All Episodes

November 2, 2021 19 mins

In this episode, ex-banker Gene Valdez reveals critical information about getting your business financed and how to use financial institutions to your business’s advantage. 

Gene has worked with hundreds of businesses and started a few of his own. He knows the financials around launching a new enterprise and scaling an established brand. Listen as he points out common limiting factors. Existing businesses – beware of complacency!

Other tips include:

  • How to qualify your business for a loan
  • What you’ll need to show the banks – including their #1 priority in making the loan decision
  • When to use a short-term loan versus a line of credit
  • How to avoid being this statistic: over 50% of businesses fail in the first five years
  • The power of referral marketing
  • And a heads up to CEO’s on priority skillset 

Gene’s distinguished career as a banking executive spans 40-years.  He’s worked for some of the world’s largest banks like Wells Fargo, Bank of California, and Citizens Business Bank. 

He’s started three businesses of his own, authored a book titled “How to Start a Business From Scratch,” and currently runs a firm called The Loan Doctor Associates, where they coach owners and CEO’s on finance and strategic planning. Gene doesn’t take sides. He earned his Bachelor’s degree from UCLA and his MBA from USC!

I think you’ll get a lot of useful insights today. Enjoy the show!

Get in touch with Gene Valdez, The Loan Doctor: Office: 909-230-0024
https://www.linkedin.com/in/eugene-e-valdez-39550a25/ 

https://www.theloandoctor.loans/

Small 2 Scaled, the podcast,  is brought to you by Chasing Nectar Digital Solutions. We help businesses scale with digital ads. Contact Zora Chase at
zchase@chasingnectar.com. Go to: https://chasingnectar.com



Mark as Played

Advertise With Us

Popular Podcasts

Bookmarked by Reese's Book Club

Bookmarked by Reese's Book Club

Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.