Podcasts about brokers

In this conversation, Sara Blau, a New York–licensed real estate agent and founder of LMK Lifestyle, discusses the complexities of the New York rental market, the importance of concierge support in navigating the process, and the unique appeal of living in Manhattan. She highlights the challenges renters face, including low vacancy rates and high barriers to entry, and emphasizes the value of having a knowledgeable advocate in a highly competitive real estate landscape. Sara also explores Manhattan's diverse neighborhoods and what they offer to potential residents.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This week, CMS released their 2027 Marketplace Proposed Rule. Join us as we pull out 5 takeaways insurance agents should know about.   Get Connected:

In this installment of The Phia Group's “Empowering Plans” podcast, attorneys Bryan Dunton and Cindy Merrell discuss what happens when laws evolve faster than contracts, and how many compliance failures live in old documents. This episode breaks down how legacy contract language creates modern risk under HIPAA Part 2 and emerging PBM transparency reforms, particularly where downstream data sharing and compensation disclosures are involved. Brokers, TPAs, and plan fiduciaries will want to tune in and find out how these changes will impact their groups.

Coldwell Banker Commercial's Dan Spiegel shares leadership lessons, franchise network strategy, tech adoption tips, and his 2026 CRE outlook.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 Shanti Ryle sits down with Dan Spiegel, Senior Vice President and Managing Director of Coldwell Banker Commercial, to discuss the latest trends, insights, and strategies in the commercial real estate industry. They explore Dan's journey into the industry, his perspectives on leadership and mentorship, and the unique dynamics of secondary and tertiary markets. They also delve into the importance of building connections within a decentralized franchise model, the adoption of new technologies like AI, and expectations for various asset classes in the coming year. Dan highlights the significance of maintaining respectful and positive relationships as a guiding principle in both business and life.Introduction to The Crexi PodcastGuest Introduction: Dan SpiegelDan Spiegel's Background and Career JourneyThe Appeal of City LifeEarly Challenges in Commercial Real EstateBalancing Art and Science in Real EstateMentorship and Leadership InsightsColdwell Banker Commercial's Unique ApproachFostering Connections and CommunicationEmbracing Technology and AI in Real EstateEvaluating New TechnologiesAdoption Challenges in Real EstateBalancing Innovation and TraditionAdvice for Brokers on Adopting ToolsStrategic Time ManagementMarket Trends in Secondary and Tertiary MarketsInvestment Insights and TrendsLooking Ahead to 2026Final Thoughts and AdviceConclusion and Contact Information 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

In this episode, Luke breaks down the 3 massive roadblocks he sees trapping benefits producers and how to get around, through, and over them....

Consultorio de Bolsa con Javier Cabrera, analista de XTB y David Galán, analista de Bolsa General. Con nuestros expertos, empezamos analizando la jornada bursátil y el sentimiento de mercado, Asimismo, Javier Cabrera y David Galán resuelven las dudas de los oyentes sobre sus valores en cartera o las oportunidades de entrada en alguno de éstos. Sobre XTB Con casi 20 años de experiencia, XTB es uno de los mayores Brokers cotizados de Acciones y Derivados del mundo. Contamos con oficinas en más de 13 países, incluyendo España, Reino Unido, Polonia, Alemania, Francia, Latinoamérica, Oriente medio, Norte de África o Sudáfrica. Rodrigo García es Licenciado en Administración y Dirección de Empresas por la Universidad de Santiago de Compostela. Postgrado en Productos Financieros Derivados, y Licencia MEFF III. Asesor Financiero con la certificación EFA y Gestor Patrimonial acreditado por el Instituto Español de Analistas Financieros (IEAF). Especialista en Mercado de Divisas, Materias Primas y Mercados Exóticos. Analyst & Client Loyalty Manager en XTB España. Sobre David Galán Inversor coruñés, David Galán es director de Renta Variable de Bolsa General. Desde 2007 ayuda a miles de inversores desde su web www.bolsageneral.es. Además, Postgrado en Productos Financieros Derivados por BME y Escuela de Finanzas y Licencia de Operador MEFF 3 de BME. Por otro lado, Galán ha sido Director del Curso de bolsa de la Escuela de Finanzas (A Coruña). Colabora con numerosos medios de comunicación y brokers. Co-autor del libro «El pequeño libro de los grandes inversores». Los oyentes pueden mandarnos al Consultorio de Bolsa sus consultas a través de WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Consultorio de Bolsa con Javier Cabrera, analista de XTB y David Galán, analista de Bolsa General. Con nuestros expertos, empezamos analizando la jornada bursátil y el sentimiento de mercado, Asimismo, Javier Cabrera y David Galán resuelven las dudas de los oyentes sobre sus valores en cartera o las oportunidades de entrada en alguno de éstos. Sobre XTB Con casi 20 años de experiencia, XTB es uno de los mayores Brokers cotizados de Acciones y Derivados del mundo. Contamos con oficinas en más de 13 países, incluyendo España, Reino Unido, Polonia, Alemania, Francia, Latinoamérica, Oriente medio, Norte de África o Sudáfrica. Rodrigo García es Licenciado en Administración y Dirección de Empresas por la Universidad de Santiago de Compostela. Postgrado en Productos Financieros Derivados, y Licencia MEFF III. Asesor Financiero con la certificación EFA y Gestor Patrimonial acreditado por el Instituto Español de Analistas Financieros (IEAF). Especialista en Mercado de Divisas, Materias Primas y Mercados Exóticos. Analyst & Client Loyalty Manager en XTB España. Sobre David Galán Inversor coruñés, David Galán es director de Renta Variable de Bolsa General. Desde 2007 ayuda a miles de inversores desde su web www.bolsageneral.es. Además, Postgrado en Productos Financieros Derivados por BME y Escuela de Finanzas y Licencia de Operador MEFF 3 de BME. Por otro lado, Galán ha sido Director del Curso de bolsa de la Escuela de Finanzas (A Coruña). Colabora con numerosos medios de comunicación y brokers. Co-autor del libro «El pequeño libro de los grandes inversores». Los oyentes pueden mandarnos al Consultorio de Bolsa sus consultas a través de WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

The ASX 200 started strongly, but wilted in the summer sun, up only 17 points at 8887 (0.2%). Part of the reason was the banks which fell as ANZ Consumer sentiment slid on rate rises last week. WBC and ANZ in trouble with around 2% falls, CBA down 0.7% with the Big Bank Basket down to $278.71 (-1.0%). MQG gave up early strong gains, up just 0.8% on a solid update. Insurers were bashed as OpenAI released a new insurance app in the US. Much like Compare the Market her. Brokers punished, AUB and SDF down significantly. Other financials solid, SOL up 2.2% and ZIP rallying another 6.1%. REITs solid, GMG up 1.2% and Healthcare was solid with CSL up 1.8% ahead of the results. Retail mixed, JBH down another 1.5% again, tech better and showing some signs of life, WTC up 2.6% on a Macquarie report, XRO up 2.2% and the All- Tech Index up 2.2%. Data centres doing better, NXT up 3.4% and MP1 up 2.6%. In resources, BHP up 1.1% and RIO doing ok, Gold miners were mixed, NEM up 1.6% and GMD rising 2.8%. Lithium stocks better on a PLS price floor deal. Uranium stocks doing well too today, PDN up 5.5% and BMN up 10.9%. Oil and gas flat. In corporate news, EOS soared 11.8% on a rebuttal to the Grizzly.  NEM has flagged a Barrick IPO and TWE came to an agreement on its US distribution arm. CSL's head honcho to retire immediately. Results tomorrow!Asian markets - Japan up 2.2%. New record high. China unchanged and HK up 0.5%US futures Dow up 19 and Nasdaq down 18. 10-year yields ease to 4.85%.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In today's Tech3 from Moneycontrol, we track India's push for a global AI rulebook ahead of the AI Impact Summit and the ripple effects, including a sharp spike in Delhi hotel rates. We also break down how venture capital funds are rewiring strategies around AI, why broker growth is consolidating around large platforms like Groww, and a big fintech funding plan by former Premji Invest partner and ICICI veteran Bijith Bhaskar.

