The 2024 bootcamp offered four game-changing sessions that will transform the way attendees do business and facilitate seamless client experiences.
The bootcamp equipped attendees with the skills and knowledge to become the go-to finance professional for all their clients’ needs and develop a fully diversified business.
Attendees learnt how to:
Unlock the power of SME client relationships in our break-even workshop: Elevate your advisory role by mastering break-even analysis. Delve into the nuances of financial decision making, focusing on balancing price, volume, and costs in break-even analysis. Gain clarity on when to greenlight initiatives and when to advise caution.
Understand business value and how to improve their worth:
Be an agent for positive change by taking a deep dive into business valuation. Learn the intricacies of valuing businesses, understanding financial performance and identifying key areas that impact business multipliers.
Gain insights into what credit risk looks for: Inside the black box
Have value-based conversations and learn how to articulate the value proposition of your clients' businesses in a way that resonates with credit officers, improving approval outcomes.
Move beyond commission and compliance: How to charge mandate and advisory fees
Stop working for free and sell on value. Shift your mindset from selling based on tasks to selling based on value by exploring the concept of mandate and advisory fees, ensuring the time you invest yields a tangible return.
