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Broker-to-Broker

AIME Association of Independent Mortgage Experts

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Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join host Marc Summers, AIME President of Membership, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!
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Do you own a flower business or dream of starting one? Are you looking for practical floral design tips? Ever wonder how other florists run their businesses? Or maybe you’re a farmer florist building a flower farm and floral design business at the same time? You’ve landed in the right place! At the BB Podcast, we serve floral designers, farmer florists, flower shop owners, and aspiring florists by diving into practical tips and insider information from real working florists, floral educators ...
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In this episode of the Botanical Brouhaha podcast, Amy and Natalie talk with Anna Stouffer, owner of Urban Petals in Greer, South Carolina about her transition from a working in a law firm to becoming a successful floral designer. Anna shares her journey, starting with wedding floristry and eventually adding a retail component to her business. She …
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This episode is sponsored by NMBD: CONNECT – coming to Anaheim, Tampa, and Detroit Register for NMBD: CONNECT below: Anaheim, CA – July 15th: aimegroup.co/NMBD-Anaheim Detroit, MI – July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – July 19th: aimegroup.co/NMBD-Tampa NMBD CONNECT presents Broker to Broker Episode 195! This is an essential listen for …
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This episode is sponsored by NMBD: CONNECT – coming to Anaheim, Tampa, and Detroit Register for NMBD: CONNECT below: Anaheim, CA – July 15th: aimegroup.co/NMBD-Anaheim Detroit, MI – July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – July 19th: aimegroup.co/NMBD-Tampa NMBD: CONNECT presents: Broker to Broker, Episode 194! In this incredible episode, l…
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In this podcast episode, Emily Patrick, owner of Carolina Flowers, shares her journey from journalism to flower farming. She discusses the challenges and successes of starting and running her flower farm, including her approach to business, design, and financial management. Hosts Natalie and Amy engage Emily in a lively conversation about the evolu…
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This episode is sponsored by Fuse 2024: New Orleans Fuse New Orleans presents: Broker to Broker, Episode 193 with host Marc Summers! Today, we learn how to solve the hardest loan scenarios and close on the urgently needed homes faster than ever, all while supporting both underserved communities and your fellow broker peers, all from today’s incredi…
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This episode is sponsored by RCN Capital Get the hard-earned customer and client service advice from nearly half a century’s worth of mortgage industry experience, as host Marc Summers is joined by the leadership of Dovetail Mortgage, Chief People Officer Craig Good, and Chief Experience Officer, Robert Benson. Craig and Robert are an incredible te…
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In this episode, we visit with Imelda Ramos, owner of Cali Wholesale. Imelda shares her journey as the founder of a woman-owned company from starting as a small wholesale flower business to expanding her business and her footprint at the flower market. She discusses the importance of team training, effective communication with customers, and the ch…
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Aaron Jones VP, eCommerce & Media at Liquid I.V. and Unilever's Health & Wellbeing Division joins the podcast to talk all things marketing in 2024. Everything from the brand's recent Formula 1 sponsorship, TikTok Shop strategy, brand refresh, and so much more. Partner with Wavebreak: https://wavebreak.co/call/ Join Our Email List: https://wavebreak…
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This episode is sponsored by Fuse National Conference 2024 In this extremely informative episode of Broker to Broker, host Marc Summers is blown away by the financial wizardry and knowledge of Kurt Brandly, the President of Greenside Capital. Try not to let your jaw drop along with Marc, as Kurt provides the insight that brokers need in order to be…
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This episode is sponsored by Windsor Mortgage Learn how to survive and thrive in any market by focusing your service on education, as Marc Summers is joined by Chuck Mathewson, Broker Owner of Mathewson Mortgage Capital. Chuck has had a long, varied career in Mortgage, having started in retail in 2007, to opening his own brokerage after learning on…
