1 / 14

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

asha
Télécharger la présentation

Independent Finance Broker Forum

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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

More Related