Thinking of Going from Banker to Broker? Watch This

If you’ve ever sat at your desk wondering, “Is this really it?”, you’re not alone – and you’re definitely not stuck.

Last week, Hai Money ran our Banker to Broker (BTB) webinar, designed especially for bankers who are curious (or serious!) about making the leap into mortgage broking. The session broke down what the transition actually looks like, beyond the buzzwords – giving you a clear look into what it takes, what’s possible, and how Hai Money helps make it happen.

And the verdict? A solid, no-fluff session that gave attendees a deeper understanding of what life could look like after banking.

🚀 Why Are So Many Bankers Looking at Broking?

In today’s finance world, more and more professionals are asking themselves if they want to keep climbing the same corporate ladder – or take control of their own careers.

Mortgage broking offers:

  • More flexibility in how you work
  • Uncapped earning potential (yes, commissions – but smartly structured)
  • A chance to build your own brand and client relationships
  • Greater ownership over your time, goals and future

But we get it – stepping out of a bank role can feel like a big, uncertain move.

That’s exactly why we created the BTB webinar: to give you clarity, confidence, and a no-pressure look at what’s actually involved.

🎓 What the BTB Webinar Covered

Here’s a snapshot of what was unpacked during the session:

  • What skills you already have as a banker that make you perfectly placed for broking
  • What it takes to set up as a broker (and what not to stress about!)
  • Common myths about commissions, workload, and licensing
  • Real talk: what the first 6–12 months actually look like
  • How Hai Money supports new-to-industry brokers from day one

No fluff. Just real insight. And while the crowd was a bit quiet on the day (bankers do love a silent webinar!), we know many attendees walked away with a clearer picture of their options.

🎥 Missed It? Watch the Replay Now

Banker to Broker Webinar ft. Henry and Sandy

🤝 Why Hai Money?

We’re not your average aggregator.

At Hai Money, we specialise in helping new brokers – especially those coming from banking – set themselves up for long-term success. That means:

✅ Structured mentoring with real, relatable experts
✅ Hands-on onboarding to get you up and running faster
✅ Marketing tools and content to help you grow your client base
✅ Admin support, smart tech and systems you won’t need a degree to figure out
✅ A genuine community that’s got your back

In short? You’re never doing it alone.

Whether you’re ready to make the leap, or still figuring it all out – this webinar is a must-watch for any banker who’s ever thought, “There’s got to be more than this.”

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