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MEDIA AND PODCASTS
Jason Back wins Mentor the Year 2024 at the VIC Better Business Awards
“Industry members thanked for giving back
Many members of the broking industry were appreciated for their selfless service and dedication to giving back to the industry in which they serve. Broker Essentials founder and director Jason Back added another trophy to his mantle, taking the Mentor of the Year award.”
2023 Mortgage Business Awards Winner: Broker Essentials
“Broker Essentials’ director and multi-award winner Jason Back walked away with the Service Provider of the Year award for increasing membership by 10 times and implementing robust online programs.”
The latest from Australia’s leading Broker coach. March 2023
Jason Back, founder and director of Broker Essentials, built his company around the purpose of helping mortgage brokers establish and scale their operations.
Inspired by Back’s 30-year experience in financial services, including his work with one of the biggest independent brokerages in Australia, Broker Essentials has created an effective learning and development program that benefits small businesses.
“It gives me a fairly unique perspective around what works and more importantly, what doesn’t work in the broking market, and also helps brokers understand that everyone’s a little bit different,” said Back in this video interview with MPA.
Brokers have been pushed to measure business performance by focusing on lead indicators rather than settlements.
Speaking ahead of his sessions at the 2023 Better Business Summit, the director of Broker Essentials, Jason Back, underscored the importance of brokers performing a health check of their businesses but stressed that they should measure success through lead indicators rather than lag indicators.
Using the analogy of the health check, Mr Back said a lag indicator in a person’s health would be a heart attack, while a lead indicator would be their diet, exercise routine, and their drinking and smoking habits.
Winner AMA 2022 Service Provider of the Year: Broker Essentials
Jason Back Director of Broker Essentials: Winner of Best Industry Service 2022 AMA awards
A record crowd of more than 700 people gathered on Friday night to discover the mortgage finance industry’s best performers for 2022.
The 2022 Australian Mortgage Awards, the first to be held in person since the pandemic, attracted industry leaders from across Australia for a glamorous black-tie event at The Fullerton Hotel Sydney.
Broker Essentials received the Dye & Durham Best Industry Service award.
“I’m incredibly proud of the contribution we are able to make to the industry and the brokers which support the Australian public. This award is a fantastic recognition of the hard work, dedication and commitment we have to excellence in all we do.”
Broker Essentials and the Mortgage Choice Playbook
Jason Back and Broker Essentials have played a critical part in the development of the industry first Playbook.
Reimagining the way learning and development is delivered to more than 1,000 brokers, Mortgage Choice created an online and interactive tool to guide franchise business operations
IN APRIL 2022, Deloitte Access Economics found that for every $1 invested in learning and development (L&D) per employee, an additional $4.70 in business revenue per employee is generated in the same year. The financial benefit of investing in L&D is clear for broker businesses, but there are many other benefits – upskilling and reskilling brokers, discovering future leaders and franchise owners, improving productivity, and creating an engaged and motivated network.
As part of this journey, Mortgage Choice reimagined and redesigned its induction program, as well as the L&D support it provides throughout the entire broker business life cycle. As the first step in redesigning these programs, the L&D team renewed their purpose: to empower our broker network through education, insight and inspiration. Born from this purpose was the idea for the Mortgage Choice Playbook – an online, interactive, 360-degree tool to guide franchise business operations, providing virtual education and upskilling. “We realised we couldn’t deliver such a comprehensive resource without intense collaboration with our broker network,” says Alberto Lavenuta, National L&D Manager at Mortgage Choice. “Our L&D team spent more than 12 months speaking to our top-performing franchisees around the country to discover and document what made them so successful.” After understanding what franchisees and brokers wanted the online Playbook to cover, the L&D team then began the mammoth task of collating this information into a digestible format. The finished product includes over 200 hours of instructional videos, as well as process maps, templates, scripts, calculators, and interviews with top-performing franchisees.
To supplement this already-extensive offering, this year Mortgage Choice engaged industry experts Dean Mannix and Jason Back to provide a program of monthly workshops. Mannix, an international sales performance coach, has been delivering monthly workshops to the Mortgage Choice network. Back, a former broker and award-winning industry business coach, is also delivering monthly sessions tailored for franchises at different stages in their life cycle.
Australian Broking Awards 2022: Thought Leader of the Year
The Adviser is delighted to unveil the best and brightest in the broking industry who have been recognised at this year’s Australian Broking Awards in Sydney.
Run with the support of principal partner NAB, the 2022 Australian Broking Awards cocktail luncheon was held today (Friday, 19 August 2022) at The Star in Sydney.
More than 750 members of the broking industry glammed up and attended this year’s gala ceremony to cheer the 230 finalists competing to win 28 individual and group awards, with everyone eager to learn who would be named the 2022 Broker of the Year.
““Previous Australian Broker Awards nominee, a two-time winner at the 2022 Better Business Awards in Melbourne, and Broker Essentials founder and director Jason Back won the Industry Thought Leader of the Year award for his passionate advocacy and significant reach and impact of his initiatives in the broking industry.” ”
“It was great to be back live presenting to the top 50 Buyers Choice brokers and their rising stars in Victoria". Jason Back
Meet Australia’s number 1 Mortgage Broker Mentor
2o22 Better Business Awards
The best and brightest in the Victorian and Tasmanian broking industries have been recognized at the 2022 Better Business Awards Victoria/Tasmania.
