Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions.  Highlights include:  implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new

James White, General Manager, Banking at Total Expert.  Highlights include:  data viewed as a liability not an asset; personalization is fundamental; crawl, walk and run; 4 key data points and

Greg Sayegh, Chief Strategy Officer/Co-Founder, InGenius. Highlights include:  what is leadership malpractice; if recruiting you “own” them; accountability is not micromanaging; 50% close 92% of sales and key goals in

Debra Killian, owner of CLOES.Online.  Highlight include:  communicate as soon as possible; most important mesh personality with customer; referral customers speak to immediately and offer options to customers.  Deb is

Pat interviewed Michael Hammond JD,CMT at NexLevel Advisors LLC.  Highlights include:  out of balance sales teams; failure to manage capacity; leveraging best practices; changing manager compensation models and training as

Joe Camerieri, Director of Sales, Private Label Origination at Maxwell.  Highlights include:  what is really different between lenders; creating scale; variable cost model; business or product and loans per month

Bill Kroll, Managing Director, The Casey Group.  Highlights include:  develop a strategy; set agenda and objectives; don’t reinvent the wheel and make sure you get references. Bill retired as EVP

Jon Overfelt, Director of Sales/Owner at American Security Mortgage Corp.  Highlights include:  preapprovals have ramped up costs; most tech helps consumers; slow second—fast first; leveraging time and don’t buy if can’t