Are you a nonprofit leader who is looking for real insight into how to successfully startup, fundraise for, or successfully lead your nonprofit organization. If you answered yes, this podcast is for you. In this podcast you will discover: 1. What a nonprofit really is; 2. Grant tips; and, 3. Ways to raise money for your nonprofit I share with you how I have raised hundreds of millions of dollars stretching beyond traditional grants, and trained thousands of organizations across the globe. Si ...
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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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Episode #200: Special Co-Host Jonathon Haddad
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Brought to you by Fuse 2024 in New Orleans Register for Fuse NOW w/ code: letthegoodtimesroll Book your Hotel for Fuse 2024 It’s Broker to Broker’s 200th Episode! Join us for a celebration, as host Marc Summers is joined by special co-host AIME Chairman & CEO Jonathon Haddad as they look back at 200 episodes and discuss the broker channel’s past, p…
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AIME Board Of Director Spotlight: Julie Yarbrough – Episode 199
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This episode is brought to you by Fuse 2024 in New Orleans Register for Fuse NOW Join us for another special AIME Board of Directors spotlight episode of Broker to Broker! Learn the wholesale channel’s long-term goals for growth and scaling, featuring the Director of Growth, Julie Yarbrough! Learn more about AIME Leadership and the elected Board Of…
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Time Management: The Secret Sauce of Broker Success and Happiness with Dave Krueger – Episode 198
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This episode is brought to you by Fuse 2024 in New Orleans Catch Broker to Broker, episode 198! Join host Marc Summers and learn how to set a healthy work-life balance, give back to your community, and maintain top origination numbers with the Broker Owner of Montana Family Mortgage, Dave Krueger! Learn more about Dave’s nonprofit, Heroes 4 Kids: l…
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AIME Board Of Director Spotlight: Russell Petty – Episode 197
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This episode is brought to you by AIME’s Board Of Directors Join us for a special AIME Board of Directors spotlight episode of Broker to Broker! Learn the Board of Directors’ annual goals and the regional initiatives for the wholesale channel, featuring the Regional Director of Membership, Russell Petty. Learn more about AIME Leadership and the ele…
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NMBD Special: Start Where You Are – How To Get Involved in Broker Advocacy ft. BAC Leadership – Episode 196
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This episode is sponsored by NMBD: CONNECT – coming to Tampa and Detroit THIS WEEK Register for NMBD: CONNECT below: Anaheim, CA – July 15th – PASSED – See you next year! Detroit, MI – Tuesday, July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – Thursday, July 19th: aimegroup.co/NMBD-Tampa NMBD CONNECT presents: A special National Mortgage Brokers Day…
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Consumer Direct: The Brokers’ Guide to NAR’s Lawsuit Impact with Amir Nurani – Episode 195
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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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Channeling Wholesale: Paving the Way for Retail LOs to Become Brokers with Jennifer Gormer – Episode 194
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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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Face to Face Business: Solving The Hard Mortgage Scenarios Fast with Mackenzie Barrett – Episode 193
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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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Transparency, Communication, and Ease: Cultivating Organic Wholesale Growth – Episode 192
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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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Personal Branding for Brokers: Why Details, Numbers, and Relationships Matter (With Kurt Brandly) – Episode 191
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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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Deep-Diving Into the Nonprofit Concepts
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It isn't easy to start and sustain a not-for-profit business when you hardly understand the concepts of this industry. That's why before running head-first into this business, it's important to invest in the right knowledge to ensure you know how to run, fund, and lead a nonprofit organization.By Jennifer Yarbrough
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The Educated Approach: Why Service Wins Over Sales (With Chuck Matthewson) – Episode 190
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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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Individual Effort, Team Approach: Driving Mortgage Business with Branding (With Hunter Bolling) – 189
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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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Generosity at Work: The Link Between Selflessness and Success (With Kristin O’Neil) – Episode 188
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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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Education is Everything: Marketing, Client Education, and Wholesale Recruiting(With Mike Cox) – Episode 187
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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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The Loan-Processing Mindset: Selflessly Doing What Retail Can’t (With Cheryl Dempsey, CEO of Coastal Breeze Processing) – Episode 186
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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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Mortgage Leadership Mindset: Finding the Right Talent, and Delegate (With Darren Copeland) – Episode 185
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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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Thriving and Surviving: Strategies for Every Mortgage Market (With Jonathon Haddad) – Episode 184
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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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Understanding the Nonprofit Business Model (Yes, It’s a Business!)
