What really makes a lender different? Shane, Brian, and Steph go rapid-fire to reveal their biggest lessons, toughest deals, and why client experience wins every time.
📌 Timestamps:
00:00 - Intro
00:27 - Welcome to “Ask the Experts” with Stephanie, Shane & Brian
01:14 - What Sets Us Apart from Other Lenders
03:13 - The Human Side of Lending: Why People Matter Most
05:25 - Defining a Great Client Experience
08:14 - Tackling Tough Deals: Affiliates, Complexity & Strategy
12:53 - Creating the “Perfect Package” for SBA Loans
13:36 - Signature Moves: What Clients Remember
16:01 - Favorite Parts of the Job (And Why We Stay)
18:19 - The Bigger Picture: Helping Families & Legacies
