Ep #83:How to Get Found Online, Attract Consumers and Win More Deals With Local Search
Jul 28, 2018
My special guest on this episode is Shane Closser. Shane is head of industry and General Manager for financial services at Yext.com
He's a published author award winning speaker and his research has been featured by leading advisory firms such as Forrester and Gartner. With 18 years of experience in financial services...
Ep #82: The Truth About Money
Jul 24, 2018
My special guest today has worked every day for over thirty years to teach people about personal finance. He's widely regarded as one of the nation's top Financial Advisors having been named in 2016 among the country's top ten Wealth Advisors by Forbes magazine.
Barron's selected him as the nation's number one...
Ep #81: Tim Braheem on Going from Conversion to Connection
Jul 22, 2018
This is a special episode for me and I'm confident it will be for you as well.
My special guest is Tim Braheem. If there's one word to describe Tim, it's authenticity. Have you ever been around somebody and they make you feel better, think clearer and understand the truth about what's really important.
For me, that...
Ep #80: How to Automate Your Mortgage Business to Close Loans Faster, Deliver a World Class Borrower Experience and Impress Referral Partners
Jul 17, 2018
My special guest today is Dave Simms. He's the CEO of Floify, an industry leading mortgage automation and point of sale solution.
Do you want to fully automate your mortgage business? Check out Floify. You want to create a smooth and simple borrower experience? Prospects, leads, minimize headaches, to reduce the...