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Does 'nonprofit' mean that you're not earning revenue? Many nonprofit leaders start a nonprofit organization without a clear understanding about the nonprofit business model. In this episode, I'm setting the record straight and explaining the nonprofit business model and the financials involved in running it.…
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The Key to Survive? Take Care of the Consumer (With Joanne Russell) – Episode 183
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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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We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182
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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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The Importance of Communication In Your Nonprofit's Success
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As a nonprofit leader, one of your primary tasks is to communicate effectively if you want your nonprofit to succeed. But who are you supposed to communicate with? How do you do it? Where do you start? Listen to this episode to find out!
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How To Put Together a Fundraising Plan
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A fundraising plan is an essential part of a nonprofit organization. Here are my tips on how you can create one.By Jennifer Yarbrough
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Find Your Why: How to Establish Your Place in the Mortgage Industry (with Fadi Sankari) – Episode 181
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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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The Business of Helping People: Using Existing Resources to Help Veteran Homebuyers (With Elizabeth Cassidy) – Episode 180
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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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Creative Homebuyer Education: Adapting to the Changing Mortgage Market (With Jessica Wells) – Episode 179
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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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Broker is a Good Word: How We Fight for Our Homebuyers (With Lindsay McCoy) – Episode 178
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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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Planning, Educating, and Following Up: Becoming a Top Producer, and Staying a Top Producer (With Major Singleton) – Episode 177
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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Retail, Correspondent, or Broker: What 24 Years in Mortgage Looks Like (With Michael Most) – Episode 176
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This episode is sponsored by FundLoans In this compelling episode of Broker to Broker, Marc Summers sits down with Michael Most, a seasoned originator with 24 years of experience in the mortgage industry and a dedicated advocate for the Orthodox Jewish community. Join us as we delve into Michael’s unique journey, combining his mortgage expertise an…
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Episode 175: The Entrepreneurial Spirit: The Freedom & Control to Thrive in the Mortgage Industry
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This episode is sponsored by Fuse National Conference 2023 In this episode of Broker to Broker, host JP Hussey is joined by CEO of Dwell Mortgage and upcoming Fuse VI Spotlight Speaker, Shane Kidwell. Shane has only joined the broker channel at the start of 2023, and he’s already making waves. Shane’s hunger, energy, and drive for the wholesale cha…
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Episode 174: The Fuse VI Countdown Special
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This episode is sponsored by Fuse National Conference 2023 In this special episode of Broker to Broker, host Marc Summers is joined by… host JP Hussey! The Broker To Broker hosts join together in the special occasion for the biggest wholesale-specific event of the year, the sixth-annual Fuse National Conference 2023. Marc & JP reflect on their firs…
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Episode 173: Repurposing the Wheel: Easy Steps to Grow Your Audience, Network, and Mortgage Business
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This episode is sponsored by EPM On this episode of Broker to Broker, host Marc Summers receives a full education in overhauling a brokerage for 2023 and beyond, as he’s joined by Broker Owner of Fulcrum Home Loans, Braiden Shaw. If you’re looking to grow or scale your audience, your network, and your business, this is a must-listen episode. Braide…
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Episode 172: Connecting Mortgage Peers: The Processor Perspective
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This episode is sponsored by Change Wholesale On this episode of Broker to Broker, the format is turned on its head. Host Marc Summers goes from Broker To Broker, to Originator To Processor, as he’s joined by Gina Wariebi, Owner/Operator of Innovative Edge Processing, Inc. Throughout this enlightening episode, Gina and Marc lay out the differences,…
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Episode 171: Consistency is King: How a Mentality Change Can Revolutionize Your Mortgage Business
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This episode is sponsored by PRMG On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Fast Action Mortgage, Andrew Yanni. Andrew has his hands in a lot of projects. He’s been a broker for a long time, but only within the last five years did he open his own brokerage. He just moved to a new office location. He’s just now…
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Episode 169: Your Brand Speaks Highly of You, Even When You’re Not There w/ Samantha Shelton
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This episode is sponsored by Flagstar Bank On this episode of Broker to Broker, host Marc Summers talks to a familiar face as he’s joined by Broker Owner of Align Lending, Samantha Shelton. Samantha’s story is one shared by many in our community, one of constant growth; starting with her own business, to nurturing and ensuring the success of others…
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Episode 170: Advising & Building Relationships for a Seamless Mortgage Pipeline w/ Dante Royster
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This episode is sponsored by Windsor Mortgage On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Epic Mortgage, Dante Royster. Dante has been in the wholesale mortgage business for over two decades; starting in 2002, he quickly became a manager of his very own branch before age 25. The key to his quick success and long…
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What It Really Means to Start a Nonprofit
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In this episode, I talked about the realities of starting and sustaining a nonprofit—the things that people don't really talk about. Grab a cup of coffee, sit down, and take notes! ☕By Jennifer Yarbrough
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Episode 168: From Mortgage Underwriter to Broker: Working as a Team w/ Ethan Hough, Broker with One Stop Financial Group, LLC
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This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers gets a new viewpoint from a very valuable perspective when he’s joined by Ethan Hough of One Stop Financial Group, LLC. Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a bro…
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Episode 167: Mindset, Leadership, and Connection – Developing Relationships and Generating Mortgage Leads by Showing Up w/ Paige Hernandez, Heritage MTG Inc.
