#TheAdviserBootCamp

DELEGATE WORKBOOKSYDNEY 24 AUGUST 2017

Doltone House, Jones Bay Wharf

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On behalf of The Adviser and our principal partner Bankwest, I would like to welcome you to The Adviser Bootcamp Digital Marketing 2017.

Given the omni-presence of the internet, and our increasing reliance on it, having a strong digital offering can be the difference in being the first port of call or the last resort for customers. With so much of a broker’s business based on protecting and supporting their reputation and finding new clients, it is imperative that brokers stay one step ahead in an increasingly competitive marketplace.

Today’s practical workshop, created exclusively for brokers, will equip you with the knowledge and tools to do just that – and make an impact today.

Over the course of the bootcamp, you’ll hear from some of Australia’s top digital marketing strategists, who will tell you everything there is to know about how you can maximise Facebook, Linkedin, Google and CRM to gain more referrals, generate more leads and accelerate your earnings.

We will reveal tried and tested strategies that can help bolster business and provide first-hand accounts of how several leading brokers have driven their businesses online.

This changing marketplace presents exciting new opportunities for brokers to build and forge strong client relationships and, through this, more proftable and sustainable businesses.

Thank you for taking the time to join us at the digital marketing bootcamp. I look forward to meeting you during the course of the day.

Sincerely,

Annie Kane, Editor, The Adviser

WELCOME NOTE

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AGENDA8:30AM REGISTRATION

9:15AMWELCOME AND OPENING REMARKS Speaker: Annie Kane, Editor, The Adviser

9:20AM WELCOME FROM OUR PRINCIPAL PARTNERSpeaker: Ashley Milne, NSW State Manager – Broker Sales, Bankwest

9:30AM MASTERING THE FUNDAMENTALS TO ENSURE DIGITAL MARKETING ROISpeaker: Fabrice Beillard, Founder, Australia Business Coaching

10:15AM MORNING TEA

10:45AMIF THERE’S JUST ONE THING YOU SHOULD BE DOING RIGHT NOW, IT SHOULD BE THISSpeaker: Gina Lednyak, CEO, L&A SOCIAL

11:45AMTHE SECRET TO HITTING THE TOP SPOT ON GOOGLE FOR YOUR LOCAL BUSINESSSpeaker: Jim Stewart, CEO, StewArt Media

12:45PM LUNCH

1:45PMTOP 10 HACKS FOR A LOW INVESTMENT - HIGH IMPACT MARKETING STRATEGYSpeaker: Adam Franklin, Marketing Manager, Bluewire Media

2:45PMWHAT DOES SUCCESS IN DIGITAL MARKETING LOOK LIKE?Moderator: Declan Burton-Clark, Head of Sales, Valiant Panel: • Darren Moffatt, Founder and Managing Director,

Seniors First• Jack Punch, Mortgage Broker, Finance Warehouse

3:30PM AFTERNOON TEA

4:00PMTIME POOR? TIME TO OUTSOURCEModerator: Annie Kane, Editor, The Adviser Panel: • Gina Lednyak, CEO, L&A SOCIAL• Jim Stewart, CEO, StewArt Media• Fabrice Beillard, Founder, Australia Business Coaching• Deena Jane, Managing Director, Your Client Matters

5:00PM CONFERENCE CLOSE

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Welcome to The Adviser Bootcamp Digital Marketing 2017. As principal partner, Bankwest is looking forward to a day full of helpful ideas and technological updates that will help get your business ahead in the digital marketing world.

Over the past year we’ve made big strides in our own digital capabilities, which are helping you have more timely and efficient conversations with your clients. Our recently launched Home Lending Portal allows you to track real-time status and critical information on current home loan applications as well as monitor your existing loans.

Over the coming months we’ll also be rolling out our latest digital innovation, the Home Loan Pricing Tool, enabling you to submit pricing requests online with access to on-the-spot offers in many instances.

Digital advancement is making us more nimble than we’ve ever been before, and we’re committed to helping you achieve the same with your clients. We’re here to work for you.

Stewart SaundersGeneral Manager, Broker Sales

bankwest.com.au

PRINCIPAL PARTNER

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When Connective entered the industry in 2003, we started with a vision: to create a business model that allows mortgage brokers to make substantially more profit. We set out to develop an aggregation model that we, as mortgage brokers ourselves, would see the value of joining and be proud to be a member of. What makes us different is our unique business model operating on a fair and transparent flat monthly fee, as opposed to commission sharing of the outdated aggregators.

