brokers make
  • Why most referral partnerships don’t work and how to change that
  • What are the best referral partnerships and how to tap into them

Hear directly from Deena

Deena Janes
Deena Janes
Managing Director,
Your Client Matters
2:00pm - 2:15pm

Leads Generated by Aggregators

Discover the World of Aggregator-Generated Leads! In this session, one of Australia’s largest branded groups will reveal:

  • How they complement their brokers lead effort’s with direct-to-consumer marketing campaigns
  • How to access leads from popular property websites
  • The quality and conversion rate of aggregator generated leads versus other industry partners
Kristina Kanaris
Kristina Kanaris
Senior Franchise Marketing Manager,
REA Group
Aaron Slater
Aaron Slater
General Manager Distribution Mortgage Choice,
Mortgage Choice
2:15pm - 2:25pm

Join us for an insightful session led by Prospa, focusing on innovative lead conversion strategies that are empowering brokers in the SME market.

Discover:
• How you can adapt to evolving borrower behaviours in the digital era, effectively engaging customers at every stage of their journey
• How Prospa are equipping brokers with marketing plans, bespoke content and assets to better position their digital brand online and through direct mail channels
• How to convert more online leads by facilitating the customer’s preferred journey through various service models, including direct landing pages, digital apps, and more

Jason Back
Jason Back
Founder & Director,
Broker Essentials
Pete Birrell
Pete Birrell
Business Development Manager VIC,
Prospa
Ben Howell
Ben Howell
Business Development Manager NSW/ACT ,
Prospa
2:25pm - 2:55pm

Putting Education in Action

In this final session, Australia’s leading broker coach Jason Back, will unpack the pros and cons of building your own lead gen infrastructure versus partnering with an external vendor. For some brokerages, the best approach will be a marriage of both models. Jason will also provide attendees with the following valuable tools and content:

  • A condensed summary of the days content
  • In-depth analysis of conversion rates and acquisition costs associated with various lead generation methods discussed throughout the day
  • A compact, actionable one-page guide for initiating your lead gen journey
  • Strategies for enhancing lead conversion through tailored sales tactics

Don't miss out on this transformative journey to lead generation excellence!

Hear directly from Jason

Jason Back
Jason Back
Founder & Director,
Broker Essentials
2:55pm - 3:00pm

MC close and event close

3:00pm

Event close