SALES THROUGH SERVICE EXCELLENCE

Supporting brokers in building a predictable pattern of business growth

Jason Back, industry expert and MD of Australian Lending and Investment Centre, 3 x national winner of MPA Independent Brokerage of the Year and 2x winner of AMA Australian Brokerage of the year, shows you how to do precisely that! After more than 25 years in the financial sector, Jason has a real passion for supporting brokers to build a predictable pattern of business growth.

In an industry where customers are looking for choice and advice from over 400 lenders, 14,300 credit advisers, 6,000 brokerages and 7,000 bank staff, quality service has never been more important.

With referrals making up over 75% of new business, standing out from the pack and getting more clients is not just about selling more, it’s about solid business practices.

With all this in mind, it's time to join Jason's Broker Essentials masterclass designed to cover the fundamentals of running a successful broking business. Whether you’re a one-man band in your first year or you run a team of lenders with administration staff, Broker Essentials will create a consistent activity platform from which to accelerate your business growth through service excellence.

 

JOIN US FOR OUR NEXT BROKER ESSENTIALS MASTERCLASS

Date: TBA

Venue: TBA

Time: 9am to 5pm, (registration at 8.45am)

Cost: $1990 (inc gst)

 

A bit about Jason...

Jason is the Founder & Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. Jason is a thought leader and subject matter expert in the mortgage broking industry.

In 2016 Jason foundered Broker Essentials and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and has been instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence. Jason’s Broker Essentials will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 27 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

Jason has proven record in developing and executing 'turnaround' distribution models, as well as the development of a target-operating model for a 'start up' retail distribution business. He is a logical and strategic business leader who generates positive outcomes.

Jason has a passion for people development, keynote speaking and mentoring is able to provide practical onsite change through his consulting practice and business coaching.

Screen Shot 2017-08-15 at 8.57.59 PM.png
Jason Back 3-2.jpg
Jason Back 3.png

What participants say after attending the masterclass...

 

Our success relies on the strength and quality of our processes. Everything we do every day is linked to a specific process that allows me to not just write volume but deliver an exceptional client value proposition.
— MARK DAVIS, MPA & AMA AUSTRALIAN BROKER OF THE YEAR, 2016 CONNECTIVE BROKER OF THE YEAR 2012/13/14/15/16