The 2024 February Broker Insights webinar takes a deep dive on everything diversification, exploring how to setup your own spot and referrals, setting up your business for diversification, how to improve your business worth through diversification, and you’ll also hear from two high-performing brokers about how they’re succeeding with their own strategies.
Webinar overview:
Key Industry Updates: Peter White, FBAA
- Working with treasury and ACC around electronic settlements
- Government conversations around clawback
- Compensation Stream of Last Resort (CSLR) updates
- New education steams for FBAA members
Finding the time for diversification: Reuben Brennan, People Partners
- How to prioritise your highest value activities.
- Workforce reengineering.
- Understanding the roles your organisation needs.
- Understanding offshore staffing and costs.
- People Partners pricing model.
AFG Partner Connect: Ross McDougall
- Understanding Partner Connect.
- Using Partner Connect to spot and refer customers to Broli for Asset Finance.
- Hear Dino Pacella talk commercial referrals and scenarios with Marketplace Finance.
Valuing your brokerage and improving it’s worth: Trent Carter – Accendo Financial
- SME businesses – what the numbers tell us.
- Embracing the SME lending market.
- Risk to income ratios.
- Valuing mortgage broker businesses.
- The multiplier effect.
Broker case interviews: Maddie Visser & Angelo Bendetti
- Understanding diversification.
- Offshore and support staff structures.
- Diversification strategy.
- Referral strategy.
Watch the Broker Insights webinar on Learn.
