While asset and equipment finance is often the entry point to SME finance for brokers, becoming a trusted finance broker requires much more in-depth knowledge of a business’ financial position and its trajectory. We take a look at how brokers can cement themselves as the trusted finance adviser by getting to grips with a business’ cash flow.
If you ask anyone in the commercial and business finance space, they’ll tell you that the key to being successful in this area is by ensuring that the businesses you work with succeed. But how exactly do you do that? For SMEs, one of the biggest obstacles to growth (and in tandem, success) is accessing finance to fund their trade. But it’s not just accessing the finance that is the issue – sometimes, it’s understanding whether they need finance in the first place. This is where finance brokers come into their own.
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Annie Kane is the managing editor of Momentum's mortgage broking title, The Adviser.
As well as leading the editorial strategy, Annie writes news and features about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape.
She is also the host of the Elite Broker, New Broker, Mortgage & Finance Leader, Women in Finance and In Focus podcasts and The Adviser Live webcasts.
Annie regularly emcees industry events and awards, such as the Better Business Summit, the Women in Finance Summit as well as other industry events.
Prior to joining The Adviser in 2016, Annie wrote for The GuardianAustralia and had a speciality in sustainability.
She has also had her work published in several leading consumer titles, including Elle (Australia) magazine, BBC Music, BBC History and Homes & Antiques magazines.
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
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