Your Goal-Setting Toolbox: Achieve Remarkable Results this Financial Year

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As a member of Connective, you have access to a stack of tools that can supercharge your goal-setting process to achieve remarkable results this financial year.

1. Focus on business performance

Monitor application and settlement volumes to drive improvements, deep dive into commissions, arrears and discharges or review lead to opportunity conversion to identify growth areas.

2. Focus on risk management and financial analysis

Strengthen your risk management practices by conducting thorough financial analysis of your clients' businesses. Assess their cash flow, debt service coverage ratio, and overall financial health. This analysis will help you identify any warning signs or areas that may need attention. Encourage your clients to maintain adequate reserves and cash flow buffers to navigate through periods of higher interest rates.

3. Expand your services to attract new clients

Explore opportunities to diversify. Research the market and identify emerging trends or gaps in the industry. Read our blog Equipment a Big Win for Asset Finance Brokers as Business Investment Increases’, to find out more. Set a goal to acquire a specific number of new clients during the next financial year and develop marketing strategies to attract them.

4. Access scenario support

Once you’ve attracted new clients, leverage our team for scenario support. If you have a complex scenario, our dedicated scenarios and accreditations teams will be on hand to help you find the right lender for your clients and get the accreditation for the loan done fast!

Here’s an example of how our team helped Keir Kreis, Commercial Finance Solutions.

“My client needed a low doc loan for a truck purchase that was going to cost upwards of $200,000.

While I had access to many mainstream lenders who could do the deal, Matt pointed me in the direction of a lender who could not only approve it, but get it done inside 24 hours. Matt introduced me to them and organised accreditation for me. Once I submitted the deal, it was approved within 24 hours.

A $200,000 loan approved in 24 hours is a great result and it was all thanks to Matt.”

Give the team a call on 1300 818 818, or email

5. Enhance your digital presence

Having a strong online presence is crucial for any business. Invest in improving your website, optimising it for search engines, and creating valuable content to attract and engage potential clients. Additionally, leverage social media platforms and other digital marketing strategies to reach a wider audience and generate leads. We’ve developed a social media calendar template to get you started.

6. Enhance professional skills

Invest in your professional development by setting goals to improve your knowledge and skills. Stay updated on industry regulations, market trends, and lending policies. Attend relevant workshops, conferences, and training sessions to enhance your expertise and offer more value to your clients. Visit our Learning and Development website.

Remember, setting specific, measurable, attainable, relevant, and time-bound (SMART) goals can help you stay focused and motivated throughout the year. Regularly track your progress, make necessary adjustments, and celebrate milestones along the way.