Uniquely, you ‘own’ your trail book, and you are free to leave at any time without penalty. Without ‘handcuff’ agreements, we must always deliver exceptional support and business services that help you succeed, and this underpins all we do. All of this and more is why more than 2,800 leading mortgage brokers have chosen to join Connective to help them achieve their business goals.

www.connective.com.au

PLATINUM PARTNER

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Ensurance Now is a leading online insurance platform that enables financial services professionals direct access to a range of leading Australian and international insurers and policies. The platform is a genuine multi-insurer provider, that it is fully automated and compliant - meaning that a client’s general insurance can be processed on the spot in real time. Ensurance Now is part of Ensurance Limited (ENA), an established ASX-listed company that specialises in providing insurance, originating IT solutions and underwriting the corresponding products. Since 1991, the company has been dedicated to providing unique insurance solutions throughout Australia.

GOLD PARTNERS

Bluestone was established in early 2000 in Sydney, Australia and steadily expanded from a mortgage origination and securitisation platform to become a multi-national lending and asset management business with offices in the UK, Ireland, Australia and the Philippines.

Since 2000, Bluestone has developed a suite of industry best practice systems and processes supported by extensive management expertise with a strong reputation for high quality asset management and servicing capabilities.

Bluestone currently operates in five countries, with over 260 employees and a total of $6.2 billion of assets under management. In Australia specifically, the group has operated a successful mortgage lending platform for over 15 years, and currently has $400 million in aggregate warehouse funding and capital markets support from both the CBA and Macquarie Bank. This was most recently evidenced with the successful RMBS issuance of Sapphire 2016-1 with CBA and Macquarie acting as joint lead managers.

As a non-ADI organisation, Bluestone Australia is subject to oversight and regulation from ASIC. Bluestone Mortgages was recently voted Australia’s No.1 specialist lender by Momentum Intelligence’s Third Party Lending Report: Non-Bank Lenders 2017 Survey.

www.bluestone.com.au

www.ensurance.com.au

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GOLD PARTNERS

The Finance Brokers Association of Australia Limited (FBAA) was established in 1992 and today is “changing the game”. The FBAA not only insists on the highest levels of professionalism, ethics and standards from its members, but has become the industry association of choice by finance broker professionals.

The FBAA philosophically stands to ensure there is always a choice of industry bodies within the sector and that brokers’ rights and futures are preserved and well protected.

Financial Mappers PRO is a financial modelling tool that provides a platform for mortgage brokers to easily capture and assess their clients’ entire financial situation, and the impact of loan structuring on that complete situation. Consideration can be given to the long-term outcomes required by clients, and which investment borrowing options will optimally deliver those outcomes. Shared access to the Financial Mappers platform means that client goals and preferences can be entered and adjusted by client and/or broker, and they can clearly see the modelled future outcomes of entered strategies. Financial Mappers provides instant graphs, charts, and reports on the screen, showing the entire impact of single investing and borrowing decisions on clients’ future financial outcomes.

www.financialmappers.com.au

www.fbaa.com.au

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GOLD PARTNERS

www.loanmarket.com.au

Loan Market is one of Australasia’s largest mortgage and insurance broking businesses. Over the last 20 years we’ve helped service over $50 billion of finance for our customers and we’re committed to helping people achieve their financial and lifestyle goals.

Our brokers are connected with a panel of over 30 lenders and thousands of loan products to make sure our customers find the right deal to suit their needs. The proof is in 95 per cent customer satisfaction rating. Proudly family-owned and led, Loan Market is one of the few mortgage broker businesses in Australia not owned - or partially owned - by a bank

YCM is Australia’s leading marketing specialist for the finance industry.Since 2003, YCM has been helping brokers build profitable and sustainable broking

businesses through its diverse marketing program, education and support services.Having all used mortgage brokers, the YCM team knows exactly what clients want

from their broker and how they should be educated and marketed to.Not only are their programs the best client communication system around for

brokers, their program is also an excellent lead generator to qualify and build your database.

Whether you need a new website or direct and digital marketing solutions, or a social media program you are best to chat to the YCM team first, before burning your money on marketing that doesn’t work.

www.yourclientmatters.com.au

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EVENT PARTNERS

Ridge Films is an inbound video marketing and production company based in Sydney. Since 2002, the team has helped hundreds of financial services clients improve ROI and simplify the endless variables of video production marketing. Services include: video marketing strategy, production management, video script writing, on-camera training, video production, video implementation, and measuring video results to increase your bottom line.

My Business is Australia’s pre-eminent digital platform dedicated to equipping ambitious small to medium enterprise business owners with the knowledge and inspiration they need to grow their business.