In the final episode of Land and Lifestyle Property Market Insights, Jess Davidson discusses with Property Brokers Rural General Manager Conrad Wilkshire, some of the current trends, sector insights, and the future long-term outlook for the Rural Property Market. See omnystudio.com/listener for privacy information.

Most agents lose deals not because their leads weren't serious, but because they stopped nurturing them during the critical three-to-six-month research phase when trust and familiarity actually get built.​​​​​​​​​​​​​​​​ For more, visit https://links.kwiklozmarketing.com/widget/bookings/kwikloz Kwikloz Marketing City: Billings Address: 821 N 27th Website: https://www.kwiklozmarketing.com/ Phone: +1 561 786 8055

When the market feels uncertain, most agents slow down. Top agents lean in. In this episode, we break down why hesitation — not interest rates or inventory — is the real threat to your business, and how structure, conversations, and daily action create certainty even in challenging markets. This is not hype or empty motivation. It's a practical reset for agents who want predictable income, stronger pipelines, and renewed momentum. You'll learn why pessimism spreads so easily, how hard markets actually remove competition, and why optimism becomes a competitive advantage when it's backed by a real plan. We cover the core laws of motivation, the comeback formula for rebuilding momentum, and how AI fits into the future of real estate without replacing agents who lead with confidence and action. In this episode, you'll discover: • Why hesitation — not the market — kills agent income• How structure eliminates anxiety and builds confidence• The daily actions that create listings and appointments• Why conversations drive income in every market• How to turn optimism into a practical business advantage If you've felt uncertainty creeping in this year, this episode is your reset. Because optimism isn't something you wait for. It's something you earn through action.

Medical malpractice is one of the most established specialty lines—and one of the hardest to modernize. In this episode of the InsurTech Leadership Podcast, Joshua Hollander sits down with Jared Kaplan, Co‑Founder & CEO of Indigo Technologies, to unpack why MedMal is finally ready for a different underwriting and distribution model. Indigo's bet: you can make MedMal dramatically easier for physicians and brokers without relaxing underwriting discipline—by replacing slow, form-heavy workflows with alternative data, machine learning, and tight operational execution. Guest Bio Jared Kaplan is the Co‑Founder and CEO of Indigo Technologies. Indigo is rethinking medical malpractice insurance with an approach that combines broker-friendly distribution, faster quoting, and underwriting models informed by large-scale claims data and alternative data signals. Key Topics -Why MedMal is “built to resist change”: entrenched processes, long feedback loops, and the real cost of underwriting mistakes. -Underwriting without an application: what replaces the traditional intake and how you maintain discipline. -Alternative data in a high-stakes line: how Indigo uses a broad feature set (beyond prior claims history) to improve risk selection. -Risk segmentation and value creation: lowering premiums for the “overpaid” majority while avoiding the concentrated loss drivers. -The 80/20 claims reality: the small portion of physicians that drives a disproportionate share of MedMal claims. -Brokers as the distribution partner of the future: what modern carriers/MGAs must do to earn broker trust and share. -Operating model over buzzwords: where the real leverage is—quote speed, workflow simplicity, and consistency. Quotes -Jared: “We started with the premise that you don't need an application.” -Jared: “I would argue Indigo is the baby of both… online distribution… and underwriting using alternative data and machine learning.” -Jared: “There's no one else there that can figure out the twenty percent of docs that are driving sixty percent of the claims.” Resources Indigo Technologies (company site): https://www.getindigo.com/ Jared Kaplan (LinkedIn): https://www.linkedin.com/in/jared-kaplan-683412/ If you work in specialty insurance, broker distribution, MGAs, or underwriting modernization, this one is a pragmatic look at where AI actually earns its keep. Subscribe for more operator-grade conversations on insurtech, insurance innovation, and leadership—and if you found value here, leave a review to help more executives discover the show.

As AI tears through brokers' workflows, from unstructured data and risk surveys to policy design, what happens to the traditional learning curve and the next generation of talent? In this IB Talk, JAVLN CEO David Leach explore AI's biggest wins for intermediaries, its toughest questions for jobs and training and how the broker's role could look very different in a few years' time.

In this week's episode of Business Accelerator, Alex Whitlock and Jason Back explore why mortgage brokers risk being perceived as transactional in an increasingly emotional and complex property journey and where the real opportunity lies to stand apart. Drawing on Whitlock's recent experiences as a property investor, the conversation unpacks how buyers are surrounded by short-term, transactional relationships across real estate, property management, and finance and why brokers are uniquely positioned to become long-term partners rather than just loan facilitators. The duo examine the critical difference between customer service and customer experience; the dangers of compliance paralysis; and how subtle shifts in conversations, positioning, and process can dramatically deepen client loyalty, reduce churn, and drive referrals. Tune in to hear why reframing your role as a guide, not just a broker, could be one of the most powerful strategic moves you make in 2026 and beyond.

En el Consultorio de Bolsa con XTB y Marketsbets, Manuel Pinto y Juan Carlos Costa analizan la jornada bursátil y el sentimiento de mercado. Con nuestros expertos, hemos analizado Sobre XTB Con casi 20 años de experiencia, XTB es uno de los mayores Brokers cotizados de Acciones y Derivados del mundo. Contamos con oficinas en más de 13 países, incluyendo España, Reino Unido, Polonia, Alemania, Francia, Latinoamérica, Oriente medio, Norte de África o Sudáfrica. Rodrigo García es Licenciado en Administración y Dirección de Empresas por la Universidad de Santiago de Compostela. Postgrado en Productos Financieros Derivados, y Licencia MEFF III. Asesor Financiero con la certificación EFA y Gestor Patrimonial acreditado por el Instituto Español de Analistas Financieros (IEAF). Especialista en Mercado de Divisas, Materias Primas y Mercados Exóticos. Analyst & Client Loyalty Manager en XTB España. Sobre Juan Carlos Costa Como asesor financiero, gestor de fondos y analista de mercados, Costa destaca en su perfil: «Estudiando los mercados constantemente, buscando tendencias, realizando trading, realizando inversiones, estudiando empresas cotizadas, buscando rentabilidades. Sin buscar el Santo Grial en los programas automáticos trabajando sin cesar en estos desde el año 1995 hasta la actualidad, lo bueno es que lo de antes sigue funcionando, lo malo que suele haber poca confianza en los inversores. EAFI registrada para poder asesorar todo tipo de inversión, especializados en los mercados de valores, renta variable, futuros, materias primas y divisas.» En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

