Keynotes Industries Watch About Adam Blog Check availability →
AI keynotes · finance and mortgage broking · Australia

AI keynotes for mortgage, finance and insurance brokers.

Practical AI sessions for broking conferences, aggregator events and association days. Plain English, real examples, and prompts your members can use on Monday.

  • 250+ keynotes and 100+ workshops, including the Broker Innovation Summit & Better Business Summit
  • Tailored to broking: compliance, client comms, lead generation, admin
  • Lead trainer for AI Edge, with a dedicated brokers program
Check Adam's availability → Where Adam has spoken
Adam Franklin delivering an AI keynote at the Better Business Summit, NAB principal partner Better Business Summit

Adam Franklin is an AI keynote speaker for mortgage, finance and insurance brokers, based on the Sunshine Coast and speaking across Australia. Over 21 years he has delivered more than 250 keynotes and 100 workshops, including the Broker Innovation Summit and Better Business Summit, and he is lead trainer for AI Edge with a dedicated brokers program. His sessions are practical and compliance-aware, tailored to a broker's day, from client comms and lead generation to admin, and the room leaves with AI resources they can use straight away.

Adam Franklin is an AI keynote speaker for the finance and mortgage broking industry. He shows brokers and their teams how to use AI in their actual workflow, from client communications to file notes and research, and pitches it to a broker's day rather than generic business AI. He has presented at broking events including the Better Business Summit, the Broker Innovation Summit and The Adviser.

Built for broking audiences

AI that fits how brokers actually work.

Every session is shaped to the room: residential, commercial, asset, insurance or finance broking.

01

Win back hours

Cut the admin, file notes, serviceability summaries and follow-ups that eat a broker's week.

02

Sharper client comms

Draft clear, compliant client emails and updates in minutes, in the broker's own voice.

03

More referrals & leads

Use AI for content, LinkedIn and nurture so brokers stay top of mind with referrers.

04

Compliance-aware

Guardrails first. Where AI helps, where it must not touch advice, and how to stay on the right side of it.

05

Real examples

Real examples from the work, on real broking tasks.

06

Take-home AI resources

An industry-specific AI resources the room keeps and uses the next morning.

Keynote · 45–60 min · also a breakout

AI for Brokers: add 10 hours a week

Adam's flagship session, tailored for broking. The promise is simple: put 10 hours back in a broker's week with AI, without losing the personal touch that wins and keeps clients.

  • Where AI saves brokers the most time, by task
  • How to make AI write in the broker's voice, not a generic chatbot
  • A practical, compliance-aware framework for client work
  • Real examples from brokers applying this now
  • A broking AI resources the room can use immediately
Adam Franklin presenting AI to brokers at the Broker Innovation Summit
Who this is for

Built for the person putting the program together.

If you are the conference organiser at an aggregator, the event manager at a broking association, someone on the PD or education committee, the head of a franchise network, or the person running a PD day, this session is built for your room.

Your audience might be mortgage brokers, asset finance brokers, commercial brokers or insurance brokers, and there are usually loan writers, BDMs and support staff in the same room. Adam has delivered the AI keynote across the Better Business Summit national roadshow, and worked with FBAA, PLAN Australia, AFG, Aussie Home Loans and Resolve Finance.

So Adam researches your network and the room's AI experience before he writes a slide. If your delegates sat through an AI session last year, say so, and he will build around it rather than over it. And your delegates leave with something they can use on Monday. They get practical AI resources and clear guardrails on the compliance line brokers cannot cross, and every example is real work from their profession.

Trusted by the broking industry

Where Adam has spoken in finance and mortgage broking.

Better Business Summit Broker Innovation Summit The Adviser FBAA Aussie Home Loans PLAN Australia AFG Resolve Finance
Booked, and booked again

The people who put these events together.

Phil Tarrant has booked Adam across more than 20 engagements. Momentum Media, formerly Sterling Publishing, publishes The Adviser and runs the Better Business Summit.

PT
Phil Tarrant
Momentum Media
JH
Jim Hall
The Adviser
★★★★★
What brokers say

From 230 Google reviews.

Read them on Google →

★★★★★

"Adam breaks down the finance broking admin requirements, provides the AI tools and prompts, and helps apply them to my chosen AI platform in a simple way. Very helpful and time-saving."

