LINK2017 ends soon
With less than one week to go of LINK 2017, now’s the time to get those referrals coming.
LINK gives you the chance to supercharge your relationship with your clients, and enhance the customer experience at every stage of their journey.
You’ll also be in the running to win the grand prize, including money-can’t-buy mentoring and a $5,000 travel voucher.
We asked Chris Perera to share his top tips for referral success. Chris’ recipe for success includes:
- Gathering as much information as possible before talking to your customers
- Asking questions from the customers
- Building rapport with the customer and make them aware of the services we offer
- Building trust with the customer by finding out how we can help them
Remember, LINK2017 ends on 31 October so get referring! For more on LINK2017 go to www.linkthegroup.com
An update from Sam White
In this video, Sam brings you up to date on the work being done around the ASIC remuneration review and what it means for you. Watch the video
Transform your business. Start today.
At Connect 2018, we’ll showcase our Top Transformers - the people who have committed to make a change in their business and have made the change happen. Why don’t you make a commitment now?
We have had some great responses so far, but we are keen to see more. Check out this video from Lee Wisniewski, who has committed to some ambitious goals by end of July 2018.
Make a commitment now and submit your video
Protection Review for Every Client
Wealth Market advisers can help you meet your duty of care obligations and ensure clients are able to service their loan during any unforeseen times of hardship. A personal financial fitness review will consider any existing cover and help clients gain confidence that they are protecting the things that are important to them.
An adviser can also discuss broader financial concerns and opportunities, helping clients reach their goals faster.
Wealth Market resources are available now to make it easier to identify ways you can help clients.
Video & website
Protect the ones you love video & website landing page
Wealth Market Protection Flyers
Available on Print UI, under the 'Wealth Market' tab.
Financial Fitness Review
Trusted advisers are offering every client a complimentary and no-obligation review of their personal protection and financial position. Work with your Wealth adviser to set up appointments and remember to send your leads through via Connect!
If you are not yet working with Wealth Market and would like to get started - it’s easy - contact Andrew Ash to get your referral agreement in place, email firstname.lastname@example.org.
New Client Preliminary Assessment Documents
The Loan Market compliance team has been working with a number of brokers to streamline the customer information gathering process, whilst ensuring we meet all of our compliance obligations. As we recognise that our brokers operate in different ways depending on the customer, this process provided avenues for information to be captured either electronically or manually.
As such the following documents have been developed:
Combined (Parts 1&2) Customer Preliminary Assessment
This document can be used on its own, and completed by the broker and customer together manually
Fact Find Part 1 of 2 - INTERACTIVE
This document can be emailed to the customer to complete electronically- it needs to be used in conjunction with the "CPA Part 2 of 2” document.
Fact Find Part 1 of 2 - MANUAL
This document can be given to the customer to complete manually- it needs to be used in conjunction with the "CPA Part 2 of 2” document.
CPA Part 2 of 2
This document needs to be completed by the broker and customer together manually- it needs to be used in conjunction with either the "Fact Find Part 1 of 2 INTERACTIVE" or the "Fact Find Part 1 of 2" documents.
These documents are available in the ‘Important Documents’ section of MyCRM, as well as the ‘Business Documents’ section of Symmetry.
The use of Old CPA documents is being phased out.
Only use the OLD CPA documents where you've not yet made the move to MyCRM. The use of the new manual (hand-written) CPA documents is otherwise required.
Where you’ve made the move to MyCRM, use only the NEW documents for manual Client Preliminary Assessments.
New Manual Client Preliminary Assessment
We're open and receptive to hearing any issues and considering any suggestions our broker network raise, however in terms of potential amendments or updates to these forms, the Compliance Team will own this process to ensure version control.
A big issue with the old CPA was that there was inadequate content control, which greatly impacted our capacity to ensure brokers were best equipped to fulfil their responsible lending obligations.
This was of great risk to the business - as a result, it is a Loan Market Compliance directive that interference with the composition of the new CPA documents to any degree is not permitted.
For further information, please access the following Springboard video workshop.
Should you have any questions, please contact
Christmas material now available
With Christmas just around the corner we’ve created a range of cards, Facebook tiles and banners, plus email templates for you to share the festive spirit.
Looking to send cards out to your customers, colleagues and referral partners? Visit Print Force to see our new range of Christmas cards.
Want to share the festive spirit online? Visit Print UI for our range of Christmas tiles and banners
Rather send an email? Visit Campaign Breeze to see out new Christmas templates.
GoGetta joins Asset Finance Panel
GoGetta is a division of Silver Chef Group, an ASX-listed company that has been funding the equipment needs of Australian businesses for 30 years. Securing finance can sometimes be a tricky hurdle for business owners (especially the new ones), which is why GoGetta developed an equipment funding solution that is flexible, affordable, and provides low risk.
Watch this video to find out more on how GoGetta works.
GoGetta will be providing training to asset finance brokers at Loan Market across all states, as well as educating them about asset finance in general.
If you would like to enquire about GoGetta’s equipment funding solutions, please contact Tiffany Chu on 0428 050 817 or at email@example.com
Call-a-thon wrap up
Thank you to everyone who took part in last week’s Call-a-thon, as part of LINK 2017. Some positive results were achieved across the network, with more than 400 calls made to clients, leading to an increased number of appraisals scheduled and appointments booked.
These results highlight the importance and effectiveness of the annual client review as a tool to help you strengthen your relationships with clients, to understand their needs and plans, and to introduce them to Wealth Market, Asset Finance and Ray White.
The training materials that were developed to help you make the most of your client annual reviews are always available on Springboard so make sure to check them out if you haven’t already.
Not on Springboard?
Email firstname.lastname@example.org for your password to be reset.
Victoria Teachers Mutual Bank becomes Bank First
From December, Victoria Teachers Mutual Bank will change its name to Bank First.