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.
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.
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.