Finance Brokers, Bankers and Accountants

Discover how to interpret financial statements like an expert, build and sensitise a cash flow forecast and add value in each customer interaction. The knowledge and tools we provide enable you to immediately focus on what’s important, enhance your client relationships, discover opportunities for growth and obtain the right decision quickly.

Every Banker or Broker will get enormous value from the Prime Profit Workshop - to enhance skills that will greatly assist in providing a service to borrowers.

Business Credit Skills Workshop

With COVID-19 impacting our ability to hold live workshops, we are currently offering a short 2.5 hour online Business Credit Skills workshop. This is an interactive, practical workshop that strips the complexity out of the numbers and provides participants the opportunity to laser in on the most important drivers of success and develop a high impact customer review meeting program. Click here for more information.

What do Bankers, Finance Brokers and Accountants have to say about our workshops and webinars?

"Simply Amazing! Anyone advising SMEs must attend this workshop. My team loved it" - Jess, Director and Broker, Alchemy Lifestyle Group

"Great instructor, very engaging. Explained very well - was beneficial to a wide audience, 10/10!" - Zac, Mid Tier Accounting Firm

"John was a great presenter & very insightful. I have taken a lot away from today" - Chris, Mid Tier Accounting Firm

"John was an absolute delight and generously shares his knowledge and expertise in a way that is so relatable across any business" - Roma, Big 4 Australian Bank

"Even working in the bank I have never been taught to speak and teach my clients how to look at financials this way" - Joel, Big 4 Australian Bank