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

Lending Is the By-Product with Katie Thomas

Sam Panetta and Katie Thomas of Focus Finance get into an in-depth conversation about life, and why lending is just the by-product of what you do with it.

Guest: Katie Thomas (Focus Finance) Host: Sam Panetta Topic: Perspective + Outcomes

“It’s just your life. Lending is just the by-product of what you’re doing with it.” Katie: “100%.”

Watch the clip

1) A conversation about life, not broking

Sam points out that someone joining 20 minutes in wouldn’t even know this was a broker podcast. The conversation had become about life.

Broking is about people’s lives.

2) Lending is the by-product

It’s your life, and lending is just the by-product of what you’re doing with it. Katie agrees: 100%.

Start with the client’s life and goals.
The loan follows.

3) Go past the surface-level answers

Katie offers to give the technical, more surface-level answers instead. Sam would rather keep the deeper conversation they’re having.

The technical answers are the easy part.
The real value is deeper.

The biggest lesson from Katie Thomas

Great broking starts with the person, not the product. Understand what clients are doing with their lives, and the lending becomes the by-product.