En el Consultorio de Bolsa con XTB y Marketsbets, Manuel Pinto y Juan Carlos Costa analizan la jornada bursátil y el sentimiento de mercado. Con nuestros expertos, hemos analizado Sobre XTB Con casi 20 años de experiencia, XTB es uno de los mayores Brokers cotizados de Acciones y Derivados del mundo. Contamos con oficinas en más de 13 países, incluyendo España, Reino Unido, Polonia, Alemania, Francia, Latinoamérica, Oriente medio, Norte de África o Sudáfrica. Rodrigo García es Licenciado en Administración y Dirección de Empresas por la Universidad de Santiago de Compostela. Postgrado en Productos Financieros Derivados, y Licencia MEFF III. Asesor Financiero con la certificación EFA y Gestor Patrimonial acreditado por el Instituto Español de Analistas Financieros (IEAF). Especialista en Mercado de Divisas, Materias Primas y Mercados Exóticos. Analyst & Client Loyalty Manager en XTB España. Sobre Juan Carlos Costa Como asesor financiero, gestor de fondos y analista de mercados, Costa destaca en su perfil: «Estudiando los mercados constantemente, buscando tendencias, realizando trading, realizando inversiones, estudiando empresas cotizadas, buscando rentabilidades. Sin buscar el Santo Grial en los programas automáticos trabajando sin cesar en estos desde el año 1995 hasta la actualidad, lo bueno es que lo de antes sigue funcionando, lo malo que suele haber poca confianza en los inversores. EAFI registrada para poder asesorar todo tipo de inversión, especializados en los mercados de valores, renta variable, futuros, materias primas y divisas.» En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

The following guest sits down with host Justin White:•   Mike Miklaus – Broker-owner, Integrity MortgageConversations are the Lifeblood of Business for Mortgage Loan OriginatorsLocal mortgage brokers are winning market share, in part, because they are focused on relationships instead of transactions. To form those relationships, they need to have meaningful conversations with the people in their community. How can LOs form connections that lead to closings? Listen to Episode #115 of Good. Better. Broker. to find out why phone conversations need to be a staple of every originator's daily activity. In this episode of the Good. Better. Broker. podcast, you'll learn what questions to ask to build strong relationships with clients. In this episode, we discuss ...•   2:19 – why conversations are the lifeblood of a mortgage loan originator•   3:12 – why mortgage brokers are uniquely positioned to leverage relationships•   4:03 – Mike's love of helping people•   5:49 – doing self-assessments of your relationships•   7:12 – having an attitude of curiosity in conversations•   9:26 – how to be relational instead of transactional•   10:01 – how to not get caught up in ‘shiny object syndrome'•   12:37 – holding yourself accountable to have conversations•   14:37 – borrower needs and how to determine them•   15:47 – why making outbound calls makes business happen •   17:23 – why having more conversations leads to more loansShow Contributors:Mike MiklausConnect 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.

This episode is brought to you by HalloCasa, the SEO-ranked digital business card for real estate agents. Looking to find the right agent, no matter where you are?Visit https://home.hallocasa.com to discover and connect with top real estate agents globally.This time, we spoke with Jerry Legrand, Chief Technology Officer at the Greater Louisville Association of Realtors, to unpack what the Multiple Listing Service really is, how it works behind the scenes, and where MLS technology is heading next.With more than 20 years of enterprise IT experience and over a decade leading MLS operations, Jerry shares practical insights on MLS infrastructure, data standards, common misconceptions, broker and agent dynamics, and the growing role of AI and innovation in real estate technology.This conversation is ideal for MLS executives, brokers, agents, proptech founders, and anyone who wants a clearer understanding of how real estate data actually flows.Timestamps⁠00:00⁠ Introduction⁠00:11⁠ Meet Jerry Legrand: IT Executive in Real Estate⁠01:34⁠ Understanding the MLS System⁠01:53⁠ Challenges and Misconceptions about MLS⁠05:11⁠ The Role of Brokers and Agents in MLS⁠11:00⁠ Technical Aspects and Innovations in MLS⁠15:45⁠ Future of MLS and AI Integration⁠19:14⁠ Final Thoughts and Contact Information⁠22:22⁠ Closing and Sponsor ReminderYou can contact Jerry Legrand via:⁠  / jerrylegrand  ⁠⁠https://louisvillerealtors.com/glar-p...

Congratulations, you've made it to the final episode of this series!To wrap up this journey, we leave you with the most important lesson yet- how to get out of your own way by automating your investing.Now you've heard these 12 Steps- you have all the tools you need to improve your financial future.It's time to go forth and use them! If you've enjoyed / found value in this series, please join us in our mission to make Australia more financially literate and share it with others.In this episode you will learn: • How your brain stops you being a great investor• Why automation is so powerful• Other tips to remain consistent and focus on what matters• 3 key tips from Patrick O'Shaugnessy, one of our favourite investorsChapters: 00:00 - Beat Your Brain's Biases04:27 - Your Future Self Not a Stranger06:19 - How We Automate Investing09:03 - Other Ways We Overcome Biases12:04 - Three Tips To Leave You With14:04 - You Have The Tools, Now Use ThemLinks Mentioned:

ATTENTION: Lenders, Title Reps, Escrow Officers, and Brokers in Santa Clarita & SoCalStop buying your agents coffee. Start saving their businesses.You are constantly looking for ways to "level up" your agent partners. You want to bring them value that actually impacts their P&L. Buying them lunch isn't enough anymore.Make them the smartest agents in the room and you become their hero.I am offering a no-nonsense, high-level tactical workshop for your agent networks on Artificial Intelligence. This is not "fun with ChatGPT." This is a technical breakdown of where the market is going and how they are currently being left behind.What I Will Deliver to Your Agents:The Shift from Search to Answer: How to position their business to show up as the #1 result when a user asks an AI, "Who is the best agent in Santa Clarita?" (Google gives 15 links; AI gives one answer. I teach them how to be that answer).Snake Oil Defense: I will expose the expensive "AI" tools being sold to agents that are pure vaporware, saving them thousands of dollars.Model Mechanics: The technical reality of how LLMs work, how to iterate prompts, and how to extract actual data without hallucination.I have successfully delivered this training to the Southland Regional Association of Realtors and my own offices. I am not here to recruit; I am here to educate.The ROI for You: When you bring me in, you aren't just a vendor. You are the partner who brought them the "Playbook for the Next 5 Years." They will thank you for years.Next Steps:Go to ConnorwithHonor.comHit the "Calendar" link.Book a time for us to discuss your next team meeting or networking event.I'm Connor with Honor. Let's get to work.#SantaClarita #RealEstate #AIforAgents #LenderValue #TitleRep #ConnorWithHonor #SCVBusinessYoutube Channels:Conner with Honor - real estateHome Muscle - fat torchingFrom first responder to real estate expert, Connor with Honor brings honesty and integrity to your Santa Clarita home buying or selling journey. Subscribe to my YouTube channel for valuable tips, local market trends, and a glimpse into the Santa Clarita lifestyle.Dive into Real Estate with Connor with Honor:Santa Clarita's Trusted Realtor & Fitness EnthusiastReal Estate:Buying or selling in Santa Clarita? Connor with Honor, your local expert with over 2 decades of experience, guides you seamlessly through the process. Subscribe to his YouTube channel for insider market updates, expert advice, and a peek into the vibrant Santa Clarita lifestyle.Fitness:Ready to unlock your fitness potential? Join Connor's YouTube journey for inspiring workouts, healthy recipes, and motivational tips. Remember, a strong body fuels a strong mind and a successful life!Podcast:Dig deeper with Connor's podcast! Hear insightful interviews with industry experts, inspiring success stories, and targeted real estate advice specific to Santa Clarita.

