Beyond the transaction: Helping SMEs fund what comes next

Helping SME clients prepare for what comes next starts with understanding what is changing in their business, where pressure may emerge and how funding could support their plans.

Our broker success webinar, with guest presenter Luke Austin, Regional Director from The CFO Centre, will show you how to lead more forward-looking client conversations, identify working capital needs early and strengthen your role as a trusted adviser.

WHAT YOU WILL LEARN:

  • Why this conversation matters now 
  • The opportunity this presents you
  • The core question that reveals the real funding need
  • The "what comes next" framework and a usable toolkit for your SME conversations

Duration: 30mins