NEW BROKER SUCCESS

6 WEEK WORKSHOP SERIES

Client Acquisition Course

A comprehensive training program designed to help new brokers build a strong database, gain permission to market, leverage social media and develop strategies for client acquisition and retention that drive sustainable business growth.

Course Overview

Your investment

Only $2997

Early bird $1997*

*Register and pay $500 deposit by 18 Sept

Database Building

Create and grow your prospect database with permission based marketing

Modules 1-3: Database 101, Permission Marketing, Scripts & Templates

Client Acquisition

Convert contacts into clients with proven strategies and credibility techniques

Modules 4-7: Social Media, First Loans, Testimonials, Handling Objections

Growth & Retention

Develop systems for sustainable business growth and client relationship management


Modules 8-11: USP, Marketing Plan, Client Retention & Referrals

Module 12: Tech adn tools
New Broker Database Build Course

Workshop Schedule

Start date

Wed 14 Oct 10:30am

6 week intense DOING workshops

Mon 12pm | Thurs 10:30am

Week Module Topic
Week 1
Mon 12 Oct
Module 1 Database 101
Thu 145 Oct Module 2 Gaining permission to market
Week 2
Mon 19 Oct
Module 3 Scripts and templates
Thu 29 Oct Module 4 Connect and engage on socials
Week 3
Mon 26 Oct
Module 5 How to find your first 3 loans
Th 29 Oct Module 6 Gaining testimonials and Google reviews | Handling objections
Nov 2+5 Cup week Catch up week
Week 4
Mon 9 Nov
Module 7 Gaining credibility
Thu 12 Nov Module 8 Why choose YOU? Your USP
Week 5
Mon 16 Nov
Module 9 Your 90 day marketing plan
Thu 19 Nov Module 10 Client retention and lifetime value
Week 6
Mon 23 Nov
Module 11 Asking for referrals
Thu 26 Nov Module 12 Technology and tools

2 x 2.5 hour LIVE online workshops each week

  • 60 mins – learn

  • 60 mins – actions

  • 30 mins – planning

Includes 5 months of:

  • All in one marketing suite

  • CRM

  • Email templates

  • Workflows and automations

  • Calendar booking

  • New Broker Success community

  • Online e-course with all recordings, scripts, templates and resources

BONUS included

YCM's Marketing MAGIC package

1 Nov 2026 – 30 April 2027

Valued at $3,474

  • Email and SMS usage charges apply

Click here to see
Marketing MUST package

Workshop series must be paid in full on or before Fri 2 Oct.

Lifetime access to the course material.

Miss a session?

No worries – you will have access to the recording.

Register Now