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