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.

Reaching out directly to business owners offers unparalleled opportunities for BDOs to cultivate genuine relationships and achieve superior results.

In this episode, we dive into effective techniques for direct outreach, common pitfalls to avoid, and strategies for maintaining long-term relationships with business owners.

 Remember:

• Authenticity Matters - Building rapport with business owners through genuine connection rather than aggressive pitching leads to stronger, more fruitful relationships.
• Strategic Follow-up - Implementing systematic follow-up strategies ensures you're not forgotten and keeps your services top of mind.
• Unique Approaches -Leveraging niche platforms and unconventional methods can help you stand out and effectively reach potential clients.

 

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]  

CHAPTERS

0:00 | Introduction

3:32 | The Importance of Direct Outreach to Business Owners

8:53 | Strategies for Direct Marketing and Building Client Relationships

11:59 | Networking and Common Mistakes in Business Outreach

15:20 | Effective Strategies for SBA Lenders to Attract Borrowers

18:33 | Effective Strategies for Connecting with Business Buyers

24:58 | Maintaining and Nurturing Relationships with Business Owners

29:38 | The Power of Authentic Relationships in Business