Podcasts about brokers

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Latest podcast episodes about brokers

Tangent - Proptech & The Future of Cities
How CRE is Implementing Agentic Workflows, with Lev CEO Yaakov Zar

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Jun 23, 2026 45:00


Yaakov Zar is the founder and CEO of Lev, a software platform built to modernize the workflow of commercial real estate professionals. Yaakov started Lev after experiencing firsthand how broken the CRE financing process was, watching a $4 million loan take six months to close. What began as a tech-enabled brokerage has evolved into a purpose-built agentic workflow platform helping lenders, brokers, and investors manage deals, ingest unstructured data, and move faster. Yaakov is based in New York City.(02:26) Bottom Up vs Top Down(04:31) Slack Origin Tangent(05:59) MetaProp Skills Library(09:43) What Is Defensible AI(11:12) MCP & Rapid Change(12:41) Pilots Everywhere & Demo Fatigue(17:34) Same Workflow, Turbocharged(19:34) Real Estate's Move 37 Moment(22:04) Why Winning Is Hard to Define(26:07) Lev Agentic Workflows(29:14) Leapfrogging Past Salesforce(31:43) Data Quality Pushback(33:49) Ingesting Email Into CRM(35:54) Selling Software to CRE(39:06) Overhyped AI and Security Risks(42:50) Collaboration Superpower: Steve Jobs

Good. Better. Broker.
How to Serve Those Who Served Us | Episode 126

Good. Better. Broker.

Play Episode Listen Later Jun 23, 2026 21:19


The following guest sits down with host Justin White:•   Anthony Lee – CEO and Founder, Veterans Alliance Home LoansShowing up For the Military Veteran Community Requires a Keen Understanding of the VA LoanFrom the military to marathons to mortgages, Anthony Lee knows what it takes to get across the finish line. He's now using that same approach to lift the veteran community. How can mortgage loan originators help more veteran borrowers while shifting the narrative on VA loans? Listen to Episode #126 of the Good. Better. Broker. podcast to find out how Anthony is creating more opportunities for LOs, military veterans, and their families.In this episode of the Good. Better. Broker. podcast, you'll learn how to help veterans navigate the VA loan process.In this episode, we discuss ...•   1:55 – how being an endurance athlete helps with doing mortgages•   3:49 – Anthony running 6 marathons in one year•   5:40 – Anthony's history in the mortgage industry•   6:46 – how Anthony got a $4.1m listing on his first deal in real estate•   9:16 – how military experience translates to mortgages•   10:46 – why veteran LOs are uniquely positioned to serve veteran borrowers•   12:09 – what non-veteran LOs don't understand about serving military veterans•   13:59 – The launch of Veterans Alliance Home Loans •   15:41 – what Anthony asks listing agents about VA loans•   17:38 – why Anthony can overcome any objection•    19:47 – similarities between coaching athletes and LOsShow Contributor:Anthony LeeConnect 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.

Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding

→ Work with Me: https://work.ashborland.com/  My one-to-one coaching for established brokers. No courses, no group programmes. Just the two of us fixing the structure underneath your business.→ Follow me on IG: https://www.instagram.com/ashborland/  Daily content for brokers, and the fastest way to reach me. My DMs are open and I answer them myself.→ The Mortgage Business Mastery Show: https://www.youtube.com/@ashborland  My weekly show for brokers. A new episode every Monday, around fifteen minutes, one idea worth your week.→ The FREE 14 Day Mortgage Business Boost: https://ashborland.com/boost  One small task in your inbox every day for fourteen days. Do them and your business is in better shape by the end. Costs nothing.→ The Broker Book Club: https://ashborland.com/book-club  One book a month, chosen so you read less and apply more. The thinking behind a stronger business, without the wading through.

The J2 Hub | Real Estate, Business & Real Life
J2 Hub | Dubai Real Estate Is "Crashing"… So Why Are Smart Brokers Cashing In? | AI & Survival 2026

The J2 Hub | Real Estate, Business & Real Life

Play Episode Listen Later Jun 20, 2026 34:15


The Mobile Home Park Broker's Tips & Tricks To Investing
The MHP Brokers Tips and Tricks Podcast Interview with Commercial Real Estate Investor Anthony Quire