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You can't control: Facebook, Google, or TikTok's algorithm (or if TikTok will even exist in the future) Impact on ad spend/CAC from the 2024 Election Consumer spending and confidence So, what can you control? What should you focus on? That's what we cover in today's episode. Partner with Wavebreak: https://wavebreak.co/call/ Join Our Email List: ht…
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In this podcast episode, Sylvia Bustamante Gubbins, the founder of Madrid Flower School, shares her inspiring story of starting a new career in floral design at 48 and following the dream to open a flower school. As Sylvia continues to grow Madrid Flower School, she’s introducing new educational opportunities for floral designers to study the art a…
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This episode is sponsored by EPM TAG 2024 In this episode of Broker to Broker, host Marc Summers learns how to organically grow a mortgage business $11M a year when he’s joined by Hunter Bolling, Team Lead & Senior Mortgage Broker with Edge Home Finance, and Television host for American Dream TV. Hunter shares his incredible knowledge and success h…
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This episode is sponsored by Fuse National Conference 2024 In this spirited episode of Broker to Broker, host Marc Summers learns the business benefits of selflessness & support from the Senior Loan Officer at Open Door Lending, Kristin O’Neil! Kristin shares her invaluable perspective and strategies, from a career that has seen the best and worst …
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This episode is sponsored by RCN Capital This is an instant classic episode that has been a long time coming. Learn how to step up your game as a broker, educator, leader, and marketer as host Marc Summers is (finally) joined by Mike Cox, CEO or Mortgage Nerds. During this episode, MIke references & recommends these two essential books for the brok…
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This episode is sponsored by The Loan Store This episode, we flipped the format. For the first time this year, the show goes from ‘Broker to Broker’, to ‘Broker to Processor’ as host Marc Summers is joined by beloved wholesale community member, and the CEO of Coastal Breeze Processing, Cheryl Dempsey. Though she is a Processor, Cheryl is one of the…
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This episode is sponsored by RCN Season 4 of Broker To Broker is officially in full swing, as host Marc Summers is joined by the President and CEO of Summit Lending, Darren Copeland. In this episode, Darren graciously shares a comprehensive coaching on how to recruit, train, empower, and equip your staff as you grow your mortgage business, giving t…
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Chris Hunter joins the Wavebreak Podcast to share his journey as the co-founder of Koia, and previously Four Loko. We chat about how Koia launched nationwide into Whole Foods from Day 1, building and scaling consumer brands, and so much more. Chris Hunter is the co-founder of Koia and Four Loko. Grab his book here: Blackout Punch Links Mentioned Ko…
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This episode is sponsored by Windsor Mortgage It’s the Season 4 premiere of Broker to Broker podcast, and we’re kicking it off from the top! Host Marc Summers is back, joined in a momentous conversation with none other than the CEO of AIME, Jonathon Haddad. In an episode that becomes an important moment for the broker community, Jonathon very hones…
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In episode 120, we have the pleasure of reconnecting with the incredible Francoise Weeks, whose hands weave magic with woodland designs. She's back with a treasure trove of wisdom in her new book, Wonder of the Woodlands: The Art of Seeing and Creating with Nature. It's a visual feast over 200 pages long, and trust us, it's a must-have for your col…
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In today's episode, Kara Brothers, President at Starface, shares Starface’s mission and how the brand flips the acne narrative on its head through out-of-the-box marketing strategies, campaigns, and product drops. Links Mentioned Starface Learn more about Wavebreak: the email & CRM agency for high-growth DTC brands…
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In this episode, Natalie & Meg, co-owners of Native Poppy, take us behind the scenes of their retail shops in San Diego, where they've created an immersive experience for their customers. In an effort to explain the price gap between flowers bought at locally-owned flower shops vs. large grocery store chains, they speak about the unique characteris…
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In this episode of the Botanical Brouhaha podcast, Amy McGee and Natalie Gill, the co-hosts, interview Marsha Parker, a seasoned teacher with a passion for history and culture. Marsha shares her experiences teaching around the world and her personal battle with cancer as a 3x survivor. She discusses how these experiences influenced her floral busin…
