Maximising Face-to-Face: How BDMs Can Make the Most of Roadshows, & Expos

Face-to-face events are one of the most powerful tools mortgage BDMs have for building relationships, increasing visibility, and driving results. Whether it’s a local roundtable, regional roadshow, or national expo, how you show up and follow through can make all the difference.

In this practical and engaging webinar, we’ll explore how BDMs can prepare for, approach, and follow up from in-person events in a way that delivers real value—not just for your brand, but for the brokers you work with.

What We’ll Cover:

• How to prepare before the event: setting clear goals and making the most of your time

• Best practice tips for standing out and creating meaningful broker engagement

• Hosting or participating in roundtables: how to lead with value, not just product

• Subtle sales tactics that work in a face-to-face setting without being pushy

• The importance of your personal brand and how to represent your business effectively

• What to do after the event to maintain momentum and convert conversations into results

• Real examples of what works (and what doesn’t) from experienced BDMs and event hosts

Who Should Attend:

This session is designed for BDMs who want to elevate their presence at events and develop a more strategic, sales-savvy approach. Whether you’re new to the roadshow circuit or want to sharpen your skills, this webinar will help you:

• Understand how to align event attendance with business goals

• Maximise return on objectives (ROO) through smarter planning and follow-up

• Build stronger, more consistent relationships with brokers

• Integrate marketing tactics that support face-to-face engagement