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 Lords01:00 – Conference Recap: Transworld, IBBA, Murphy02:15 – AI & Tech Takeaways from Top Brokers04:30 – Standing Out in a Sea of Sameness06:00 – Using AI to Create Business Plans for Buyers09:00 – In-Person vs. Virtual: The Shift Back to Human11:15 – Value Add That Lasts Beyond the Loan13:00 – Relationship Management in the Digital Age16:30 – The SBA Toolbox & Tools in Development18:00 – Live AI Prompt Demo: HVAC Industry Use Case23:30 – Creative Customer Retention Ideas from Other Industries26:10 – Final Thoughts & Laughter from the Road28:30 – Outro: Like & SubscribeQuestions or feedback? We'd love to hear from you.