Katherine Gardner, SVP, Open Mortgage Wholesale. Highlights include: size doesn’t matter; three C’s; value of repeatable process and don’t sell scared. Katherine has been in the industry for over 25 years.
Jennifer Fortier,CMB, Mortgage Banking Consultant. Highlights include: importance of a roadmap; falsity of “little tweaks”; problem of work arounds; focus on speed vs hype? and what does success look like. Jennifer has spent over 25...
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 for over 20 years.
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. Brian has over 20 years...
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 success. The book is perfect...
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 and Big World Theory. Tom is...
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 connectivity platform like the telephone. ...
I interviewed author, Erica Acie who has written a great book, We Got This!, A Guide to Securing Your Greatest Future. Erica has had a long career in financial services and is currently Head of Fulfillment &...
Jessica Wright, Advisor for the Future Housing Leaders program at Fannie Mae discusses the program. Highlights include: Developing new partnerships with housing finance, real estate, non-profit entities, and colleges and universities to help close the workforce diversity...