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