Dec 18, 2019
In this podcast, we discuss how to perform the balancing act that is developing new business for the bank and managing your active loans through your pipeline.
- Time Management
- Prioritization
- To-do Lists vs Schedules
The content of this podcast is my own and does not necessarily reflect the views of my...
Dec 3, 2019
In this episode, we talk about how to create great referral sources.
- How to get the most out of trade organizations
- Cold calling techniques
- Prioritization of Referral Sources
The content of this podcast is my own and does not necessarily reflect the views of my employer.
Nov 19, 2019
In this episode, I talk about selling strategy.
- Pitfalls to avoid in the initial stages of selling
- The consultative approach
The content of this podcast is my own and does not necessarily reflect the views of my employer.
Nov 12, 2019
In this Episode, I discuss how to pinpoint and embrace your shop's Value Proposition.
- Finding the "intersection" of approvable deals and deals you can win
- Going to market with your shop's credit philosophy in mind
- Specializing and Branding yourself around your Value Proposition
The content of this podcast is my...
Nov 5, 2019
In this episode, I do a deep dive into the SBA pre-approval process, specifically covering the topic of term sheets.
- Immediate term sheets vs. credit-approved term sheets
SBA Pre-Approval Checklist:
Personal (anyone who owns 20%+)
- Personal Financial Statement
- 3 years Personal Tax Returns
- Personal Credit...