This week's blogpost - https://bahnsen.co/4t4WLct In this episode of the Thoughts and Money Podcast (TOM), host Trevor Cummings sits with Brett Bonecutter, author of the Thoughts and Money blog, to discuss practical mortgage insights. Brett shares five essential 'mortgage hacks' for navigating home loans and refinancing. The hacks include choosing the right lender, understanding rate quotes, and being cautious of flashy promotions. Brett emphasizes the importance of using a knowledgeable broker, exploring rate tables, and being aware of FICO score variations. This episode is designed to help listeners make informed decisions when buying a home or refinancing, and provides valuable tips for advising younger family members entering the market. 00:00 Welcome to the Thoughts and Money Podcast 00:47 Brett's Background and Midwest Roots 01:29 Real Estate and Interest Rates Overview 04:20 Trevor's Mortgage Mistake 07:07 Choosing the Right Mortgage Provider 09:02 The Role of Brokers in Mortgage Lending 16:56 Beware of Online Rate Quotes 19:31 The Need for Patience in Financial Decisions 19:53 The Impact of Instant Gratification on Society 20:58 Book Recommendation: Amusing Ourselves to Death 21:49 Guiding the Next Generation in Home Buying 22:38 The Shift Towards Analog Living 23:29 Understanding Mortgage Rates and Risk Buckets 36:40 The Importance of Knowing Your Credit Score 39:22 Final Thoughts and Practical Advice Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

Hosts: Andy Shiles Lalo Solorzano Guest(s): Jack Moberger, Co-Founder, DocUnlock Ned Cartmell, Co-Founder, DocUnlock Sepehr Farzaneh, Co-Founder, DocUnlock Published: January 2026 Length: ~40 minutes Presented by: Global Training Center Episode Summary In this episode of Simply Trade, Andy and Lalo sit down with the founders of DocUnlock to explore one of the most painful realities in global trade: document chaos. From commercial invoices and packing lists to certificates, statements, and agency-specific requirements, trade compliance still lives in PDFs, emails, spreadsheets, and inboxes. Jack, Ned, and Sepehr break down how DocUnlock is using AI to extract, structure, validate, and operationalize trade documents — turning static paperwork into usable compliance data. The conversation dives into real-world brokerage and importer pain points, why “document accuracy” is no longer enough, and how automation is shifting expectations across customs, PGAs, and supply chain partners. This episode is a must-listen for anyone dealing with high-volume imports, broker workflows, or compliance teams stretched thin. Key Takeaways Trade compliance is still dominated by unstructured documents — and that's the bottleneck. AI can extract and normalize data without replacing trade expertise. Document automation reduces risk, speeds releases, and improves audit readiness. Brokers and importers benefit differently — but both win when documents are usable data. The future of compliance isn't fewer documents — it's smarter ones. What DocUnlock Is Solving Commercial invoices & packing lists Certificates & trade declarations Broker-importer document handoffs Audit readiness & data traceability Scaling compliance without scaling headcount Resources & Mentions DocUnlock – AI-powered trade document automation

In this episode, I discusses the evolution of brokering from the traditional methods I started with in 2009, to the modern and much easier use of social media, highlighting the lack of hustle and sense of entitlement I perceive among new brokers.   To connect with Ryan, visit: www.iamryanwiley.com

In the wake of the World Economic Forum in Davos and the release of the larest Edelman Trust Barometer last week, PRovoke Media founder Paul Holmes sat down with Richard Edelman for a wide-ranging discussion that covered polarization, global pessimism, the potential for companies to become “trust brokers,” how tech companies have failed to address concerns over AI, what Martin Sorrell got wrong about the PR industry, and how the holding companies getting rid of “the idea machines” might benefit independent firms.

In this episode of Mornings with Joel Commercial Real Estate Podcast, Joel sits down with Rod Santomassimo, Founder and President of The Massimo Group, to discuss what separates top-performing commercial real estate brokers from those who stay busy but never truly scale. Rod shares insights from coaching more than 4,200 brokers worldwide, focusing on mindset, structure, discipline, and how brokers can build sustainable CRE businesses instead of chasing transactions. This episode is ideal for commercial real estate professionals looking to elevate their careers, improve consistency, and think like business owners. Want to sponsor an episode of Mornings with Joel CRE Podcast? Email us at morningswithjoelcrepodcast@gmail.com

Legal scholar Elizabeth Chamblee Burch focuses on three women with mesh implants who were targeted, manipulated, and violated—at their own expense. Through the searing stories of Sharon Gore, Barbara Shepard, and Jerri Plummer—middle-aged women separated by geography, education, and socioeconomic factors—Burch sheds light on not only the injustices of mass torts, which she describes as “personal-injury litigation on steroids,” but also the indignities endemic in women's healthcare.  Drawing on more than 150 interviews conducted over two years, backed by 209,000 pages of documentation, THE PAIN BROKERS is at once a critical work of public service journalism and a real-life thriller. As Burch unfolds each level of the scheme, readers meet: Vincent Chhabra, a Versace-clad entrepreneur and architect of Alpha Law, LLC—which, despite its name and partnerships with some actual lawyers, was a call center. Headquartered at 1000 Corporate Drive in south Florida, Alpha Law employed nearly two hundred operators in headsets who capitalized on patients' private medical records, obtained through a data breach in India, to make unsolicited calls to vulnerable women with mesh implants, including Sharon, Barbara, and Jerri.      Blake Barber, a hulking ex-paralegal with a flamingo pink goatee who turned women's medical fears into cash for third-party funders by orchestrating a ruthless “concierge service” that flew terrified patients to Florida chop shops to have their mesh removed. Dr. Christopher Walker, a Jamaican-born urogynecologist known by his Instagram handle @Dr.Downtown who, after losing his savings in a Ponzi scheme, went from inserting mesh to extracting it at breakneck speed for seven times his normal fee—a feat made possible by refusing to accept women's insurance and forcing them to sign liens against their future settlement proceeds.  J.R. Baxter, a newly minted small-town Arkansas lawyer and passionate crusader for justice who, against daunting odds, represented Sharon, Barbara, and Jerri, as well as 180 other women.And finally, J.R. 's unlikely ally, Barbara Binis, a seasoned Philadelphia defense attorney hired to do financial damage control for a mesh manufacturer who devoted nearly four years to uncovering the mass-tort scheme.           Centered on three women who went through the mesh mill, THE PAIN BROKERS exposes the profit-hungry scammers and unscrupulous doctors whom they trusted.           Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-like-it-s-live--4113802/support.

The following guest sits down with host Justin White:•   Courtney Crowder - Broker-owner, Phoenix Lending GroupWhen Your Social Circle is Mostly Real Estate Agents, Business Comes NaturallyEvery mortgage loan originator has a different strategy for how they get referrals from real estate agents. For Courtney Crowder, it happens naturally because most of the agents she works with are her friends. How does blending business with personal help mortgage loan originators bring in more loans? Listen to episode #114 of Good. Better. Broker. to find out how Courtney has become the preferred lender for multiple real estate brokerages in her area.In this episode of the Good. Better. Broker. podcast, you'll learn how to be a champion and a cheerleader for your real estate agents.In this episode, we discuss ...•   1:36 – going from working the front desk to being a broker-owner•   2:15 – pairing real estate agents with the right LOs•   2:39 – why Courtney treats her business like a real estate agent•   3:20 – how Courtney has accumulated 80+ agents who send her business•   3:51 – being a champion for your real estate agents•   4:31 – using social media to cultivate agent relationships•   6:30 – relating to single women who are homebuyers•   7:48 – networking through women's groups•   9:01 – staying connected to real estate agents•   11:04 – when it's ok to say no to a real estate agent•   12:04 – becoming the preferred lender for multiple real estate brokerages•   13:32 – how other LOs can work with more real estate agentsShow Contributors:Courtney CrowderConnect 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.