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Recently, we released a podcast episode titled "15 Minute Exec Guide to Email & SMS in 2024" and we received a lot of positive feedback. We're excited to share that it’s been expanded into a 30-minute webinar replay that you can watch or listen at your leisure: Watch The Webinar Here In this expanded podcast episode, we cover what actually moves th…
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Preston Rutherford joins the Wavebreak Podcast to share his journey with Chubbies. We chat about how Chubbies was able to maximize profitability by focusing more on brand marketing and less on direct response marketing, and how you can do the same, even in 2024. Preston Rutherford is a co-founder of Chubbies and Loop Returns. Chubbies.com Links Men…
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In this podcast episode, flower farmer and author Lennie Larkin of B-Side Farm discusses her experiences in the flower farming industry, her book Flower Farming for Profit, and her educational initiatives for other farmers. She talks about her transition from other careers to farming, the financial aspects of the business, and the importance of str…
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In this podcast episode, Amy and Natalie visit with flower shop owner Stacy K Ercan of Stacy K Floral in Rochester, New York. She shares about her shop expansion and business model which includes a collaborative space with a coffee counter, retail offerings, and a subscription service. Stacy also talks about how her background working with tents, e…
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In this episode of the BB podcast, Amy and Natalie talk with Lucy Hunter about her 20+ year career in landscape design and her newest book The Flower Hunter: Creating a floral love story inspired by the landscape. Lucy shares openly about her past burnout, her shift towards flower design, and her return to the landscapes that inspire her creativity…
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In this solo episode of Leading Brands, the following topics are discussed: 2023 Learnings and Q4 Results: What's Working Now 2024 Strategic Recommendations: What To Focus On Email and SMS Opportunities for 2024 New Gmail and Yahoo sending requirements A/B Test Results and What Moves The Needle And more! Links Mentioned Learn more about Wavebreak: …
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Dr. Lisa Creaven joins the Wavebreak Podcast to talk about Made By Dentists and their nationwide launch into Target. In this episode we discuss: Launching the brand directly into Target nationwide with no previous DTC or retail sales. Tips for building a lean, experience team that isn't afraid to get their hands dirty. Current state of the oral car…
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Mike Beckham joins the Wavebreak Podcast to talk about Simple Modern and their rapid growth to nearly $200 million in annual revenue. In this episode we cover: Breakdown of Black Friday/Cyber Monday results for 2024, including insights into Simple Modern's limited edition daily releases of 1,000 units. The importance of financing and how Mike was a…
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In this podcast episode, Amy & Natalie conclude Season 7 with a Q&A session centered around listeners' questions. Natalie shares insights on pricing strategies, staff payment, and the benefits of an a la carte menu in the floral industry. She also discusses the challenges of balancing motherhood and business. And, finally, Amy and Natalie emphasize…
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This episode is sponsored by Fundloans In this episode, host JP Hussey is joined by Joanne Russell, Broker Owner of the Mortgage Place. Joanne has been a champion for the Broker channel for 25 years. She’s seen all of the ebbs and flows that the mortgage industry could possibly offer; though she’s been a broker since 1997, she’s been in the mortgag…
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In this episode of the Leading Brands podcast, we're joined by Kevin Escalera, Senior Director of Marketing at RSP Nutrition and AminoLean®. Join us as we dive into the brand's rapid growth and viral campaigns. In this episode, the following topics are discussed: Innovation: How you can continue to innovate, regardless of the age of your company, a…
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This episode is sponsored by Windsor Mortgage In this episode, host Marc Summers refines his outlook, updates his business model, and streamlines his processes & procedures as he’s joined by David Kakish, Producing Branch Manager at C2 Financial. David hasn’t been a broker for long, having started just last year; but his 15+ years as a pastor with …