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This episode is sponsored by FundLoans On this episode of Broker to Broker, host Marc Summers is joined by Paige Hernandez, Broker with Heritage MTG Inc. Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and…
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Episode 166: Creating an Efficient, Repeatable Process For Your Brokerage w/ Cameron Harper, Broker Owner of California Mortgage Lending
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This episode is sponsored by the AIME FUSE VI National Conference On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of California Mortgage Lending, Cameron Harper Cameron is high-energy, and high efficiency. This episode covers a lot of processes and procedures and marketing topics, and Cameron shares his effective strat…
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Episode 165: Mutual Support as a Mortgage Lead Generation Model w/ Kevin Oto, Broker Owner of Green Haven Capital Inc
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This episode is sponsored by PRMG On this episode of Broker to Broker, host Marc Summers is joined by Broker Owner of Green Haven Capital, Kevin Oto. Kevin is a master of setting up a system that works. From starting with a few staff members working out of a bedroom, to a prominent broker owner in one of the most lucrative markets in the country, K…
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Set the Record Straight: Where Does the Funding Come From?
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Let's get something straight: how and where does the funding come from? If you're a nonprofit organization that needs revenue, listen to this podcast to find out!By Jennifer Yarbrough
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Episode 164: Proving Yourself as an Enduring Resource, Generating Evergreen Mortgage Leads w/ Kurt Strandson, Broker Owner of Pinnacle Mortgage Corp.
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This episode is sponsored by Change Wholesale On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Pinnacle Mortgage Corp, Kurt Strandson. Kurt has a wealth of experience, insight, and influence. As the former president and chairman of the Mortgage Bankers and Brokers Association, with experience lobbying for broker and …
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Episode 163: You Are Here: The Mortgage Broker Advantage of Problem-Solving w/ Elena Boland, Broker Owner, Wholesale Mortgage Services
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This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers is joined once again by friend of the show and AIME community, Elena Boland, Broker Owner of Wholesale Mortgage Services. Elena has been changing her game and scaling her business since she was last on the show over 100 episodes ago for episode 55. She’s be…
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Episode 162: Wholesale Choice and Control: How Mortgage Brokers’ Freedom Creates Innovation w/ Jason Kindler & Aaron Bacus, Broker Owners of First Coast Mortgage Funding
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This episode is sponsored by Windsor Mortgage On this episode of Broker to Broker, host JP Hussey gets a peek at the bright future of the wholesale channel, as he’s joined by Jason Kindler & Aaron Bacus, Broker Owners of First Coast Mortgage Funding. As Broker Owners of First Coast Mortgage Funding, Jason and Aaron bring two different approaches, s…
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Planning For Disasters, Downturns, and Difficulties
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Nonprofits are one of society's pillars during natural disasters, economic downturns, and other difficulties. Our organizations fill in the gap that the government and private businesses cannot serve. How can we make sure that we are prepared for these kinds of circumstances so we can still continue serving the community?…
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Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc
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This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host JP Hussey sits down with Justin Rocheleau, Broker Owner of JR Mortgage Group Inc, to discuss how teaming up with financial planners can take your business to the next level. Justin has found great success in marketing to financial planners as referral sources for his…
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Episode 160: Letting Things Grow By Letting Them Go: How to Foster Your Mortgage Business’ Skills, Staff, and Client Base w/ Elyin Perez, Broker Owner of ACE Lending Group
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This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host Marc Summers is joined by the Broker Owner of ACE Lending Group, Elyin Perez. 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 te…
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Episode 159: The Buck Stops with the Broker: Project Management for Mortgages w/ Allison Thenhaus, Mortgage Advisor/Broker at C2 Financial
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This episode is sponsored by EPM On this episode of Broker to Broker, host JP Hussey is advised, informed, and inspired by Mortgage Advisor and Broker with C2 Financial, Allison Thenhaus! 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 sho…
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If you're a nonprofit leader who's feeling stuck about your fundraising efforts, then this podcast is for you. In this episode, I'm outlining the different steps on how you can gain momentum and be successful in growing your dollars.By Jennifer Yarbrough
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