Intellitrain Finance News
September 24th
2010
Top 10 Ways to Retain Your Clients
Do you really know the true cost of acquiring a new client and just how vital it is for you to retain them?

Studies show that on average, it costs 5-7 times more to get a new client compared with retaining existing ones.

On an average loan of $300,000 the Up Front is around $1,500 and our research indicates that the cost for a broker to obtain a new client is between $1,000 and $1,500, which in affect means you're simply covering your costs.

Here are some example costs associated with acquiring a new client.. READ MORE

 
Must See Free 1 hour Webinar

How to ensure Your NCCP License Application is Approved...and the Penalties if it's not!


You've worked far too hard for too long to risk getting your NCCP Application wrong and the possible penalties that may result.

This 1 hour investment could literally make the difference between success and failure - you owe it to yourself, your staff and most importantly your family to get it right.

Get your application wrong and you'll face being BANNED from the industry, you could lose your business literally overnight and face up to 2 years in Prison.

The reality is that you need to have submitted an application BEFORE 31st December - only 65 working days away!

There's an enormous amount of information about NCCP Compliance & Licensing BUT do you completely understand what's required to have your license approved and the harsh penalties if it's wrong?

In this 1 hour webinar Intellitrain and CreditWise, NCCP Compliance & Legislation Experts, will cover:
  1. How obtaining your license is more than simply completing a few pre-created templates
  2. The key items you need to have in place before submitting your application
  3. Tips & Traps to be aware of now and after becoming licensed
  4. What help is available to make sure your license application is successful
You'll also be provided with a Free Compliance Checklist to help you complete your license application.

Places are limited - register today.

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Date: Friday 1st October 2010
Time: 12:30pm AEST - 1:30pm AEST
Register Here:
 
https://www1.gotomeeting.com/register/448416672


CPD Webinar - Intellitrain Sales Essentials - "Reloaded!"
The Intellitrain September CPD Webinar Session is coming up next week, covering the topic of Intellitrain Sales Essentials - "Reloaded!"

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".


Title:  Webinar
CPD Webinar - Intellitrain Sales Essentials - "Reloaded!"

Session 1

Date: Thursday, September 30, 2010
Time:
9:30 AM - 11:30 AM AEST

Session 2

Date: Wednesday, September 29, 2010
Time:
12:30 PM - 2:30 PM AEST

Intersted in attending this session? Enrol in our 12 Month CPD Webinar Subscription - only $22 per month.


What is the CPD Webinar Program?
  • Monthly 2 hour interactive webinars (web-seminars)
  • Webinar content is specifically for mortgage and finance Brokers
  • Content ranges from Sales and Marketing, Business Management, to technical Financial Services training
  • Delivered by experienced and dynamic Intellitrain financial services or sales trainers often in conjunction with guest presenters
 
Why Should I Join?
  • 1.5 CPD points per Webinar - without leaving your office
  • Only $22 per month - direct debited from your Credit Card
  • No travel costs - no time spent in traffic
  • Interesting and informative topics - specifically designed to help build your business
  • Downloadable sessions - if you miss a session, simply download and watch in your own time
  • Intellitrain Manage the CPD Points for you


ENROL NOW


WIN A LUXURY WEEKEND GETAWAY FOR TWO
To go into the draw to win a luxurious getaway for two, to the value of $500 simply enrol into one of our upcoming Diploma of Financial Services (Mortgage Broking Management) BEFORE October 15th.

To go into the draw to
win a luxurious getaway for two, to the value of $500 simply enrol into one of our upcoming Diploma of Financial Services (Mortgage Broking Management) BEFORE October 15th.


NEWS BITES

Auction clearance rates drop
Source: Broker News

Auction clearance rates dipped across the country over the weekend.. Read More

Aussie corporates still at risk
Source: Broker News
'Gaps' are still apparent in the risk readiness of Australia's biggest corporations and financial institutions, despite heightened awareness of risk management following the global financial crisis.. Read More

ASIC searches for rogue brokers
Source: Broker News
ASIC is on the prowl for brokers and credit providers who are operating illegally.. Read More

Brokers still favour ACL model
Source: The Adviser
The majority of brokers look set to opt to hold their own credit licence, a new survey has found.. Read More

Investors eye Brisbane market
Source: The Adviser
Residential investment opportunities are swelling in Brisbane as clearance rates drop well below other capital cities, accounting firm Chan & Naylor has said.. Read More

Industry braces for rate hike
Source: The Adviser
Over 40 per cent of brokers expect interest rates to rise over the coming quarter, according to an extensive broker survey.. Read More

Australian banks to recover costs
Source: Broker News
Despite ongoing funding and liquidity issues, a new report has found Australian banks are well placed to recover costs and minimise the impact on margins.. Read More
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UPCOMING COURSE INTAKES
Calendar
CERT IV FINANCIAL SERVICES (MORTGAGE BROKING) FNS40804

COURSE DATES
 
BRISBANE
OCT 11 - 13
Venue: The Icon Centre

SYDNEY
OCT 11 - 13
Venue: Centre 25

MELBOURNE
OCT 11 - 13
Venue: The Vibe Hotel


DIPLOMA FINANCIAL SERVICES (Finance/
Mortgage Broking Management)
FNS50504

COURSE DATES
 
SYDNEY
OCT 25 - 27
Venue: Centre 25

MELBOURNE
NOV 8 - 10
Venue: Collins St

BRISBANE
NOV 17 - 19
Venue: The Icon Centre
 
ADELAIDE
NOV 23 - 25
Venue: TBA
 
PERTH
NOV 30 - DEC 2
Venue: TBA

 
DIPLOMA FINANCIAL SERVICES (Financial Planning)
FNS50804

COURSE DATES

BRISBANE
OCT 11 - 13
Venue: The Icon Centre

SYDNEY
OCT 18 - 20
Venue: Centre 25


MELBOURNE
OCT 20 - 22
Venue: Centre 25
 
BLENDED
STARTING OCT 11
WEBINARS

ADVANCED COURSE IN MORTGAGE PLANNING
COURSE DATES
 
BRISBANE
OCT 18 - 19

ADELAIDE
OCT 25 - 27 


 PERTH
NOV 8 - 9

MELBOURNE
NOV 22 - 23

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