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Ryan Bartlett joins the Wavebreak Podcast to talk about True Classic and their rapid growth to $150 million/year in revenue in 3 years. In this episode you’ll learn: The Meta (Facebook/Instagram) marketing strategy that scaled the brand from $0 in 2019 to $150 million in 2022 (that still works today) How they increased revenue 30% by expanding inte…
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In this episode of the Leading Brands podcast, we're joined by Hind Sebti, the co-founder and Chief Growth Officer of Waldencast PLC (NASDAQ: WALD). Join us as we dive into how she's leading Waldencast to become a global "house of brands." In this episode, the following topics are discussed: From Procter & Gamble to NASDAQ: Hind shares lessons lear…
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Floral designer Carrington Winkelmann, owner of The Farmer & I in the Texas Hill Country, shares her journey from college days dreaming to starting her own flower business with her flower farming husband, Grant. She discusses the challenges and rewards of running a business, including managing inventory, managing client expectations, and pricing he…
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This episode is sponsored by Change Wholesale In this week’s episode, host JP Hussey is inspired as he’s joined by Fadi Sankari, Broker Owner & President of Best Rate Mortgage. Fadi is an entrepreneur through and through, inhibiting the ‘entrepreneurial spirit’ in everything he does. Throughout the episode, he reminisces about many failed business …
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Ryan Lupberger, Co-founder & CEO of Cleancult, joins the Leading Brands podcast to discuss the journey of Cleancult from its ecommerce launch to current retail expansion, the key elements of building a strong leadership team, and more. In the episode, the following topics are discussed: Navigating Ecommerce Growth and Pivoting Successfully: Learn h…
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This episode is sponsored by RCN Capital In this special Salute To Service: Veteran Advocacy Week episode, host Marc Summers gets a comprehensive breakdown of how to become a VA expert, as he’s joined by Fuse VI Panelist, Elizabeth Cassidy, Mortgage Broker with Future Home Loans. Elizabeth was a highlight for Fuse VI this year, as her statements ga…
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Filipe Keuppens, Executive Vice President of Pickle Juice™, joins the Leading Brands podcast to share the remarkable journey of the drink's growth, from a $250,000 revenue in 2015 to becoming the preferred choice of top athletes. In the episode, the following topics are discussed: Unique Go-To-Market Strategy: Achieving millions in revenue growth w…
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In this podcast episode, a seasoned rooftop flower farmer (yes, you heard that right - she farms on rooftops) shares extensive experience in agriculture. Joanna Letz, owner of Bluma Flower Farm, discusses the transition from traditional farming to rooftop farming, the unique challenges it presents, and the logistics involved. She also talks about h…
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This episode is sponsored by AFR Wholesale In this episode of Broker to Broker, host Marc Summers is joined by Fuse VI panelist Jessica Wells, Broker Owner of Clear Choice Mortgage. Jessica proves her expertise, and why she was a Fuse panelist this year, as this episode is full of nuggets of wisdom that immediately could be applied to a Broker’s ma…
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Eric Christianson, CEO of Nutrient Survival, joins the Leading Brands podcast to share his invaluable insights, drawn from his vast experience in CPG, where he led marketing for prominent brands like Campbell's Soup and Perdue Chicken, and to discuss his journey of now spearheading a high-growth startup. In the episode, the following topics are dis…
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This episode is sponsored by PRMG In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. JP calls Lindsay the “longest-running true Broker” that’s ever been on the show, because she’s been steadfast in the Wholesale channel since the early 2000s. She’s seen the best the W…
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Deb Waterman Johns, Co-Founder & Chief Creative Officer of SCOUT, joins the Leading Brands podcast to share the brand's origins, specialty retail, and lessons from building a multi-generational brand. In the episode, the following topics are discussed: Founding Story: Taking the brand from idea to 1,500+ retailers and loved by customers all over. S…
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This episode is sponsored by Windsor Mortgage In this episode of Broker to Broker, host Marc Summers is joined by Major Singleton, Broker Owner of Major Money Matters, powered by Edge Home Finance. Major is coming off an amazing showing as a second-time panelist at Fuse VI’s most anticipated panel of the year, We Are Mortgage Champions: Top Volume …
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