In this fireside chat, our moderator will sit down with a broker who was in your shoes when they attended the New Broker Academy just 12 months ago. We will reveal what advice they found the most valuable, and ask what they know now that they wished they knew when they started their journey. This is your chance to receive authentic advice from a broker who has just walked the path you are set to embark on.
Weighed down by a severe cost-of-living crisis, persistent inflation, and unrelenting interest rates, Australians are turning in record numbers to brokers to help relieve the pressure. At the same time, technology is progressing in leaps and bounds, empowering brokers to deliver comprehensive, personalised, and streamlined advice in response to this demand. In this opening session, we will explain how our current socioeconomic and technological conditions are perfect for prospective brokers, and ask if this is the right career for you.
Together, we will:
Having established the ‘why’, it’s time to talk about the ‘how’. This practical session has been designed to order your priorities as an emerging broker to ensure you build your business right the first time. We will provide an objective macro view of the competitive landscape you are entering so you can better understand the playing field, the key players, and your win condition.
Together, we will:
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:
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:
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:
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:
Success as a broker demands resilience, discipline, and drive. In this session, Rodney ‘Rocket’ Cottam and Chris Paterson will explore the principles of perseverance and adaptability, drawing parallels between military discipline, endurance sport, and the mindset mastery required for brokers to succeed in an increasingly competitive landscape. This session is where personal resilience meets professional determination, arming you to sustain long-term success - both in business and in life.
