Podcasts about Broker

Many agency leaders run their businesses on gut instinct. While intuition is important for speed, relying on it for your year-end forecast or retention metrics is a dangerous game. If your Agency Management System (AMS) is just spitting out numbers without context, you are effectively flying blind.My guest, Todd Dailey, creator of Premium Logic, joins me to discuss how his transition from the data-rich corporate world of Liberty Mutual to the independent agency side exposed a massive gap in analytics. We break down why traditional AMS platforms fall short, the critical difference between lagging metrics (like retention) and leading metrics (like client sentiment), and how to use data to collaborate with your producers rather than punish them. If you are ready to stop guessing and start making confident, calculated decisions to scale your agency, this episode is your blueprint.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we go through some industry mailbag questions that made their way to my inbox this week. Plus, Robbie sits down with Logan Finance's Paul Jones for a discussion on how brokers avoid common self-employed borrower mistakes and simplify the process from application to closing to make non-QM accessible and efficient. And we close by looking at personal consumption expenditures (PCE).Today's podcast is brought to you by Floify, an industry-leading point of sale platform. Dynamic Apps 2.0 — an AI- powered enhancement lets lenders tailor application flows by loan type, including HELOC, construction, ag, non-QM and more. Borrowers see only the right questions, the right sections and are sent the right disclosures from the start. The result? Higher completion rates, less operational back-and-forth and specialty lending without the one-size-fits-all compromise. Discover more at www.floify.com — and see Dynamic Apps 2.0 in action at ICE Experience, March 15–18 in booth 713.

Aktive Portfolio-ETFs sind eine der spannendsten Entwicklungen im ETF-Markt. Diese Produkte kombinieren verschiedene Anlageklassen wie Aktien und Anleihen in einem einzigen ETF und steuern die Gewichtung aktiv. In diesem Interview sprechen wir über die Funktionsweise der neuen Strategic Allocation ETFs von JPMorgan, ihre Chancen und Risiken sowie die Rolle solcher Produkte im Portfolio von Anlegern. Viel Spaß beim Anhören! ++++++++ Weißt du wirklich, wie dein Portfolio performt? Mit dem extraETF Portfolio Tracker hast du dein Vermögen immer im Blick. Analysiere deine Aktien, ETFs und Fonds mit detaillierten und individuellen Performance-Metriken, X-Ray-Analysen, einem Dividenden Tracker und noch viel mehr. Jetzt kostenlos testen: https://go.extraetf.com/portfoliotracker ++++++++

Send a textFear of clawbacks should never dictate advice. We take a clear, practical look at how protection commission choices indemnity, non‑indemnity (drip), and blended models shape cash flow, client outcomes, and the long‑term value of a self‑employed mortgage business. With plain‑English examples and simple rules you can apply today, we unpack what really changes when you shift from lump‑sum advances to steady monthly income.We start by demystifying indemnity: how two and four‑year periods work, why higher advances mean longer exposure, and how clawback can distort behavior if you are chasing short term spikes. Then we turn to non‑indemnity and show why drip income can smooth revenue, reduce stress, and often match or beat total indemnity over time. You will hear how recurring commissions fund admin support, marketing, and rent, and why a dependable base elevates your firm's valuation when you plan an exit.From there, we map out blended strategies that keep cash coming in while building stability. Set a simple premium threshold, split by product type, or decide case by case life cover on indemnity, income protection on drip so you are balancing immediacy with durability. We cover the operational moves that make it work: checking provider terms, planning for the transition dip, using your CRM to drive reviews, placing policies in trust, and protecting persistency to safeguard both clients and revenue.The heart of the episode is a mindset shift from transaction to stewardship. When you align commission structure with Consumer Duty and long‑term client care, you create better advice, better retention, and a calmer business you can scale. If this conversation resonates, take ten minutes after listening to review your commission mix and set one simple rule you will apply on your next protection case.Enjoyed the conversation? Subscribe, leave a review, and share this with a broker who needs a smarter approach to protection income.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry #mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...

Every producer wants to land massive enterprise accounts, but very few are willing to embrace the daily, unglamorous grind required to get there.In this episode, Andy Neary sits down with Michael Hart of Dillingham Insurance to discuss how the grueling discipline of college football translates directly into building a $1.6M employee benefits book from scratch. Michael shares the exact advice his college coach gave him - “Hard work and consistency beats talent every day" - and how he applies that exact mindset to his daily sales pipeline.We break down the critical difference between pitching and listening, how to use the "six degrees of separation" to successfully prospect into the C-Suite , and why intentional collaboration is the ultimate weapon for closing complex, self-funded cases. Michael also shares his elite post-mortem strategy for handling a Broker of Record (BOR) loss without burning bridges , ensuring you learn from the defeat just like a championship team watching game film.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS0:00 - From Medical Sales to Insurance: The Early Grind04:30 - Transitioning from Worksite to Full Benefits Consulting10:15 - The Rookie Ego Check: Stop Pitching and Start Listening13:50 - The 6 Degrees of Prospecting (How to Connect with CFOs)21:30 - Moving Your Pipeline One Step Every Single Day24:35 - Why Consistency Always Beats Talent (The College Linebacker Mindset)33:10 - How to Handle a BOR Loss Like a Championship Team39:20 - Morning Routines, Goal Setting, and Elite HabitsCONNECT WITH ANDY NEARY

When you hire someone to help with your money, you probably assume they're legally required to act in your best interest. But here's the catch: not all financial professionals are held to the same standard. In this episode, David breaks down the often-confusing distinction between brokers and fiduciaries, and why it matters for your retirement confidence. Here's some of what we discuss in this episode: ⚖️ The legal difference between brokers and fiduciaries

Only 25% of property managers use video as a tool in their listings, and 10% or fewer use it for communication and education.Jennifer Ruelens, Founder and Broker of One Focus Property Management, joins the podcast to discuss why video is the best scalable way to build credibility and relationships; how to succeed in video production; why public videos consistently increase visibility, impact, and differentiation for your company; and ways to remove any anxiety or insecurity from utilizing video.Explore additional Beyond Rent episodes by connecting with us on Facebook, Instagram, TikTok, LinkedIn, and YouTube.You can learn more about Jennifer Ruelens on LinkedIn, and One Focus Property Management on the company's website.Visit RentManager.com/Podcast to submit an idea for an upcoming episode of Beyond Rent and discover more about the program.Learn more about Rent Manager's industry-leading accounting, reporting, maintenance, and communication features at RentManager.com, or connect with us on LinkedIn, Facebook, Instagram, YouTube, and X.

In dieser Folge sprechen wir mit Daniel „Loddi“ Tröster vom Sound Money Bitcoin Podcast über die Mechanik hinter dem Bitcoin-Preis. Wie entsteht der Preis eigentlich – und welchen Unterschied gibt es zwischen Börse und Broker? Wir klären, wie ein OTC-Kauf funktioniert, was Liquidität mit Volatilität zu tun hat und welche Rolle der Futures-Markt spielt. Außerdem diskutieren wir, ob Bitcoin und andere Assets manipuliert werden können – und welche Auswirkungen institutionelle Anleger künftig auf den Markt haben könnten.

