Established broker agenda

10:00am - 10:30am

Established broker arrival, networking, and morning tea

10:30am - 10:35am

MC welcome and introduction to established brokers

10:35am - 11:05am

Know your numbers: A roadmap for success you can count on

As a broker, it’s easy to wander off the path and lose sight of your goals. The most successful brokers know what steps to take and what turns to make on the road to success. In this session, James McCracken, Broker Growth Strategist and Founder of the Successful Adviser, won't just pave the way for your success – he will hand you the map so you can stay on track for your critical first years. By breaking down your goals into measurable, achievable milestones, James will arm you with the methodologies and tools you need to set your businesses up for consistent growth.

Together, we will:

  • Break your long-term goals into key milestones, and set strategies for achieving these proven benchmarks of success.
  • Outline the core projects that create stability and consistency of results.
  • Leverage the key habits and behaviours found amongst the industry’s top brokers so you build confidence and momentum while avoiding common pitfalls.
James McCracken
James McCracken
11:05am - 11:40am

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 careers to discover how they earned their success. Our candid fireside setting will allow you to contrast different approaches to running an elite brokerage and shed light on the right path forward for you and your business.

This practical, personal session will help you:

  • Discern what makes a sustainable business so you can continue writing larger volumes each year.
  • Understand the personal challenges of scaling your business and how you can find the right team to support your ambitions.
  • Picture what your business might look like a year from today and how to avoid the pitfalls and that stand between you and this reality.
Annie Kane
Annie Kane
11:40am - 12:15pm

Digital marketing #1: SEO and digital strategy

More borrowers than ever are looking for a trusted broker, but will they find you before they find your competitors? Organic lead generation is crucial for any sustainable business, but in a digital environment as congested as ours, only the finest-tuned operations will appeal to customers. This session is designed to make your brand digitally irresistible. We will demystify the world of SEO, deconstruct social media algorithms, and help you crystallise your message so that as soon as customers find you, they know you. Together, we will:

  • Explore how changes in consumer behaviour and expectations are impacting digital marketing.
  • Uncover best-practice in SEO in the context of widespread AI and a torrent of generative content.
  • Share how to funnel customers from discovery to conversion by placing the right digital breadcrumbs at the right intervals.
12:15am - 01:00pm

Lunch and networking

01:00pm - 01:35pm

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.

Together, we will:

  • Explore how offering a wider range of loan options can insulate your business in different economic cycles.
  • How to position your brokerage as a full-service business to win and retain clients.
  • Provide guidance on the FBAA’s new commercial finance broking certification, and the impact of this qualification on customer perceptions and expectations.
01:35pm - 02:10pm

Growth: Partnerships and referrals

As a broker, you can’t rely on organic leads. Creating an unbreakable referral pipeline is essential for building volume and credibility. But competition for partners is always fierce, and a structured, professionalised approach is required to establish a reliable network. In this session, we will not only ask what makes a strong referral partner, but consider how you can be an effective partner in return.

Together, we will:

  • Learn how to identify and engage strong referral partners, whether they are financial advisers, real estate agents, accountants, or other professionals.
  • Work on building your credibility so your partners are willing to trust you with their clients.
  • Unpack best practice in stakeholder relations so you can discern and manage your partner’s objectives and expectations.
  • Identify common pitfalls in referral partnerships so you can learn from the mistakes of others without having to make them yourself.
02:10pm - 02:15pm

Concluding remarks from MC

02:15pm - 03:00pm

Networking drinks

03:00pm - 03:00pm

Event concludes