Recognised as a trusted advisor to SME owners for 24 years, My Business provides innovative business strategies, practical tips and expert advice that Australia’s two million SME owners can use in their day-to-day operations.

https://valiant.financewww.ridgefilms.com.auwww.mybusiness.com.au

With dynamic marketplace technologies that match business loan seekers to the credit criteria of over 40 lenders, Valiant cuts short the time and effort in finding and locking in your SME client’s best business loan. In 2-5 minutes on Valiant’s platform (or on the phone) your client’s business loan can be sense checked, matched and connected to a lender - increasing your client’s ability to gain the most appropriate level of funding.

Wealthify.com.au is an independent mortgage lead generator, and emerging leader in financial services marketing. Launched in early 2016 by digital marketing agency Webbuzz, the Wealthify online platform offers brokers, lenders and aggregators a monthly subscription model for branded lead generation.

All leads are fresh, generated in real-time, and subscribers enjoy 100% exclusive lead ownership. CEO Darren Moffatt is an award-winning mortgage broker himself, and is a regular speaker for the MFAA on digital disruption and online marketing.

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EVENT PARTNER

NextGen.Net Pty Ltd is Australia’s leading technology solution provider to the lending industry, focused on delivering quality products and services to a range of banks, non-bank lenders and brokers.

Our objective is to provide smarter solutions for now and what’s next - delivering best-in-class Software as a Service (SaaS) and leading the market in quality management and processing efficiencies.

https://nextgen.net

COFFEE CART PARTNER

https://wealthify.com.au/mortgage-lead-generation

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SESSION NOTES:

Fabrice Beillard is a globally-acclaimed business systems and profit growth strategist, who has helped businesses all over the world add millions of dollars to their revenues and bottom line and achieve a better lifestyle in the process.

Fabrice has been dedicated to helping business owners build their own success stories since 2011. Very quickly the reach of Australia Business Coaching, of which he is the founder, was global. Soon, the company started to run events and online programs distributed in various areas of the world by some of the most prestigious

personal development and business education partners and promoters who also work with leaders such as Sir Richard Branson, Anthony Robbins and many other leaders in the field.

At the forefront of his businesses, Fabrice has been featured across a range of leading media, sharing his knowledge on all continents with other leading business experts and thought leaders for major and global organisations, government states and universities such as Harvard. He is also an international best-selling author.

SPEAKER

MASTERING THE FUNDAMENTALS TO ENSURE DIGITAL MARKETING ROI Whether you have already invested in digital marketing or are starting out new, this business strategy session is designed to equip you with a smart, simple framework that will save you time and money down the track.

• Conversions first! How to solidify the nuts and bolts of your marketing strategy to get better results

• Five key aspects that will amplify ROI and conversion rates and how to apply this to your digital efforts

• The overall architecture of a digital strategy and how to tie all the pieces together

• Multiply the returns from your best-performing digital marketing assets

9:30AM – 10:15AM

FABRICE BEILLARDFounder, Australia Business Coaching

SESSION NOTES:

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IF THERE’S JUST ONE THING YOU SHOULD BE DOING RIGHT NOW, IT SHOULD BE THISThis interactive session is designed to provide you with a practical strategy on how to use Facebook to grow your business, including:

• Content strategy pillars to assist in creating effective content • Leveraging Facebook Ads and remarketing to generate leads • Tips to writing ads that convert and sell • Five top tricks to being everywhere your prospects are by boosting conversions • What numbers you should measure and how to track your success

1:45PM – 2:45PM

Gina Lednyak is the Founder and CEO of L&A Social Media and has been at the forefront of social media strategy and implementation since Mark Zuckerberg tested and launched ‘the Facebook’ in her university town of Boston. She quickly

recognised an opportunity in the local market and soon launched L&A Social Media, a full-service strategic social media and digital agency, with a strong focus on creative content execution, analytics, and consumer behaviour.

L&A Social manages the social media strategy, content and implementation for brands like NETGEAR, Sol Beer, Rekorderlig Cider, AutoDesk and many more. The company

has grown significantly from its humble beginnings in Sydney, now with over 60 global clients across three countries and a thriving team. Gina is also the 2016 NSW Telstra Young Business Woman of the Year and previous winner of AIMI Future Leaders Award and B&T 30 under 30.

L&A Social Media ensures that their brands stay relevant, innovative and start powerful conversations within their target demographic. From digital and brand strategy to social media strategy and implementation, through to content marketing, photography and videography and analytics and insights, Gina’s agency delivers authentic communication as a driver to develop long-lasting, trusted relationships between a brand and its customers.

