Episode
Finance Specialist: Building your first 90 days in SME finance
- Podcast
- Broker Daily Podcast Network
- Published
- Jun 22, 2026
- Duration seconds
- 1883
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/broker-daily-podcast-network-59627/episodes/finance-specialist-building-your-first-90-days-in-sme-finance/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/broker-daily-podcast-network-59627/finance-specialist-building-your-first-90-days-in-sme-finance.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
For brokers looking to expand beyond residential lending, SME finance can offer significant opportunities. But making the transition successfully requires more than simply adding new products to your toolkit. That transition was the focus of this week's Finance Specialist, where Liam Garman and Trent Carter explored what it takes to build a successful foundation in SME finance, from choosing a niche and developing technical expertise to building referral networks and understanding the needs of business owners. The pair discuss why new SME brokers should resist the temptation to do everything at once, how existing client relationships can create new commercial opportunities, and why asking the right questions is often more valuable than having all the answers. From finding your first deal to building long-term credibility, this episode explores the practical steps brokers can take to establish a strong foundation in SME finance.