A double-award winner this year was mentor and business coach, Jason Back – founder and director of Broker Essentials – who won the Mentor of the Year award (repeating his victory from 2021) and Thought Leader of the Year award.
2022 Mentor and Thought Leader of the year : Jason Back from Broker Essentials
““Mr Back – who has presented sessions at The Adviser’s Business Accelerator Program among many other events and training courses – drew praise for his long-term commitment to the broking industry and being a true mentor with significant impact and influence.””
Broker Essentials and Mortgage Choice have joined forces in 2022 to rollout the Industry leading Revolution program!
Mortgage Choice and Broker Essentials join forces in 2022
2022 Business Accelerator Program
Another incredible experience hosting the 2022 Adviser Business Accelerator Program.
One of my last virtual appearances for 2021! Bring on live events in 2022. A massive shout out to Sue, David, Sandra, Alberto and all of the MC leadership team for making this incredible event happen.
2021 Mentor of the Year Better business Awards : Jason Back
““This year, the Mentor of the Year award went to Jason Back, founder and managing director of Broker Essentials, in recognition of his hard work delivering training and advice to the broking industry across the country.”
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“You’re taking the client from stranger to visitor, to prospect, to client, and to then to fan. There is a very detailed process in taking our clients on that journey.”
2020 Australian Mortgage Awards Best Industry Service : Broker Essentials
Delighted for Broker Essentials to be named AMA 2020 Service Provider of the year at this years Australian Mortgage Awards.
“Broker Essentials was named Service Provider of the year, in recognition of their tireless work in delivering vital training, education, and support to the Australian Mortgage Broker Industry.
— MPA Magazine”
Cover Story: Building a Brokerage, featuring Broker Essential’s Jason Back
Building a Brokerage
It was wonderful to be able to contribute to the cover story this month for The Adviser Magazine off the back of the 2020 #businessacceleratorprorgam. It was a truly amazing team effort from Annie Kane, Jesse Maslen, and Michael Magee. I'm looking forward to an even bigger 2021 and how we can raise the tide of performance even higher. Check out this and more from the Industry's leading publication.
Marketing and lead generation done right: Business Accelerator Program, Day 3
In the final day of The Adviser’s first-ever virtual Business Accelerator Program 2020, Broker Essentials director Jason Back and our event partners showcased the best practices and tools available for good lead generation and marketing.
Embracing technology for efficiency: Business Accelerator Program, Day 2
The leading tech and tools that brokers need in order to make their jobs easier so they can focus on customer service were revealed in the second day of The Adviser’s first-ever virtual Business Accelerator Program 2020.
Jason Back facilitated the full 3 days of the 2020 Business Accelerator program for 2020
Understanding your brokerage’s worth: Business Accelerator Program day 1
Brokers and businesses learned how to build and maintain value in their broking businesses in the first day of The Adviser's first ever virtual Business Accelerator Program 2020, run in partnership with HashChing.
2020 Mentor of the Year Australian Broker Awards : Jason Back
“Jason Back from Broker Essentials was crowned Mentor of the Year, in recognition of his tireless work in training, coaching and motivating Australia’s leading brokers.”
The leading players in the mortgage and finance broking industry have been named at The Adviser’s Australian Broking Awards 2020.
The 10th annual Australian Broking Awards, run in partnership with principal partner NAB, took place on Thursday evening (16 July), recognising the leading brokers, loan administrators, aggregators and brokerages operating across Australia.
The Australian Broking Awards 2020 Finalist Showcase – Industry Thought Leader of the Year
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series of podcasts showcasing the partners and finalists across a multitude of categories.
In this episode, The Adviser's Annie Kane is joined by Aaron Milburn, general manager, mortgages for Australia and New Zealand at Pepper Money, which is a Gold Partner of the Australian Broking Awards 2020.
Also featured in this podcast are two finalists from the Industry Thought Leader of the Year category: Jason Back and Leith Wickstein, who share how they are feeling about having gained recognition as part of the upcoming awards.
“If you aren’t having fun, you are doing it wrong. If you feel like getting up in the morning to work on your business is chore, then it’s time to try something else.
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“Surround yourself with others that can guide you and support your journey, from your aggregator, successful brokers and of course business coaches like me!”
Life is not a dress rehearsal, what are you waiting for?
Over the last year I’ve been blessed with being able present too, coach or working directly with over 5000 brokers around Australia. One of the most common traits I see with the best brokers around the country is that they ‘do the work’. Whether that be making outbound sales calls, getting the extra data into their CRM, reporting on referral outcomes to business partners or just posting one extra piece of content at the end a long day, they just get it done!
Why measuring your effort matters.
I recently took my daughter, Sienna, to an AFL match to watch her cousins play in the half time AusKick competition. After carving up not just the other team but also his own, Aiden had kicked several goals, smothered everyone’s kicks and laid a million foe tackles, so Sienna congratulated him on the win. He said they didn’t win, as they don’t keep score.
