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

Episode 294:  Managing in a Volatile Time

Jeff Scheuren, EVP, President, COO at Fulton Mortgage. Highlights include:  volatility is unprecedented and driven by emotion, not fundamentals; hedging must be hyper-responsive and continually reassessed; communication and tools are vital

Episode 293:  Persevering Through Purpose

Rob Robertson, Author.  Highlights include:  your pain can become your purpose; don’t freeze in the face of life’s hits; support systems matter; the NFL taught him more than football and

Episode 292:  Building a National Recruiting Plan

Connor Bartley, Content Creator and Podcast Host, The LO Down.  Highlights include: build by design, not by default; internal alignment and realism are crucial; prioritize quality over quantity; leverage technology and

Episode 291:  Three Types of Leaders: What Works in Volatile Markets

Michael Moorhouse, CEO & Founder, Moorhouse Group.  Highlights include: three types of distinct leader groups; sales staff disconnect; failure to recognize “true state”; renting loan officers and retention-proof your staff.  Michael is

Episode 290:  Rocket & Zillow Views on Future of Mortgage Banking

Michael Kelleher, Founder, Adopt the Brand and Co-Founder, Easy Mortgage Apps.  Highlights include:  closed-loop digital mortgage model; loan officers must go digital; Zillow’s “Super App” is a game-changer; data-driven prospecting

Episode 289: Why be a Broker in a Challenging Market?

Kirk Redding, Co-Founder, President, Promise Home Loans. Highlights include: broker model growth; industry challenges; success factors in the broker model; changing realtor perceptions and the need for strong support system.  Kirk