Why SMEs?
Get your Small to Medium Enterprise (SME) Broker Bootcamp started with a BANG!
Challenge your thinking as to what’s possible and gain insights on how to do so.
Reinvest time back into your business focusing on the right clients and the right tasks, build a sustainable income flow and get off the commission rollercoaster, and increase your revenue per client.
Post-session, participants will be provided a link to download a calculator to convert their commission income into an hourly rate and a checklist of initiatives to create capacity and become an SME-focused broker. Now you can truly value your time and how you spend it.
Hear direct from Trent
Awareness
Attention Australian mortgage brokers! Are you looking to expand your skills in SME financing but don’t know how to attract the right clients?
Look no further than this workshop!
Develop a deep understanding of the unique challenges facing your SME clients and become their ultimate partner on their path to success.
Here’s what you can expect to take away:
This interactive workshop will include group discussions and hands-on activities to help you apply what you learn.
Don’t miss this chance to establish yourself as a trusted adviser in the SME finance space. Join us and start paving the way to a brighter future for your clients!
Lodgement: Part 1
Based on a real-life case study, participants will work together to:
Lodgement: Part 2
How do you qualify a deal, effectively and efficiently, to obtain indicative support?
This session will expand on our case study and build an effective deal discussion paper you can use to:
Lodgement: Part 3
This session will explore the elements of a winning credit proposal – one that will:
Hear direct from John
You have a deal that ready to take to market but who do you speak to first. Hear from key lending partners to find out what their data is telling brokers?
Key Takeaways
Join us for this exclusive opportunity to gain an advantage in the lending world and help your SME clients thrive, no matter the industry.
Learn how leading technology platform Providers iDutch, Cito+ and LMG are helping brokers tackle SME transactions and find solutions faster
Ready to unlock the full potential of private lending? Hear from successful private lenders for an in-depth look into the private lending landscape.
Learn about the latest trends and discover effective strategies for finding private borrowers, as well as tips for avoiding common pitfalls in cash flow analysis.
With real-world case studies and actionable takeaways, this session will equip you with the tools and knowledge you need to succeed in private lending.
Key takeaways:
Join this session and master the expertise and knowledge needed to thrive in the lucrative private lending industry.
Hear direct from Stuart
Nurture: Part 1
After having discovered how to find and write business loans, what’s next? In this session we will explore the genuine value of diversification through nurture.
Showcasing a real brokerage case study, we will lay out the financial benefits of meeting your client’s every need, and you’ll learn where that value sits in your business today.
Nurture: Part 2
Where next? In this final session, learn how to use a simple financial tool to help clients understand the pros and cons of every business decision.
Using historical data, you will learn how to share this simple but powerful tool with SME clients.
Help business owners make informed business decisions, become a partner on their journey to success, and stand out as the finance professional of choice.