Does the UK need another self-employed estate agency model? I sat down with Neil and Matt Baldock to challenge that thinking, exploring their approach to building sustainable, multi-income property businesses focused on long term value, real support and proven systems, not just self-employment.

When renewals rely on spreadsheets, scattered email chains, and the "tribal knowledge" of a few account managers, errors become invisible - until they suddenly show up. And when those mistakes finally surface, they introduce massive, catastrophic risk to your top clients and your agency's reputation.My guest, Weston Lunsford, the CEO of PLANSIGHT, joins me to discuss how manual workflows are secretly sabotaging benefit brokerages. We break down how purpose-built AI is replacing the outdated spreadsheet model, allowing brokers to instantly extract complex data from carrier documents to create client-ready presentations. We discuss why your team must stop finding its identity in building spreadsheets, the power of real-time plan modeling in client meetings, and why adopting new technology must be treated as a definitive leadership decision, not a side project. This is your roadmap to getting out of the clerical weeds and back into the strategic advisor seat.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY

Host: Cindy Allen Show: Simply Trade – Cindy's Version Published: March 6, 2026 Length: ~13 minutes Presented by: Global Training Center Ready For It? CBP's IEEPA Refund Proposal Drops—Here's What's Next Cindy Allen, CEO of TradeForce Multiplier, dives into the latest trade developments through Taylor Swift's “Ready For It?”—perfect for the “let the games begin” drama unfolding in IEEPA refund hearings. From DHS shakeups and Section 122 lawsuits to CBP's just‑filed refund blueprint, Cindy unpacks the mechanics, open questions, and what importers/brokers should do now.​ What You'll Learn in This Episode DHS leadership change Secretary Noem removed; scuttlebutt suggests more exits at DHS/CBP headquarters. New nominee: Oklahoma senator with broad congressional/President support (not yet formal).​ Section 122 tariff challenges 24 states sue in Court of International Trade, arguing Section 122 doesn't meet “imbalance of payments” requirement for universal tariffs. Commerce Secretary Besant hints at 15% rate hikes for specific industries, potentially violating Section 122's uniform application rule—no movement yet (as of Friday afternoon).​ USMCA signals Congress supports extension, but President has final say. Discussions on trilateral vs. bilateral (U.S.–Canada, U.S.–Mexico); some push for 1‑year extension to renegotiate post‑tariff chaos.​ Global disruptions Iran war halts Strait of Hormuz traffic, backing up oil tankers and vessels reliant on that fuel—broad transportation ripple effects.​ USTR advisory opportunity Nominations open for 4 USTR trade advisory groups (separate from COAC)—check Federal Register notices. Chance to influence policy, build government/industry relationships.​ Why “Ready For It?” Cindy channels Taylor Swift's “Ready For It?” for the IEEPA refund “dating game” between DOJ, CBP, and CIT: Federal Circuit rejected government's 90‑day delay request, remanded immediately to CIT. CIT hearing (March 4) was “entertaining” bickering—judge ruled no suit needed for non‑final entries and ordered CBP to liquidate without IEEPA duties. CIT conference (March 6, closed): CBP filed a refund proposal.​ CBP's IEEPA Refund Proposal Breakdown How it would work: Importers file ACE declaration with Excel list of affected entries. ACE runs validations, auto‑recalculates IEEPA refund. CBP verifies declaration accuracy. ACE auto‑liquidates; CBP certifies; Treasury issues refunds (as normal). Estimated 45 days for CBP programming.​ Open questions: Entry updates: ACE is system of record—will underlying entry summaries be corrected? (Critical for protests, PSCs, reconciliation, drawback.) Broker involvement: ABI required? Broker systems need programming? Push/pull updates? Reconciliation: How handled in bulk process? PSC/audit impact: Can filers still correct misclassifications post‑bulk liquidation? (Protests harder than PSC.) Liquidation halt: CBP questions authority to pause during 45‑day programming (hundreds of thousands liquidated March 6).​ Key Takeaways CIT has jurisdiction; expect CBP proposal review/dialogue—trade associations pushing entry updates. Programming delays + ABI sync = potential months before refunds flow. Liquidation is automatic unless stopped—monitor your entries closely. “Let the games begin”—are you ready for the IEEPA refund process?​ Credits Host: Cindy Allen Producer: Annik Sobing  Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and senior journalist Charlie Tchetchenian as they review the news of the week. This week, they discuss: New MFAA data showing broker market share reached a record December high of 76.7 per cent. The industry's response to allegations of a $1 billion mortgage fraud involving AI-doctored documents. The top performers in the inaugural Women in Finance Elite Broker ranking and the upcoming Better Business Summit. And much more!

Send a textBroker to broker compensation is done in South Carolina. But how do you real estate agents navigate through the compensation discussion now?  For some reason, we want to make this very difficult. But it is not.  It does require you to understand and articulate your value.  It is not time and task based, rather it is based on outcomes.  Listing agents must learn how to educate the sellers about commission negotiations. Buyer agents need to adapt their strategies in this new environment.  This is not anti-buyer agent. It is pro-agent and pro-client. Don't forget to like us and share us!Gary* Gary serves on the South Carolina Real Estate Commission as a Commissioner. The opinions expressed herein are his opinions and are not necessarily the opinions of the SC Real Estate Commission. This podcast is not to be considered legal advice. Please consult an attorney in your area.

Hosts: Renee Chiuchiarelli & Julie Parks Length: ~15 minutes Format: Simply Trade Tips Episode Summary Welcome to Series 6 of Simply Trade Tips. This series tackles a foundational — and often overlooked — issue in global trade: Where does Customs actually sit inside your organization? In this opening episode, Renee and Julie lay the groundwork by breaking down the three most common organizational structures and how each one impacts customs operations, compliance authority, budgeting, and risk management. Because here's the truth: Customs rarely fails because people don't care. It fails because it's structurally misaligned. This episode sets the foundation for understanding how org structure dictates decision-making, funding, escalation paths, and ultimately — compliance outcomes. Why Org Structure Matters for Customs Customs sits in the middle of everything: Procurement Finance Logistics Legal Tax Sales & contracts Export operations Yet it rarely “owns” all the decisions that affect it. That misalignment can create compliance gaps, conflicting priorities, and operational tension between speed and governance. Follow the money. Follow the reporting lines. That's where risk lives. The Three Core Organizational Structures 1️⃣ Centralized (Functional) Structure Definition: Departments operate in defined lanes (Supply Chain, Finance, Legal, Sales), each with its own leadership. Where Customs Usually Sits: Under Supply Chain Under Legal Occasionally under a dedicated Trade Compliance function Upside: Clear ownership Defined reporting line Often its own budget (if structured well) Downside: Under Supply Chain → can become overly execution-focused (velocity & cost driven) Under Legal → can become overly compliance-focused and disconnected from operations If no independent budget → strategy becomes fragmented Key theme: Budget authority drives strategic control. 2️⃣ Decentralized (Divisional) Structure Definition: Trade responsibilities are spread across business units, regions, or product lines. Each division may manage its own customs activity. Upside: Faster decision-making Direct access to business leaders Local agility Downside: Inconsistent processes across divisions Requires corporate oversight or council to maintain standards Heavy reliance on influence rather than authority This model works — but it requires strong coordination and governance discipline. 3️⃣ Matrix (Hybrid) Structure Definition: Dual reporting lines — often operationally to Supply Chain, dotted line to Legal, Tax, or Finance. This is where many global organizations land. Reality of the Matrix: Multiple “bosses” Consensus-driven decisions Speed vs. compliance tension Performance reviews may not align with dotted-line accountability Success in a matrix requires: Clear budget ownership Clear escalation paths Strong consensus-building skills Mature leadership alignment Without alignment, it becomes a tug-of-war between execution and governance. Customs Operations vs. Customs Compliance A critical distinction discussed in this episode: Customs Operations: Entry filings ACE submissions Broker management Day-to-day problem solving Customs Compliance: Classification governance Valuation methodology Origin policy Audit strategy Risk tolerance Julie and Renee strongly advocate for structural separation of these roles — even in small teams. Why? Operations finds errors. Compliance fixes root causes. Both must cross-communicate consistently. When they don't align, friction, inefficiency, and risk increase. Real-World Red Flags Renee and Julie call out four common structural warning signs:

