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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.
Hear
Discuss
Apply
Grow
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.
PARTNERS
WHY ATTEND?
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.
SPEAKERS
Alex Brgudac
Head of Partnership
Prospa
Stuart Donaldson
Founder and Owner
Banyan Co
Cristian Fedrigo
Head of Strategic Partnerships
Get Capital
Ashley Fell
Social Researcher and Team Leader of Communications
McCrindle Research
Ahmed Khan
Senior Manager, Strategic Partnerships
Capify
Dan McCarthy
Head of Sales and Partnerships
Sail Finance
Angus Sedgwick
Chief Executive Officer
TIM Finance
Malcolm Withers
Head of Commercial
Pepper Money
Robynne Frost
National Manager SME & Commercial Suncorp Bank
Peter Hemming
Senior Business Development Manager
NAB Commercial Broker
Stewart Hague
Senior Business Development Manager
NAB Commercial Broker
Tony King
Manager
Credit Hub - Vic, Tas, WA, SA
Zhi Cai
Senior Business Development Manager
NAB Commercial Broker
Nicki Olds
National Sales Manager
RateSetter
Lorelle Green
Head of Aggregation Operations & Partnerships
FAST
Chris Tilley
Head of Credit
Nodifi
Marcus Feasey
State Manager, NSW
Nodifi
Todd Bateman
Partnerships Manager
FAST
Billy Stewart
Business Development Manager
Bank Intermediaries, Suncorp
TESTIMONIALS
A fabulous event in all aspects. I came away with a wealth of new information and ideas for improving and growing my business, and inspired about the opportunities for the future. Given the current mostly negative climate due to RC, media reports of property doom, etc, it was a breath of fresh air and just what the industry needs at this time. It was great timing as I'm planning for next year, and will implement some of the things I learnt into my action plans for the coming year.
It was way better than any other boot camp, that took me by surprise.
Stuart Donaldson's masterclass was the highlight regarding his education and going through how to talk to SMEs and educate them.
A fabulous event in all aspects. I came away with a wealth of new information and ideas for improving and growing my business, and inspired about the opportunities for the future. Given the current mostly negative climate due to RC, media reports of property doom, etc, it was a breath of fresh air and just what the industry needs at this time. It was great timing as I'm planning for next year, and will implement some of the things I learnt into my action plans for the coming year.
It was way better than any other boot camp, that took me by surprise.
Stuart Donaldson's masterclass was the highlight regarding his education and going through how to talk to SMEs and educate them.
A fabulous event in all aspects. I came away with a wealth of new information and ideas for improving and growing my business, and inspired about the opportunities for the future. Given the current mostly negative climate due to RC, media reports of property doom, etc, it was a breath of fresh air and just what the industry needs at this time. It was great timing as I'm planning for next year, and will implement some of the things I learnt into my action plans for the coming year.
It was way better than any other boot camp, that took me by surprise.
Stuart Donaldson's masterclass was the highlight regarding his education and going through how to talk to SMEs and educate them.
A fabulous event in all aspects. I came away with a wealth of new information and ideas for improving and growing my business, and inspired about the opportunities for the future. Given the current mostly negative climate due to RC, media reports of property doom, etc, it was a breath of fresh air and just what the industry needs at this time. It was great timing as I'm planning for next year, and will implement some of the things I learnt into my action plans for the coming year.
It was way better than any other boot camp, that took me by surprise.
Stuart Donaldson's masterclass was the highlight regarding his education and going through how to talk to SMEs and educate them.
