Picture this: you're at a friend's farewell bash and, amidst the bittersweet goodbyes, you stumble into a conversation that spirals into a promising business partnership. That's the unpredictable thrill of deal sourcing in the SBA lending world, and it's just a taste of what we cover in our latest episode. Join us for a rollercoaster ride through the high-stakes and serendipity of business development, where personal connections aren't just a strategy—they're the central narrative. We reminisce about the good, the bad, and the downright weird stories from our journey, including our take on the increased visibility of the SBA post-PPP loans and the curious case of being mistaken for scammers on social media.

Ever won a catering raffle only to land a hefty deal for food trucks? Our candid conversations reveal the art of prospecting in places you'd least expect, and the power of an 'attitude of abundance.' We share our best networking sagas, illustrating the importance of articulating your role and value to those you meet. As we recount instances of both serendipitous wins and deals snatched away, you'll gain insights into the competitive yet personal nature of our industry and why sometimes, the most memorable deals come from the most casual of chats.

Rounding out our chat, we delve into the delicate dance of maintaining professionalism in a field where your reputation can be your greatest asset. We share cautionary tales and victories alike, discussing the intricate balance of managing relationships with friends and family in the finance world. For those eyeing the Business Development Officer role, we offer sage advice and underscore the importance of continuous learning and training. So, whether you're a seasoned lender or just curious about the behind-the-scenes of SBA deal-making, this episode is packed with laughter, lessons, and maybe even a little inspiration to network at your next social gathering. 

Please e-mail us any questions, or suggestions for future episode topics at [email protected]

This episode is sponsored by:

SBA Protection Quick Close Life Insurance – the fastest, easiest way to secure the insurance protection your borrower needs for their SBA loan. For more information, visit their website www.sbaprotection.com or email Adam Bergen at [email protected]

 

 

The views and opinions expressed in this program are our own and/or those of our guests. They do not necessarily reflect the views or positions of our employers.