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Teil der OMR Crew werden: https://omr.com/de/events/festival/crew/ Nahost-Eskalation drückt DAX 3,5%. MongoDB und Sea Limited leiden nach schwachen Ausblicken. Beiersdorf crasht wegen Nivea-Schwäche. Schaeffler enttäuscht. Pinterest kriegt 1 Mrd. $ von Elliott. Deutsche Börse profitiert von Volatilität. Vail senkt Preise. Baidu (WKN: A0F5DE) ist Chinas Antwort auf Alphabet. KI macht schon 39% vom Umsatz. Robotaxi-Fahrten wurden verdreifacht. KGV bei 15. Aber das Kerngeschäft schrumpft. Lohnt sich das China-Risiko? CompoSecure (GPGI, WKN: A3DBCL) stellt 75% aller Premium-Metallkarten in den USA her. JPMorgan, AmEx, Robinhood: alles Kunden. Jetzt baut Ex-Honeywell-CEO Dave Cote daraus ein neues Konglomerat. Spannend, aber komplex. Diesen Podcast vom 04.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

From franchising fitness empires to developing the next generation of athletes — Pat Rigsby has seen it all, and he's not done yet. In this episode, Pat joins Eric to break down what's actually shifting in the fitness and sports performance industry in 2025, why the gap between "trainer who pays rent" and real business owner has never been wider, and what two decades of franchising experience taught him before launching Athletes Accelerated. Pat pulls no punches on what it really takes to franchise a concept (hint: it's a legal marriage, not a passive income play), why the youth sports market is one of the most recession-resistant businesses you can build, and how he and partners Doug Sperling and Graham Wilkerson spent over a year stress-testing a model before ever filing an FDD. If you're a sports performance gym owner grinding through 14-hour days while missing your own kid's games, this one hits different. Takeaways:  

The following guest sits down with host Justin White:•   Michael Harris – CEO, United Mortgage Corporation of America Taking an Education-First Approach to Align Mortgage Strategy With Financial HealthA mortgage can be a powerful tool to help consumers improve their overall financial well-being. If loan originators take that approach, it can be a huge win for their business. How can LOs harness the power of a mortgage to help clients and earn referrals? Listen to Episode #117 of Good. Better. Broker. to learn how one mortgage broker embraces his role as part loan originator and part financial advisor.In this episode of the Good. Better. Broker. podcast, you'll learn how to leverage a mortgage to help clients achieve their short and long-term financial goals. In this episode, we discuss ...•   1:35 – why Michael focuses on financial empowerment as a business strategy•   3:37 – when Michael first saw a mortgage as a tool for financial health•   5:12 – helping clients in different demographics •   6:25 – Michael's radio show and the impact it has on his business•   9:58 – Michael's YouTube channel•   11:17 – the meaning of a ‘perfect financial GPS' and how it helps borrowers•   17:13 – interest rate vs. interest volume and why the difference matters•   20:27 – why every person's financial situation should be addressed differently •   22:26 – how to get in touch with Michael to learn moreShow Contributors:Michael HarrisConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

Most brokers pitch self-funding as a silver bullet for cost containment, focusing on administrative fees and stop-loss premiums. But they ignore the elephant in the room: the actual claims data. If you are only trying to shave 10% off the admin fee - which represents just 15% of the total cost - you are completely missing the opportunity to find massive savings in the 85% of the pie that actually matters.My guest, Jeff Borglund, Co-Founder of IntegroIQ, joins me to explain why forensic claims auditing is the ultimate wedge strategy to win and retain self-funded clients. We break down the difference between a targeted audit and a forensic review, and why employers are choosing "ignorance" despite mounting ERISA fiduciary lawsuits. If you want to differentiate your agency and offer a cost-containment strategy that requires zero employee disruption, this is the episode for you.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(00:00:35) The Sausage Salesman: Jeff's Unconventional Path to Insurance (00:02:19) The Forbes Article That Changed Everything (00:06:34) What is Claims Payment Integrity? (And Why is it a Blind Spot?) (00:07:33) Forensic Audits: Finding the $69,000 Mammogram Mistake (00:12:22) Shifting from "Identify and Recover" to "Identify and Prevent" (00:14:02) Fiduciary Ignorance: Why Employers Put Their Heads in the Sand (00:21:04) Fraud, Waste, and Abuse: The Most Common Billing Errors (00:25:05) How Brokers Use IntegroIQ as Their Back-Office Data Team (00:30:35) Jeff's Morning Routine: Coffee, Scripture, and High-Altitude HikingCONNECT WITH ANDY NEARY

What is an initial access broker — and why does it matter to your organization? In this episode, W. Curtis Preston and Prasanna Malaiyandi are joined by Dr. Mike Saylor of Black Swan Cybersecurity to break down the role of the initial access broker in today's ransomware attacks.Most people picture ransomware as a single bad guy with a keyboard. The reality is way scarier. There's an entire criminal supply chain out there, and the initial access broker is the specialist at the front of it. These are the people who do nothing but break in — stealing credentials, exploiting vulnerabilities, hijacking sessions — and then sell that access to other criminals who do the dirty work. Dr. Mike Saylor walks us through a real case study from 2024 where an employee's personal Gmail account — with a Google Docs folder literally named "passwords" — became the entry point for a corporate ransomware attack months later. This stuff is real, it's happening constantly, and most organizations have no idea how exposed they are.We cover what IABs target, how they package and sell access, what "coincidental passwords" are and why they're so dangerous, and what practical steps you can take today to make your organization a harder target.Chapters:00:00 - Intro: What Is an Initial Access Broker?02:12 - Welcome, Introductions, and a Little Judging03:33 - Defining the Initial Access Broker04:31 - Real Case Study: How Bob's Gmail Became a Corporate Breach07:16 - How IABs Package and Sell Access10:32 - How Stolen Credentials Get Bundled and Priced29:48 - RDP, VPN Vulnerabilities, and What IABs Are Hunting32:54 - Web Shells Explained35:08 - Session Hijacking and Man-in-the-Middle Attacks36:16 - Would Eliminating IABs Stop Ransomware?36:49 - How the Cybercriminal Ecosystem Evolved to Create IABs39:51 - Practical Takeaways: What You Can Do Right Now40:45 - The Numbers: 37 Billion Records and the ShinyHunters Breach

