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

How Evan Reid Scaled Neo Finance Group to $20M Months

Sam Panetta sits down with Evan Reid, founder of Neo Finance Group and recent Rising Star of the Year, to unpack the journey from banking professional to building one of Australia’s fastest-growing mortgage brokerages.

Guest: Evan Reid (Neo Finance Group) Host: Sam Panetta Topic: Scaling + Team Growth

Evan took Neo Finance Group from $5M months to back-to-back $20M months. He breaks down the hiring, lead sources, systems and niche focus behind that growth.

Watch the full episode

1) From banking to building a brokerage

Evan shares the move from banking professional to founder, and the lessons from building Neo Finance Group into one of Australia’s fastest-growing brokerages.

Banking experience is a foundation.
Recognised as Rising Star of the Year.

2) Going from $5M to $20M months

The jump to back-to-back $20M months came from a handful of deliberate decisions, starting with people.

Hire early.
Build the right team.
Deliver consistent client outcomes.

3) Multiple lead sources

Evan explains why relying on one channel caps growth, and how Neo Finance Group built several sources of opportunity.

Diversify lead flow.
Referral partnerships add another channel.

4) How the team is structured

Neo Finance Group’s team structure, and the systems and workflows behind it, are what keep the business efficient as volume grows.

Structure the team around the work.
Systems and workflows drive efficiency.

5) Personal brand and content

Personal branding and content marketing play a direct role in generating opportunities for the business.

Your brand creates opportunities.
Content keeps you front of mind.

6) Niching down

Evan explains why narrowing focus has accelerated both growth and client results.

A clear niche speeds up growth.
Specialisation improves client results.

7) The realities of entrepreneurship

Evan talks openly about balancing family life with business ownership and overcoming fear along the way.

Balance family and business.
Fear is part of the journey.

8) A culture people want to be part of

Building a company culture people genuinely want to join is central to how Evan scales the team.

Culture attracts great people.
People stay where they want to belong.

The biggest lesson from Evan Reid

Growth comes from hiring early, building several lead sources, and niching down, all held together by systems and a culture people want to be part of.