Broker Essentials Year in Review

The end of this year was harder to pick than the Powerball numbers!?

As I reflect on the year that was, I think back to January when Omicron was spreading in Victoria (nothing new here) and I was fearing another year of lockdowns, only to find out the only thing that was going down was property prices, and up was % rates, inflation, the cost of lettuce (who still buys iceberg), fuel, our expectations of the Socceroos and broker market share (now 71% ish).?

What else went up, well we did, travel was back on and both for business and personal. For many of us, we tip-toed back into travel, and just like many areas in our lives our expectations of service went up but delivery from the airlines went down, and?we found out we had forgotten 'how to! We forgot how to pack, how to get through security, and how not to get sun burnt on day one! We had to get travel fit, we had to get back into habits that we had stopped doing.?

This will be a theme that you will need to remember well in 2023.

As the year draws to a close and we see another interest rate rise, we need to be thinking very hard about what the future of our industry is. No, not just for the next year or the next cycle, but in 5-10 years’ time. Just what do you do, what is your value proposition and what do your clients want from you? And finally, we are moving from managing our capacity (too busy) to an activity focus in 2023. So, what activities are you going to have to focus on next year as the markets change? Will it be back book management, sales, referrals partners, conversion, or something else?

So what else changed for you this year?

I know that I continue to?take steps to change what I can control, to design the life that I want, one that focuses on family, friends, health, well-being, and delivering value to my clients & the wider industry that I serve. But to get to your destination you have to take stock of your journey to date.?So, take some time over the holiday period and ask yourself:

• What's your blind spot??
• What long-held assumptions leave you potentially vulnerable?
• What’s working but you just don’t do enough of it?
• What do you have to stop doing?
• And what do you need to create in 2023?
• What would you do if you were brave or braver?

So, let's take a look back at 2022...

For us, it was another year that we, just like you, continued to break records, and for all the right reasons.?

For the clients and the market that we service, we delivered:?

• Over 180 hours of one on one coaching?
• Presented over 40 1.5hr live content sessions with brokers via the Revolution group
• Conducted 50 weekly Q&A sessions?
• Continued to add to our library?of material for our clients
• Spoke to more than 10,000 brokers via keynotes, workshops, and training sessions with aggregators
• Had 25 clients finish in the MPA Top 100 list?
• 7 clients won ABA awards
• 5 clients won AMA awards?
• 10 clients won Better Business awards?
• And all of our clients changed 1000's of their client's lives

I was also able to continue my work with the likes of:

• AFG, Mortgage Choice, Liberty Network Services, NMB
• The Adviser??

And who doesn’t love a trophy? Yes, you know I do (it’s a conflicting emotion but yeah it was a big year so I'm allowing a little brag!)……

• I was named Mentor of the Year at the 2022 VIC Better Business Awards
• Thought Leader of the Year at the 2022 VIC Better Business Awards
• Thought Leader of the Year at 2022 ABA awards
• AMA Service Provider of the Year 2022

So what did I learn?

• Change (the good, bad and ugly) is a constant and it's ok, so I have to stop resisting
• Some of the long-held assumptions we had no longer held true. So hanging on tight won't let you thrive. Sometimes you have to let go to grow!
• People will constantly?surprise you, just give them the chance
• It's never as bad as it seems
• To borrow one from the Marines, improvise, adapt and overcome

And, I just want to be better, so I have to do the work!

What did you learn about yourself in 2022????

What about the Revolution?Program?

As you may remember 2 years ago during the height of Covid, I launched the Broker Essentials Revolution program. A new way for brokers to up-skill and take their business to a new level.

So how did year 2 go??

Well, we went from a pilot of 100 brokers to having over 1000 through the program over the last year which delights me no end. Every week we have delivered critical thinking that gets you addressing the real issues in your business today, but also gets you thinking of not just the brokerage you want to grow, but the real business you want to build.

So what did the brokers have to say?

" I signed up for the Broker Essentials Revolution course with Jason Back in July 2021 and in the 12 months the program has not only helped give me a better understanding of the process, of hiring staff, marking, and leads…, but it has also helped me to set up my processing from meeting clients for the first time to pass settlement. The program also gives me a lot of very practical tools to take back and implement into your business immediately. The weekly questions Q&A and Weekly training are so valuable. Jason is also easy to take to and he listened to what you want for your business. The program has different stages for me to grow my business which is so much valuable for me. I can listen back to all the recorded If I missed the coaching. I highly recommend this for any broker looking to grow themselves and scale their business." Thuy Hook Director Ezy Finance

"The revolution group takes Mortgage Broking professional development to the next level. It's not one of those PD days that tell you what you should be doing, they take you through it step by step helping you to do it and keeping you accountable to implement it. They cover a very diverse range of topics to ensure you are focusing on improving all aspects of your business. I could not recommend it higher to any broker looking to take their business to the next level."??Phil Verheijen Director?

Broker Essentials Revolution is an exclusive membership group, with the purpose of driving performance, sharing best practices, and keeping you accountable for your results. Business by design!

It will help brokers to:

• build a tribe around you that wants to grow their business just like you
• give you the accountability to take action?
• have access to proven strategies that really work
• get the?guidance on where to work hard, you know what, but sometimes?just need the how
• have access to the latest tools and resources that you can use in your business today
• you'll have access to many of the leading professionals in marketing, sales, staffing, change management, and much more.

And we are kicking back off on the 3rd of February 2023, with an induction?program?for the newest members.?

It consists of:??

• Weekly cutting-edge content (interviews, masterclasses, skills sessions, technology reviews, case studies)
• Access to a growing database of materials for the exclusive use of members only
• A business diagnostic to baseline your current performance
• Quarterly and Annual Intensives, and
• CPD points every week, of course!?

If you are really ready to make a change in your business, click below and find out more about the Revolution. If you have any questions or want to do some work together, please feel free to reach out!

Join the Revolution

Finally, I wanted to wish you all season's greetings.?I hope you have a wonderful year ahead. Please take some time to look after yourself and those that care for you. It's been a big year and sometimes we just need to be kinder to ourselves. Just?remember?that we are all here to support each other!

Cheers?Jason

P.S. Our office will be closed from Friday 17th December to Friday to the 10th of Jan 2023.