Most brokers treat ancillary benefits as an afterthought - a quick box to check at renewal while focusing on the medical plan. But what if auditing a dental contract or uncovering a hidden clause in a disability policy was actually the "wedge" you needed to win the Broker of Record (BOR)?My guest, Mark Chai, Co-Founder of Archon, joins me to share his incredible journey from watching his immigrant father lose his business to bankruptcy, to skipping law school to sell insurance in rural Kansas, and eventually leaving a comfortable corporate job to launch a 100% commission-only General Agency. We discuss why Archon is built entirely around accountability, how they help brokers uncover hidden flaws in current contracts, and why "peace of mind" is the ultimate competitive advantage. This is an inspiring story of resilience, grinding harder than your competition, and finding the hidden value in ancillary benefits.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY

▶️ Visit to know more: https://www.raphaelcollazo.com/ Welcome, and for all your questions, Raphael is here to help you with How to Be a Top Investment Sales Broker with Tyler Bindi.If you are interested in learning about the many facets of commercial real estate, whether you're a business owner, investor, or just someone who's curious about the subject, you'll gain value from being a part of the group! In this meeting, Tyler Bindi, Senior Director of Investments at Marcus & Millichap, discussed his background and how he got into the business. He also shares what it takes to become a top investment sales broker and the strategies that get you there.After the talk, we opened up the floor for Q&A. So, watch the full video until the end to learn about his story.▶️ If you're interested in learning more about Tyler, click the following links: ▶ LinkedIn: https://www.linkedin.com/in/tyler-bindi/▶ X: https://x.com/TripleNetTyler▶ Email: tyler.bindi@marcusmillichap.comIf you like the video, please SUBSCRIBE and don't forget to press the bell

Send a textHalleluiah!!!We celebrate a significant change in the South Carolina real estate landscape with the elimination of broker-to-broker compensation from SCR listing agreements. I highlight the implications of this change for buyer agents, the legal perspectives surrounding fiduciary duties, and the importance of transparency in real estate transactions. The conversation also covers the new forms being introduced, best practices for updating listing agreements, and the broader trends in the real estate industry as more states move away from broker-to-broker compensation. Don't forget to like us and share us!Gary* Gary serves on the South Carolina Real Estate Commission as a Commissioner. The opinions expressed herein are his opinions and are not necessarily the opinions of the SC Real Estate Commission. This podcast is not to be considered legal advice. Please consult an attorney in your area.

Are you chasing unstable freight lanes instead of building predictable revenue? Are your sales efforts consistent enough to survive any freight market cycle? Dive into this episode to learn more! In this episode, I break down the following:  Lane stability — like the Fort Myers, Florida to Richmond, Virginia flatbed lane is a perfect example of how predictable pricing, strong carrier relationships, and reliable coverage create long-term success in freight brokerage and logistics operations.  Real market insights on outbound Florida freight, why paying carriers fairly secures capacity, and how focusing on dependable lanes beats chasing cheap trucks every time.  Freight broker sales strategy, including owning your local market, defining your ideal shipper profile, and committing to disciplined daily cold calling, follow-ups, and CRM-driven workflows that actually build pipeline momentum.  At the end of the day, success in transportation and supply chain sales isn't about market conditions — it's about consistency, operational discipline, and building trust with both carriers and customers to create repeat business and sustainable freight brokerage growth.  

In this episode of Clarity Generates Confidence, transformation takes center stage - from entrepreneurship to commercial real estate, and from the boardroom to the parade square. Host Gary sits down with Jane Klugman, Broker and Senior Vice President at Avison Young and Honorary Colonel of the Royal Highland Fusiliers of Canada, to explore a career defined by reinvention, service, and community impact. Jane reflects on launching and selling her own company, navigating a decade in commercial real estate through seismic shifts in office culture, and helping bridge the military and civilian worlds at a time of renewed national defense investment. Along the way, they unpack the evolution of Waterloo Region's tech ecosystem, the post-COVID workplace reset, and why collaboration, leadership development, and local energy continue to fuel one of Canada's most resilient communities.

Gm! In this episode, we're joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Project 0: https://x.com/Project0 Follow MacBrennan: https://x.com/macbrennan_cc Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:48) MacBrennan's Path to Project 0 (5:39) Rebuilding Prime Brokerage for DeFi (8:48) Unified Margin Across DeFi Venues (19:59) Automated DeFi Strategies (26:57) Risk Management & Asset Onboarding (31:51) The Evolution of Automated Strategies (35:19) Project 0 Pay Explained (46:33) Competing With DeFi Super Apps (51:10) What's Next for Project 0 (55:06) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Frank Thelen und Marcel Vogler sprechen mit Markus über den neuen TEQ General AI ETF – und warum sie jetzt zusätzlich zu aktiv gemanagten Fonds auf ein ETF-Konzept setzen. Im Interview geht es um den Unterschied zwischen General AI und Narrow AI, die Rolle von Chips, Rechenzentren und Energie sowie die Frage, ob KI bereits überbewertet ist. Außerdem klären wir, wie sich der ETF von klassischen Tech- und KI-ETFs unterscheidet und woran Anleger seinen Erfolg messen sollten. Viel Spaß beim Anhören! ++++++++ Investiere klug, kontrolliere clever. Mit dem extraETF Portfolio Tracker hast du dein Vermögen immer im Blick. Analysiere deine Aktien, ETFs und Fonds mit detaillierten und individuellen Performance-Metriken, X-Ray-Analysen, einem Dividenden Tracker und noch viel mehr. Jetzt kostenlos testen: https://go.extraetf.com/portfoliotracker ++++++++

Artificial intelligence can:Underwrite• Model• Analyze• Draft• Summarize• Prospect• Automate follow-upFaster than most brokers.This isn't about average producers.This isn't about junior analysts.This is about the brokerage model itself.If AI removes information asymmetry, compresses labor, and accelerates execution… what's left?In this episode, we explore whether brokerage as we know it survives this decade.Not softer.Not smaller.Survives.This isn't hype.It's trajectory.The last broker is alive right now.

