The SME Playbook for Commercial Finance Brokers

Start Date
09 March 2021
End Date
09 March 2021
Start Time
2:00pm
End Time
4:00pm
Venue
Online

Following from the successful Credit Skills Workshop CAFBA are running The SME Playbook for Commercial Finance Brokers.


This session is aimed at experienced commercial brokers and will build on the learnings from our Webinars and Business Credit Skills series.

Join Stuart Donaldson and John Sgambelluri as they work through case material and take you on the journey of ‘how’ to profoundly engage your SME clients

The undeniable path to enduring SME relationships for Brokers is understanding the SME clients business; past, present and future. What action can you take to place yourself at the forefront of business opportunities and drive a deeper relationship?
The answer rests in the financial statements and using this information as your platform to ask powerful questions, lift the bonnet on the business, and create a very strong impression as a trusted adviser.

It is about piercing the SME psyche to have them excited about their numbers and reaching out for professional help in reviewing their funding needs, goal setting and forward planning

We share how to:

  • Cut through the clutter and strip away the mystery of reading and interpreting financial statements
  • Introduce concepts that bring the numbers to life and act as ‘bell ringers’ for business owners and leave a lasting impression
  • Create a business scorecard and narrow it down to the metrics that matter
  • Explore the power of benchmarking and what you can do to implement