Welcome to The BDO Show! A podcast for passionate BDOs wanting to level up their game with advice and stories from battle-tested BDO’s.

In this insightful episode of the BDO Show, co-hosts Alan Peterson, Chris Hackney, Sterling Birdsong, Ryan Kroge, and Emily Detor delve into essential strategies for managing business development operations during the holiday season. The discussion kicks off with a focus on effective communication with clients and the importance of understanding their needs, especially in the context of easing transaction stress during high-demand periods. As they navigate these challenges, the hosts also discuss practical strategies for maintaining a healthy work-life balance and fostering team cohesion.

As the episode progresses, the BDO Show hosts provide crucial guidance on managing expectations and deadlines. The holiday season often brings unique challenges and opportunities in the financial sector, which the hosts address by sharing personal experiences and professional wisdom. From the effective scheduling of tasks to the importance of clear communication with teams and clients, the hosts underscore the value of thoughtful planning and customer-centric approaches. Their advice is rounded out with anecdotes and personal tales that highlight the balance between customer satisfaction and operational efficiency.

Key Takeaways:

• Effective communication with borrowers is crucial to manage expectations and set realistic timelines during the holiday season.

• Building and maintaining professional relationships without succumbing to the stress of year-end targets can prevent burning bridges.

• Establishing personal and professional boundaries leads to healthy team dynamics and prevents holiday burnout.

• Seasonal planning and setting up clear milestones help in closing deals efficiently without unnecessary stress.

• Personalized gift-giving can strengthen professional relationships by showing appreciation and understanding of team members and clients.

If you have questions or suggestions for topics, send us an email 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 https://sbaprotection.com/ or email Adam Bergen at [email protected]