The Mobile Home Park Broker's Tips & Tricks To Investing

Play Episode Listen Later Jun 19, 2026 29:22


In this episode of The MHP Broker's Tips and Tricks podcast, Maxwell Baker, president of The Mobile Home Park Broker, interviewed commercial real estate investor, Anthony Quire.   As with every Tips and Tricks podcast episode, this one is brought to you by The MHP Broker's proprietary Community Price Maximizer. Use this four-step system to get the highest price possible for your mobile home park or RV community when you sell it through The MHP Broker. Guaranteed. Call Max for details.   Here Are The Show Highlights: Anthony Quire's story starts well before mobile home parks. He came out of Kentucky, worked in education and state government, bought condos after the 2008 recession, and later found his way into mobile homes after moving to Lake Charles, Louisiana. (Max, 01:01) Anthony sees this business as more than buying parks and collecting rent. For him, it ties back to affordable housing, financial literacy, and teaching people how to let money work for them. (Anthony, 04:14) His first few deals were built the scrappy way. Bank debt, personal funds, smaller loans, lines of credit, and a willingness to figure it out as he went. Not shiny. Just real. (Anthony, 06:21) Anthony's capital-raising path started after he attended Frank Rolfe's MHU boot camp and met Tom Miller. That relationship eventually led into Haven Capital Ventures and a Reg D fund focused on acquiring more communities. (Anthony, 08:21) Anthony's value-add playbook is simple, but that is usually where the money is: raise rents carefully, bill back utilities, clean up the property, resurface roads, fill homes, and run the park like a real business. (Anthony, 09:57) Max and Anthony talked through partnerships, and why the wrong partner can turn into a hornet's nest. In this business, who you do deals with matters just as much as the deal itself. (Max & Anthony, 12:08) Anthony's five-year plan is controlled growth, not ego growth. He wants to add roughly 100 pads, keep the business manageable, mentor a handful of new operators, and grow without losing the plot. (Anthony, 15:13) Later in the episode, Anthony connects passive income to real life by sharing how side income helped his family through a major health and job disruption. That is where the theory becomes real. (Anthony, 21:10) The episode closes with faith, mentorship, investing in others, and the idea that business should create more than income. It should create opportunity, breathing room, and a way to help other people learn the game too. (Anthony, 27:02) Here Are The Power Quotes From This Episode: "I remember my dad telling me some advice. He said, don't be a dummy and buy a house. He said, buy investment property." (Anthony, 03:34) "I networked and I actually met a guy and bought my first park from networking and working at Lowe's as a pro sales cashier. So, anything's possible." (Anthony, 05:03) "You've got to be real selective on who your partners are." (Max, 12:08) "Y'all, like anything else out there, there is risk when you invest." (Max, 23:08) "As a man thinketh, he becomes." (Anthony, 27:02)

Dawg On-It Trucking Pawedcast
90% of Brokers Experience Cargo Fraud: How to Stop It | Billy Forkey | Ep. 230

Dawg On-It Trucking Pawedcast

Play Episode Listen Later Jun 18, 2026 35:11


Send us Fan MailGUEST: Billy Forkey | Fenderr Freight Featured Topic: Cargo Fraud & Security

Icons of Real Estate Podcast
Stop Driving the Market | Doug Sullinger, Basil AI

Icons of Real Estate Podcast

Play Episode Listen Later Jun 18, 2026 37:49


Commercial real estate brokers are still driving around neighborhoods looking for properties. In 2026. Doug Sullinger — 30 years at Oracle, IBM, and Dun & Bradstreet — watched it happen and built Basil AI to fix it.Basil is an agentic AI platform that covers every parcel in the United States with 150-200 verified data points. Brokers type in what they're looking for, and the platform returns the best sites with feasibility scores and financial underwriting — in minutes.In this interview, you'll learn:•        Why commercial brokers are still "driving the market" — and why that's about to end•        How intent data generated 4 offers from 100 contacts in 2 days•        How Basil covers every US parcel with 150-200 verified, multi-source data points•        Why open AI models pulling from the internet can't compete with proprietary cleansed data•        The Georgia Tech partnership training the next generation of CRE brokers•        How a broker with 9 months of experience closed a $5M industrial deal using Basil•        Where AI in commercial real estate is headed — LOI creators, OM builders, CRM integration"One tank of gas can pay for a month of Basil. There's your ROI — just from not driving around."Try Basil AI: basil.aiFree trial available — use it on your first deal

Eco Medios Entrevistas
Luis José Ramos (Presidente de L. J. Ramos Brokers Inmobiliarios) Unas Cuantas Verdades @marianoobarrio

Eco Medios Entrevistas

Play Episode Listen Later Jun 18, 2026 22:33


Luis José Ramos (Presidente de L. J. Ramos Brokers Inmobiliarios) Unas Cuantas Verdades @marianoobarrio

America's Commercial Real Estate Show
Using Advanced Data & AI to Win Commercial Real Estate Deals

