What does 1:1 broker coaching include?

PRIVATE includes Monthly One-on-One Coaching Calls, an initial Game Plan Session, direct access private chat coaching for real-time support, Help Desk Sessions, Masterclass Sessions, access to the Content Library, Legends Long Lunches, biannual Conferences (EOFY & Christmas), and access to the online broker community.

How is Private coaching structured?

PRIVATE coaching is structured around high-touch, direct support featuring monthly dedicated 1-on-1 strategy sessions, a 12-month initial roadmap, and instant direct-chat access to work through urgent operational bottlenecks, leadership decisions, and high-level scaling strategies.

Who is Private coaching suitable for?

PRIVATE is suitable for high-performing brokers who write serious volume, lead a growing team, have outgrown generic courses, and want to transition from being the bottleneck inside their business into leading a scalable, highly valuable brokerage.

What does group broker coaching include?

PLATFORM membership includes an initial Game Plan Session, direct access private chat coaching, an online broker community across Australia, Help Desk Sessions, Masterclass Sessions with industry experts, access to a Content Library of resources and templates, Legends Long Lunches, biannual Conferences (EOFY & Christmas), and Quarterly One-on-One Coaching Calls.

How many brokers are in each Platform cohort?

PLATFORM is designed as an ongoing membership community of brokers across Australia—ranging from newly launched brokers to those scaling past $4M/month toward consistent $10M+ months—who collaborate through group masterclasses, local in-person lunches, and private online networking.

How is Platform different from Private coaching?

Unlike short-term courses or purely one-on-one consulting, PLATFORM is an ongoing long-term membership engine combining group masterclasses, community support, help desk sessions, and quarterly 1:1 strategy calls to help brokers build predictable systems, lead flow, and scalable operations.

What results have Platform members achieved?

PLATFORM members achieve consistent and predictable $10M+ settlement months, eliminate inconsistent revenue rollercoasters, gain predictable lead generation systems, optimize internal team and technology workflows, and build a scalable business with rhythm and long-term value.

Broker Coach Podcast

Respect Is Key with Katie Thomas

Sam Panetta and Katie Thomas of Focus Finance on why mutual respect is the foundation of strong relationships with clients.

Guest: Katie Thomas (Focus Finance) Host: Sam Panetta Topic: Relationships + Respect

At Focus Finance, clients who aren’t highly respectful to the team don’t stay in the business.

Watch the clip

1) Respect is non-negotiable

Katie is clear: Focus Finance won’t keep clients in the business who aren’t highly respectful to the team.

Respect for the team comes first.

2) Know your typical client

Clients who don’t respect the team simply don’t fit the mould of Focus Finance’s typical client.

Be clear on who your clients are.
Disrespect is a poor fit.

3) Great clients, great relationships

Katie describes her clients as the most beautiful clients ever. They’re lovely, and the team has great relationships with them. Clients who won’t be like that don’t stay.

Protect the relationships that work.
Let the wrong fits go.

The biggest lesson from Katie Thomas

Strong client relationships run both ways. Protect your team by keeping only the clients who respect them.