The insurance industry is purposely complex. Many brokers use confusing jargon and convoluted strategies to maintain the status quo and protect their commissions. But in today's market, complexity kills deals. If you want to stand out to a CFO or HR leader, your ultimate competitive advantage is clarity.My guest, Nicole Quinn-Miles, an employee benefits expert at Marsh McLennan, joins me to discuss why clear, direct communication is the key to driving execution and winning business. We break down why you need to stop trying to be "interesting" and start being "interested," how to explain complex benefit strategies so clients actually take action, and why true trust requires radical honesty. We also discuss Nicole's inspiring journey of personal accountability, her massive weight loss transformation, and how she uses her authenticity to win in a male-dominated industry.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(0:00) Why Clarity is the Ultimate Sales Weapon In Insurance (3:58) The Wake-Up Call: Nicole's Weight Loss and Accountability Journey (8:40) Using Food as Fuel and Scheduling Time for Yourself (11:26) Surviving a "Male, Pale, and Stale" Industry Through Authenticity (14:14) Stop Trying to Be "Interesting" (And Start Being Interested) (17:56) The "Her View" Movement: Safe Spaces for Women in Business (20:27) The State of Healthcare: Why CFOs Are Demanding Straight Answers (23:31) Execution vs. Ideas: Why Complexity Kills the Deal (29:05) Trust Equals Truth Over Time (33:48) Nicole's Routine: Why She Prefers an Evening RegimenCONNECT WITH ANDY NEARY

Are you selling an investment property in 2026? Before you list, you need to understand the hidden tax risks inside a 1031 exchange strategy. In this episode of the Mastering 1031 Exchange Series, Judy Casad and Qualified Intermediary Milissa Ormiston-Hall break down these key topics: • Cost segregation explained in plain English • Bonus depreciation and why it can backfire • Depreciation recapture and ordinary income tax • Why breaking even doesn't mean zero tax • Gain vs. equity (and why investors confuse them) • How prior 1031 exchanges lower your cost basis • Where to find your adjusted basis (IRS Form 8824) • The key questions to ask your CPA before selling Many investors assume if they don't walk away with much cash, they won't owe taxes. That assumption can be very expensive. If you own rental property, commercial property, or income-producing real estate, this conversation could protect you from a surprise tax bill. Explore the full Mastering 1031 Exchange Series here:

After two decades in banking, Ali Mehboob transitioned into the world of mortgage broking in 2024 and has found success specialising in Islamic finance. In this episode of New Broker, host Annie Kane sits down with the founder of Noor Finance during Ramadan to discuss how he wrote $10 million in his first year and the ins and outs of writing sharia-compliant finance. Tune in to discover: The mechanics of sharia and Islamic finance. How he safely leveraged his inner circle to write his first 22 loans. His plans for growing his brokerage into the future. And much more!

Buyer broker agreements have become one of the most talked-about—and misunderstood—parts of real estate right now.But beneath the noise, headlines, and fear-driven conversations is a much simpler truth: these agreements aren't about enforcement or conflict. They're about professional standards, clarity, and alignment.In this episode of Life at Ten Tenths, Matt and Garrett break down the real reason buyer broker agreements matter—and why they ultimately make relationships better for agents and clients. This conversation reframes agreements not as a hurdle to overcome, but as a foundation that helps everyone show up more clearly and confidently.Rather than focusing on worst-case scenarios, this episode looks at the often-overlooked value behind the agreement: brokerage support, managing broker leadership, risk mitigation, expectations, and what it means to operate as a true professional.In this episode, we discuss:Why buyer broker agreements are about standards, not pressureThe role of clarity in building trust with buyersWhat brokerages and managing brokers actually provide behind the scenesHow agreements protect relationships, not just transactionsWhy clear expectations lead to better outcomes for everyoneHow to talk about buyer agreements with confidence and alignmentThis episode is for agents who want to raise the bar, communicate their value clearly, and operate with professionalism—without fear or defensiveness.

In this episode, Dan and Mason unpack the real mechanics of negotiating land acquisitions when you're actively buying, not theorizing. With thousands of acres under contract across multiple states, they share what's working right now, and why most “good deals” die in the messy middle, misread people, sloppy process, and zero credibility.They draw a sharp line between negotiating with a landowner versus a broker. Owners often bring emotion and history, brokers bring filters, ego, incentives, and a constant stream of tire kickers. Dan explains how his team earns trust on cold outreach by staying calm, being hyper-specific, and signaling real market experience without pretending. Mason lays out what gets traction with brokers on large listings, proof of funds, in-person property tours, and relationship depth that moves a buyer from “noise” to “serious.”The throughline is simple, legitimacy closes deals. They call out the fastest ways to get written off, sounding desperate, chasing profit out loud, submitting lowball offers without permission, and sending amateur contracts that don't even include a proper legal description. They also get tactical on leverage, how to use “fair” language, when small concessions help the other side feel like they won, and why the best negotiators stay willing to walk away.Tune in if you want a clean, repeatable negotiation approach that protects the numbers, keeps trust intact, and gets offers taken seriously.===Key Topics:- Seller versus broker negotiation strategies- Cold outreach that builds trust fast- Proof of funds and on-site meetings as credibility signals- Why contract quality makes or breaks an offer- Ego, incentives, and “fair” framing- Walking away without killing future deals===If you're selling land and still relying on Facebook messages, you're making it harder than it needs to be. Acrefy helps land investors create clean, professional dispo websites where buyers can see everything in one place. It saves time, looks legit, and helps you close faster.

Markets moved higher this week while continuing to work through a longer-term consolidation phase that has defined much of the year so far. For the week, the Dow Jones Industrial Average gained 0.3%, the S&P 500 rose 1.1%, and the Nasdaq advanced 1.5%. Year to date, the Dow leads at +3.3%, the S&P 500 is up 0.9%, and the Nasdaq remains down 1.5%. From a technical perspective, the S&P 500 continues to trade within the consolidation range discussed on recent programs. Resistance near 7,000 remains intact, while the 50-day moving average has acted as a recurring support level. By week's end, the index moved back above that average, reinforcing the pattern of sideways movement rather than sustained decline. The Money Wise guys emphasize that this type of consolidation following strong prior gains is typical in market cycles, allowing valuations to normalize and confidence to rebuild. Technology stocks, which drove much of the prior advance, are also becoming more attractively valued after multiple compressions, creating selective opportunities within the sector. Market Resilience During Policy Shifts A major development during the week was the Supreme Court ruling on tariffs tied to the April 2025 trade actions. The Court struck down the specific legal provision previously used, but markets absorbed the news calmly as the administration moved quickly to implement tariffs through other existing authorities. The guys note that the muted market response reflected investors' understanding that trade policy direction remains largely unchanged despite the legal shift. In the second hour, the Money Wise guys explore RIA vs. Broker. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Most health insurance brokers rely on reactive cost-containment strategies. They wait for a catastrophic claim to hit and then scramble to manage it through cheaper drug sourcing or traditional case management. But looking in the rearview mirror won't solve the reality of 20% stop-loss increases. To win in a brutal renewal market, brokers must shift from managing claims after the fact to avoiding them entirely.My guest, Ryan Chapman, VP of Sales at HealthCare Strategies, joins me to share the predictive care playbook. We discuss how AI algorithms can identify emerging health risks, like missed screenings and trending A1C levels, years before a member ever reaches the hospital. We break down how to position predictive intervention to self-funded employers, the strategy behind running low-risk pilot programs, and why stop-loss carriers are actively rewarding this proactive approach. This is the blueprint for delivering long-term savings and proving your value before you ever win the Agent of Record.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY

