United Capital Source CEO Jared Weitz recently sat down for an interview with deBanked reporter Johny Fernandez. The two discussed the importance of training brokers the right way in the alternative financing space. Jared Weitz provides insights from training over one hundred brokers during his time in the industry.
GARDEN CITY, N.Y., March 6, 2023 /PRNewswire-PRWeb/ -- United Capital Source CEO Jared Weitz recently sat down for an interview with deBanked reporter Johny Fernandez. The two discussed the importance of training brokers the right way in the alternative financing space. Jared Weitz provides insights from training over one hundred brokers during his time in the industry.
deBanked covers the ever-changing world of alternative finance. It's one of the leading publishers for news, events, and everything you need to know about the nonbank finance universe. The company publishes a print magazine, email newsletters, and an online blog. deBanked also participates in conferences and training programs.
In the interview, Jared Weitz discusses the value of proper training for brokers. He goes over how brokers at UCS first receive SPFA training and certification. This establishes a knowledge base that brokers can use to accurately discuss products, disclosures, and more with clients. Jared then discusses how UCS builds on that initial knowledge base with custom, ongoing training through UCS programs.
One of the critical aspects of broker training is ongoing education. The industry is constantly evolving with new rules and regulations, as well as funders and banks. Jared discusses how UCS approaches continual education:
"Brokers need to be continued to be trained...At our company, we do continuous training. We have executive training for our management. And then we have sales training for our sales staff, which includes mid-level and new entry. What that looks like for us is a continuance of working on folks' weaknesses and building up folks' strengths in understanding what products they're selling, who the clients are, and the different funders they're working with."
The interview also covers how much brokerages should expect to spend on training and what that ROI looks like. Viewers get insight into the best marketing practices for brokers and how to handle one of the most crucial aspects of being an alternative finance broker: managing relationships. Jared said the following regarding relationship management: "Relationship selling is the most important. In a world where everyone is selling pretty much in and around the same thing, people go with who they trust, who they like, and who heard them."
You can view the full deBanked interview here: https://debanked.com/tv/?v=802784445.
United Capital Source, Inc. is an alternative lending marketplace geared towards driving small business growth. Visit the UCS website today to learn more about business financing options including SBA Loans, Business Lines of Credit, ERTC Advances, Equipment Financing & more.
Media Contact
Daniel Samoohi, United Capital Source, 1 6464481722, [email protected]
SOURCE United Capital Source
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