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Independent Finance Broker Forum

Independent Finance Broker Forum. Presented by. Quick Checklist. About FrontRunner 7 Habits of High Performers. About FrontRunner. 17 years Mortgage Industry Experience Coaching and Professional Development Services Core Business Programmes Broad Client Base of Industry Participants

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Independent Finance Broker Forum

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  1. Independent Finance Broker Forum Presented by

  2. Quick Checklist • About FrontRunner • 7 Habits of High Performers

  3. About FrontRunner • 17 years Mortgage Industry Experience • Coaching and Professional Development Services • Core Business Programmes • Broad Client Base of Industry Participants • Our USP is about Accountability for Best Practice

  4. The 7 Habits

  5. Habit #1 Be Customer Centric – its’ all about the Customer • Manage the customer experience • Consistent customer care; post settlement communication and services • Customer database; your most valuable asset (maintain & use it) • Doing the 1% ‘ers

  6. Habit #2 always be Prospecting . . . • Referrers • Repeats • Requests

  7. Habit #3 Process efficiency • Lead enquiry • Lead qualification • Research & recommendation • Lead conversion • Loan application sign up • Loan submission • Settlement • “After settlement care”

  8. Habit #4 Focus . . . your business depends upon it • Business planning • Performance measurement & reporting • Business coach • www.flyingsolo.com.au

  9. Habit #5 Intelligent Diversification • Diversification is offering a new product to existing customers or an existing product to new customers. • Customer base alignment – which products & services? • Do it yourself versus referral arrangements • Expertise, skills and liability issues • Risk v Reward

  10. Habit #6 Integration of cross selling . . . the missing ingredient is process • Do it yourself versus referral arrangements • The Why? For broker & customer . . . • The process; • Measure & report performance, improvement opportunity

  11. Habit #7 Leadership • Integrity & professionalism • Self awareness & self development • Resilience & self belief • Empathy • Communication, clarity & consistency of message • Lead don’t direct, role model • Accountability & responsibility

  12. When you’ve mastered these… • Set new SMART goals!

  13. Business Coach • 10 workbooks • 5 CD’s • 15 CPD Points • Total business review • Learn from others • $490

  14. doug@frcg.com.au www.frcg.com.au @dougmathlin FrontRunner Consulting Group

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