America's Commercial Real Estate Show

Play Episode Listen Later Jun 17, 2026 33:42


Data paralysis is a massive hurdle in commercial real estate. When critical market analysis, demographic shifts, and property comps live entirely on flat spreadsheets, it is incredibly difficult to visualize location-intensive trends and tell a compelling story to clients. In this episode, host Michael Bull sits down with CCIM's Ben Wilson to discuss the major rebrand and massive evolution of "Site to Do Business" into the all-new IntelliSite. They dive into how modern GIS mapping, global data integration, and built-in AI models are completely reshaping how brokers, appraisers, and developers make real estate decisions. What you'll learn in this episode: The Death of the Spreadsheet: How advanced GIS mapping and visual infographics are replacing traditional spreadsheets to tell better market stories. Mapping the "Silver Tsunami" & Suburban Sprawl: How to analyze demographic variables (across 150+ countries) to spot peripheral growth and suburban rings around primary markets. AI Integration & Void Analysis: A look at the new natural-language AI assistant and how to run a void analysis to find exactly which tenants or medical services are missing from a market. Advanced Tools for Brokers & Appraisers: How to leverage Database USA for tenant targeting, use built-in financial calculators, and easily map subject properties against custom comp databases. Get the cutting-edge tech intel you need to streamline your workflows and find hidden opportunities in any market.   Connect with Ben Wilson: https://www.linkedin.com/in/ben-wilson-704b3112/ IntelliSite  CCIM.com   Resources: Database US Esri Business Analyst   Connect with Michael Bull & The Show: Michael Bull, CCIM Bull Realty, Inc https://www.linkedin.com/in/michaelbull/   For more commercial real estate market data, sector forecasts, and video episodes, visit CREshow.com.   America's Commercial Real Estate Show is brought to you by our proud sponsors.   TCN Worldwide: Commercial real estate property management, leasing, and sales solutions across the US and globally. Learn more: https://www.tcnworldwide.com   Build Out: The ultimate product suite for commercial real estate brokerage firms looking to streamline their business. Learn more: https://www.buildout.com     Bull Realty: Regional commercial real estate brokerage services headquartered in Atlanta, delivering market intel and strategies. Learn more: https://www.bullrealty.com   Commercial Agent Success Strategies: Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/        

Cierre de mercados
Cierre de Mercados 17/06/2026

Cierre de mercados

Play Episode Listen Later Jun 17, 2026 53:59


Consultorio de Bolsa con Javier Cabrera, analista de mercados en XTB y Javier Alfayate, Grupo Link. Con nuestros expertos, analizamos los mejores valores del mercado. 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 Javier Alfayate Javier Alfayate es gestor de fondos en Link Capital. Es experto en asesoramiento bancario y financiero por ESCP Europe. Escritor y divulgador en universidades y empresas, continua estudiando sobre estrategias, sistemas de bolsa, estadística y programación de algoritmos. 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.

