Unlock The Hidden
Potential Of Your
Annual Reviews
Transform your annual reviews from routine check-ins into powerful growth engines for your mortgage broking business. In this LIVE workshop, you'll discover strategies to convert existing client relationships into ongoing revenue streams and high-quality referrals, setting the foundation for long-term, sustainable growth.
MASTERCLASS begins
29 AUGUST 2024 | 10am
ATTENTION BROKERS!
Are You Leaving Money On The Table?
In the fast-paced world of mortgage broking, it’s easy to get caught up in chasing new deals, often at the expense of nurturing relationships with existing clients.
But here’s the game-changing truth:
Your greatest growth potential lies within your existing client base—people who already know, like, and trust you.
The key to unlocking this potential is a systematic and consistent annual review process.
While many brokers conduct annual reviews, they often stick to the basics, focusing on the minimum required, like loan repricing.
While many brokers conduct annual reviews, they often stick to the basics, focusing on the minimum required, like loan repricing—missing out on the real opportunity to build deeper, more profitable client relationships.
The Solution
Transform Your Annual Reviews
Into Growth Opportunities
Introducing the Annual Review Revamp: a LIVE 90-minute workshop designed to reinvent the way you conduct annual reviews
I’ll show you how to deliver unparalleled value at every stage of your client’s financial journey, turning each annual review into a catalyst for business growth.
Hi, I’m Ross Le Quesne. As Aussie’s former No. 1 Broker, I know what it takes to build a thriving mortgage business. I created the Annual Review Revamp to help you harness the full potential of your existing clients and drive sustainable growth.
Join me to learn the steps you can take to achieve the following outcomes
- More Revenue: Unlock greater commission per client and boost your earnings.
- Enhanced Value: Elevate your annual reviews to provide meaningful insights and recommendations.
- Lifetime Clients: Build strong, lasting connections that turn clients into loyal advocates.
- Streamlined Process: Create a systematic approach that makes annual reviews strategic and effective.
- Increased Business Value: Improve client retention and enhance the value of your business.
CLASS begins 29 AUGUST 2024 | 10 - 11.30am
Register TodayWhat Will You Learn
OPTIMISE YOUR ANNUAL REVIEW
Discover how to elevate your annual reviews beyond simple tasks like loan repricing. Learn to add meaningful value at every stage of your client’s financial journey.
IMPLEMENT A SYSTEMATIC APPROACH
Create a clear, structured process that guides your clients through their financial journey, ensuring you add value consistently.
MAXIMISE CLIENT OPPORTUNITIES
Transform the annual review into a strategic opportunity to explore new avenues for your clients, such as smart renovations, debt recycling, and investment planning.
Strengthen Client Relationships
Learn to foster deeper connections with your clients, turning them into loyal advocates who are more likely to return and refer others.
Boost Repeat & Referral Business
Use the strengthened relationships from effective annual reviews to drive more repeat business and high-quality referrals.
ENHANCE BUSINESS VALUE
Improve your retention rates, expand your loan book, and increase the overall value of your mortgage broking business by focusing on high-value client interactions.
MASTERCLASS Begins
29 AUGUST 2024 | 10 - 11.30am
WHO’S IT FOR
Is The Annual Review Revamp
Right For You?
If you find yourself in any of these situations, this workshop is tailored for you:
- Neglecting Existing Clients: Focusing primarily on new deals and overlooking the potential in nurturing your current client base.
- Basic Annual Reviews: Conducting only the minimum required in annual reviews, like loan repricing, without adding significant value.
- Lack of Systematic Approach: Struggling with an unstructured annual review process that misses opportunities for client engagement and growth.
- Desire for Stronger Client Relationships: Wanting to build deeper, more meaningful connections with clients to increase repeat business and referrals.
- Seeking Growth Opportunities: Looking to unlock new avenues for business growth through a more comprehensive annual review process.
CLASS begins 29 AUGUST 2024 | 10 - 11.30am
Register TodayTHE PROCESS
What You Get
Immersive Live Workshop
You’ll get access to a 90-minute LIVE workshop with me, Ross Le Quesne. In this engaging session, I’ll share my proven system for transforming your annual review process into a powerful growth engine.
Tools and Resources
Being a valued member of the Billion Dollar community, you’ll receive a comprehensive workbook filled with detailed exercises, ready-to-use templates, and essential tools. They’ll enable you to immediately deploy the new learnings and hit the ground running from day one.
Lifetime Access
To top it all off, you’ll be granted lifetime access to the workshop’s recording so you can access the guidance and insights within whenever you feel the need to realign your focus and get your growth engines firing.
All You Get When You Register For The Annual Review Revamp
Live Workshop With The Billion-Dollar Broker
A Powerful Workbook Full Of Practical Exercises
Lifetime Access To The Session’s Recording
THAT’S A TOTAL VALUE OF $1650!
But that’s not what the investment in the workshop is…
THE ANNUAL REVIEW REVAMP IS JUST $200
Fast track your growth and up-level your business now.
