🎙 Episode 246
Host: Marc Summers (AIME’s Founding President)
Guest: Kyle Koller (Branch Manager at UMortgage)
This week’s episode features Kyle Koller, a ten year mortgage veteran who has built his entire career in the broker channel.
He shares his unconventional start in the industry, after receiving a text from a former student. Kyle talks with Marc about the mindset shifts, practical strategies, and relationship building tactics that have sustained his business through countless market cycles.
🔹 Key Takeaways:
- How to best utilize your most loyal past clients and existing Google reviews.
- The importance of educating clients in simple terms, especially during volatile markets.
- Why blended rate conversations are essential for helping clients see the full picture.
- Why being an advisor, not just a transaction facilitator, leads to true longevity.
💡 Golden Nugget:
“This job gives you a flexible schedule. Stop treating it like a nine to five and start taking advantage of the freedom it actually offers.”
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