Good day ladies and gentlemen, this is IRC news, and I am Joy Stephen, an authorized Canadian Immigration practitioner bringing out this Canada Work Permit application data specific to LMIA work permits or employer driven work permits or LMIA exempt work permits for multiple years based on your country of Citizenship. I am coming to you from the Polinsys studios in Cambridge, OntarioNew Brunswick issued work permits between 2015 and 2024 for Customs, ship and other brokers under the former 4 digit NOC code 1315, currently referred to as NOC 13200.A senior Immigration counsel may use this data to strategize an SAPR program for clients. More details about SAPR can be found at https://ircnews.ca/sapr. Details including DATA table can be seen at https://polinsys.co/dIf you have an interest in gaining assistance with Work Permits based on your country of Citizenship, or should you require guidance post-selection, we extend a warm invitation to connect with us via https://myar.me/c. We strongly recommend attending our complimentary Zoom resource meetings conducted every Thursday. We kindly request you to carefully review the available resources. Subsequently, should any queries arise, our team of Canadian Authorized Representatives is readily available to address your concerns during the weekly AR's Q&A session held on Fridays. You can find the details for both these meetings at https://myar.me/zoom. Our dedicated team is committed to providing you with professional assistance in navigating the immigration process. Additionally, IRCNews offers valuable insights on selecting a qualified representative to advocate on your behalf with the Canadian Federal or Provincial governments, accessible at https://ircnews.ca/consultant.Support the show

Sean Lawrence, Head of Europe at LTP unpacks how institutional crypto firms are navigating MiCA, choosing traditional finance licenses over VASP registration, and building trust through market integrity.

Good day ladies and gentlemen, this is IRC news, and I am Joy Stephen, an authorized Canadian Immigration practitioner bringing out this Canada Work Permit application data specific to LMIA work permits or employer driven work permits or LMIA exempt work permits for multiple years based on your country of Citizenship. I am coming to you from the Polinsys studios in Cambridge, OntarioNew Brunswick issued work permits between 2015 and 2024 for Securities agents, investment dealers and brokers under the former 4 digit NOC code 1113, currently referred to as NOC 11103.A senior Immigration counsel may use this data to strategize an SAPR program for clients. More details about SAPR can be found at https://ircnews.ca/sapr. Details including DATA table can be seen at https://polinsys.co/dIf you have an interest in gaining assistance with Work Permits based on your country of Citizenship, or should you require guidance post-selection, we extend a warm invitation to connect with us via https://myar.me/c. We strongly recommend attending our complimentary Zoom resource meetings conducted every Thursday. We kindly request you to carefully review the available resources. Subsequently, should any queries arise, our team of Canadian Authorized Representatives is readily available to address your concerns during the weekly AR's Q&A session held on Fridays. You can find the details for both these meetings at https://myar.me/zoom. Our dedicated team is committed to providing you with professional assistance in navigating the immigration process. Additionally, IRCNews offers valuable insights on selecting a qualified representative to advocate on your behalf with the Canadian Federal or Provincial governments, accessible at https://ircnews.ca/consultant.Support the show

In this episode, Josh and Amelie discuss the confusing world of financial advisors and give listeners ideas for evaluating a potential advisor. The hosts explain why job titles are meaningless and certifications vary widely in rigor, with the Certified Financial Planner® (CFP®) standing out as the gold standard. They clarify how the fiduciary standard works, including why just the Series 65–only advisors are legally bound to act in a client's best interest at all times. The conversation then walks through how to use BrokerCheck and Form ADV to uncover an advisor's licenses, conflicts of interest, fees, custody arrangements, and more. Together, these tools may help consumers find the right advisor for their needs. Top takeaways: Job Titles Are Meaningless: Vice president, wealth manager, and similar titles are unregulated and don't indicate competence or ethics. Certifications Vary Widely Over 400 financial certifications exist; many require little more than paying a fee. The CFP® is the gold standard for personal financial planning due to its rigorous exam, education requirements, enforced code of ethics, and continuing‑education requirements. BrokerCheck Is Your First Stop (https://brokercheck.finra.org/) Every licensed advisor remains in the system permanently. If an “investment professional” isn't listed, they're either an insurance agent or they're operating illegally. Review disclosures carefully; multiple complaints or hidden details are red flags. Fiduciary Status Is Critical Only advisors with a Series 65 license (look for “IA” in BrokerCheck) and no other licenses are legally bound to act in the client's best interest at all times. Advisors with multiple licenses (e.g., IA and broker) can switch roles—and obligations—mid‑conversation (and without telling you they switched roles). Commissions Influence Advice Academic studies show that advisors recommend products with higher commissions. Brokers and insurance agents are legally obligated to act in the best interest of their firms, not their clients. Form ADV Part 2 Shares Key Information About the Advisor Required for all registered Investment Advisers (IAs). Includes services, fee schedule, conflicts of interest, investment philosophy, and custody details (who is the custodian of your money). Good advisors make their ADV and fee schedule easy to find. Custody Protects You Look for advisors who use large, third‑party custodians who will protect you (not the firm). Small custodians can be vulnerable to conflicts of interest, as seen in the Bernie Madoff case. Transparency Is Important Advisors who openly share fees, conflicts of interest, and regulatory documents demonstrate integrity. Marketing transparency often reflects operational transparency. One Advisor Profile to Look For (in our opinion) Series 65 license only (legal fiduciary duty) CFP® designation (rigorous training and ethics) Clear, accessible disclosures and fee transparency Uses a large, reputable third‑party custodian Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Biz DIY, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/biz-diy - Are you excited by financial coaching but not running a coaching business? MoneyCoach Network partners with financial coaches to handle the entire “business” side of having a financial coaching business. Sign up to Beta Test MoneyCoach Network (https://form.jotform.com/231063470154043)

In this conversation, Andrew Bosco, a New England-based real estate entrepreneur, shares insights into the real estate market, focusing on problem-solving, seller financing, and strategies for new investors. He discusses his transition from a scientific career to real estate, emphasizing the importance of networking and understanding market dynamics. Andrew provides practical advice for navigating the complexities of real estate investment, particularly in the New England area, and highlights the significance of building relationships in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome to a new podcast brought to you by Property Brokers and powered by The Country. In Episode Three of Land and Lifestyle Property Markets, Jess Davidson reviews 2025 with Property Brokers Rural General Manager Conrad Wilkshire, and discusses what is driving confidence in the rural sector. See omnystudio.com/listener for privacy information.

