3 September
What to expect:
• Clarity amid complexity: Delve into the heart of financial decision making with a focus on balancing price, volume and costs in break-even analysis. Gain clarity on when to green-light initiatives and when to advise caution.
• Tips and advice on how to guide your SME clients through key business decisions and strengthen your role as your clients’ business adviser.
• Practical application: This isn’t just theory – it’s actionable advice you can implement immediately. Learn practical strategies to incorporate break-even analysis seamlessly into your client interactions, enriching your consultancy services and setting you apart as a trusted adviser.
Why attend?
• Streamline decision making: Our seminar equips you with the tools to assess opportunities and risks swiftly, empowering you to provide real-time guidance to your SME clients.
• Enhance client trust: Become the go-to adviser your clients rely on for sound financial guidance. By mastering break-even analysis, you’ll bolster client trust and solidify your position as an asset to their business.
• Stay ahead of the curve: In this dynamic business landscape, staying ahead is essential. Arm yourself with the knowledge and skills to navigate uncertainties confidently, positioning yourself as an indispensable resource in your clients’ journey to success.
Dynamoney will share insights into the advantages of understanding where SME's sit in the business cycle, capitalising on multiple opportunities repeatedly and the process that puts Brokers and Accountants in the drivers seat to provide timely solutions for their clients.
Tracking the pathway to diversification – Our experts will share insight into the role “simple to use” and exclusively customised “My CRM” plays. We will explore the power of combining skilled support teams with modern technology, and how this shifts the momentum as brokers seek to diversify.
Tracking the pathway to diversification – Our experts will share insight into the role “simple to use” and exclusively customised “My CRM” plays. We will explore the power of combining skilled support teams with modern technology, and how this shifts the momentum as brokers seek to diversify.
Tracking the pathway to diversification – Our experts will share insight into the role “simple to use” and exclusively customised “My CRM” plays. We will explore the power of combining skilled support teams with modern technology, and how this shifts the momentum as brokers seek to diversify.
We talk with our Bizcap experts and delve into how shifting the focus from transaction to opportunity is driving growth among brokers, why the real beneficiaries are the SME client and the broker/accountant with needs met swiftly, and a recurring theme of repeat business once they have experienced the Bizcap “way”.
We talk with our Bizcap experts and delve into how shifting the focus from transaction to opportunity is driving growth among brokers, why the real beneficiaries are the SME client and the broker/accountant with needs met swiftly, and a recurring theme of repeat business once they have experienced the Bizcap “way”.
We talk with our Bizcap experts and delve into how shifting the focus from transaction to opportunity is driving growth among brokers, why the real beneficiaries are the SME client and the broker/accountant with needs met swiftly, and a recurring theme of repeat business once they have experienced the Bizcap “way”.
What to expect:
• Deep dive into business valuation: Gain invaluable insights into the process of valuing businesses. Leverage your skills on understanding financial performance and identify the seven key areas that impact business multipliers, empowering you to provide accurate assessments and actionable recommendations.
• Agent for positive change: Shine a light on areas where business owners can optimise performance and increase their business’s worth, and discover your potential as an agent for positive change in your clients’ businesses. Through comprehensive analysis and strategic planning, uncover areas where businesses can enhance their value and thrive in today’s competitive landscape.
• Mitigate risks: Help anticipate and mitigate potential risks that business owners may encounter along their journey. Equip yourself with the knowledge and tools to navigate uncertainties, safeguarding your clients’ interests and fortifying their resilience in the face of challenges.
Why attend?
• Maximise business potential: Unlock the full potential of your clients’ businesses by identifying opportunities for growth and optimisation. Learn how to leverage your expertise to drive meaningful change and enhance business value, positioning yourself as a trusted partner in their success.
• Drive tangible results: Transform insights into action and deliver tangible results that resonate with your clients’ bottom lines. From revenue optimisation to cost efficiency, empower your clients to achieve their business objectives with precision and purpose.
What to expect:
Building on valuation learnings: Leverage the knowledge gained from our previous valuation session to enrich your understanding of credit risk. Explore how insights from business valuation can inform credit risk assessment, providing a holistic view that strengthens your loan applications.
