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 Highlights include: mortgage business model is outdated and needs reinvention; senior leadership faces an innovation gap; recruiting young talent requires a different strategy; consumer behavior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