From Conversation to Confidence: Turning Client Triggers into Long-Term Success
The start of the year is a powerful reset point for clients. Priorities sharpen, decisions get made, and momentum builds. It is also a critical window to collaborate, add real value, and influence outcomes that last well beyond the next transaction. This webinar will show you how to identify key financial triggers, spark purposeful conversations, and help clients take decisive action that sets them up for long-term success and a stronger 2026.
Description
This webinar will show you how to identify key financial triggers, lead more purposeful conversations, and help clients take decisive action that sets them up for long-term success — and positions you for a stronger 2026.
SPEAKER: Malissa Vourakis, Head of Practice and Growth and Jack Oineza Executive Financial Adviser.

Why should Brokers and Advisers attend the webinar?
- To pinpoint key client financial triggers such as settlement, income changes, equity and life events.
- To turn those triggers into meaningful conversations that drive loyalty and referrals.
- To discover simple, practical ways to stay relevant long after settlement.
- To reset your own strategy and create fresh lead opportunities in 2026 and beyond the loan.
- To walk away with practical tools to future-proof your business and position yourself as the broker who goes beyond the loan.
Who should attend the webinar
This session is for brokers who want to stay front of mind with clients, generate quality new leads, and create momentum for sustainable growth. It’s designed for those ready to build stronger client relationships, recognise opportunities during key life events, and deliver value that extends well beyond the loan — setting both their clients and their business up for success in 2026 and beyond.
