Edition 12

Wealth Market 

Take advantage of this EOFY sale and simply send 15 clients through to Wealth Market during June & July. Any leads you’ve already sent in June will be included - so make sure you get a great start to FY18 with our MONSTER 30 offer. Refer 15 leads and receive 30% referral fees on all June & July clients that take up our advice.

Need more details? Contact Andrew.ash@wealthmarket.com for information about Wealth Market and how you can get involved.

Wealth Market is preparing to launch more financial advisory services. Soon you’ll be able to offer clients access to personal advice on superannuation, retirement planning, investment portfolios, estate planning and more.

Remember, every client can benefit from a free, no-obligation session with an adviser. It’s a short meeting with the power to provide life-changing advice, so help your clients get started with Wealth Market today.


Springboard

See below for a list of new resources available now: 

Sales & Business Channel

  • Time Management: Want 7 extra hours in your week? (Podcast) here 
  • Using 'PriceFinder' to conduct property reports (Video workshop) here
  • Communication: Are you getting through? (Video workshop) here
  • Part 1: Top broker goals for the 2017/2018 financial year (Podcast) here

Working with Agents channel

  • Build your business with Ray White (Downloadable PDF) here
  • Loan Market Referral Scripts for Agents (Downloadable PDF) here

Sam's Updates
  • Loan Market Monthly Update (Video asset) here


Remember, if you haven't already done so, make sure you check out the existing learning plans Loan Market Way and Compliance.

If you have any Springboard related inquiries, please reach out at any time and email learning@loanmarket.com.au.


Record month for Asset Finance

We are seeing more and more brokers taking up Asset Finance as part of their business offering. There is great opportunity in diversifying into Asset Finance as it’ll allow you to offer a comprehensive service to your customers. For brokers who are keen to offer their database this service but would rather refer these loans, there are specialists in each state who welcome your referrals. A list of Asset Finance specialists can be found here

Following a successful session hosted by Asset Finance Specialist, Susanna Palapoidis in QLD, further Asset Finance education sessions are being rolled out. The next session will be taking place in VIC on the 1st of August and in NSW towards the end of the month. Look out for the invite and for further details. 

All expressions of interest regarding training can be sent through to assetfinance@loanmarket.com.au or speak to your BDM. 

For access to Asset Finance resources, see here.