Episode 278: Entering a New Market
Chris Blevins, National Sales Director. Highlights include: difficulty of managing remotely; less is more; start with center of influence; fund the leader and managing the right way. Chris has been
Episode 277: Getting the Most out of your People in 2025
Phil Reichers, SVP, National Sales Manager, ServiceLink. Highlights include: tech stack efficiency; serving your staff; feedback is a gift and adding value with each conversation. Phil is an experienced mortgage
Episode 276: What Makes a Successful Broker?
Katherine Gardner, SVP, Open Mortgage Wholesale. Highlights include: size doesn’t matter; three C’s; value of repeatable process and don’t sell scared. Katherine has been in the industry for over 25
Episode 275: 2025 Operational Roadmap
Jennifer Fortier,CMB, Mortgage Banking Consultant. Highlights include: importance of a roadmap; falsity of “little tweaks”; problem of work arounds; focus on speed vs hype? and what does success look like.
Episode 274: Amazon Effect on Mortgage Lending
Jay Promisco, President, Sierra Pacific Mortgage. Highlights include: “Amazon Impact”; right now and cheap; slowing down the start; track for success and protect your book. Jay is a mortgage veteran
Episode 273: What Do Loan Officers Want from Their Lenders
Brian Weis, Consultant/Coach, Brian R. Weis Consulting. Highlights include: hiring wrong people who don’t fit; ignoring current people; lack of support/coaching; lack of manager interface and do it your self-development.
Episode 272: YouTube Millionaire Mastery
Stewart Vickers, Author. Highlights include: first 10 seconds are key; cheat code; importance of an email list; YouTube analytics and YouTube sales funnel. Stewart shares his proven framework for YouTube
Episode 271: ROI on Training and Future Trends
David Upbin, VP, MBA Education at MBA. Highlights include: ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the
Episode 270: All Hands on Deck—Action Items for Banks
Tom Finnegan, Principal and Author, STRATMOR Group. Highlights include: decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills