0402 498 557
gail@gailstevens.com.au

Workshops


Learn how to make more finance sales, faster:

Public workshops are sales training events ideal for:

  • Independent mortgage and finance brokers who are running their own businesses
  • Sales and marketing professionals who want to strengthen their client and team relationships to dramatically increase their profitability in the long term
  • Individuals from related industries such as accountancy firms, real estate agencies, or legal firms.

Our public workshops are held in small groups so everyone will have the opportunity to discover how simple and easy our system is. For example; Our mortgage sales training prepares participants to start on an action plan that will help them to generate leads and profits. We also offer online follow-up sessions as part of our mortgage industry events where we review results and work on your progressive improvements.

In-House Workshops are ideal for:

  • Finance entrepreneurs with growing business and manpower
  • Businesses looking for a mortgage sales trainer to improve the marketing skills of their brokers, admin assistants, loan writers, and receptionists

Investing in an In-House Workshop for your staff will give you the valuable opportunity to hone their sales and marketing skills. Remember, the business owner or even the mortgage advisers on staff are are not always the person who answers enquiries from your clients and suppliers. Your team – from the receptionist to the loan writer – should have top notch customer relations skills so they can represent the business and bring you more leads and sales.

Gail Stevens’ In-House Workshops can also strengthen your team environment so that everyone is striving for the same goals. After participating in our workshops, even your clerical staff will be equipped with the knowledge, skills, and attitude to represent the company well.
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Next Workshop:

Date: Wednesday, 30th August 2017

Time: 10.00am – 4.00pm

Place: WOTSO WORKSPACE, Level 3 – Boardroom, 55 Pyrmont Bridge Road, Pyrmont



  • We are generating 2-3 genuine sales opportunities per month, which could have easily been missed if we had, not have implemented the program. We feel that the relatively small amount of time is well justified.

    ESTABLISHED FINANCIAL ADVISOR, Newcastle, NSW

  • Gail increased my understanding of why my clients need to hear from me more often….. Learning about how I process information assisted me to re-think how I can communicate with my clients and my team more effectively and put this into action.

    INDEPENDENT FINANCE BROKER, South Western Sydney NSW

  • The day I left Gail’s workshop, I was so motivated that I called a developer who I had sold properties for 2 years previously. We met up a few days later for a coffee and I am now the agent for his newest development in the Sydney Inner West. I have also enlisted the help of my staff to re-organise my office for a more productive and profitable 2016 so I can fully implement the program.

    REAL ESTATE LICENSEE, LARGE REAL ESTATE AGENCY, Sydney CBD

  • The Workshop opened my eyes to identifying relationships outside my business and what can be done to improve my networking. The use of statistics reinforced the importance of certain strategies and gave me some good topics to include in my conversations with clients, which I had not thought of before.

    FINANCE BROKER SPECIALISING IN INVESTMENT PROPERTIES, North Western Sydney, NSW

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