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Become part of the only broker community focused on building successful SME focused finance professionals!

  • Low cost

  • Learn at your pace

  • Useful tips, tools & templates

  • Monthly live Q&A

  • Engaging broker community

Course curriculum

    1. Course Introduction

      FREE PREVIEW

    1. "All In" Session #11 - November 2024

    2. "All In" Session #10 - 04/10/2024

    3. "All In" Session #9 - 23/08/2024

    4. "All In" Session #8 - 19/07/2024

    5. "All In" Session #7 - 14/06/2024

    6. "All In" Session #6 - 17/05/2024

    7. "All In" Session #5 - 19/04/2024

    8. "All In" Session #4 - 13/03/2024

    9. "All In" Session #3 - 13/02/2024

    10. "All In" Session #2 - 23/01/2024

    11. "All In" Session #1 - 14/11/2023

    1. SMEBA - Module 1

      FREE PREVIEW

    2. Download - Template Checklist

      FREE PREVIEW

    3. Download - Simple Process Guide

      FREE PREVIEW

    4. Download - Revenue Predictor

      FREE PREVIEW

    5. Module 1 - Test your knowledge

      FREE PREVIEW

    1. SMEBA Module 2

    2. Download - Marketing Model

    3. Download - Prospecting Tasks

    4. Download - Accendo Planner & Tracker

    5. Module 2 - Test your knowledge

    1. SMEBA - Module 3

    2. Download - 5 Things Successful businesses do

    3. Download FOC & CFLOW

    4. Module 3 -Test your knowledge

    1. SMEBA - Module 4

    2. Download - Case Study

    3. Module 4 - Test your knowledge

About this course

  • $47.00 / month
  • 88 lessons

Instructors

Trent Carter

Partner

With the last 18 years in Finance Broking and Banking, Trent has always had a passion to assist SME clients. For the last 8 years as the Managing Director of Provident Lending & Business Solutions and EZ Business Loans he has developed a unique approach in being able to not only help his clients obtain credit but use the credit assessment process as a way to enlighten business owners. Trent is now focused on bringing these skills to finance professionals with the objective of improving the relationships and outcomes between businesses and their bankers/brokers. Trent is proud to be recognised as a Finalist in the 2021 Adviser Better Business Awards as Western Australian Broker Mentor of the Year.

John Sgambelluri

Partner

John has held executive manager roles in the Big 4 for over 25 years. Recently focusing on the SME sector, thorough understanding of the borrowing and approval process, he has helped business owners develop strong cashflows and obtain access to capital required fore growth. John is well known for delivering effective and powerful workshops breaking down the intricacies of business financials into simple concepts and language.

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