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FNS40815 Finance and Mortgage Broking

Question

Answered

Task:

Assume you are now a mortgage broker and you are either working as an independent contractor, or are self-employed or about to open a franchise. Assume you have two other staff members working with you. Their roles are your choice.

Using the template we have provided as a guide, prepare a basic business/marketing plan outline for your business, for the next 12 months, incorporating the following activities:
Developing professional relationships
Networking
Prospecting for clients
Marketing ideas
Client retention

Points you must cover -

1. How do you envisage being able to apply your knowledge, skills and understanding to enable clients’ needs and expectations to be met and how will you incorporate the functions associated with the provision of a quality, professional practice to those customers.

2. How do you envisage you will develop, nurture and maintain professional relationships with clients, colleagues and other referrals in order to complete work tasks, further the reputation of the organisation or your company, as well as the profession generally, and improve long term relationships and sales.

3. How do you envisage you will establish contact and then build rapport both in your own industry and within other finance industries incorporating sales and presentation skills as well displaying an industry-knowledge of regulations, disclosure and selling.

4. How do you envisage identifying and contacting potential client prospects through use of networks, leads and research skills. 

FNS40815 Finance and Mortgage Broking

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Tellus molestie nunc non blandit massa enim nec dui. Tellus molestie nunc non blandit massa enim nec dui. Ac tortor vitae purus faucibus ornare suspendisse sed nisi. Pharetra et ultrices neque ornare aenean euismod. Pretium viverra suspendisse potenti nullam ac tortor vitae. Morbi quis commodo odio aenean sed. At consectetur lorem donec massa sapien faucibus et. Nisi quis eleifend quam adipiscing vitae proin sagittis nisl rhoncus. Duis at tellus at urna condimentum mattis pellentesque. Vivamus at augue eget arcu dictum varius duis at. Justo donec enim diam vulputate ut. Blandit libero volutpat sed cras ornare arcu. Ac felis donec et odio pellentesque diam volutpat commodo. Convallis a cras semper auctor neque. Tempus iaculis urna id volutpat lacus. Tortor consequat id porta nibh.

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Tellus molestie nunc non blandit massa enim nec dui. Tellus molestie nunc non blandit massa enim nec dui. Ac tortor vitae purus faucibus ornare suspendisse sed nisi. Pharetra et ultrices neque ornare aenean euismod. Pretium viverra suspendisse potenti nullam ac tortor vitae. Morbi quis commodo odio aenean sed. At consectetur lorem donec massa sapien faucibus et. Nisi quis eleifend quam adipiscing vitae proin sagittis nisl rhoncus. Duis at tellus at urna condimentum mattis pellentesque. Vivamus at augue eget arcu dictum varius duis at. Justo donec enim diam vulputate ut. Blandit libero volutpat sed cras ornare arcu. Ac felis donec et odio pellentesque diam volutpat commodo. Convallis a cras semper auctor neque. Tempus iaculis urna id volutpat lacus. Tortor consequat id porta nibh.

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ACC00716 Finance

Questions: Part A There are 20 questions. 1. The principal financial goal of the firm should be to maximise: a. profits b. wealth for owners c. sales d. market share e. Answers a. and b. 2. A primary market transaction refers to the: a. original sale of securities by governments b. o ...

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Capital Asset Pricing Model

Consider aproject to supply Stamford General Hospital with 1,000,000 doses of COVID-19 vaccines annually. You will need an initial $15,000,000 investment in facilities and equipments to get the project started; the project will last for 5years. The accounting department estimates that annual fixe ...

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BFW3121 Investment Analysis and Portfolio Management

Suppose you are an investment analyst, your supervisor, a portfolio manager asked you to write a brief reporton how willCOVID-19 outbreaks affect the stock market and economyin the world and Malaysia,andthe report must include detail analysis from part (1) to part (3) below.1.Perform a fundamentalan ...

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Marketing System Management

Date PFIZER NASDQ % Change % Change 6/1/2016 27.92533 4842.67 Particular 7/1/2016 29.25775 5162.13 0.047714 0.065968 Rf- Annual 8/1/2016 27.60016 5213.22 -0.05665 0.009897 Rm 9/1/2016 27.08586 5312 -0.01863 0.018948 Beta 10/1/2016 25.35851 5189.14 -0.06377 -0.02313 Cost of Equity 11/1/2016 ...

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