Broker Essentials

BOOST YOUR BROKING BUSINESS

Work one on one or in Group sessions with an award-winning industry leader to boost your business success.

Boost your business success by working with an award-winning industry leader one-on-one or in group sessions. If you're a broker who is ready for the next level of growth, looking for tailored support or wants to benchmark against the best, this program is for you.

• Customise your support

  The program is a custom-built road map to take your business to the next level. Jason will work one on one with you to help you understand the health of your business and your opportunities for growth.

  Topics covered are up to you but often include how to structure and solve for the following:

• Resource allocation

• Remuneration models

• Activity metrics

• Time audits

• Process inefficiencies

The business coaching program is based on a 6 to 12-month period with structured monthly sessions and laser coaching between those sessions.

Laser coaching is for issues, challenges, or opportunities happening now and you cannot wait until our next session. We can workshop and create solutions there and then!

Don’t miss your opportunity to work with Australia’s leading mortgage broker coach.

Meet the mentor

A good mentor can help a broker tackle unexpected challenges, identify opportunities, think outside the box and take their business to the next level. Tas Bindi speaks with business strategist, speaker and respected mentor Jason Back about why brokers should always be open to learning and never be afraid to ask for help.

Empower Wealth

The experience of working with Jason has had a enduring, positive influence on our Mortgage Broking Business. He has that rare ability of being able to effectively deploy his extensive mortgage broking knowledge, vast experience in financial services, high energy and a totally engaging manner. He is also able to integrate his contemporary knowledge of leadership thinking and theory with current issues impacting the mortgage broking industry in a way that helps individuals make sense of the changing world around them and to take personal action that will improve their position. I also appreciate his emphasis on understanding what makes people tick in order to better understand how to influence their mindset and behaviour. In my experience this approach means that individuals are much more likely to evolve and adapt their way of operating in a constructive way. Jason is also well-read and his innate warmth and empathy means that networking and being connected to people comes naturally. Note: In 2019 Empower Wealth engaged Jason Back to run a full business diagnostic and capabilities assessment of the mortgage broking division of EW. Since this work was completed we have been awarded the Australian Business Awards 2019 Client Service award and the AMA 2019 Brokerage of the year award (1-10 brokers).

Jamie Sinclair Empower Wealth CEO

Loan Market Ferntree Gully

I wanted to write to thank you for your recent participation at our annual planning day, the most important day in our business calendar. Your presentation, in particular the practical elements, where hugely beneficial and right in the spirit of our day, so much so I have several requests from our team in relation to the content you delivered around productivity and efficiency.

In addition to this I have had the benefit of working with you in a 1 to 1 capacity for the last few months and have found your experience and particularly your industry knowledge and understanding to be quite unique, it is refreshing to have a mentor that has practiced what they preach. I have found that off the back of our sessions you have promoted some key thoughts for my business moving forward which is invaluable and a further testament to your intellectual property you hold around our industry.

I look forward to what 2020 looks like for our growing business with the further support and mentorship from you and the implementation of our key ideas which we are currently discussing and building on.

Nick Gurry Director

I started with Jason as I needed more guidance in growing my business and updating/refining my systems. With a few good years of figures behind me and a much larger team I needed to put more time into managing the team and understanding how to train and pay the team correctly. Jason insights into my business, the broader market and where the industry is heading where invaluable, and I would think that any business owner with a desire to succeed and a passion for finance should be part of the Broker essentials family.