Jose Torres, senior economist at Interactive Brokers, says the economy is strong and "not looking at a recession here," but  that hot economy benefits cyclical stocks rather than the Magnificent Seven stocks, and that limits just how much the market can gain ground. With technology "set for a down year," the other areas of the market can't generate enough gains — even in a robust economy — to make 2026 positive. He also notes the market has been running in a "three year on, one year off" cycle, and he thinks that will impact tech companies this year." Torres still expects rate cuts and thinks any downturn will be relatively short lived and not too deep, but enough for where investors should adjust their expectations. John Cole Scott, president of CEF Advisors, sizes up the prospects for the first new IPO the closed-end fund industry has seen in several years, and from a surprising source. Robinhood markets, the investment platform, will launch next week Robinhood Ventures Fund I, a concentrated portfolio of private companies. Scott, who also serves as chairman of the Active Investment Company Alliance, discusses the role private equities can play in a portfolio, as well as the challenges investors face in sizing up a fund with a net asset value entirely based on the "value" of illiquid shares that don't trade in public markets. Billy Hensley, president of the National Endowment for Financial Education discusses the group's recent poll on how American adults view their financial well-being, which found that seven of eight respondents were feeling some form of financial stress as they entered the year, with more than three-quarters of all respondents having suffered a financial setback in 2025.

00:00 Intro00:58 Fmr Prince Andrew Agreed to Broker $8B China-UAE Deal02:06 Fmr Prince Andrew Sent Annual B-Day Cards to Xi: Fmr Aide02:30 Alleged Chinese Spy Trusted by Former Prince Andrew03:05 Fmr Prince Andrew Arrested Amid Epstein Files Revelations05:03 Bill Gates Pulls Out of India AI Summit06:29 Texas Sues Baby Monitor Company Lorex Over China Ties07:23 Scope of CCP's Influence Groups in North America | Analysis13:50 Zuckerberg Pressed on Youth Instagram Use15:12 Hegseth Takes “Arsenal of Freedom” Tour to St. Louis17:37 German Leader to Visit China in Balancing Act20:18 Trump: Iran Decision in 10 Days; $10B Plan

In this episode of How I Met My Broker, hosts Liam Garman and Strategic Brokers director Hung Chuy are joined by REB Buyer's Agent of the Year Dawn Fouhy from Future Proof Property Advisory to unpack strategies for investing in 2026. The trio discuss the fast start to the year and the importance of timing, asset selection, and working with advisers who are active investors themselves. Fouhy outlines her philosophy of buying for the future owner-occupier, while Chuy emphasises the value of brokers who understand investing firsthand. They debate rentvesting versus owning a principal place of residence, agreeing that the right choice depends on life stage and market conditions. The conversation also explores buying through trusts, borrowing capacity, and the need for coordinated advice from brokers and accountants. Melbourne is flagged as a market with strong upside, particularly in growth corridors offering relative affordability. Fouhy and Chuy argue that investors should focus on fundamentals and timing rather than prestige, warning about the opportunity cost of overpriced blue-chip assets. They conclude that adaptability, research, and the right team are critical to navigating changing market conditions and building long-term wealth.  

On today's Consumer Finance Monitor podcast, we are releasing an episode about a timely and wide-ranging discussion on one of the most significant and fastest-evolving developments in commercial finance: the rapid "consumerization" of small business lending law. In this episode, host Alan Kaplinsky welcomes Louis Caditz-Peck, Executive Director of the Responsible Business Lending Coalition (RBLC), for an in-depth conversation about the proliferation of state small business lending protection statutes, the policy debates driving them, and what they mean for lenders, fintechs, banks, and small business borrowers. From Self-Regulation to State Law: How We Got Here For decades, commercial lending operated under a fundamentally different regulatory framework than consumer credit. The prevailing assumption was that business borrowers were sophisticated, negotiated their transactions, and did not need standardized disclosures or suitability-type protections. That assumption has eroded. As Louis explains, since the financial crisis, and particularly with the growth of online and fintech lending, small business financing has changed dramatically. Community banks have pulled back. Non-bank online platforms have expanded. New products, including merchant cash advances and other revenue-based financing arrangements, have proliferated. At the same time, concerns have grown about: Opaque pricing structures Misleading "interest rate" representations Broker incentives that steer borrowers into higher-cost products Repeated refinancing of unaffordable obligations These concerns led to the development of the Small Business Borrower's Bill of Rights, a set of industry standards first launched in 2015 at the Aspen Institute by a coalition of lenders, small business groups, and nonprofit advocates. What began as a voluntary, self-regulatory effort quickly became a blueprint for legislation. California's SB 1235 in 2018 marked the first major small business truth-in-lending law. Since then, according to Louis, 19 small business financial protection laws have been enacted across multiple states, with California and New York leading the way. The "Consumerization" of Small Business Lending A central theme of the episode is whether we are witnessing the "consumerization" of small business lending. Many of the new state laws borrow heavily from consumer credit concepts, including: APR-style cost disclosures Total cost of financing disclosures Payment schedule requirements Prepayment and fee transparency Restrictions on certain contractual provisions Some states have layered on licensing or registration requirements for small business finance providers. Others incorporate or supplement state UDAP (unfair and deceptive acts and practices) standards, which may apply to certain business-to-business transactions as well as consumer transactions. The policy rationale is straightforward: many "Main Street" businesses are effectively sole proprietorships or closely-held operations without in-house finance or legal teams. Legislators increasingly view these borrowers as closer to consumers than to large corporations with treasury departments and inside or outside counsel. As Alan and Louis discuss, the regulatory shift raises serious operational and compliance challenges, particularly given the state-by-state patchwork of requirements. The Compliance Conundrum: Patchwork and Harmonization A recurring concern is whether the proliferation of state laws imposes disproportionate burdens on smaller lenders and startups, especially compared to large institutions with robust legal and compliance infrastructures. Louis emphasizes that RBLC has actively worked to promote interstate harmonization, particularly between California and New York. For example: Advocating for standardized disclosure forms that can be used in multiple states Aligning definitions and disclosure triggers Encouraging estimated APR calculations for revenue-based financing However, not all states have followed a harmonized approach. Some laws, particularly those focused narrowly on merchant cash advances, have created divergent requirements, complicating multi-state compliance. As Alan notes, the trend presents both risk and opportunity for lenders and their counsel. The regulatory environment is no longer static. Companies offering small business financing must assume that: Cost disclosures will likely be required in more states Registration or licensing may apply Enforcement risk—particularly under state UDAP statutes—will increase Section 1071 and Federal Uncertainty The episode also explores the role of the CFPB under Section 1071 of the Dodd-Frank Act, which requires data collection on small business lending to: 1.     Identify potential discrimination, and 2.     Assess whether certain markets are underserved. The CFPB finalized its 1071 rule in 2023 under then Director Rohit Chopra. Multiple legal challenges followed. Under the current administration, a notice of proposed rulemaking has sought to scale back and slow implementation. At the same time, the Federal Trade Commission has signaled an interest in using its enforcement authority to address unfair or deceptive acts or practices affecting small businesses—underscoring an intriguing tension within federal regulatory policy. As Louis observes, the debate is not simply about reducing or expanding government. It is about how government authority will be used and whether transparency and enforcement will be advanced through rulemaking, litigation, or state initiatives. Merchant Cash Advances and Revenue-Based Financing A particularly nuanced part of the discussion focuses on merchant cash advances (MCAs) and other sales-based financing products. These arrangements typically involve: An advance of funds in exchange for a fixed repayment amount Payments tied to a percentage of daily or periodic sales Variable duration depending on business performance RBLC's position, as Louis explains, is product neutral. The coalition does not advocate banning product categories or imposing rate caps. Instead, it focuses on responsible practices, including transparent pricing and assessment of ability to repay. Importantly, none of the major state lending protection laws impose interest rate caps. The emphasis is on disclosure and market transparency rather than price regulation. Who Is Covered—and Who Is Not? Most state small business truth-in-lending statutes apply to financing of $500,000 or less (with some variation, such as New York's $2.5 million threshold following gubernatorial revision). Coverage often includes: Closed-end loans Open-end lines of credit Sales-based financing/MCAs Factoring (in some states) Banks are generally exempt from these statutes, though non-bank "providers" presenting the offer of credit may still have disclosure obligations even in bank partnership models. As Alan highlights, this raises interesting competitive and policy questions about level playing fields across banks and non-banks. Looking Ahead to 2026 Both speakers agree: this trend is not going away. With significant percentages of small business owners reporting difficulty accessing affordable capital—and a substantial minority reporting harm from predatory practices—state legislators remain motivated to act. The key policy question is not whether regulation will expand, but how. Well-designed transparency frameworks can: Promote price competition Reward responsible innovation Improve borrower decision-making Poorly harmonized or overly rigid frameworks, however, risk increasing compliance costs and reducing credit availability. As Alan notes in his closing remarks, small business finance regulation is becoming a core area of growth for law firms and compliance professionals historically focused on consumer financial services. The line between consumer and commercial finance continues to blur.  Alan noted that the Consumer Financial Services Group which he founded and chaired for 25 years has counseled and represented small business lenders for decades. For lenders, fintechs, banks, and their advisors, understanding these developments is no longer optional—it is essential. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.