JB
Julie Bishop
Finance broker
★★★★★

"Streets ahead of other professionals in my field. I can finally step away from the admin that bogs me and my team down every day."

KG
Kate Garrett
Workshop attendee
★★★★★

"Highly recommend for any business starting out navigating AI. We set up an end-to-end workflow. Presented perfectly."

TM
Trish Matusiak
Workshop attendee
How Adam is booked

Keynote, breakout or workshop.

Format 01KeynoteMain-stage plenary session, 45 to 60 minutes. Sets the thinking and sends the room away with prompts.
Format 02BreakoutA focused concurrent or parallel session for a broking stream. Shorter, smaller room, same practical punch.
Format 03WorkshopHands-on, half or full day. The room leaves with AI installed and running.
Format 04VirtualThe same session delivered over Zoom or Teams. Suits distributed teams and hybrid events.
Common concerns

What program managers raise before they book.

"Our brokers are not tech people."

That is exactly who the session is built for. Adam has been at this 21 years, explaining tools to people who did not sign up to be technologists, and he does it in plain English. Your brokers will leave with the three or four things that will make their week easier.

"We covered AI at our conference last year."

Fair. And a talk from twelve months ago is describing a different set of tools. So this is an update, and he works from real examples of the job.

"Compliance makes us nervous about AI."

So does Adam, and he leads with it. The talk is explicit about where AI helps with client comms, research and the admin around a file, and where credit advice and responsible lending obligations stay firmly with the broker.

"We do not want a generic AI talk with broking pasted in."

Every example is grounded in what a broking business actually does all day, from lead follow-up and client updates through to the paperwork that eats a settlement week. Adam has delivered the AI keynote across the Better Business Summit national roadshow.

"Our top writers have seen it all before."

Experienced brokers are the best audience for this. They already know what a good deal looks like, so they tend to pick up quickly where AI helps and where it makes things worse.

Related reading: how to start using AI in your business, building a prompt library that saves hours a week, and LinkedIn’s hidden goldmine.

Questions organisers ask

Frequently asked questions

How does the session fit our CPD requirements?

Send Adam the wording your aggregator or association uses and he will structure the session against it, including a stated takeaway your delegates leave with. He will not tell you it is accredited, because that is your body's call and not his.

Why book Adam for a broking audience over a generic AI speaker?

Because the session is built for a broker's day and obligations, is honest about where AI must stay human, and sends every broker away with AI resources they can use on Monday.

Does Adam speak specifically to brokers?

Yes. Adam delivers AI keynotes and 100+ workshops built for mortgage, finance and insurance brokers, including the Broker Innovation Summit and the Better Business Summit. Every session is shaped to the broking audience, their compliance environment and their client relationships before he walks on stage.

Is the content compliance-aware for broking?

Yes. Adam leads with guardrails: where AI helps a broker, where it must not touch credit advice, and how to use it safely. The goal is practical productivity within the rules, not shortcuts around them.

Can you tailor it to our aggregator or association?

Always. Adam researches your network, conference theme and the room's AI experience, then tailors the examples, language and AI resources to your members. A session for a residential broking conference looks different from one for asset or insurance broking.

Do you run a hands-on workshop as well as the keynote?

Yes. A common format is a keynote on the main stage followed by a half-day or full-day workshop for a smaller group, where brokers actually set up and use the tools. The keynote plants the idea. The workshop does the installation.

How much does it cost to book Adam Franklin as an AI keynote speaker for brokers?

Adam's AI keynotes for brokers start from $10,000 +GST, and conference breakouts from $8,000 +GST. Hands-on workshops for broking teams are priced on format and length. Every event is quoted individually after a short call, so the fee reflects the audience, the format and the level of tailoring. The fastest way to a firm quote is the contact form or a brief call.

Where is Adam based, and does he travel for brokers events?

Adam is based on the Sunshine Coast, Queensland, and speaks nationally across Australia. He travels interstate for broking conferences, aggregator PD days and association events.

Book an AI keynote for your broking event

Give your brokers AI they can use on Monday.

Tell Adam about your conference and date. He'll respond directly.

Contact Adam →
Keynotes from $10,000 +GST · Breakouts from $8,000 +GST · workshops priced on format
Contact Adam →