| CPD Webinar Recordings |
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Intellitrain have been delivering monthly CPD webinars since early 2009 and during the past 18 months developing a library of high-quality recordings that are now available to purchase individually either to "top-up" your CPD hours/points or learn more about a specific topic.
Each webinar runs for between 1.5 and 2 hours and provides you with 1.5 CPD points or 2 CPD hours.
The Rules Of Self-ManagementThere is no doubt that external events do impact your business, but why is it that under any given set of external conditions some brokers will prosper and grow whilst others in that same environment will wither. The difference is of course you – how you act, react, the habits and processes you implement – in short how you manage yourself. In our first CPD webinar for 2012 we introduce a topic far too big for any one webinar, and arguably more important than any other factor when it comes to success in business, self-management. In this session we consider some of the key disciplines you should be imposing on yourself, and in some cases on your team members, to ensure appropriate traits and belief systems are in place. Rest assured this is not about setting goals, mission statements or time management techniques (as important as those things are), but about personal strategies and ideals to further improve you as a business person and adviser. Setting Yourself up for Growth in 2012With 2012 looming it is timely to take a look at what we need to be doing going forward to meet clients needs, stay compliant, stay competitive and stay profitable...or better still, GROW! It is a business imperative, not to mention a compliance one, that brokers really understand how to ascertain and analyse their clients complete financial situation to ensure the funding we assist them to obtain will comply with our responsible lending obligations and will indeed be affordable for them. We consider how to do this efficiently and effectively, how to value add for clients whilst doing so, and how to leverage these actions to further grow your business through improved retention and referrals. Build Greater Resilience & Reach Your Full PotentialSome of us have had a tough year, some of us have had a tough few years. One of the fundamental keys to success in any discipline, business, sport or even life is Resilience. The ability to bounce back when we fail or when adversity strikes. Thomas Edison is famously quoted as saying, "I have not failed. I've just found 10,000 ways that won't work". Some of us seem to be better at bouncing back than others, the fact is though – you can learn how to be more resilient, how to better cope with the stress and anxiety that can often be associated with working for yourself or working in an industry going through significant changes and challenges. Am I Doing It Right?In this month's webinar we look at three very timely and topical issues that many brokers have indicated concerns with; 1. Is the way I am managing my referrals and referrers compliant with the NCCP Act? 2. Post October 1, am I following the correct procedures and providing the correct compliance documents to my clients? 3. What do the changes to the Diploma of Finance Broking mean for me? Selling Non-Bank Lenders to Your ClientsWith 9 out of 10 new home loans now being written by the big 4, there is a concern that the role of brokers is being negatively impacted. The challenge is that whilst many smaller banks and non-banks have compelling service and product offerings that may suit our clients, they can sometimes be a harder sell than the big banks with their brand awareness, reputation and infrastructure. In this webinar we consider the issues of selling non-bank lenders, and look at how you can introduce processes and enhance your sales skills to better introduce non-banks successfully to your clients. We’ll be joined by 3 guest panellists from non-bank lenders including Blake Albones of Advantedge. Conducting Remote Appointments using TechnologyLocal area marketing attracts local clients, but referrals can come from anywhere. In order to build your business you need to deal with clients located elsewhere, and to do so in a compliant and cost-effective manner. In this webinar we consider the legal issues in conducting remote appointments, the requirements of different lenders, and what tools you can leverage to ensure you gain more referrals, build rapport with remote clients, and do so in a cost effective and compliant manner. Creating a Plan to Succeed and Achieve your BHAG's!If you are tired of feeling directionless and one day melding into another, then it's time to have a good hard look and go back to the basics (to borrow a football phrase). With the new financial year having just started, now is a perfect time to establish what you want to achieve during the next twelve months and how you're going to get there. Do you have any BHAG's? (Big Hairy Audacious Goals) - if not then we can help you create some and if you already have them then we'll help you develop a plan to achieve them. In this webinar, we'll take you through a simple process of identifying your key strengths, the huge opportunities available to earn more money this year and how to create a plan to achieve your goals. How to Sell Specialised Lending Products and Increase ReferralsIn a time of tightening markets many brokers are looking beyond standard residential lending and selling a range of Specialist Loans to supplement their service offering and increase revenue. What have traditionally been considered as niche lending opportunities, like Reverse Mortgages and SMSF Gearing, are now becoming increasingly popular and should be part of every brokers' standard offering. In this webinar we look at these and other specialist lending opportunities that will help to further differentiate you, enhance your referability and grow your revenue. Responsible Lending & Self-EmploymentComplex Lending is emerging as a key requirement for today's brokers – especially with the push by many to upgrade their qualifications to the Diploma. In this month's special webinar, Phillip Chant from the CBA will be looking at a complex lending scenario involving self-employed owners of a coffee shop. The scenario will help you to understand how to correctly determine what can be used as income, how trusts should be analysed and how to interpret expenses. Turbo-Charge Your Business Relationships!Business Relationships are crucial for building long-term sustainable growth. In this webinar, we'll look at proven approaches you can take to build and manage successful business relationships. Find out what the Accountants want, what the Financial Planners want, what the Real Estate Agents and Principals want...and importantly - find out a great way to approach them. This webinar takes you through concepts that have been proven and refined over the last 10 years. Negotiationing EffectivelyNegotiation Skills - The first rule of negotiating is that everything is negotiable. To be successful in any relationship, be it business or personal, you need to be an effective negotiator. In this month's webinar, find out what your ZOPA, BATNA and WATNA is! ...and learn how to effectively use these techniques to ensure a positive outcome when dealing with a potential client or trying to get a loan approved. These techniques will help to grow your client base and achieve more for both you and your clients. Using LinedIn and Twitter to get actual results and not waste your time!There seems to be a lot of discussion and indeed workshops around Social Media at the moment. Often, however, these discussions and workshops focus on the high-level concepts leaving you struggling with the actual details of what to do. In this workshop, we will conduct a live demonstration, where we will take one lucky attendee and help them create a LinkedIn account and Twitter account, and show them some of the key features they should be taking advantage of. This webinar is aimed at those who:
So even if you don't know your elbow from your face-book and wish for the simpler days of fax machines and good ol' pen and paper, come along to this session and you may be pleasantly surprised at the powerful results you can get from some very small time investment. Why People BuyWouldn't it be great to get inside the head of your customers and understand what motivates them to make a buying decision – to choose you instead of your opposition? In this month's webinar we explore the 5 buyer impulses and how understanding these will help you to influence clients to choose you over your competition. If you want to improve your sales skills and increase conversion rates, this is a webinar you should not miss. Responsible Lending - What you need to knowIn this 2 hour webinar we'll cover the key aspects of Responsible Lending and what, as a broker, you need to know from a compliance perspective. You'll also gain special insight from a leader in the market and our guest presenter Phillip Chant, (Executive Manager, Credit Change and Communication, Risk Management) from CBA who will share his extensive experience. Create your own Marketing CampaignThere's an old saying about marketing - 50% of it is wasted.... you just don't know which 50%. During this month's webinar we'll cover the key topical marketing options currently available to brokers then take you through a step by step process on how to plan, create, implement and manage a marketing initiative. Rather than just theory or knowledge, you'll walk away from this session with an actual plan that you'll be able to implement immediately in order to get leads and write more business. Overcoming ObjectionsAt the end of the day, we get paid by successfully influencing someone to make a decision. In this 2 hour webinar you will discover the issues people have with making decisions and understand your role in assisting them to make a decision. Importantly you will learn how to use a simple three step process to overcome virtually any objection in a friendly and professional manner. Intellitrain Sales Essentials - 'Reloaded!'7 Referral Habits – we all know we should be generating most of our business from referrals however many of us don't have a formal plan or method for increasing our referral base or referrers. It's been 18 months since we explored this subject area so we thought it's time to "reload". Top 10 Ways to Retail Your ClientsWe spend a lot of time, money and effort to get that client over the line and earn the upfront – however, the real money comes down the track from trail, referrals, cross-selling, up-selling. In reality, the upfront pretty much repays us for all the initial effort but may not be all that profitable. This all sounds great in theory doesn't it? The trick is, along with everything else you have to do, how do you spend time on this? This webinar will cover 10 simple ways you can stay in touch with your clients to ensure you get the real reward from all your initial efforts. FREE MARKETING! - Leveraging the power of social media to promote your businessThe Internet has changed the laws of modern corporate communications, public relations and marketing; old-world "push" rules are clumsy in an online environment where people want to follow thought-leaders to unbiased information.
Introduction to Financial Planning ConceptsThis session takes a look at some of the fundamental concepts behind financial planning, and how this knowledge can benefit Mortgage Brokers, Mortgage Planners and indeed anyone interested in enhancing their financial future. In this 2 hour webinar we'll take you through a number of key concepts including risk versus return, income versus growth, compounding returns, diversification, gearing and cash flow management. From Broker to Buisiness Owner - CPD WebinarYou are a top broker and you are very good at what you do, so how do you make the transition to being a great business owner? In this 2 hour webinar you'll learn how you can replace yourself to create a business that is in dependant of you. |
