The finance brokerage industry is evolving, and one of the most effective ways to expand your business in 2025 is by investing in new-to-industry brokers. By training and developing fresh talent, you can free up time, scale your operations, enhance client service, and future-proof your brokerage. Here’s how we can help through a strategic approach to training and mentoring.
1. Access our FBAA-approved Structured Training Program
New brokers need a strong foundation in financial products, regulations, and client management. Our FBAA Mentoring program is an online course that includes:
Licensing and compliance education
Sales and marketing skills
Product knowledge across different areas of finance and mortgage broking
Client Interaction and conversion techniques
Practical case studies and real-world activities
Our team of dedicated trainers are there to support and motivate participants to ensure they get the most out of the program. The Learning Management System we use, facilitates easy, efficient, effective and streamlined feedback loops to consolidate knowledge uptake and application.
2. Implement a Mentoring System
In conjunction with the work they do with our trainers, pairing new brokers with experienced mentors accelerates their learning and boosts confidence. A mentorship fosters skill development, improves client interactions, and creates a strong team culture. Encourage regular check-ins, shadowing opportunities, and open communication to maximise effectiveness.
We recognise that time constraints and the demands on established brokers & a brokerage firm’s resources can make it difficult to afford quality time with mentees. As such, we offer access to accredited mentors who will provide direct professional support, sign off on the mentee's progression and keep your brokerage up to date.
3. Leverage Technology for In-House Mentoring
As well as being the basis for new broker learning and skill development, our systems provide selected personnel, within your firm, with oversight on a participant's journey offering you the opportunity to add more to their mentorship.
4. Foster a Growth-Oriented Culture
Having a focus on growing talent creates an environment and culture that values continuous learning and professional development. A brokerage that supports its brokers and develops a well-trained team attracts more clients and builds long-term trust.
If 2025 is the year you’re going to expand your team and finance brokerage, let us help you invest in new brokers. Through structured training, mentorship, and technology-driven learning, you can develop top-tier professionals who will be productive sooner, and drive growth & success for your business.
For more information go to https://www.elevateb.com.au/fbaamentoring
Or give Phil Dempsey a call on 0412 586 653.
Comments