Sessions

What if you could offer your clients all the finance products they need? What would this do for your business and your bottom line in a year?

A 360-degree fully diversified brokerage is possible... if you know how.

In this never-before-seen program, leading facilitator Stuart Donaldson will help you to reimagine your business and give you the tools to recreate your brokerage and offer an holistic range of finance products.

You will learn:

• How to optimise your business to compete with some of the best diversified models in Australia
• How to balance working hours to run a fully diversified brokerage in a 38-hour week
• How to form better referral partnerships and where to find these professionals

You don't not need to be an SME finance specialist, you just need to build the right relationships.

In this session, hear from a principal SME accountant and broker as they share how they have leveraged strategic partnerships to deliver holistic, seamless funding solutions to their clients. Uncover how you can work closely with accountants to educate each other and help clients make the best choice for their business.

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs.

This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Unlock the key to SME lending and turn the humble P&L, will little effort, into an SME engagement tool with profound outcomes for you and your clients, now and well into the future.

This hands-on workshop will help you interpret financial statements to facilitate far deeper and more meaningful meetings with SME clients.

Upskill and build confidence as we work through real-life case studies to guide you to:

• Forecast borrowing power
• Identify funding opportunities
• Collaborate on your SME clients' long-term goals and growth plans
• Drive the discussion with business owners and lenders

You will walk away with a simple yet powerful and profound financial model to apply to SME opportunities that will help you stand out from the crowd.

There are more than 2 million SMEs in Australia, spanning a huge array of industries, from agriculture, to retail, to hospitality and professional services. These industry-specific SME borrowers all have different profiles, behaviours and business needs.

Having an astute understanding of their specific pain points – based on their business situation – is key to helping you establish trust and position your brokerage as the professional partner who can support their long-term finance needs.

Our panel of industry experts will unwrap the varying finance needs of these different borrower types and highlight which solutions are most suited to deliver the optimal business outcomes.