What if your next opportunity in commercial finance wasn't just about closing another deal, but building something that continues to generate revenue long after the transaction is complete?

For commercial finance brokers, building a portfolio can be an exciting next step toward creating recurring income, increasing business value, and establishing long-term financial growth. But making the transition from broker to portfolio owner requires a different mindset, strategy, and understanding of the opportunities available.

Join us on Wednesday, November 18 at 2:00 p.m. (ET) for an informative webinar where we'll explore what it takes to move beyond traditional brokering and begin building your own commercial finance portfolio.

We'll cover:

The differences between earning commissions and building a portfolio
How to identify opportunities to retain deals and build recurring revenue
Strategies for getting started with portfolio development
Understanding the risks, rewards, and capital considerations
How to turn individual transactions into long-term business assets

Whether you're an established broker looking to diversify your revenue or simply curious about what's next in your commercial finance career, this webinar will help you explore the possibilities.

MEET THE PRESENTER

Tamara McCourt, CLFP

Tamara McCourt is Co-Founder of Huddle Business Capital. She has worked in equipment finance since 1992 and in working capital financing since 2009. Her experience spans credit underwriting, sales, documentation, and funding, giving her insight into both what lenders need and what business owners are trying to accomplish. She has built strong lending relationships across equipment finance and working capital and is also well-versed in SBA financing, business term loans, and lines of credit.

Tamara completed a two-year graduate program in credit and financial analysis at Dartmouth’s Tuck School of Business and earned the Executive Award of Highest Distinction. She holds the Certified Credit Executive (CCE) and Certified Lease & Finance Professional (CLFP) designations and serves on the National Equipment Finance Association (NEFA) Board of Directors.

Outside work, Tamara has completed five triathlons and a half marathon. She lives in Southern California with Duke, her Miniature Pinscher mix, and they are both avid Seahawk fans.

AACFB | 800.996.2352 | 502.589-3602 | info@aacfb.org | www.aacfb.org

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