Are you building carrier relationships strong enough to handle a tightening freight market? Are you locking in stable freight lanes before rates move?  Today, let's break down why the Atlanta to Des Moines reefer lane continues to deliver stable pricing, showing a $120 year-over-year increase and proving that core power lanes remain predictable despite market volatility and weather-driven capacity disruptions, how unseasonable Southeast snow impacted nationwide driver availability, why brokers shouldn't overreact to short-term rate swings, and how consistently pre-booking trusted carriers reduces risk, improves efficiency, and limits reliance on load boards.  With increased industry enforcement expected to reduce carrier capacity, transparency, honest communication, and strong broker-carrier partnerships will determine who maintains profitability. The brokers who prioritize trust, pass through accessorial pay fairly, and focus on long-term carrier relationships will secure capacity, protect customer service, and position themselves to win in the next freight market cycle!  

In this episode of the Federal Help Center Podcast, Eric Coffie sits down with logistics leaders Demetrius Walker (Fhito Logistics LLC) and Chris Facey (TForce Worldwide, Inc) to answer one of the biggest questions minority transportation businesses ask: Where are all the trucking and freight contracts? The conversation reveals a hard truth—most logistics opportunities never hit SAM.gov because they fall under the micro-purchase threshold, meaning the real work is won through market research, relationships, and being positioned before the bid ever drops. Eric also shares a powerful (and painful) reminder about execution in GovCon after missing out on a $200M IDIQ due to a submission error—proof that systems matter at every level. From small "hidden" trucking wins to major IDIQ contracts worth $21M+, this episode breaks down how logistics businesses can grow step-by-step by partnering with primes, responding fast, and becoming the trusted solution buyers call first. Key Takeaways: Most transportation contracts are relationship-driven, not publicly posted on SAM.gov Micro-purchase + simplified acquisition is the fastest entry point for small carriers Bigger wins come from teaming, responsiveness, and trust, not just chasing bids If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: http://govcongiants.org/funding Watch the Youtube Live here: https://www.youtube.com/live/_KK4x1Cmz0M?si=WvUkbnxdHplTrCTV 

Petra Durnin shares her insights on data strategy, AI adoption pitfalls, and what firms must do to thrive in the next era of commercial real estate.The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode, host Adam Siegel sits down with Petra Durnin, a 25-year commercial real estate veteran and tech-to-impact strategist, to discuss the latest trends, insights, and strategies shaping the industry. They explore Petra's journey from liberal arts temp to research and data leader at some of CRE's most prominent firms, including CBRE and Raises Commercial Real Estate, which was acquired by JLL.They also delve into the critical importance of clean data foundations before layering in AI, the evolving role of researchers and analysts, and why firms that invest in strong data infrastructure will define the next era of the industry. Petra shares her contrarian take that the industry doesn't need more technology tools — it needs to better utilize the ones it already has.Introduction to The Crexi Podcast How Petra Got Her Start as a CRE Temp Becoming Indispensable: Taking Over Market Reports Growing from Analyst to Director Pushing the Curve: Technology and Data Visualization Moving to Raise Commercial Real Estate How Clean Data Drives Better Broker Decisions Finding the Aha Moment with Technology Adoption Building a Ground-Up Tool Nobody Had What Made Raises Different from the Competition Listening to Clients and Reducing Friction Seeing the Client Through the Broker's Eyes JLL Acquisition: Validation of the Vision Moving Upstream: Product and Data Strategy Curiosity as a Career Superpower Making Research Teams Strategic Partners Career Advice: Stay Curious The Universal Data Challenges Across CRE Firms Why AI Won't Fix Bad Data Data Silos and the Danger of Hoarding Information What AI Does Best — and Where It Still Falls Short The Bridge Between Brokerage and Technology The "Tech-to-Impact Strategist": Connective Tissue Getting Brokers to Actually Adopt New Tools Is Technology an Expense or an Investment? Why Brokers Lose Touch with Clients After the Deal The Power of Aggregation Over Individual Deals Fix Your Data Foundation Before Layering in AIHow Researcher and Analyst Roles Are Evolving Hiring for Curiosity Over Pedigree Rapid Fire Questions & Contrarian TakesWhat Makes Petra Optimistic About CRE in 2026  About Petra Durnin:Petra Durnin is a 20-plus-year commercial real estate veteran who has spent her career growing and supporting some of the most successful brokers and analysts in the industry. She has led research, data, and product strategy across global firms, helping organizations translate technology, market intelligence, and data into practical tools that drive better decisions and stronger performance.Petra's superpower lies in connecting technology, research, and human behavior. From startups to global platforms, she has built and scaled data and insight strategies that enable teams to work smarter in an increasingly complex market, turning information into actionable insight and insight into impact.She believes commercial real estate is entering a critical period of transformation, and that firms who invest in strong data foundations and insight-driven strategy will define the next era of the industry. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Drei ETFs, drei völlig unterschiedliche Ansätze: ein Cloud-ETF nach dem Tech-Rückgang, ein innovativer Private-Equity-Tracker und ein neuer globaler Welt-ETF als Basisinvestment. Ich erkläre dir das jeweilige Konzept, die Chancen und die Risiken und ordne ein, für welchen Anlegertyp welcher ETF geeignet sein kann. Besonders spannend ist die Frage, ob ein ETF wirklich ein Private-Equity-ähnliches Renditeprofil abbilden kann. Und ist der Cloud-Sektor nach der Korrektur wieder interessant? Wie immer gilt: Es handelt sich nicht um eine Kaufempfehlung, sondern um fundierte Denkanstöße für deine eigene Anlagestrategie. Viel Spaß beim Anhören! ++++++++ Investiere klug, kontrolliere clever. Mit dem extraETF Portfolio Tracker hast du dein Vermögen immer im Blick. Analysiere deine Aktien, ETFs und Fonds mit detaillierten und individuellen Performance-Metriken, X-Ray-Analysen, einem Dividenden Tracker und noch viel mehr. Jetzt kostenlos testen: https://go.extraetf.com/portfoliotracker ++++++++

