The Christmas Gift That Goes Beyond the Loan
The holiday season is when clients step back, reflect, and reset their goals for the future. It is also the ideal time for brokers to collaborate, add real value, and guide clients toward long-term success. This webinar will show you how to embrace the season of opportunity by identifying key triggers, starting meaningful conversations, and helping clients set themselves up for a stronger 2026.
Description
Speaker: Malissa Vourakis – Head of Practice & Growth, Ryker Capital & Dean Desoukey - Executive Financial Adviser, Ryker Capital.

WHO SHOULD ATTEND?
All brokers who want to stay front of mind with clients, generate new leads, and use year-end as a springboard for growth. This session is for those ready to build stronger client connections, identify opportunities during key life events, and set themselves up for success in 2026 by going beyond the loan.
WHY ATTEND?
By attending, you will:
• Pinpoint client financial triggers such as settlement, income changes, equity, and life events.
• Learn how to turn those triggers into conversations that drive loyalty and referrals.
• Discover simple ways to stay relevant long after settlement.
• Use year-end downtime to reset your own strategy and create fresh leads for 2026.
• Walk away with practical tools to future proof your business and be the broker who goes beyond the loan.