Expand your Affordable Care Act client base with these six lead generation strategies!   Read the text version  

Step into Episode 194 of On The Delo as David DeLorenzo sits down with Zach and Ruly Couch of The Restaurant Brokers—a father-son powerhouse who've dominated Arizona's restaurant market for over four decades. From Ruly's bold decision to go restaurant-exclusive in 1990 to Zach joining the family business and bringing fresh energy, this conversation reveals what it really takes to thrive in a hyper-specialized niche.Discover why saying "no" to everything else made them Arizona's most trusted restaurant brokerage, how they've navigated the hardest market conditions in restaurant history, and what separates them from every other commercial agent chasing the same deals. You'll hear stories from their first listing ever, the misconceptions sellers bring to the table, why lease rates are crushing independent operators, and how they use AI to work smarter—not harder. Plus, Zach drops insights on why younger restaurant owners are drinking less and pivoting to healthier alternatives, how they scout deals nobody else can find, and why keeping things small and specialized beats chasing growth at any cost. Whether you're looking to buy, sell, or just understand what's happening in Arizona's restaurant ecosystem, this episode is required listening.Chapter Guide (Timestamps):(0:00 - 1:36) Intro Vibes: Episode 194, Birthday Countdowns, and Meeting the Brokers(1:37 - 2:07) First Deal Ever: Endgame Arcade Bar in Mesa and a Decade of Growth(2:08 - 6:02) From Regular Brokerage to Restaurants Only: Ruly's Journey and the Moment Everything Changed(6:03 - 7:31) Why Zach Joined the Family Business: Lifestyle, People, and Learning from the Best(7:32 - 8:36) Social Media vs. Person-to-Person: The Mix That Moves Listings(8:37 - 13:05) Why Restaurateurs Sell: Conversions, Retirements, and the Bones That Matter(13:06 - 14:25) Arizona Exclusive: Why Specialization in One Market Beats National Reach(14:26 - 15:22) What Differentiates Them: Lease Rates, Location Trends, and Local Independent Operators(15:23 - 16:22) Building Relationships: Events, Mentorship, and Knowing Everyone(16:23 - 20:03) Zach's Band Life: From Creed Concerts to Metalcore, Playing 8-9 Shows a Year(20:04 - 22:35) Business Security in the AI Era: Why Restaurants Will Always Need Brokers(22:36 - 27:00) Labor Costs, Occupancy Rates, and Mandatory Drink Spiking Kits(27:01 - 26:42) The Younger Generation's Shift Away from Alcohol and Healthier Bar Alternatives(26:43 - 31:15) Keeping It Small: Why Growth at Any Cost Isn't the Goal(31:16 - 35:00) Rapid-Fire Questions: Concert Preferences, Favorite Hobbies, and the Limo Days(35:01 - 37:34) Real Advice for Buyers and Sellers: Polish the Apple and Run It Till You're Out(37:35 - 39:00) How to Connect with The Restaurant Brokers and the Mystery of Spelling "Restaurant"(39:01 - 41:14) Delo's Closing: Why Stories Matter and Built Different Community Launch

Licensed customs brokers who received their licenses prior to 2024 have until January 31, 2027, the end of the current triennial period, to complete 20 continuing education (CE) credits. This update reminds brokers of this requirement and discusses proper recordkeeping.

In this episode, Therese Markow and Elizabeth Burch discuss Elizabeth's new book, "The Pain Brokers: How Con Men, Call Centers, and Rogue Doctors Fuel America's Lawsuit Factory," which exposes a scheme where con artists, attorneys, and rogue doctors exploited women through mass torts involving pelvic mesh implants. Elizabeth explains how mass torts differ from class actions and explains how attorneys earn contingency fees. Throughout the episode, they discuss the ways in which the scheme was perpetuated and how vulnerable women were exploited by a data breach in India.     Key Takeaways: A tort is a harm, such as a punch or a car accident. A mass tort is when those harms happen on a large scale.  Mass torts can be a goldmine for lawyers (and there is a convention held twice a year regarding mass torts in Las Vegas). This can be concerning as more states are allowing law firms to be owned, even partially, by non-lawyers.  Many of the women involved with this mass tort were conned by people who had their specific information, including birth dates, surgery dates, and other medical information. It created a lot of confusion for many.    "You can imagine that your scam detector would probably go off if someone called you and asked you for that information. But if someone calls you and they already know your birth date and the name of your implanting doctor and the type of mesh that you have and exactly when you had the surgery and where you had the surgery, then all of a sudden it feels a lot more legitimate." —  Elizabeth Burch   Connect with Elizabeth Burch: Professional Bio: https://www.elizabethchambleeburch.com/about  Website: https://www.elizabethchambleeburch.com/  Bluesky: https://bsky.app/profile/eburch.bsky.social    LinkedIn: https://www.linkedin.com/in/elizabethcburch/  Instagram: https://www.instagram.com/elizabethcburch/  X: https://x.com/elizabethcburch  Facebook: https://www.facebook.com/ECBurch/   Pre-Order The Pain Brokers: How Con Men, Call Centers, and Rogue Doctors Fuel America's Lawsuit Factory here: https://www.simonandschuster.com/books/The-Pain-Brokers/Elizabeth-Chamblee-Burch/9781668068861    Connect with Therese: Website:  www.criticallyspeaking.net Bluesky: @CriticallySpeaking.bsky.social Instagram: @criticallyspeakingpodcast Email: theresemarkow@criticallyspeaking.net   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

The following guest sits down with host Justin White:•   Tammy Saul - Broker-owner, Federal Hill MortgageHow to Surround Yourself with Real Estate Agents Who Lift You and Your BusinessTammy Saul has more than one hundred real estate agents who send her referrals, but it's the agents she doesn't work with who have elevated her production. How should mortgage loan originators determine who they should surround themselves with? Listen to Episode #113 of Good. Better. Broker. to find out why healthy relationships are key to a healthy business.In this episode of the Good. Better. Broker. podcast, you'll learn why it pays to be selective about the referral partners you invest your time and energy into. In this episode, we discuss ...•   1:47 – why every LO needs to ask themselves about who they want to work with•   2:33 – how Tammy figured out which referral partners she didn't want to work with•   6:26 – treating real estate agents like clients•   7:53 – Tammy's background as an attorney•   9:14 – pain points experienced by real estate agents•   11:45 – eliminating toxic relationships•   13:34 – managing relationships with real estate agents•   16:08 – providing actual value for real estate agents•   16:59 – why Tammy doesn't talk with agents who have loans in process•   18:40 – how a personal experience gave Tammy new perspective on the people she surrounds herself withResources mentioned in this episode: Darren Hardy Show Contributors:Tammy SaulConnect 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.

What should you be doing now to win in 2026? On this episode of America's Commercial Real Estate Show, veteran broker and host Michael Bull, CCIM shares timely, real-world strategies drawn from 40 years in the business and over $8 billion in closed transactions across multiple market cycles. Licensed throughout the Southeast and leading sector-specialist teams at Bull Realty, Michael brings a rare blend of hands-on brokerage experience and big-picture insight. Each week, he interviews top economists, analysts, and industry leaders—giving him a front-row seat to what's coming next in commercial real estate. In this episode, Michael breaks down three actionable strategies each for: Decision-makers guiding corporate real estate strategy Investors and asset managers navigating changing markets Lenders focused on originations and special assets Commercial agents looking to sharpen their edge Whether you're operating, investing, lending, or advising, this episode delivers practical guidance to help you make smarter decisions and position yourself for success in 2026 and beyond.

