Balancing Business Development with Managing Your Loans | Ep. #6
In this podcast, we discuss how to perform the balancing act that is developing new business for the bank and managing your active loans through your pipeline.
- Time Management
- Prioritization
- T…
Cultivating Referral Sources | Ep. #5
In this episode, we talk about how to create great referral sources.
- How to get the most out of trade organizations
- Cold calling techniques
- Prioritization of Referral Sources
The content of t…
Selling Strategy | Ep. #4
In this episode, I talk about selling strategy.
- Pitfalls to avoid in the initial stages of selling
- The consultative approach
The content of this podcast is my own and does not necessarily reflec…
Finding Your Value Proposition | Ep. #3
In this Episode, I discuss how to pinpoint and embrace your shop's Value Proposition.
- Finding the "intersection" of approvable deals and deals you can win
- Going to market with your shop's credit …
Term Sheets | Ep. #2
In this episode, I do a deep dive into the SBA pre-approval process, specifically covering the topic of term sheets.
- Immediate term sheets vs. credit-approved term sheets
SBA Pre-Approval Checklis…
The State of SBA Lending | Ep. #1
This episode sets the stage for what we'll be discussing in future episodes, and that is: The Art of SBA Lending. We hit on topics such as: how perception of the program has changed, the role of te…