Insights from the Road | LoL #8

In Insights from the Road, your favorite trio -- Shane Pierson, Stephanie Dunn, and Brian Congelliere -- reflect on a jam-packed week of conferences, conversations, and caffeine. After attending back-to-back business broker events including Transworld, IBBA, and Murphy Business Sales, they bring you a candid recap of the themes that dominated the floor.

From AI integrations and smart tech hacks to the timeless value of in-person connection, this episode dives into how lenders and small business pros can create meaningful, lasting value beyond the loan closing table. Whether it's using GPTs to streamline business plans or simply staying top of mind with real human touchpoints, the Lords of Lending discuss what it takes to stand out in a commoditized lending space.

If you're in lending, small business sales, or looking to build real relationships in an increasingly digital world -- this one's for you.

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