Program
We are designing our program to elevate your client experience, your business potential and your professional broker skill set. Engage with industry experts, broker peers, and thought leaders through an interactive experience focused on equipping you with the tools for long-term success.
Tuesday 22 July - Welcome Networking from 6pm - 8pm in the Exhibition area at the MCEC.
Wednesday 23 July - Doors open at 8.00am with presentations commencing at 9.00am. The day will include keynote speakers, industry experts and broker panels. The event will conclude at 3pm allowing time to get your glam for the National Excellence Awards starting from 6.15pm.
Session overview
Session One – You, the difference maker!
More than ever, brokers are trusted educators and advisers—playing a central role in guiding clients through complex financial decisions. In this session, we explore how meaningful communication builds trust, connection, and long-term client loyalty.
- Explore how brokers are leading conversations, building trust and deepening client relationships
- Learn to communicate with clarity and impact—from first enquiry to long-term engagement
- Understand what today’s customers value most in their broker experience
- Discover how to position yourself as a lifelong partner in your clients’ financial journey
- Hear real broker stories that show how personal connection drives professional success.
Session Two – You, the experience owner!
A seamless loan experience doesn't happen—it's designed. This session dives into how you can optimise the client journey from start to finish, blending compliance, efficiency and the all-important human touch.
- Build a seamless loan journey that balances compliance, efficiency and human connection
- Learn how to integrate AI and digital tools while keeping the customer at the centre
- Unpack real-life broker workflows and highlight key success points and pitfalls
- Gain insight from industry experts on cyber, data and open banking blackspots
- Walk away with practical process improvements to implement straight away.
Session Three – You, the business driver!
You're not just running a brokerage—you're building an asset. This session focuses on the core elements of growth: team, cashflow, lead generation, and the systems that drive scale.
- Learn how to structure and scale your business sustainably
- Get tips on recruitment, team building, lead generation and systemising success
- Hear from brokers who've grown from solo operators to thriving businesses
- Explore cash flow, revenue management and turning your brokerage into a tangible asset
- Understand the challenges—and the opportunities—of growth at every stage.
Session Four – You, the sustainable professional!
Sustainable success starts with a sustainable you. This session is all about managing your energy, staying focused, and creating balance—so you can keep doing what you do best, without burning out.
- Discover how high-powering brokers manage energy, focus and personal wellbeing
- Learn strategies to stay motivated and mentally fit for the long haul
- Hear how real brokers have avoided burnout and found sustainable routines
- Get practical ideas to build balance into your business and your life
- Be inspired to protect not just your performance—but your passion for the profession.