Part 1 Alternative Product Roadmap – learn the solutions you can provide to help SMEs thrive

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

1 CPD: MOME:D1P1/202012:FBAA