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* FOR BROKERS ONLY

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.

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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.

WHO SHOULD ATTEND

This FREE national roadshow is relevant to brokers at all stages of their professional careers. If you have ever considered how you could better service your SME clients but lack the knowledge or confidence to do this beyond referring them on, this is a must-attend for you.

"Looking at the UK, the brokers not affected by losing trail are those that offer multiple solutions to clients"

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:

Why Attend SME Broker

Help your clients fast-track their business growth

and consolidate gains in a competitive market.

Why Attend SME Broker

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.

Why Attend SME Broker

Develop critical financial analysis skills

to understand cash flow management and deliver high-value, high-impact meetings with your clients.

Why Attend SME Broker

Become a confident communicator

and build trust by understanding the challenges small business owners are facing and their financial priorities.

Why Attend SME Broker

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

Speakers

Alex Brgudac

Head of Partnership
Prospa

Speakers

Stuart Donaldson

Founder and Owner
Banyan Co

Speakers

Christian-Fedrigo

Head of Strategic Partnerships
Get Capital

Speakers

Ashley Fell

Social Researcher and Team Leader of Communications
McCrindle Research

Speakers

Ahmed Khan

Senior Manager, Strategic Partnerships
Capify

Speakers

Dan McCarthy

Head of Sales and Partnerships
Sail Finance

Speakers

Angus Sedgwick

Chief Executive Officer
TIM Finance

Speakers

Malcolm Withers

Head of Commercial
Pepper Money

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.

LOCATIONS