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Ever wondered what SMEs really want from a mortgage broker?

by James Mitchell10 minute read
The Adviser

Brokers will be given exclusive insight into the finance needs of Australian small business owners at The Adviser’s Boot Camp – New Revenue Streams 2016.

This year’s event, which kicks off in Perth on Thursday 22 September, includes an impressive nine sessions to help mortgage brokers break into the burgeoning SME lending space.

RBA figures show that business lending is now growing at a faster rate than home lending as small to medium-sized businesses — the engine room of the Australian economy — seek out funding for future growth.

Brokers will be given the best opportunity possible to grow their own businesses in this environment by gaining a deeper understanding of the SME market.

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Phillip Tarrant, managing editor of My Business, will present fresh research that provides an insight into exactly what SMEs want from a mortgage broker.

Meanwhile, Stuart Donaldson, founder of Banyan Co, who has worked extensively with brokers on core diversification strategies, will explain how brokers can drive productivity, maximise profit and position their businesses for growth in this dynamic market environment.

Many businesses overlook the power of managing and measuring productivity drivers to maximise profitability. At The Adviser’s Boot Camp – New Revenue Streams, brokers will learn how to effectively use resources to produce sales, using revenue and productivity modelling.

After learning how to become a more productive business owner, brokers will discover how to identify new opportunities within their existing client base. The story of a business is found in its financial statements. Learn how to leverage your clients' financial statements for new business opportunities by understanding what to look for, how to uncover the clues and how to position this knowledge to add value to your SME client relationships.

Early bird tickets have now sold out but there is still time to secure your seat at this important industry event, which commences in Perth on Thursday 22 September, followed by Brisbane on Thursday 6 October, Sydney on Wednesday 12 October and finally Melbourne on Friday 14 October.

Click here for more information.

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James Mitchell

AUTHOR

James Mitchell has over eight years’ experience as a financial reporter and is the editor of Wealth and Wellness at Momentum Media.

He has a sound pedigree to cover the business of mortgages and the converging financial services sector having reported for leading finance titles InvestorDaily, InvestorWeekly, Accountants Daily, ifa, Mortgage Business, Residential Property Manager, Real Estate Business, SMSF Adviser, Smart Property Investment, and The Adviser.

He has also been published in The Daily Telegraph and contributed online to FST Media and Mergermarket, part of the Financial Times Group.

James holds a BA (Hons) in English Literature and an MA in Journalism.

 

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