The following guest sits down with host Justin White:•   Nicolas Toscano – Mortgage Loan Originator, Barrett FinancialRunning a Successful Mortgage Business With Low Compensation and OverheadThere are several levers a mortgage broker can pull to set themselves apart from the competition. That said, nothing beats great service at a great price. How can mortgage loan originators deliver the kind of value that wins deals? Listen to Episode #116 of Good. Better. Broker. to learn how one broker is stacking up referrals by giving his clients the best deal they can find.In this episode of the Good. Better. Broker. podcast, you'll learn how to structure your compensation to bring in more business. In this episode, we discuss ...•   2:18 – how Nic's different roles have contributed to his success•   3:12 – why Nic keeps his compensation structure low•   3:52 – transparency with borrowers •   4:19 – chasing trophies in the mortgage business•   5:07 – referrals and what they mean to Nic's business•   6:53 – offering no-cost refinances•   7:22 – paying for leads and how they lead to conversations•   8:09 – how Nic allocates his marketing dollars•   9:32 – Nic's schedule and how that impacts the way he works•   11:27 – staying in touch with clients for refinance opportunities•   12:54 – Nic's advice on having a low-cost business modelShow Contributors:Nicolas ToscanoConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

At 41 years old, Mark Holland had won the game. He sold his agency, BenCom, and was in the Cayman Islands planning a life of philanthropy and leisure. Then, the check didn't clear. The buyers defaulted, destroyed the company, and Mark went from retired to restarting from scratch overnight.But the story doesn't end there. After building a second agency, Benefit Help, to nearly $2 million in revenue, he was hit with a 36-month storm of client acquisitions and COVID shutdowns that wiped out 90% of his business.In this episode, Mark, now the CEO of CoVerica, joins me to share the raw truth about resilience. We discuss how he navigated losing everything - twice - without losing his faith, why he refuses to sacrifice his family for profit anymore, and how he turned his biggest professional failures into the leadership philosophy that runs a 40-year-old powerhouse agency today.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaKEY MOMENTS(0:00) I Retired at 41... Then Lost Everything | The Mark Holland Story (1:26) The Exit That Wasn't: From Cayman Islands to Crisis (2:49) Starting Over at 41: Dealing with Fear and Ego (5:41) Faith in the Fire: Why Setbacks Are Divine Setups (8:13) The Mistake of the First Exit: Chasing the Finish Line vs. Enjoying the Journey (11:25) The Second Collapse: Losing 90% of Revenue in 36 Months (16:00) The LinkedIn Message That Saved His Career (21:23) Why a P&C Agency Hired a Benefits CEO (Hiring Your Weakness) (30:17) Leading Gen Z: Purpose Over Paychecks (36:03) The Future Producer: Why You Must Master Marketing & Tech (39:48) Mark's Morning Routine: Coffee, Scripture, and 4 AM StartsCONNECT WITH ANDY NEARY

In this special bonus episode from The Financial Times, "The Broker" tells the story of how a failed baseball hopeful and disgraced stockbroker reinvented himself as one of America’s most consequential modern arms dealers. From a family-run warehouse in Virginia Beach, Will Somerindyke built his company into a crucial conduit in the Pentagon’s covert supply chains — sourcing Soviet-era weapons for wars in Syria and Yemen before emerging as a central player in Ukraine’s fight against Russia. As artillery shells became the most sought-after commodity of the war, he placed a multimillion-dollar bet on reviving crumbling Cold War factories in the Balkans, transforming himself from middleman to manufacturer. Based on months of reporting, The Broker traces Somerindyke’s rise through the shadow world of privatized warfare — where geopolitics, profit and personal ambition collide — and reveals how modern conflicts are sustained not only by soldiers on the front lines, but by entrepreneurs who move the weapons behind the scenes. This piece, written by the FT’s Miles Johnson, host of Hot Money Season 2: The New Narcos, was originally printed in FT Weekend.See omnystudio.com/listener for privacy information.

“How am I going to get any credibility?" This is the question that paralyzes most new producers. But waiting for "gray hair" to build authority is a waste of time. You don't need decades of experience to close deals; you simply need to know more than the person sitting across from you.My guest, Brenden Mostoller, owner of Benefits by Brenden, started selling Medicare at 19 years old. He walked into rooms with seniors three times his age and convinced them to trust him with their healthcare. In this episode, we break down how to overcome age bias, why holding an insurance license is all the permission you need to be an expert, and how to transition from local community networking to a dominant online presence. Whether you are 20 or 50, this is how you build the confidence to sell before you feel ready.▶▶ Sign Up For Your Free Discovery Callcompletegameu.com/agaCONNECT WITH ANDY NEARY

Email Irina! irostova@investamericap.com EB-5 Support"EB-5 Support is an ongoing mentorship and resource platform created specifically for immigration attorneys."Contact: info@eb-5support.comWebsite: https://eb-5support.com/Sponsors & Support:Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years. Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com  Stafi"Remote staffing solutions for businesses of all sizes"Click me!The Pen and SwordClick me!Discount code: ImmigrationReview26 Want to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATION:Email: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerSupport the show

Broker transparency has become one of the most emotionally charged topics in trucking — and for good reason. Small carriers feel boxed out, brokers feel misunderstood, and the conversation often collapses into extremes instead of solutions. In this episode of The Long Haul Podcast, I sit down with Chris Jolly, better known as The Freight Coach, to slow the conversation down and unpack what transparency actually means in today's freight market. We talk about power dynamics, trust gaps, what carriers are really asking for, where brokers draw their lines, and why shouting “full transparency” hasn't moved the industry forward. This isn't a debate episode — it's a reality check for both sides of the desk. If you're a carrier trying to understand why this issue feels personal — or a broker trying to understand why trust is so fragile — this episode is for you. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices