Winning the Vendor: How Commercial Finance Brokers Can Build Stronger Dealer & Vendor Relationships
What You’ll Learn
- What equipment vendors and dealers are really looking for in a financing partner
- How to position yourself as a value-added resource rather than just another financing source
- The key components of a successful dealer or vendor financing program
- Best practices for approaching and onboarding new vendor relationships
- How to support vendor sales teams and help them close more business
- Strategies for structuring mutually beneficial partnerships that stand the test of time
- Common mistakes brokers make when working with vendors—and how to avoid them
- Ways to increase referrals, strengthen loyalty, and become the vendor’s preferred financing partner
- Tools and processes that can improve communication, responsiveness, and customer experience
- Real-world examples of successful vendor partnerships and the lessons learned from them
Ideal Audience
- Commercial finance brokers
- Equipment finance professionals
- New brokers looking to build referral channels
- Experienced brokers seeking to expand vendor and dealer relationships
- Funding professionals interested in vendor program development
Key Takeaway
Learn how to move beyond transactional financing and become a strategic partner that vendors rely on to drive sales, improve customer satisfaction, and create long-term growth opportunities for everyone involved.
Moderator (Left)
- Monica Harper, Executive Director, American Association of Commercial Finance Brokers (AACFB)
Panelist (Left to Right)
- Katie Baker, CLFP, President, MC² Finance
- Carrie Radloff, CLFP, Chief Executive Officer, Synergy Financial Resources
- Josh Power, Founder & CEO, Golden Capital LLC