Episode 303: Branch Manager Misalignment: Impact on Lenders’ Profitability

Rich Weidel, CEO, Princeton Mortgage. Highlights include:  industry profitability challenges; misalignment across the organization; productivity as the key driver of cost; cultural and leadership issues and path forward: transparency and

Episode 302: What is Means to be an Entrepreneur in Sales

Randell Gillespie, President, LeaderOne Financial.  Highlights include:  true sales entrepreneurship requires initiative, risk and ownership; avoid the “herd mentality”; managers must foster a “retailpreneur” culture; leadership demands selflessness and coaching and

Episode 301:  Hunting in a Down Market: Affordable Housing Opportunities

Bernard Nossuli, COO, iEmergent.  Highlights include:  minority homebuyers will drive future growth; denial rates are higher for diverse borrowers; data-driven targeting is the new competitive advantage; most lenders lack a

Episode 300:  Senior Age of Management and Failure to Innovate

Andrew Panagos, President, GO Mortgage.  Highlights include:  mortgage business model is outdated and needs reinvention; senior leadership faces an innovation gap; recruiting young talent requires a different strategy; consumer behavior

Episode 299:  Important Trends in Reverse Mortgages

Jesse Allen, President, Rate.  Highlights include:  reverse mortgages–niche to necessity; regulatory reforms have made reverse mortgages safer; distribution and awareness are the biggest constraints and future growth requires innovation in

Episode 298:  Recent Trends in Recruiting from LOs to Executives

Brian Boyles, National Sales Manager, Middleton Advisory Group.  Highlights include:  recruiting is still the #1 priority but needs a smarter approach; compensation is over-discussed; leadership quality and culture drive recruiting

Episode 297:  Winning Strategies during a Merger Retention

Jerry Rader, SVP, Strategic Growth & Development, ALCOVA Mortgage.  Highlights include:  face-to-face communication builds trust; incentivizing retention with shared upside; retention requires a post-sale strategy; cultural fit beats highest bid and

Episode 296:  Financial Literacy and Best Practices

Brian Vieaux, President & COO, FinLocker.  Highlights include:  point of thought matters; hybrid sales model; trusted financial educator; customer centric stories and franchise with no rules.  Brian has been in

Episode 295:  Upsetting the Cult of Comfort

Michael Cush, Owner, Mortgage Startup Consulting. Highlights include:  mortgage industry resists change—and it’s dangerous; AI and outside forces are disrupting the status quo; industry still doesn’t prioritize customer experience; executives