Choice Aggregation, Case Study

Rethinking the Role of the Broker Before Clients Do

As the headline guest speaker at Choice Aggregation’s national Business Development Day series, Morris addressed hundreds of brokers facing pressure from automation, regulation, and client disengagement. He reframed the role of the broker not as a middleman but as a future-facing consultant with emotional and strategic relevance. Post-event, his custom slide deck generated over 190 downloads in just 1week, followed by a national foresight webinar that extended the ripple effect.

Shift: From product adviser to behavioural translator brokers who decode life-stage signals, not just compare rates.

The result? A national conversation reset, follow-up thought leadership campaign, and real-time evidence of unmet appetite for future-driven thinking in the broker space