Insights from the Road | LoL #8
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
Insights from the Road | LoL #8
-
Narrated by:
-
By:
About this listen
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
Questions or feedback? We'd love to hear from you.