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, the co-hosts engage in a thought-provoking conversation with special guest Glenn Giro. The focus is on navigating career transitions within the SBA lending industry and understanding when and why to switch institutions.

The discussion delves deeply into the factors that contribute to making a successful career transition and the importance of choosing the right environment for personal and professional growth.

Emily, Alan, Ryan, and Glenn touch upon essential themes such as the significance of aligning with a bank that fosters a growth-oriented culture and how autonomy and reputation play crucial roles in a BDO's career choices.

They emphasize critical checklist items to consider when evaluating career opportunities and shed light on managing transitions seamlessly, ensuring that the integrity of professional relationships is maintained.

The episode offers invaluable insights for BDOs pondering a career move, balancing the need for growth with the desire for stability.

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]

CHAPTERS

0:00 | Introduction

3:19 | Deciding When to Switch Banks as a BDO

10:18 | Top Priorities for Success in SBA Lending

18:36 | Keys to Successful SBA Lending and Bank Alignment

21:53 | Career Transitions and the Challenges of Pipeline Management

27:26 | The Importance of Building Long-Term Business Relationships

30:10 | Ethical and Reputational Risks of Deal Leaking in Finance