Stoneturn Finance

In the time I’ve been mentored by Jason, he’s provided me with practical, applicable guidance and advice. Due to his many years of leadership at the helm of one of the consistently top broking firms in the country, I’ve been able to leverage this invaluable experience within my own business to be a better leader, coach and mortgage broker for my clients and team. Jason is exceptionally generous with his time, knowledge and experience which has helped me improve processes, efficiency and the customer service that we offer our clients. He has achieved this not through hand holding or ‘spoon feeding’, but by taking the time to intrinsically understand the mechanics of my business and my leadership style. Through genuine listening and empathy. This has resulted in thoughtful guidance and feedback which is practicable and relevant. Jason is also incredibly generous with willingness to share his networks and leverage his existing relationships within the industry to help as needed. It’s clearly a testament to his standing and respect within the industry that he has so many connections and deep relationships. We have already seen marked improvement in our efficiencies and customer conversion and referrals by following Jason’s advice. He seems to have a solution for any problem posed and has thought through all steps in the process in immense detail. Jason provides immeasurable value to our industry and he clearly is passionate about helping grow and develop the industry. There are many business coaches but none who possess the breadth or depth of direct industry experience such as Jason. He has left an indelible mark upon my business and I am grateful for the service that he offers. He is an invaluable asset not just to my business but to our industry as a whole.

Alycia Inglis Director Stoneturn

MoneyQuest Woolongong

I’ve been working with Jason Back from Broker Essentials for approximately the last 12 months. I engaged Jason to assist (mentor) our business in order to enable us to expand and grow along with reducing the reliance on myself personally in our business.

Jason has worked with both Julie (my wife) and I to implement processes and structures to enable the above to occur. Jason’s commitment to deliver for those that he assists is first class with him always being prepared to go above & beyond & provide more then contractually required. Jason‘s continued commitment to high performance is second to none and it is clearly evident why the previous business that he managed for a number of years was number 1 in the country.

Jason’s knowledge and insights from his previous experiences throughout the financial services industry have helped to provide clarity for our business and enabled us to increase our volumes and staff numbers over the past 12 months whilst working alongside Jason. I have already recommended Jason and his services to a number of other business owners in the financial services industry who I believe would receive substantial benefit from using Jason services.

In conclusion, there are very few in our industry who have Jason’s work ethic & commitment to those that they assist along with the ability to provide clarity around issues.

It is as an honour to be mentored by someone of the calibre of Jason & recommend him very highly.

Paul Wright Director

Violeta Finance

I own Violeta Finance, a small Mortgage Brokering business based in Carrum Downs, Victoria. I established Violeta Finance in 2014. My team consists of myself (Mortgage Broker), our Marketing Manager Jo and my Admin Assistant Tarsha.

Although Violeta Finance has experienced success, in regards to generating a decent income and industry recognition through awards, I didn’t feel that the business was reaching its potential.I felt stuck; I couldn’t generate the revenue and profit that I knew the business was capable of achieving.I felt overwhelmed by the volume of work I had to tackle and didn’t feel like my settlements (revenue) represented the effort I was putting in.

I met Jason at an industry event. His reputation preceded him, but it was his warm, level headed and approachable nature, and in-depth knowledge that clinched my decision to work with him. I engaged Jason to be my business mentor and coach 6 months ago to help me overcome roadblocks I was experiencing in my business, and to help the business reach its potential. With Jason’s expert guidance, I’ve been able to work through those roadblocks and implement new behaviours and processes in our business.

As a result, our sales activities and settlement volumes have increased significantly. For example, a few years ago, I set an ambitious (but achievable) stretch goal for our monthly settlements. Try as we might, we were never able to achieve that monthly settlement goal – not even once.

Within four months of mentoring with Jason, we not only hit that ambitious goal, but we exceeded it, two months in a row. Jason also helped me gain some much-needed work-life balance. I’ve managed to carve out more quality time with my family and start exercising again. I feel more in control of my workload, my business and my well-being.

Jason is an asset to our industry. I highly recommend his coaching and mentoring services for any broker who is looking to improve their business activities, reach their potential and create a business and lifestyle that they love and can be proud of.

Carl Violeta Director

Loan Market Port Melbourne

"Over the years Caroline and I have worked with a number of different coaches. some good some not so

It was so refreshing to work with someone who had the vast industry experience and knowledge and who was across what happens in the industry both within and outside of Loan Market. As a finance broker one can be very isolated and you never know if you have the right model / formula. Jason looked at our model, was able to observe my strengths and weaknesses and talk through what we were doing right and ways we could improve. Jason was able to articulate these observations and suggestions in a very easy way. Each session we discussed what was working well, the challenges, issues of our business and for me as a business owner how I was coping.”

Grant Rheuben Director