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FNS40815 Finance and Mortgage Broking

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FNS40815 Finance and Mortgage Broking

Question

Answered

Task:

Assume you are now a mortgage broker and you are either working as an independent contractor, or are self-employed or about to open a franchise. Assume you have two other staff members working with you. Their roles are your choice.

Using the template we have provided as a guide, prepare a basic business/marketing plan outline for your business, for the next 12 months, incorporating the following activities:
Developing professional relationships
Networking
Prospecting for clients
Marketing ideas
Client retention

Points you must cover -

1. How do you envisage being able to apply your knowledge, skills and understanding to enable clients’ needs and expectations to be met and how will you incorporate the functions associated with the provision of a quality, professional practice to those customers.

2. How do you envisage you will develop, nurture and maintain professional relationships with clients, colleagues and other referrals in order to complete work tasks, further the reputation of the organisation or your company, as well as the profession generally, and improve long term relationships and sales.

3. How do you envisage you will establish contact and then build rapport both in your own industry and within other finance industries incorporating sales and presentation skills as well displaying an industry-knowledge of regulations, disclosure and selling.

4. How do you envisage identifying and contacting potential client prospects through use of networks, leads and research skills. 

FNS40815 Finance and Mortgage Broking

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