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This FREE national roadshow is relevant to brokers at all stages of their professional careers who are serious about looking for opportunities beyond residential lending. We will upskill you with the tools and knowledge to tap into lending for small and medium-sized businesses, and empower you with the confidence to better understand your clients’ financial needs and create a more holistic and sustainable financial services business.
ABOUT THE SESSION
In a full-day interactive session, Stuart Donaldson will build on the previous two years of financial training and share how exactly to understand cash flow – a major pain point for SME clients.
We’ll arm you with the top five strategies to attract and retain elusive millennial and Gen Z clients and we’ll share why their attitudes to money are so different from previous generations.
The day will wrap up with how to turn the language of finance into action. You’ll not only learn what to do, but also how to communicate these new skills to your clients.
The SME Broker Bootcamp is a fully interactive packed day with real-world applicable outcomes.
ABOUT SME BROKER BOOTCAMP 2019
Now in its fifth year, The Adviser’s SME Broker Bootcamp is a FREE national roadshow designed to help brokers harness the opportunity in the small and medium-sized enterprises (SME) market and transition into new revenue streams.
Each of the four one-day events will promote knowledge-inspired relationship building through a series of unique, in-depth, interactive and practical sessions that will broaden financial analysis and credit skills, and apply knowledge and capabilities to grow their business outside of traditional residential mortgage lending, and create stickier clients in the process.
You’re here because you’re serious about evolving your business, increasing your earning potential and better advising your clients. Your only investment is TIME, but you will walk away with FREE tools and confidence to:
Help your clients fast-track their business growth
and consolidate gains in a competitive market.
Proactively identify opportunities
to increase your revenue base by tailoring additional products to SME clients and to capture more business from within your existing network.
Develop critical financial analysis skills
to understand cash flow management and deliver high-value, high-impact meetings with your clients.
Become a confident communicator
and build trust by understanding the challenges small business owners are facing and their financial priorities.
Disrupt or be disrupted
and broaden your client offering to an SME sector dominated by a growing millennial base that is hungry for funding alternatives.
The post-royal commission world means brokers must find new products to add to their suite and become even more valuable to their customers. Understand and nurture your value, and attend the SME Broker Bootcamp 2019 for free.
ONE DAY OF YOUR TIME,
UNTOLD BUSINESS BENEFITS TO YOU AND YOUR CLIENTS
I encourage any residential broker considering diversification into commercial and asset finance to attend this bootcamp. I got by far the most ‘takeouts’ of any seminar or conference I have attended in over 10 years of broking. The format and the training provided by the presenters were so relevant and exceeded my expectations, in fact blew me away as I’m sure it did others who attended. It has given me the tools to go out and seek the SME opportunities that I know are out there and the confidence to do so. I can do this.
Carolyn Paradise, Home Loans
By attending this year’s event, you’ll also receive the last two years’ worth of session notes.
Head of Partnership
Founder and Owner
Head of Strategic Partnerships
Social Researcher and Team Leader of Communications
Senior Manager, Strategic Partnerships
Head of Sales and Partnerships
Chief Executive Officer
Head of Commercial