Show me the money, Jeff! 10 trade secrets to maximise the value of your trail book

National webinar

At some point every credit adviser or mortgage manager knows it’s time to wrap it up and seek to sell their book or business or put things into run-off mode and try to enjoy the fruits of their labours. But how much is it worth and what preparation is required before the time comes?

In this webinar, you will learn from an leading industry insider on how to maximise your exit on the best possible terms. Attendees will be taken through 10 trade secrets covering everything from marketing and client databases through to trail growth and vendor financing.

Armed with a deeper understanding of how to maximise the value of their trail book, at the conclusion of the webinar, attendees will be encouraged to use a free tool available to begin a confidential evaluation of their book.

If you want to prepare your book or business for sale, you cannot afford to miss this webinar. Prepare your own checklist and see how you are scoring!

date

Wednesday 22 October

Time

NSW & ACT - 12.00pm - 1:00pm
VIC & TAS - 12:00pm - 1:00pm
SA - 11.30am - 12.30pm
QLD - 11.00am - 12.00pm
NT - 10.30am - 11.30am
WA - 9.00am - 10.00am

Location

At your computer

CPR Hour

Member	$20
Non-Member	$30

Jeff Zulman is a leading merger and acquisitions specialist focusing on mortgage trail books and businesses. He has founded, run and successfully sold several companies and is now Managing Director of Book Buyers Brokerage (BBBSA) - a specialist merger and acquisitions boutique offering finance, brokerage and consulting to financial intermediaries.

Jeff studied at the University of Witwatersrand in South Africa and then read law at Oxford University in England. After graduating, he joined Goldman Sachs, where he was trained on Wall Street, and then worked in their wealth management division in London. 

Can't attend the webinar on the day?
A recording of the webinar will be sent out to all registered attendees on the day following the event. Registrants will be able to access the recording any time for a period of 3 months.

Important webinar information
When you register for a webinar you will receive a confirmation email providing you with a link to gain access to use on the day. An additional email will be issued one day prior to the scheduled webinar date containing the same link in case you have misplaced your details.

Please contact professionaldevelopment@mfaa.com.au on the morning of the webinar if you have not received the email and the link.

Registration Enquiries

Claire Coleman
02 8905 1300
professionaldevelopment@mfaa.com.au

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