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What really makes a lender different? Shane, Brian, and Steph go rapid-fire to reveal their biggest lessons, toughest deals, and why client experience wins every time.
📌 Timestamps:
00:00 - Intro
00:27 - Welcome to “Ask the Experts” with Stephanie, Shane & Brian Â
01:14 - What Sets Us Apart from Other Lenders Â
03:13 - The Human Side of Lending: Why People Matter Most Â
05:25 - Defining a Great Client Experience Â
08:14 - Tackling Tough Deals: Affiliates, Complexity & Strategy Â
12:53 - Creating the “Perfect Package” for SBA Loans Â
13:36 - Signature Moves: What Clients Remember Â
16:01 - Favorite Parts of the Job (And Why We Stay) Â
18:19 - The Bigger Picture: Helping Families & Legacies Â
Questions or feedback? We'd love to hear from you.
5
22 ratings
What really makes a lender different? Shane, Brian, and Steph go rapid-fire to reveal their biggest lessons, toughest deals, and why client experience wins every time.
📌 Timestamps:
00:00 - Intro
00:27 - Welcome to “Ask the Experts” with Stephanie, Shane & Brian Â
01:14 - What Sets Us Apart from Other Lenders Â
03:13 - The Human Side of Lending: Why People Matter Most Â
05:25 - Defining a Great Client Experience Â
08:14 - Tackling Tough Deals: Affiliates, Complexity & Strategy Â
12:53 - Creating the “Perfect Package” for SBA Loans Â
13:36 - Signature Moves: What Clients Remember Â
16:01 - Favorite Parts of the Job (And Why We Stay) Â
18:19 - The Bigger Picture: Helping Families & Legacies Â
Questions or feedback? We'd love to hear from you.