Value-based conversations: Discover the power of value-based conversations in improving approval outcomes. Learn how to articulate the value proposition of your clients' businesses in a language that resonates with credit officers, increasing the likelihood of loan approval and favourable terms.
Why attend?
• Strengthen client relationships: Become a trusted adviser your clients can rely on for sound financial guidance. By understanding and addressing their credit risk concerns, you'll deepen client trust and foster longer-lasting.
Bursting the myth that SMSF lending is complex, with expert commentary on how simple and lucrative this is and why every broker should include it in their repertoire.
Bursting the myth that SMSF lending is complex, with expert commentary on how simple and lucrative this is and why every broker should include it in their repertoire.
The lifeblood of business is access to capital and in today’s market lending, requirements are tightening among many. Step forward with Prime Capital, and explore how this unique business works tirelessly to educate brokers on setting deals, meeting and exceeding expectations, and providing short-term funding seamlessly.
The lifeblood of business is access to capital and in today’s market lending, requirements are tightening among many. Step forward with Prime Capital, and explore how this unique business works tirelessly to educate brokers on setting deals, meeting and exceeding expectations, and providing short-term funding seamlessly.
The lifeblood of business is access to capital and in today’s market lending, requirements are tightening among many. Step forward with Prime Capital, and explore how this unique business works tirelessly to educate brokers on setting deals, meeting and exceeding expectations, and providing short-term funding seamlessly.
Seeking the right lending partner for your deal?
Gain insights from key lenders on industry risks, emerging trends, and navigating the SME lending landscape.
Join us in this panel with our partners as we uncover the secrets behind their success and how they can help to propel your business forward.
Seeking the right lending partner for your deal?
Gain insights from key lenders on industry risks, emerging trends, and navigating the SME lending landscape.
Join us in this panel with our partners as we uncover the secrets behind their success and how they can help to propel your business forward.
Seeking the right lending partner for your deal?
Gain insights from key lenders on industry risks, emerging trends, and navigating the SME lending landscape.
Join us in this panel with our partners as we uncover the secrets behind their success and how they can help to propel your business forward.
Join us for a compelling onstage interview session with two industry leaders—a successful mortgage broker and an experienced accountant—who have mastered the art of building a profitable and symbiotic referral relationship. This dynamic conversation, led by Trent Carter, will delve into the strategies and practices that have not only enhanced their clients' financial outcomes but also propelled the growth and success of their respective businesses.
Key Highlights:
Expert Insights: Learn from real-world examples of how a well-structured referral partnership can drive consistent client satisfaction and retention.
Strategies for Success: Discover tips on fostering trust, aligning business goals, and leveraging each other's strengths to provide holistic financial solutions.
Mutual Growth: Understand how collaboration between a broker and accountant can lead to expanded business opportunities and a more comprehensive service offering for clients.
This session is ideal for mortgage brokers, accountants, and other financial advisers looking to build or enhance referral relationships that add tangible value to their practice. Don’t miss the chance to gain valuable insights from professionals who have turned collaboration into a competitive advantage.
What to expect:
Sell on value: Shift your mindset from selling based on the tasks you complete to selling on the value you provide. Discover how to articulate the unique value you bring to your clients' businesses and confidently communicate the benefits of your services, setting the stage for premium fee structures.
Master closing styles and overcome objections: Equip yourself with proven closing techniques and objection-handling strategies to seal the deal with confidence. Learn how to navigate client concerns and objections effectively, converting prospects into paying clients and maximising revenue potential.
Stop working for free: Say goodbye to endless hours of unpaid work and start valuing your time appropriately. Explore the concept of mandate and advisory fees, ensuring the time you invested yields a tangible return.
Mandate template and fee structures: Gain access to practical tools and resources, including mandate templates and fee structure guidelines, to streamline your fee-setting process. Learn how to customise fee arrangements to align with your clients' needs while maximising profitability for your business.
Why attend?
Unlock revenue potential: Embrace value-based fee structures to unlock untapped revenue potential and maximise profitability for your business.
Take control of your time: Value your time and expertise by implementing fee structures that reflect the true worth of your services.
Differentiate your offering: By positioning yourself as a value-driven adviser, you'll attract high-calibre clients who recognise and appreciate the worth of your services.
