Finance Specialist: What smart brokers should do in the next 30 days

About this episode

Liam Garman and Trent Carter discuss strategies for brokers to navigate a challenging market in the next 30 days.

As interest rates climb and lending policies shift, brokers are facing a market that's harder to navigate but far from stalled. Credit is still flowing – but with tighter rules, rising costs, and more moving parts, clients are increasingly unsure of their next move. That uncertainty is where smart brokers can win. Speaking on the Finance Specialist podcast, Liam Garman and Trent Carter discussed how those who move early, stay close to their clients, and understand how policy is evolving can position themselves as more than just dealmakers. From re-engaging existing clients and unlocking new opportunities with non-bank lenders to supporting business owners under pressure, the next 30 days present a critical window to act. In a market where hesitation can cost deals, the brokers who lean into structure, communication, and consistency won't just weather the cycle – they'll come out ahead.

People in this episode

Guests: Liam Garman, Trent Carter

Topics covered

• finance
• brokerage
• lending
• client relations

Keywords

• interest rates
• lending policies
• market navigation
• client engagement

Mentioned in this episode

Products: non-bank lenders

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