On the road, the Lords break down key takeaways from a week of business broker conferences. From AI innovations to personal follow-up strategies, Shane, Stephanie, and Brian explore how lenders can stand out, deepen relationships, and add long-term value beyond the transaction.

📌 Timestamps:
00:00 – Intro: On the Road with the Lords
01:00 – Conference Recap: Transworld, IBBA, Murphy
02:15 – AI & Tech Takeaways from Top Brokers
04:30 – Standing Out in a Sea of Sameness
06:00 – Using AI to Create Business Plans for Buyers
09:00 – In-Person vs. Virtual: The Shift Back to Human
11:15 – Value Add That Lasts Beyond the Loan
13:00 – Relationship Management in the Digital Age
16:30 – The SBA Toolbox & Tools in Development
18:00 – Live AI Prompt Demo: HVAC Industry Use Case
23:30 – Creative Customer Retention Ideas from Other Industries
26:10 – Final Thoughts & Laughter from the Road
28:30 – Outro: Like & Subscribe

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