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Where do commercial bankers find their deals? How can I improve my sales approach to find more business lending opportunities? What sales skills do Commercial bankers need to be successful? Where should I invest the time to find business leads? In today's video we will cover off the common sources of deal flow for commercial lenders and discuss how to maximize creating opportunities which leads to new business loans. There are several lead sources for commercial bankers including;

1) Business brokers
2) Accountants
3) Real estate agents
4) Lawyers
5) Wealth advisors & insurance planners
6) Part-time CFOs
7) Private lenders
8) Direct outreach and cold calling
9) Internal bank networking
10) Selling to your existing book of clients

Most successful commercial bankers understand that direct outreach is very ineffective, developing referral relationships with key centers of influence (COIs) is the best approach to generating leads for commercial banks. I will share my tips and techniques to get the most out of this COI networking.

If you enjoyed the video and found it helpful, please like and subscribe to FinanceKid for more videos soon! If you want to reach out directly, contact me at; [email protected]

If you are looking to sell your business and would like to learn more about Roblee Capital, please reach out to me for an introductory call. You can contact me through email or through my LinkedIn at;

  / robert-bezede-20ab8a6a  

Roblee Capital is a Toronto-based M&A Investment Bank focused on serving companies with revenues between $1MM to $100MM primarily offering sell and buy-side M&A services. We work with Canadian-based business owners looking to sell their lower mid-market business. Check out our website at;

https://www.robleecapital.ca/