Why does life seem to fall apart right after things start going well? In this episode of Brokers of Secrets, William Lam breaks down why people unknowingly create chaos and conflict, even during moments of success. He explains how mixed thoughts, hidden beliefs, and unresolved mental patterns send confusing signals that turn progress into stress. This episode helps listeners understand where that chaos really comes from and how clearing mental barriers creates stability, clarity, and momentum that actually lasts.Chapters(00:00) Introduction (03:42) How Mixed Thoughts Create Conflict(05:54) When The Buffer Is Confused Your Life Gets Messy(09:36) The Five Things That Control What Shows Up(14:49) What Self Love Actually Means(27:12) Why Massive Action Alone Fails(30:44) The Importance of Emotions Have you noticed moments where things were improving, yet chaos or stress suddenly appeared? Share what you've observed about that pattern in the comments.Take the Loop Quiz: https://loop.upgrd.com/Learn more at ⁠⁠⁠⁠https://upgrd.comFollow us on Instagram at https://www.instagram.com/theupgrd

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 close out the year with hindsight 20/20 vision. Plus, Robbie sits down with former NAMB President A. W. Pickel for a discussion on the resurgence of the broker and lessons from decades in mortgage banking that still remain relevant today. And we close by looking ahead to 2026 for the mortgage industry.

Healthcare premiums keep rising, but plan quality often stays the same (or gets worse). In this conversation, Shaun Enders sits down with Donovan Pyle—CEO of Health Compass and author of Fixing Healthcare—to unpack why the employer-sponsored healthcare market functions the way it does. Donovan explains the "hidden supply chain" behind your healthcare spend, why broker incentives often conflict with employer outcomes, and how CEOs can start reclaiming wasted dollars by getting unbiased, fiduciary-aligned guidance and improving visibility into unit pricing. Key Topics Covered Why employer healthcare spend feels unstoppable, and why that belief is "trained" The healthcare supply chain and how lack of transparency drives waste How brokers were historically designed to function (and why incentives matter) Why networks can hide prices and distort the price/quality relationship The "discount off infinity" problem behind EOBs (Explanation of Benefits) Regulatory capture and why some states limit small-business options Certificate of Need ("CON") laws and how they restrict competition The shift toward fiduciary models (similar to what happened in retirement plans) Practical steps for CEOs: visibility, vendor stack, and unbiased advisory support Chapters / Timestamps (YouTube-style) 00:01 – Welcome + why this topic matters to Shaun (20 years of premium increases) 01:17 – The big numbers: employer-sponsored coverage, $1.3T spend, and the "waste" claim 02:03 – Why finance/HR teams aren't set up to understand healthcare procurement 03:54 – The broker dilemma: "the only voice you have" vs. conflicts of interest 05:29 – Why Donovan focuses on the employer-sponsored market (not Medicare/Medicaid) 07:27 – The origin story: the first U.S. insurance plan (1929) and what became Blue Cross 09:26 – Brokers as "retail distribution" and why costs rising helps the sell-side 11:59 – ACA, cost-plus dynamics, and why vertical integration changed the game 14:52 – Reframing healthcare: not one line item—a supply chain 16:31 – Shaun's parallel: higher education costs and "cracks in the veneer" 19:14 – The strategy universe expands once you get unbiased advice 21:21 – Cash pricing: why individuals sometimes get better pricing than big insurers 23:34 – Shaun's billing experience: allowed vs billed, even in integrated systems 25:35 – EOBs as marketing: "Island Speak" and the illusion of savings 29:40 – Small business reality in CA/NY/WA: limited options and why 34:50 – Certificate of Need ("CON") laws: regulating supply and blocking competition 42:07 – ACA subsidies: what's expiring and what the market may revert to 46:31 – The most practical step: get unbiased, fiduciary-aligned advice 51:16 – Parallels to financial services: commissions → fee-based fiduciary models 57:14 – Real example: PBM RFP leading to multi-million-dollar savings 59:18 – Bringing it back to purpose: time, meaning, and what drives Donovan 01:05:29 – Where to find Donovan + free executive summary roadmap https://assessment.healthcompassconsulting.com/tba Watch on YouTube: https://youtu.be/9vEdj0XBOyI Connect with Shaun: www.CallTSG.com www.BusinessFinanceAndSoul.com https://www.linkedin.com/in/shaunenders/ People / Organizations Mentioned Donovan Pyle – CEO, Health Compass; author of Fixing Healthcare Validation Institute – referenced as a place to find fiduciary-based firms RAND Corporation (2021 study referenced) – cash pricing / employer pricing dynamics David Goldhill – author of Catastrophic Care (chapter: "Island Speak") Harris Rosen – Rosen Hotels (Orlando), example of long-term employer healthcare strategy Resources Mentioned Free executive summary + roadmap: FixingHealthcare.com Book: Fixing Healthcare (Donovan Pyle) Book: Catastrophic Care (David Goldhill) Disclaimer This episode discusses healthcare financing and benefits strategy from an employer perspective. It is not medical, legal, or financial advice.

For insurance agents and brokers, being a trusted advisor is the holy grail of professionalism. When your clients rely on you for advice, you are creating value for them beyond the insurance policy.Becoming a trusted advisor means that you are bringing wisdom and advice, and that it is thoughtful, precise, and predominantly accurate. Over time, your credibility goes up, and credibility is a major pillar of trust.In this Profiles in Risk episode, Nick spoke with Marketing Expert Paula Warden and Zywave's Director of Content Cloud Jamie Nelson about how agents and brokers can become subject matter experts and thought leaders using content strategies. They specifically looked into using Zywave's Content Cloud library with examples from both Jaime and Paula on how agencies and brokerages have successfully used these strategies to drive inbound traffic, leading to new business opportunities.Slapping ChatGPT into your agency for content development is not the solution to becoming a thought leader using content...it will likely produce a lot of erroneous information, that could be counterproductive. Content Cloud uses thought leaders to generate the content for you to then share with your marketplace. A useful feature to have for agencies looking to driving inbound traffic and wishing to remain lean and mean.Zywave Content Cloud Website:https://www.zywave.com/content-cloud/Paula Warden - https://www.linkedin.com/in/paula-warden-44904912/Jaime Nelson - https://www.linkedin.com/in/jamienelsonwi/

Work with Me https://ashborland.com  Follow me on IG https://www.instagram.com/ashborland/  The FREE 30-Day Mortgage Broker Boost https://ashborland.com/boost Check out my YouTube channel  https://www.youtube.com/@AshBorland  

