Lords of Lending
Journey through the labyrinth of lending with the dual expertise of Shane, the master of loan architecture, and Stephanie, the vanguard of banking innovation. Together, they demystify the art of business loans, from traditional SBA offerings to avant-garde financial instruments, in episodes rich with actionable intelligence.
Lords of Lending
Insights from the Road | LoL #8
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