Edition 31

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Ready to bring in new leads?

Use the new Investor Campaign to attract new business and speak to existing customers about securing an investment property.
Not sure where to start? Use your dedicated toolkit by downloading it here and simply follow the steps.
And, if you have any questions just contact marketing@loanmarket.com.au




Campaign Investor FAQs

Common broker questions on the investor campaign

Do you have a question on the new campaign? Read our most common FAQ’s to get you sorted with everything Investor Campaign.

  1. Why don’t I have an eBook landing page?
    A landing page is only available to brokers with a broker rich website. If you do not have a website and only a webpage, you will not have access to the landing page functionality. Contact the marketing team at marketing@loanmarket.com.au about requesting a website and get the ball rolling for the next campaign now.
  2. I’m having trouble setting up my Facebook and posting, is there extra resource?
    Yes, there are a range of resources available on Springboard within the social media channel. These webinars and instructions will step you through all the main queries. Find out more here > Springboard social media channel:
    https://lms.loanmarket.com.au/learn/dashboard/channel/56
  3. I can’t see the links in the toolkit?
    Download the toolkit from Springboard as a PDF and then open it with a PDF viewer (such as Adobe), otherwise the links won’t work.Download the full investor campaign toolkit right here!




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1 month left to sort your broker photos

It’s just one month until all brokers need to have their new (and awesome) photography done to suit our new fresh and bold look.

Your state administrators are organising the final photoshoots for brokers. Contact them for more information to book yours in.

Or you can also arrange your own shoot but remember to follow the guidelines and send a test proof to the marketing team for approval before your shoot. We want to ensure your broker image makes you look like the professional you are!

The test proof doesn't have to be of you, it can be of anyone the photographer has quick access to. The purpose of the test shoot is to make sure the photographer follows the guidelines and gets the lighting and shadow right.

We can’t wait to see your new photos!

Please send test proofs and final photos to: marketing@loanmarket.com.au




Don’t miss out on Connect!

Our international conference (that only happens every two years) is fast approaching and the lineup of events, speakers and networking opportunities is amazing.

It’s two full days packed with an inspiring line-up of speakers including Mark Shulman, Dr Nguyen, Anna Meares, Holly Ranson, Hon John Howard, Platon and Manny Stul - yep, WOW!

Plus;

  • Loan Market and Wealth Market International Awards gala dinner
  • Dedicated Loan Market and Wealth Market specialist breakout sessions
  • A party to end all parties with our Bollywood themed event! Don't forget your outfit!

Register today




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Wealth Market has a fresh new look

The Wealth Market logo, tone of voice and style is changing to align with Loan Market and the White Family Group. The new logo has a contemporary, bold and fresh look with a distinctive purple colour that matches the energy of Loan Market.

The move to the new Wealth Market brand assists with synergy and integration of Loan Market and Wealth Market as we strive to be modern day brokers and trusted advisers - and transition our customers seamlessly between brands.

When’s it happening? We’ve already started updating current materials to the new brand. We’ll continue this over the next couple of months and keep you informed.

Check out the brand refresh video here!




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Simon McGuirk, Financial Planner of the Year 2018 Finalist

Congratulations to Wealth Market’s, Simon McGuirk, on his selection as a top 3 National finalist in the Money Management Financial Planner of the Year 2018 Awards.

Money Management’s annual Financial Planner Awards are recognised as the very best of the advice profession. We congratulate Simon on this fantastic industry achievement. Simon’s passion for excellence and commitment to his clients best interests is commendable, as we strive to offer our clients the best outcomes.

Simon’s achievement is great for the Wealth Market brand and the Loan Market Group.

The three finalists were: Simon McGuirk, Wealth Market; Mark O’Flynn, Tupicoffs Pty Ltd; and Ben Travers, Pitcher Partners Wealth Management, with Ben receiving the Financial Planner of the Year 2018 Award.




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Put it in your diary: PD Days

Professional Development Days are coming to a city just near you and will be packed with content on upcoming business initiatives, marketing campaigns, training, events and industry news. This is a must-not-miss event.

PD Day dates:
WA - Friday, June 15
NSW/ACT - Tuesday, June 19
QLD - Wednesday, June 20
SA/NT - Thursday, June 21
VIC/TAS - Thursday, June 28

If you would like more information or to register please contact your State Administrator




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Privacy awareness week - 30 years of the Privacy Act

It’s Privacy Awareness Week, marking 30-years since the Privacy Act of 1988 came into action.

Privacy Awareness Week comes at the same time as one of our Loan Market brokers has been faced with a serious privacy issue. The broker had their devices stolen including mobile phone, laptop and tablet but luckily the broker had installed security settings like fingerprint recognition, two-step verification sign on that will mean the precious customer information will be kept private.

Make sure your privacy standards are up to scratch too and revisit the Privacy Module in the Compliance training channel on Springboard. Do it this week, don’t delegate or put it off.

Get started now.




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Calculators updated in MyCRM

Commission calculators have been updated and latest versions are now available in MyCRM, make sure you have the most recent version! Find out more




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It’s like magic! Upload bank statements automatically

Welcome to automatic bank statements, the latest enhancement to Online Fact Find.

With Online Fact Find you'll walk into the first client meeting looking like the pro you are with more financial information than ever before!

It's 100% digital and allows your clients to enter their financial details from their mobile or computer and with just a click of a button, automatically upload their bank statements (which means no data entry for you).

Watch this quick how-to video




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CSM and Support Staff session

After popular demand the CSM and Support Staff is now coming to Sydney on Friday, May 18. The session will cover everything from technology hacks, to time management tips and include a Top CSM panel and Q&A; secure your ticket

The session will include:

  • How technology can shave hours of work off your day
  • Time management in a way you have not seen before
  • ANZ Leadership Session from NSW Area manager, Stephen Kemp
  • ANZ Update from Jon Angelucci and Hien Le
  • Ways to de-stress AND make deadlines
  • Top 10 business hacks to improve your business.
  • How future brokers can be successful and what your place is here.
  • Top CSM panel Q&A

Don’t miss out, ensure you register to secure your ticket!




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Fair Work legal knowledge check

Are you aware of your obligations to your staff? Grow your team the right way with the release of Loan Market’s Fair Work learning modules.

Good record-keeping practices are vital for employers to meet their legal obligations, keep track of how you business is going, and make informed decisions about the future. These modules are based off the Fair Work Ombudsman's training content and will keep you up to date with your obligations.

Login to Springboard today for a legal knowledge check!




Tell us your thoughts!

MPA Magazine has launched the Brokers on Aggregators 2018 survey asking brokers to give feedback on their groups.

Last year Loan Market launched a number of initiatives including our online learning platform, Springboard and MyCRM, developed our national and events calendar including Leading Ladies Summit, PD Days and retreats, and grew the dedicated Productivity and Performance and Compliance teams. We are proud of the Loan Market support offering, we hope you are too. Take just a few minutes to fill in the survey.