GINA LEDNYAKCEO, L&A Social

SPEAKER

10:45AM – 11:45AM

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SESSION NOTES:THE SECRET TO HITTING THE TOP SPOT ON GOOGLE FOR YOUR LOCAL BUSINESSDid you know that the top five organic search results on the first page of Google net approximately 75 per cent of the clicks? In this session, discover:

• How to create compelling and unique content so you can be at the top

• SEO basics: how local SEO differs from your average SEO campaign and if you need to worry about it

• Google’s latest algorithms and how to respond to them

• What you can do yourself, right now, to improve your local ranking on Google

11:45AM – 12:45PM

Jim Stewart is the founder and CEO of StewArt Media, a leading Australian digital marketing company and a Google Premium Partner. For almost two decades, Jim has achieved outstanding success for local and international

clients across a diverse range of industries with a continual focus on adding value. Jim is considered a pioneer in Australian digital marketing and an expert in all strategies including SEO, conversion rate optimisation, paid advertising, content management, migrations, and site audits. He has produced a weekly video for 13 years

that offers invaluable advice and industry updates to thousands of subscribers. He is also the SEO subject matter expert for ProBlogger and a prolific speaker on both the local and international stage.

JIM STEWARTCEO, StewArt Media

SPEAKER

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SESSION NOTES:TOP 10 HACKS FOR A LOW INVESTMENT - HIGH IMPACT MARKETING STRATEGY This practical, interactive and jargon-free session will deliver easy-to-use and low-cost strategies to attract more business:

• Develop a one-page digital marketing strategy that is easy to follow and gets results

• Learn to use social media effectively (even if you are shy and don’t want to put yourself out there yet)

• Use Instagram to stay ‘top of mind’ and attract leads

• Use Facebook Live to build a community that trusts and refers you

• Make the most of the new LinkedIn platform

• Handle negative comments on social media (and turn them into advocates)

• Use video to connect directly with new prospects

Adam Franklin is the co-author of Web Marketing That Works, an Amazon #1 best seller.

He is also a professional speaker and co-founder of Bluewire Media.

Adam’s Bluewire Media blog was Australia’s top business blog in 2015, with his

weekly Bluewire News email going out to over 27,000 subscribers at a time. Readers can also find Adam’s past work featured in The Australian, Sydney Morning Herald and Huffington Post.

ADAM FRANKLINMarketing Manager, Bluewire Media

SPEAKER

1:45PM – 2:45PM

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SESSION NOTES:

Darren Moffatt is an award-winning businessperson with almost two decades of lending experience. In 2006, he established Seniors First. Darren frequently contributes to public policy

forums and continues to appear regularly in the media.

Jack Punch began his career as a Finance Broker in July 2015 with little to no experience in the industry. Since then, he has self-generated leads contributing to a healthy loan book of conforming and

non-confirming loans upwards of $50 million. He credits his success to his past travels, the support of his family and friends, his mentor, social media and old-fashioned hard work.

PANEL

WHAT DOES SUCCESS IN DIGITAL MARKETING LOOK LIKE? In this session, we talk to brokers about the strategies they have used to establish and nurture relationships with their customers and listen to their insight on what works for them and how they do it themselves.

2:45PM – 3:30PM

MODERATORDeclan Burton-Clark, Head of Sales, Valiant Declan is the Head of Sales at Valiant, he works closely with SME Owners, Brokers and Accountants to help find fast, suitable loan options from a range of providers including traditional lenders and a host of private funders.

DARREN MOFFATTFounder and Managing Director, Seniors First

JACK PUNCH Mortgage Broker, Finance Warehouse

Fabrice Beillard is a globally acclaimed business systems and profit growth strategist, he has helped businesses all over the planet add millions of dollars to their revenues and bottom line and achieve a better lifestyle in the process.

Gina Lednyak is the Founder and CEO of global agency L&A Social Media, a full-service strategic social media and digital agency, with a strong focus on creative content execution, analytics, and consumer behaviour.

FABRICE BEILLARDFounder, Australia Business Coaching

GINA LEDNYAKCEO, L&A Social

Jim Stewart is the founder and CEO of S tewArt Media, a leading Australian digital marketing company and a Google Premium Partner.

Deena Janes is the managing director of Your Client Matters, which delivers marketing services to mortgage and finance brokers, aggregators, financial planners, real estate agents and accountants.

JIM STEWARTCEO, StewArt Media

DEENA JANEManaging Director, Your Client Matters

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SESSION NOTES:TIME POOR? TIME TO OUTSOURCEIn this session, find out how partners can help grow your digital presence and generate leads.

4:00PM – 5:00PM

PANEL

MODERATORANNIE KANEEDITOR, THE ADVISER