The BDO Show is hitting the road. We will be speaking at the Mid America SBA Lending Conference in Houston on April 15th. Go to https://malc-conference.com for more information. This is will be a live show you won't want to miss!

In this episode, co-hosts Emily Detor, Alan Peterson, Chris Hackney, Sterling Birdsong, and Ryan Kroge come together to discuss strategies for setting and achieving impactful goals for 2025. From scaling operations to balancing work-life priorities, this episode offers actionable advice and personal anecdotes to inspire and guide BDOs at every level.

Emily underscores the importance of fostering collaboration within your team, while Alan focuses on staying efficient and eliminating distractions to achieve big numbers. Ryan emphasizes prioritizing high-quality referral sources, Chris highlights operational improvements like tracking SLAs, and Sterling stresses involving both personal and professional support systems in your plans.

📢 "Making sure you have people in your corner is a huge part of hitting your goals," Sterling shares, driving home the value of teamwork and collaboration.

Key Takeaways:

➡️ Clear goal-setting and prioritization are essential for balancing production targets and personal well-being.

➡️ Operational efficiency, including tracking SLAs and milestones, improves productivity and borrower satisfaction.

➡️ Managing distractions and focusing on what’s within your control can prevent burnout and drive success.

➡️ Building strong relationships with referral sources and your team fosters trust and long-term success.

➡️ Collaborative communication and documenting challenges are vital for overcoming hurdles and improving workflows.

❓What are your goals for 2025? Share them with us or send your questions and feedback to [email protected]. Let’s make this year the best one yet! 

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This episode is sponsored by:

Rapid Business Plans 

Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba

Peak Business Valuations

Peak Business Valuation has put together a free valuation resource for The BDO Show listeners that lists out the rule of thumb formulas for some of the most common industries in SBA lending.

Get your free valuation resource today by going to https://peakbusinessvaluation.com/get-your-free-valuation-resource/