Helping brokers and accountants become strategic partners to SME clients
As economic conditions tightened, business owners faced mounting pressure on margins, cash flow, and confidence. Yet, as delegates discovered at the 2025 SME Bootcamp, opportunities to serve, support, and grow client bases remained present in every economic cycle.
Hosted by The Adviser, the one-day event equipped accountants and mortgage brokers with the strategies, tools, and insights needed to stay relevant and proactive as trusted advisers to SME clients.
Delegates walked away feeling energised and confident about writing more commercial finance and helping keep the engine room of the economy turning.
The program was led by SME finance specialists and Accendo partners John Sgambelluri and Trent Carter, who shared decades of combined experience working with brokers, bankers, and business owners across Australia. Attendees were also introduced to lenders and partners dedicated to making SME finance more accessible.
Through real-world insights and proven frameworks, participants learned how to anticipate the evolving needs of business owners, interpret financial statements beyond the numbers, and deliver funding solutions that add genuine value.
As John Sgambelluri noted:
"Business could be won and done in all economic cycles – it was all about understanding your client."
The 2025 SME Bootcamp not only provided practical skills but also reinforced a powerful message: opportunity is always there, even in the toughest of markets.