In this Tax Tuesday episode, Anderson Advisors' Barley Bowler, CPA, and Eliot Thomas, Esq., tackle a wide range of listener questions covering everything from business structures to retirement planning. They discuss the pitfalls of investing in movie production under Section 1801, explain why commuting expenses aren't tax-deductible even for long-distance work arrangements, and clarify the new 1099-NEC reporting thresholds and the upcoming 1099-DA requirements for digital assets. Barley and Eliot break down Section 179 vehicle deductions and the advantages of heavy SUVs over luxury vehicles, explain the reasonable wage requirements and distribution strategies for S corporations, and provide guidance on structuring spec house construction businesses to minimize employment taxes. They also cover mark-to-market elections for traders, the tax consequences of below-market rent to friends or family, and the complications of placing a personal residence in an LLC. Tune in for expert advice on these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   "Any thoughts about investing in movie production for high-income earners?" - Section 1801 expires 2025, creates passive losses, not recommended for most. "I work for a local government agency in Cochise County, Arizona and live in Maricopa County, Arizona, approximately 215 miles apart. I commute in on Monday, stay in a hotel and leave on Thursday. I've been doing this every week since December of 2024. Is there a tax break deduction for this?" - No deduction available; this is considered commuting, not business travel. "Is the new 1099-NEC now starting after $2,500?" - Still $600 for 2025; increases to $2,000 in 2026 only. "Who needs to file this new 1099-DA digital asset form?" - Brokers must send to clients by February 15, 2026. "I'm a sole proprietor and would like to buy a BMW X7 to save the tax based on section 179. Is it covered?" - Yes, if over 6,000 pounds; 100% write-off available first year. "I'd like to know the proper ratio of distribution payments to salary within an S corporation." - One-third to 60% of net income is typical rule of thumb. "Can I pay myself quarterly out of my S corporation LLC?" - Yes, quarterly W-2 payments are acceptable and help avoid penalties. "What's the best way to structure a business to minimize taxes when building spec houses? I do the majority of the work on the houses, so it looks like a lot of profit on my labor, which is not good. I'm currently structured as a pass through LLC and purchase the house lots in a different LLC from my construction LLC." - Use S corporation for labor; sell land separately at capital gains rate. "Is it too late for a mark to market election for 2026?" - No, must file on 2025 return by April 15, 2026. "Is mark to market a good tax deduction?" - Only if trader status qualifies; creates ordinary losses on unrealized gains. "I'm renting to a friend for $300 a month. Fair market rent would be over $1,500. Any tax consequences?" - Deductions limited to income received; cannot create rental loss at all. "How can I have an LLC for my personal residence if the house is the residence of both my son and I as joint tenants?" - Possible but risks losing section 121 exclusion and homestead exemption. Resources: Schedule Your Free Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-structure-multiple-llcs-for-spec-home-building-and-lower-taxes&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-structure-multiple-llcs-for-spec-home-building-and-lower-taxes&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

The following guests sit down with host Justin White:•   Eric Katz, Independence Home Loans•   Michael Cain and Tracy Campagna, SD Mortgage Couple•   Craig Snell, Milestone Mortgage Solutions•   Carrie Gusmus, Aslan Home Lending•   David Kakish, Anchor Home LoansHighlights From Our 5 Most Downloaded Episodes of 2025How to nail the first 90 seconds of a sales call. Attracting real estate agents through social media. Educating clients to avoid getting rate-shopped. Equipping new loan originators with tools for sustained success. Earning business instead of asking for it. These were the topics we covered in our most popular podcast episodes of the year. You'll hear something from each of those conversations on Episode #112, Good. Better. Broker.'s Best of 2025.In this episode of the Good. Better. Broker. podcast, you'll hear clips from our most downloaded episodes of the year.In this episode, we discuss ...•   0:47 – tips for having successful sales calls•   3:54 – standing out to real estate agents on Instagram•   6:28 – providing value to borrowers through education•   8:57 – providing new LOs with tools to get business•   12:17 – how to earn business from real estate agents instead of asking for itShow Contributors:Eric KatzConnect on LinkedIn   Connect on Facebook Connect on InstagramMichael Cain and Tracy CampagnaConnect with Michael on LinkedIn   Connect with Tracy on LinkedIn   Connect on Facebook Connect onInstagramCraig SnellConnect on LinkedIn Connect on Facebook Connect on InstagramCarrie GusmusConnect on LinkedIn   Connect on Facebook Connect on InstagramDavid KakishConnect on LinkedIn   Connect on Facebook Connect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. 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•   

12-22-25 STEEL NEWS MMTLP The Stock That Was Never Supposed to Trade. Regulators Chose Brokers Over InvestorsFEATURING: The MMTLP community and the Agency Regulators that colluded to leave them with nothing.https://x.com/annvandersteel/status/2002892951899537804?s=20SHOW DESCRIPTIONMMTLP was never supposed to trade.Yet 65,000 investors—including over 200 military veterans—were allowed to buy it… then stripped of the right to sell.In this investigation and video short, Ann Vandersteel exposes how a dividend created during a corporate merger was turned into a tradable ticker, frozen by a sudden U3 halt, and quietly erased—locking families into financial ruin while regulators protected Wall Street.This wasn't a glitch.It was a decision.Behind closed doors, broker-dealer interests, a so-called “independent” regulator, and federal oversight failures converged—leaving everyday Americans trapped in a market that no longer played by its own rules.Retirements were wiped out.Businesses collapsed.Families were destroyed.And to this day, no one has been held accountable.The MMTLP story is not over.This is Steel News where truth survives pressure.Follow: ANN VANDERSTEEL https://AnnVandersteel.comSPONSORS:https://AmericanMadeFoundation.orghttps://AmericanMadeAction.orgHEALTHY FOOD & BEAUTYSUPERFOODS https://VandersteelHealth.comReady to save big on your superfoods purchase? Made in America, non GMO superfoods for your whole family and pets.SLEEP & MORE with My Pillow!https://MyPillow.com PROMO CODE “AV”C60 EVO HEALTH AND BEAUTY SECREThttps://www.c60evo.com/annvandersteel/ PROMO CODE “EVAV” 10% for radiant energy & mental focus, increased flexibility, immunity & longevity for people & petsRICHARDSON NUTRITIONAL STORE – laetrille / apricot seeds for healthhttps://RNCStore.com PROMO CODE “AV”RNC promotes wellness and healthy living through the use of safe and effective dietary supplements that support the body's natural healing processes.YOU TUBE https://www.youtube.com/@RealAnnVandersteelYOU TUBE https://www.youtube.com/@Ann-VandersteelRUMBLE https://rumble.com/c/SteelNewsRUMBLE https://rumble.com/c/AnnVandersteelGETTR https://gettr.com/user/annvandersteelFACEBOOK https://www.facebook.com/RightNowAnn/FACEBOOK https://www.facebook.com/ann.vandersteelTWITCH TV https://www.twitch.tv/annvandersteelTWITTER https://x.com/annvandersteelPlease consider supporting Operation Burning Edgehttps://givesendgo.com/burningedgeThis effort lead to the exposure of weaponized mass migration into the illegal migrants ravaging AmericaMAIL:Ann Vandersteel℅ P.O. BOX 386Palm City, Florida [34991]FOLLOW & SUBSCRIBE:https://AnnVandersteel.Substack.comhttps://x.com/annvandersteelhttps://truthsocial.com/@annvandersteelhttps://gettr.com/i/annvandersteelhttps://t.me/AnnVandersteelTruthhttps://annvandersteel.locals.comhttps://app.clouthub.com/#/users/u/AnnVandersteel/postshttps://gab.com/AnnVandersteelhttps://facebook.com/annvandersteelhttps://www.linkedin.com/in/ann-vandersteel-312310260/FAIR USE NOTICE These pages may contain copyrighted material the use of which has not been specifically authorized by the copyright owner. In accordance with Title 17 U.S.C. Section 107, such material has been referenced to advance understanding of political, human rights, ecological, economic, scientific, moral, ethical, and social justice issues. This constitutes a "fair use" of any such material as provided for in section 107 of the US Copyright Law.

The FBI arrests a suspect linked to the infamous January 6 pipe bomb—we have exclusive details, Rwanda and the DRC ink a peace deal brokered by President Trump, and the border fight goes digital. Get the facts first with Morning Wire. - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: NetSuite - Get the free business guide, Demystifying AI, https://NetSuite.com/MORNINGWIRE Zocdoc - Go to Zocdoc.com/WIRE to find and instantly book a top-rated doctor today. - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices