
With Marc Summers
New Episodes Every Tuesday
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Justin has found great success in marketing to financial planners as referral sources for his business. As we all know, financial planners are in it for the long haul when it comes to serving their clients, and being able to present the best options for their client's financial success is a win-win for both parties. By collaborating with financial planners, Justin has been able to create strong relationships and provide clients with the best possible advice and solutions.
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Elyin hasn’t been in the wholesale channel long, but ever since going broker and joining the wholesale channel, Elyin and ACE Lending Group have made a substantial impact. Elyin is now a tenacious, driven, and prominent leader in the wholesale community.
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Allison is known as a Mortgage Advisor for multiple brokerages for a great reason. Though only having been in the wholesale mortgage industry for a relatively short time, she has insight and knowledge beyond her years. Allison has a vast knowledge of systems & processes, customer service, ethics & values, and long-term market trends.Â
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Mike’s hunger for success in the wholesale industry is an inspiration that mortgage professionals can learn from. Mike’s energy, pragmatism, and ability to get to the heart of a topic are all as refreshing as it is educational. With a diverse background in the Marine Corps, the fitness industry, and in the retail channel all before starting his own brokerage, Mike brings a lot of no-nonsense wisdom to the table, and it leads to significant takeaways in short order.
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Brian has a long, varied career in financial services. Starting in retail, he transitioned to wholesale while simultaneously working in wealth management. Brian’s varied career has led directly to an understanding that knowledge is power. The more knowledge you have and are able to successfully communicate to consumers leads to a more diverse and assured client base.Â
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Tano has been in the wholesale mortgage business for over 20 years. As an expert on delegation, Tano shares how to properly prioritize your own time. He’s honed and prioritized his brokerage’s structure to get the absolute most out of his precious time as a producing owner.Â
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Kahren is a wealth of hard-earned knowledge, wisdom, and confidence. This combination makes for an exceptional, educational, and inspiring episode. In just a half hour, Kahren shares an empowering discourse about business, networking, and social media strategy, how to build up your skills and mindset to take on changing markets, and most importantly, how to build yourself up to be the best version of yourself every day.Â
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Lamont has his hands in many industries. Nonprofits, basketball teams, solar energy, and a brokerage of more than 80 staff members are just some of his endeavors. Lamont is able to successfully juggle all of these fields because he focuses on long-term sustaining practices. He actively fosters long-term relationships and prioritizes contributions to his communities.
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Amy Jo joined the broker channel only recently, having worked in the retail industry for most of her life. Despite that, Amy Jo has made a massive, positive impact on the entire wholesale community. “I started noticing the things about retail that I didn't like that I wasn't in love with, and having the background of living and breathing this industry. For almost 21 years, I started to suspect that I was being fed some lines of garbage and that I really needed to figure it out on my own. So I really started researching it and I was like, I need to become a mortgage broker. I want to become a broker.”
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Tom is a master of many. As the President of Growth for AIME, he has helped facilitate the growth of AIME and hundreds of brokerages nationwide. While he has many large-scale goals and aspirations for the wholesale channel, he hasn’t lost sight of, or consideration for improving the business of small and individual brokerages. Tom shares his top-down perspective from the positions he holds, but approaches his work from the ground floor, in that he still finds originating as invigorating and engaging as ever.Â