Staff are not just for Christmas
Just like a “puppy is not just for Christmas”, nor is getting new staff for our business a quick fix to our capacity or volume issues. Jason Back explains more
Getting a new puppy for Christmas can be like hiring new staff in our business. When we see a new puppy, we think about how cute it is, what a great idea it will be to be a companion to our children, and how much joy it will bring us. We don’t stop to consider the ongoing hard work and responsibility required to take care of the puppy, year after year, once the initial excitement has worn off.
Honoured to be the 1st guest of the new podcast series Foreseeable hosted by Daniel Coniglio and Greg Cooke. We discussed in-depth the future of the Mortgage Broking industry, what part technology will play and the importance of connecting with clients while understanding consumer behaviours.
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.
And thank god they are, because we’re not in the business of selling loans, says Jason Back.
Just like Qantas doesn’t sell flights, it sells destinations, and Mercedes-Benz doesn’t sell cars, it sells prestige, we don’t sell loans, we sell hopes and dreams. We sell a chance for a better future, an ability to make a life that our customers dream of.
All of the world’s game changers, innovators and achievers have catapulted their learning and results through their mentors – the greats that have gone before them.
So what is a mentor?
Why do all successful people use them?
What makes a good mentor?
How can a good mentor help you?
What has mentoring got to do with investing?
Here from Jason Back when interviewed bu Bushy Martin answer the above and motivate you to get invested in good mentors as a springing board to your ongoing achievements.
When the ‘why’ may be not enough
So you are clear on your “why” and you have all the inspiration now in the world. And why not?
Sometimes slogans are not enough. Read article two in a six part series on how brokers can challenge their thought process to scale their brokerage.
I believe the role of a mortgage broker is so critical in an age when we have lost a generation that understands financial fitness and how to build wealth over time. The nature of the relationship with a client and their broker should be one of education over the transaction.
Discovering your why!
Having mentored and spoken with more than 7,000 brokers and having previously run one of the most successful brokerages in the country, Broker Essentials’ Jason Back reveals what the best brokers have in common.
Mr Back elaborated: “What the best brokers have in common is they are laser-focused on their why, and they’re confident with their position in the market. They have a client value proposition, which is crystal clear, and they live and breathe it. It’s not just another throwaway line on the back of a business card or email signature.”
in focus: how to manage a leading brokerage
Ahead of his session at The Adviser’s Better Business Summit, the Australian Lending & Investment Centre’s managing director, Jason Back, reveals how he runs one of the country’s leading independent brokerages, his thoughts on outsourcing, and why training is imperative.
How Jason Back’s Team Write More Than $750 Million In Settlement Volumes
So, during this interview, Jason generously shares some of his personal journey from his more than 20 years in the banking and finance sector, as well as many insights into how ALIC has become the high-performance business that we know it to be.
Challenges for investors in 2016
The Australian Lending & Investment Centre (ALIC) managing director, Jason Back identifies what challenges investor clients may face in the year ahead.
Secrets to success with Jason Back
We chat with Jason Back, Managing Director of The Australian Lending and Investment Centre, about his transition from banking into mortgage broking, his missed opportunity as a dolphin trainer, and why he’s passionate about education in the finance sector.
2017 saw landmark moment for broking, says brokerage head
Jason Back, managing director of The Australian Lending & Investment Centre (ALIC), told The Adviser that in July of this year, he was “very worried” about the future of the industry given the scrutiny of remuneration and increasing compliance, but that collaboration between different players in the finance industry has set his mind at ease.
Award-winning brokerage eyes tech solutions
Over the years, The Australian Lending and Investment Centre (ALIC) has proven to be powerhouse in investment lending and produced some of the highest volume brokers in the industry. The Melbourne-based brokerage’s chief executive, Jason Back, told The Adviser why technology will play an increasingly important role in the industry.
BROKERS urged to take cautious approach to tech
The managing director of a leading brokerage has advised the industry to take caution before investing in technology, adding that he does not believe it will “take over” broking.
six hacks to help you prioritize and grow your business
There are a number of ways to strike a balance between meeting customer needs and operational work. Prioritisation and delegation are two of the most commonly used. For brokers who struggle on both, Australian Lending and Investment Centre managing director Jason Back has some tips to help you get started.
FIVE POWERFUL TIME MANAGEMENT TIPS FOR BROKERS
With the majority of brokers being sole operators, time is a critical resource that must be used wisely, according to The Australian Lending and Investment Centre managing director Jason Back.
Success goes beyond sales
Broker Essentials founder Jason Back reports on what he has learned from working with some of the best brokers in the business.
MPA Hotlist 2017
MPA's Hotlist profiles the 30 brokers, bankers, regulators and others who've had the biggest influence on the industry in 2017
Commission change: Not if, but when!
“If you hate change, you are going to hate extinction even more.”
This quote’s been attributed to many, but it still rings true to me now more than ever. Only a week or so out from the final royal commission report, brokers must prepare for change.