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
Episode 269: No Customer Referrals: Here’s Why and How to Correct
Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to
Episode 268: Solving Your Process Gaps in Your Workflow
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
Episode 267: Moving IT to Sales
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
Episode 266: Fixing the Broken Sales Model: Leadership Malpractice
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