Jeff Schummer, CEO, Financial Independence.  Highlights include:  four managing challenges in 2025; falsehood of training as an expense; need for structured learning process; five key leadership mistakes and culture of

Chuck Sanders, CEO and Founder at Diverse Mortgage Services.  Highlights include:  restore the personal touch; minority markets untapped; grass roots engagement opportunity; technology a competitive edge and “Jaime Dimon’s stand”. 

Rick Roque, VP, Growth at NFM Lending. Highlights include:  expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers.  Rick has experience

Scott Moriarty, Principle Partner, Mountain View Advisors.  Highlights include: proactive technology change management is essential; need to leverage existing systems effectively; focus on data-driven decision-making; leadership empowerment and employee dedicated

Eric Mitchell, Author and Chief Revenue Officer, Client Direct Mortgage.  Highlights include:  five key drivers of the 1% in sales; your personal profound experience; true mentorship; restructuring of sales roles

Erica Acie, Head of Originations, Truist.  Highlights include:  prioritizing the client experience as a foundational KPI; become valued financial advisors; core competencies for sales success; robust on-boarding process and embracing

Ruth Stephenson, Area Manager, Guild Mortgage. Highlights include:  “power hour” approach emphasizing peer accountability; fostering confidence to overcome call reluctance; quantitative feedback and group discussions and commitment and incentives drive increased

Jen Poniatowski, Consultant, Center for Practical Management.  Highlights include:  tailored goal-setting improves performance; activity goals are key to success; training is crucial and often overlooked; managers need development and cultural

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