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Portfolio Perspective: Managing Risk & Seizing Opportunity
Asset Compliant Solutions
12 episodes
3 weeks ago
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.
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Investing
Business
RSS
All content for Portfolio Perspective: Managing Risk & Seizing Opportunity is the property of Asset Compliant Solutions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.
Show more...
Investing
Business
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Relationships Over Rates: Building Broker Trust & Portfolio Resilience
Portfolio Perspective: Managing Risk & Seizing Opportunity
48 minutes
3 months ago
Relationships Over Rates: Building Broker Trust & Portfolio Resilience

In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace welcomes Kit West, a Wyoming-based business development leader with a deep entrepreneurial background and a national view of broker success. Together they explore how CH Brown grew originations during industry slowdowns, why relationships trump rates, and how proactive support can drive loyalty—even in a transactional world.


Key Topics Discussed:

  • Why CH Brown leaned in while competitors pulled back
  • Market outlook for transportation and equipment finance
  • Scaling a national broker network from a small-town HQ
  • Day-one contact strategies and early intervention
  • Balancing automation with real human connection
  • Supporting brokers with coaching, marketing, and AI-powered tools
  • How associations build trust and community in the industry
  • The mindset of a problem solver in asset-based lending


Notable Takeaways:


“When everyone else is running away from the fire, you lean into it—that’s how we’ve always operated.”


“Client service isn’t just answering the phone. It’s calling the borrower the day after a missed payment and asking how they’re doing.”


“Our brokers know they can text me directly. We’re not just another funding source—we’re a partner who shows up.”


“You don’t need a degree to do this. You need to listen, sell, and solve problems. That’s the opportunity.”


Subscribe to Portfolio Perspective: Managing Risk & Seizing Opportunity for more industry insights and field-tested strategies.


For more information, visit Asset Compliant Solutions.

Portfolio Perspective: Managing Risk & Seizing Opportunity
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.