Business Partner Training / Masterclass Workshops

As part of our ongoing commitment and support to all our Business Partners we run regular Product and Business Development Training Workshops - Our 'Masterclass' Seminars.

These are held over 3 full and very intensive days and are designed to educate and empower the Business Partner to identify, qualify and generate significant new business opportunities primarily in the Business, Commercial and Residential Property Finance environment.

The Training Workshops are held regularly at a 4* hotel / conference venue close to our office location in York. Training is delivered by members of our own team alongside some of the UK's leading Finance Specialists from our lender partner community.

Considering the calibre of presenters, quality of the course material and level of detail covered, this training programme is, we believe, unique within the current UK financial services market and not to missed.

What Is Covered ?

On completion of the Training Workshop / Masterclass the Business Partner will have a thorough knowledge and working understanding of the broad range of Commercial, Business and Residential Property Financial products available in the UK market, current underwriting criteria and an understanding of core lending principles in the 'New Financial World' beyond the credit crunch.

The course syllabus will also cover Key Business Generation techniques including Consultancy Skills , Customer Relationship Management, Business Planning , Time Management and Lead Generation and Marketing. All Business Partners will leave the Training with a comprehensive Business Development Plan fully workable from day 1 - guaranteed !

What Previous Business Partner / Masterclass Delegates Say ...

"The training programme was excellent and the business reference manual very comprehensive, for your feedback I would give it 100% in terms of content information. The quality with which each presenter effectively communicated their proposition clearly was excellent and was also very motivational too. The venue for the training was very high quality, along with the hospitality, which was much appreciated. I now feel excited, entirely motivated and empowered to embark on this new Business Partnership with White Rose Group "

John Dallas - AFC Partner

What Are The Benefits To You?

Working as a Partner with White Rose Group the typical Fee income earned is circa £3 to £5K per standard Commercial case and £6K to £8K on the Larger Cases which is quicklyt paid to you on completion. As a fully trained Business Partner you will have access to a very broad range of Commercial, Business and Residential Financial Opportunities offering significant earnings potential ongoing .

You will enjoy comprehensive day to day business support and advice from a nominated BDM ( Business Development Manager ) and all client cases are managed by our centralised team of experienced Business Finance Consultants. Our Consultant team will fully prepare the case for underwriting approval within our community of over 150 Lending Partners who are all actively pursuing new business in the UK Market.

We pay market leading commissions on succesfully closed business and for an idea of the types of opportunities available and potential commission earnings please see our Case Studies. web page.

Business Partner - Training Workshop / Masterclass Agenda

Day 1: Residential Property and Personal Financial Solutions

Residential Property Mortgage Funding – Residential / Buy To Let / Portfolio Re-Finance
Personal Secured and Unsecured Loans / 2nd Charge Mortgages
Residential Property Bridging Loans
Mortgage GAP Bridging Finance for 'Homemover' Clients
Debt Management Solutions – Debt Plans / IVA / Personal Bankruptcy
International Mortgages and Overseas Property Finance
Merchant and Retailer Solutions - Freehold / Leasehold Purchase, Retail Finance, Small Ticket Leasing

Day 2: Commercial Property and Business Financial Solutions

Commercial Property - Owner Occupied and Investor Mortgages
Commercial Business Finance - Funding to purchase a Trading Business- Leisure / Retail / Manufacturing
Property and Business Valuation Process - Understanding the methodology and critical importance.
Bridging Finance - Residential and Commercial Short Term Finance
Property Development – New Build Property and Major Refurbishment Finance
Business Cash Flow Improvement – Factoring, Invoice Finance and Trade Finance Solutions
Business Asset and Vehicle Leasing / HP Solutions
Business Re-structure / Insolvency / CVA / Pre-Pack and ‘Phoenix’ Solutions
Enterprise Finance Guarantee ( EFGS ) Scheme

Day 3: Business Development / Marketing / Lead Generation / Business Planning

Regulatory and Compliance Policies – FSA / Consumer Credit Act / PI / TCF Obligations
Lead Generation / Marketing Opportunities / New Business Planning
Database Mail Shots and E-Mail Marketing
Opportunity Qualification - Developing Consultancy Skills
Identifying and Closing New Business Opportunities
Working with White Rose Finance – Systems / Process / Procedures/ Commission Payments
90 day Business Development Planning and Action Plan – ‘Making It Happen’

Business Partner Training / Masterclass Dates For Autumn - 2010

Training to be held at the Novotel Hotel and Conference Centre, Central York.

September 2010 - September 21st / 22nd / 23rd

October 2010 - October 26th / 27th / 28th

November 2010 - November 23rd / 24th / 25th

Training will commence prompt at 09.00 am each day finishing circa 5.00 pm ( 4.00 pm on final day )

Partner Programme Fees ( Fully Refundable)

The Fees Charged cover the 3 Day Training Workshops / Masterclass including all refreshments and Lunches. Also included are Business Set Up and Ongoing Commercial and Administrative Support and are as shown below. All fees are fully refunded to the Partner on an incremental basis once established and generating new business.

Associate Financial Consultant (AFC) Full Partner Programme ( 3 Day) : £ 4,995

Professional Associate (PA) Partner / Masterclass Programme (3 Day) : £1,495

Training Course Accommodation

Accommodation for the Training Workshop is not included in the course fees. The Hotel venue offers discounted rates for course delegates and York has a significant amount of quality accomodation starting from £50 per night on a bed and breakfast basis. Our Training Workshop Administrator will be pleased to assist with all travel and accommodation requirements.

Next Move ?

If you think a Business Partnership with White Rose Finance is a good fit with your current business and / or future career plans then please do not hesitate to get in touch as places on each Partner Training Workshop are very limited to ensure a quality learning experience.

Call our office on 0845 838 8971

E-Mail enquiries@whiterosefinance.com, or submit an on-line enquiry.

We look forward to welcoming you to our Business Partner team and working together to generate significant new revenues for you going forward..

Geoff Wilson - Managing Partner

Members of the NACFB (National Association of Commercial Finance Brokers).