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SME Broker Bootcamp 2019 dates announced!

by reporter5 minute read

The Adviser’s fifth annual SME Broker Bootcamp, a free roadshow outlining how brokers can be servicing their client’s needs outside of residential lending, will be visiting five states in November.

The SME Broker Bootcamp, a full-day interactive workshop, aims to equip brokers with the tools and knowledge to tap into lending for small and medium-sized businesses.

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Led by finance executive, business coach and educator Stuart Donaldson, the bootcamp will build on the previous two years of financial training and teach brokers exactly how to understand cash flow so that they can help their clients overcome finance challenges and identify appropriate solutions.

Working through a real-world case study, Mr Donaldson will explore the primary drivers and consumers of cash in business and what impact this can have on growth and profitability and identify actions that could improve cash flow.


Mr Donaldson will also reveal his tried and tested template of powerful questions to use in any SME review meeting, with the objective of identifying business opportunities and conducting a high-value, high-impact meeting.

Brokers will also hear from SME lenders to learn about the range of different funding options available to SMEs, the new funding guides and resources available to brokers and their clients, and hear real-life case studies and scenarios of how SME lenders can help broker clients.

As well as learning the ins and outs of business finance, Ashley Fell, social researcher and team leader of communications at McCrindle Research, will reveal how Millennials approach finance and how brokers can ensure they are their trusted adviser of choice.

Ms Fell will arm brokers with the top five strategies to attract and retain elusive Millennial and Gen Z clients and understand why their attitudes to money are so different from previous generations.

The day will conclude by outlining how to turn the language of finance into action. 

The SME Broker Bootcamp is a fully interactive, packed day with real-world applicable outcomes.

The free event will visit Melbourne on 13 November, Brisbane on 19 November, Perth on 21 November, and Sydney on 26 November 2019.

Tickets are free, and limited, so make sure you register now to ensure you don’t miss out.

Find out more about SME Broker Bootcamp.

[Related: New SME funding guide launches] 

SME Broker Bootcamp 2019 dates announced!
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