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2024 dates to be announced, register your interest to be the first to know when registrations open!

Our 2023 partners

WHAT OTHERS SAY:

The Adviser SME Broker Bootcamp - VIC was very informative and enjoyable. The Bootcamp provided valuable information and contacts for any broker providing commercial finance services or who intend to do so. I have written a book on commercial finance and found the Bootcamp of benefit to me. Thank you to all the presenters and participants.
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Nigel Fitzpatrick, Director, Gain Finance
For a relative new person in the industry the entire day will prove beneficial to my learning process and diversification that is required to be a successful broker.
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Phil Waddington, Loan Hub Pty Ltd
Valuable day for my future direction in the industry.
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Anonymous
The event never fails to provide some nuggets of gold and provide a fresh ideas to SME lending.
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Adrian Mula, Queensland Capital Solutions
About the 2023 summit

The Adviser’s SME Broker Bootcamp 2023 — the ultimate practical event crafted to revolutionise the way brokers business' work and to scale their brokerage to new heights!

The 2023 bootcamp offered three game-changing industry tools that will transform the way brokers do business and facilitate seamless client experiences. Attendees learned how to master client discovery, craft compelling credit proposals, and optimise their profits with the breakeven tool.

But that’s not all! The Adviser SME Bootcamp equipped them with the skills and knowledge to become the go-to broker for all their clients’ needs and develop a fully diversified brokerage that can manage the SME loan process from lead to settlement.

Attendees learned how to tap into new revenue streams through expanding their capabilities and discovered key tools and strategies to engage and impress their clients, generate more revenue streams, and optimise their brokerage’s value. Importantly, they learned how to lock their clients into a lifetime of meeting their needs and mitigate the threat of competition as a result.

Through hands-on, interactive masterclasses and roundtables, attendees gain invaluable knowledge and skills that will help them become the finance professional of choice in the SME space. They’ll now be able to revolutionise SME financing to maximise revenue and provide powerful financial solutions to thier clients.

Keen to attend in 2024? Register your interest today and be among the first to know when registrations open.

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TRANSFORM YOUR BUSINESS WITH OUR PROGRAM!

This industry-focused event will provide all the tools, scope and advice needed for anyone looking to break into the industry.

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Learn how offering a comprehensive range of financial products can increase your bottom line and take your business to new heights.
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Enhance your skills as a mortgage broker in SME financing and expand your capability as a finance professional, giving you an edge over your competitors.
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Discover industry-leading tools and techniques to improve client experience, reduce approval times, and increase your deal closing rate.
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Learn how to ask the right questions, minimise rework, and develop a custom client discovery tool to cater to your customers’ unique needs, ultimately increasing customer satisfaction.
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Understand the key components of a compelling loan proposal and tailoring it to a lender’s specific requirements, ensuring a prompt, positive outcome for your clients.
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Obtain an in-depth understanding of the private lending landscape
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Learn how to leverage technology to deliver powerful financial solutions for SMEs, making your business more efficient and profitable.

WHY ATTEND THE

SME Broker Bootcamp 2023

By enrolling in this program, you will gain exclusive access to a set of powerful resources designed to take your SME financing skills to the next level:

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CLIENT DISCOVERY TEMPLATE

Execute the art of client discovery with a powerful tool to lead the conversation and gain invaluable insights into your clients’ needs.
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CREDIT APPROVAL MADE EASY

The One-Page Formula for Brokers – learn how to create compelling credit proposals that can be approved quickly and easily.
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THE BREAKEVEN
TOOL

Calculate your client’s breakeven point and apply this knowledge to develop the funding strategy, for both the long and short term needs. Leverage breakeven point analysis to secure a mandate from the client.

Who should attend?

Are you an established broker looking to break into the asset and commercial lending spaces and increase your revenue? Look no further – this is the event for you!

Designed to inform brokers about the changing SME landscape in Australia, this event is open to any current or prospective SME brokers who want to enhance their ability to connect with SME clients and forge lasting relationships that will continue to drive value. Don’t miss out on this opportunity to take your SME financing skills to the next level and expand your portfolio. Join us today and become a leader in the industry!

2023 summit speakers

Grow Finance
Grow Finance
Trent Carter
Trent Carter
Partner,
Accendo Financial
Stuart Donaldson
Stuart Donaldson
Partner,
Accendo Financial
John Sgambelluri
John Sgambelluri
Partner,
Accendo Financial
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