Episode 238:  Modern Day Sales Blocking & Tackling

Bill Bodnar, Chief Revenue Officer at Tabrasa, LLC and Chief Market Analyst at Mortgage Market Guide.   Highlights include:  Loss of “hustle”; AI discussion; advisor of financial market information and the

Episode 237:  Launching a Technology Change Strategy

Jennifer Fortier, Principal, at STRATMOR Group.  Highlights include:  “shiny object” syndrome; drivers & outcomes; rush to buy technology products; automation is key and mock up new workflow.   Prior to consulting,

Episode 236:  Getting the Green Light for Sales Investment

Nicole Poole, VP Residential Lending at The Police Credit Union, discusses Getting the Green Light for Sales Investment.  Highlights include: being relevant is critical; rebuilding the shop; sell equals members’

Episode 235:  Sales Discipline & Accountability

Michael Yates, SVP, Mortgage Sales Director at Mercantile Bank of Michigan.  Highlights include:  keeping focus on the NOW; structure equals discipline; importance of being coachable; creating your own success and

Episode 234:  New Trends in MSR

David Burruss is MSR Sales Director at Mortgage Capital Trading (MCT).  Highlights include:  current MSR trends; assumptions matter to regulators; three guardrails; rise of smaller transactions and the Wall Street

Episode 233:  How to Sell More Cars

Terry Lancaster is author of How to Sell More Cars.  One of Terry’s key points is that social media is not an advertising platform but it is actually a communication and


Episode 232:  Personalization and Marketing Success

John Seroka, President, Seroka Brand Development.  Highlights include:  trust factor is key; segment emails by needs and pain points; consistent uncanned approach; use of data to segment and do more


Episode 231: Making Sales Investments

Stephanie McGuire, SVP of Lending at AmeriCU. Highlights include: right staff is key; test and verify; investment in your people makes the biggest difference; having partners who align is critical and


Episode 230:  Getting Out of Your Comfort Zone

Andrew Clarkson CMB, VP National Mortgage Production at UnitedFedCU, talks about Getting Out of Your Comfort Zone.  Highlights include:  WINS-what is important now; key is time blocking; “Hunters” market; get