RIMScast
Marya Propis: From Industry Leader to Talent Champion

RIMScast

Play Episode Listen Later Jun 16, 2026 49:01


Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Marya Propis about her career in retail brokerage, wholesale distribution, and executive leadership. Marya speaks of leaders who influenced her, how her leadership skills have changed in 30 years, and how emotional intelligence guides her as she helps young insurance professionals at RT Specialty. She also shares the importance of physical fitness and self-care in showing up at her best each day. Marya discusses the wholesale Excess and Surplus Lines marketplace in the U.S. She talks about her involvement in industry associations and the enthusiasm she has for helping students and new risk professionals. She shares information about the Spencer Educational Foundation's Funding Their Future 2026 Gala, where she will be one of two honorees. She serves as a Director of Distinction, acting as an ambassador for the Spencer Educational Foundation.   Listen for Marya's enthusiastic approach to persuasive leadership.   Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. We will be rejoined by our friend Marya Propis, President of Retail Distribution at RT Specialty and honoree at this year's Spencer's Funding Their Future Gala in New York City on September 17th. There is a lot to catch up on. But first… [:47] RIMS Virtual Workshops. The next RIMS-CRMP-FED Exam Prep with AFERM will be held on June 16th and 17th. The next RIMS-CRMP Exam Prep with PARIMA will be held virtually on July 21st and 22nd. Links to registration are in this episode's notes. [:58] We have a summertime webinar. On July 16th, Zurich will present "Too Hot to Ignore: Heat-Related Injuries and Workers' Compensation." Register at RIMS.org/webinars and via the link in this episode's show notes. [1:13] You can enroll now in the RIMS CRO Certificate Program in Advanced Enterprise Risk Management hosted by the famous James Lam. Beginning July 15th, workshops will be held bi-weekly from 11:00 a.m. to 3:00 p.m. Eastern Time. The registration link is in the show notes. [1:34] The RIMS ERM Conference 2026 will be held on November 19th and 20th in Columbus, Ohio. We want to hear from you. Submit a session proposal by June 19th to reach engaged practitioners, innovators, and leaders looking for guidance they can utilize right away. [1:52] Help define what's next for Enterprise Risk Management. Submit a session proposal by Friday, June 19th. Visit RIMS.org/ERM2026. [2:02] Folks, through the generosity of its industry partners, RIMS has launched The Foundation for Risk Management™, which provides scholarships for early-career professionals to attend RIMS events like RIMS Texas Regional Conference, RIMS Canada Conference, and RISKWORLD. [2:21] The Foundation also helps beneficiaries earn their RIMS-CRMP and fund research projects. To learn more or contribute to the Foundation, visit RIMS.org/FRM and visit the link in this episode's show notes. [2:36] RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [2:56] On with the Show! Marya Propis is rejoining us on RIMScast. She is the President of Retail Distribution at RT Specialty, and she will be honored this year at the Spencer Funding their Future Gala at the Waldorf Astoria in New York City on September 17th. [3:17] We'll learn about Marya's career, her risk management philosophy, how her physical wellness fuels her progress as a risk and insurance professional, and why she feels it is critical to continue her support for women in the profession. We're going to have fun. Let's get to it! [3:39] Interview! Marya Propis, Welcome Back to RIMScast! [3:49] Since the last time Justin and Marya spoke, Marya has joined RT Specialty. She is coming up on her 6th anniversary with RT Specialty. It has been the most enjoyable and successful career chapter she has been fortunate to enjoy. [4:04] Marya says there are so many great things to talk about in terms of what's going on in the marketplace and at RT Specialty and how that pertains to Spencer. [4:20] Marya is President of Retail Distribution. She was promoted to that role several months ago. A dedicated group under her leadership is keeping a finger on the pulse of what's going on in the ultra-dynamic U.S. retail landscape. [4:47] They are always thinking of ways to be more client-centric, partner more fully with their retail clients, and think of all the places that their clients need RT to be as the top wholesale partner in the U.S. [5:08] Marya has six people on her team for a wholesaler that placed $32 billion of premium last year. But, actually, her team is the entirety of all the brokers and underwriters that work for RT Specialty. That's 1,500 people. [5:28] Marya's job is to make the brokers and underwriters who work for the team more successful every day. Her stakeholders are the market-facing, talented brokers and underwriters. They are her team. [5:46] Marya sets best practices and standards around compensation, conferences, and the way they engage. Client-centricity is very important, so Marya extends direction for it. [6:00] Marya explains how leadership style has evolved. In the first half of her career, it was all about command and control, from the top down. Telling everyone what to do has evolved positively. [6:19] Marya prides herself on having very good influence and leadership skills. She says people want to follow her direction. She had to learn a lot to go from telling people what to do to creating a path people want to follow. Being a command-and-control leader doesn't feel good. [7:00] Marya says that when we started talking about emotional intelligence as an important part of leadership, she realized she had it. She just hadn't been using it in any of her management or leadership roles. [7:11] It became more acceptable to use emotional intelligence to get your team aligned and get people thinking around the direction you need to go as a team or a firm. That's been very positive for Marya, but she couldn't flip that switch overnight. [7:30] Marya had to learn a lot to change her leadership style so people want to follow and feel that she is creating the right direction, so they can be more successful, not leading them down a path to doom and demise. [7:52] Marya says that an emphasis on emotional intelligence came hand in hand with the industry starting to pay attention to women in insurance and the lack of representation of female leadership in insurance. [8:09] Marya says that a decade ago the insurance industry started to be deliberate about realizing they didn't have many women in leadership and that there were obstacles in the industry to women being promoted and compensated at the same rate as their male colleagues. [8:31] Emotional intelligence came along with the recognition that women have a distinct and unique skill set. Emotional intelligence is a prevalent part of a woman's skill set. Women bring real value as leaders. The traits that come with that include emotional intelligence. [9:07] Justin says we have such a great group of rising risk professionals, particularly females, in the profession and the RIMScast listenership, so this is a great way to kick off this dialog.  [9:25] Marya says she has worked for a lot of great leaders. She was fortunate to work closely with many executives. You can watch a leader and learn a technique or a trait that you can add to the skill set you already have. Marya says she gets her best material from others. [10:14] Marya says Pat Ryan, who founded RT Specialty, is the absolute Superman of insurance. Any time she hears Pat Ryan talk, she leaves with a gem that she commits to do or think about, going forward. He uses an expression: "Do the right thing, because it's the right thing to do." [10:47] If you use that as a guiding principle for how you set your priorities and make decisions, based on what your retail clients need, then it's very obvious what you need to do. It has become a guiding principle for her in the way she makes decisions every day. [11:47] Marya says her scope of responsibility is just retail clients. Her colleague Leah Ohodnicki oversees carrier management. They talk all the time. There are so many of the same principles that they apply, just to different channels in the marketplace. [12:07] Marya has been a career salesperson. For her whole insurance career, she has sold stuff. She has sold capabilities and products. She sells and represents wholesale brokerage services. [12:27] Marya says no client is like another. You must see every client with fresh, objective eyes. Every client has something unique, or a competitive advantage, or something special about the way they've built their firm. Sometimes you have to look carefully to find it, but it's always there. [13:06] You have to be willing to put yourself in their shoes. How do they see the world? How is that retailer creating visibility and driving success? [13:26] Marya prides herself on being a student of who the retail client is and thinking about how to better frame partnership strategies to work with them as effectively as possible, rather than thinking about herself, RT Specialty, and all the stuff she can throw at any retail client. [13:48] In Marya's mind, the way to do it is to start by asking what they need. Where is the place that they will need RT Specialty to be more successful? Then she constructs an engagement approach around that. That's different from how she thought about it 20 years ago. [14:15] In any industry, Marya doesn't want to be a vendor. She wants to be a partner. There's a big difference in the way you have to think to be a trusted business partner. That's a very important part of Marya's personal and professional philosophy in creating partnerships. [15:13] Marya says she's very committed to the digital distribution model. It's been one of the more exciting and dynamic components of the retail channel. Marya doesn't use AI interchangeably with digital distribution. Digital distribution is where we sell things online. [15:41] Marya says AI is a technology enabler that helps us be more efficient in sales. RT Specialty has an online portal called RT Connector that has been trading E&S Specialty, Micro and Small Commercial P&C products for eight years on the digital distribution platform. [16:09] Marya says there's a newish type of retail agent in the U.S. marketplace called digital agencies. They want to trade as efficiently as possible. They want API connectivity. They're focused on a specific segment and industry, in terms of where they feel they can sell and trade. [16:31] Marya says even the way they acquire leads is very different than a traditional retail model. Marya says we're certainly not going to sell RT the same way to a digital agency as we do to a big Alpha house. They're very different. [16:51] Understand the model. Understand how that retail agent or broker is structured, and meet them where they are. With digital retail agents, it's a completely different type of retail partnership that they can build with them vs. other models they've worked successfully with. [17:18] Marya says our retail clients are always evolving and changing and buying lots of stuff, in mergers and acquisitions. They restructure. How they choose to go to market. How they're winning business. Marya loves all the learning that comes as the market and her clients evolve. [17:45] Marya says they're a wholesaler. Their digital platform will reflect the appetite and eligibility of the technology-enabled carriers that are represented on the RT Specialty platform as trading partners. [18:10] Marya says they have 130 talented binding authority teams across their U.S. platform. They know what their appetite is; they have the binding authority. That's human interaction. [18:28] Marya says RT Specialty mimics that same process with some of the same carrier partners by putting their product-specific appetite on their digital platform. [18:38] The same agent can either go to the RT binding authority underwriter or go through RT Connector. If it fits the appetite of the products on RT Connector, in five minutes, the agent can rate quote, bind, issue, e-deliver policies, surplus lines taxes, and finance premium. [19:02] Marya says she can ask agents how they want to trade the E&S specialty marketplace. There are a lot of paths they can follow that get them to the same place where they win. RT Specialty can put the right resources around that. [19:35] Marya says if a retail client brings a franchise opportunity to RT Specialty, if it's a franchise operation that's insured, RT Specialty will write it. They write lots of them in the U.S. Marya participates in risks her retail clients bring to RT. [19:52] Marya doesn't sell directly to franchises, but RT has a lot of franchises and programs in chains in their book of business. RT has the largest sports and entertainment practice in the wholesale segment in the U.S. It's a tough segment of the marketplace. [20:20] RT Specialty has invested a lot in terms of talent. RT Specialty owns the largest MGU in the marketplace. The sports are professional, amateur, and everything in between. It's a very successful market segment for RT Specialty. [20:41] Marya explains that an MGU is a Managing General Underwriter, which is different from an MGA (a Managing General Agency), which is different from a Program. Marya says this has been one of the fastest-growing segments of the specialty market in the United States. [21:09] Marya says you create a homogeneous appetite for a certain bulk of business, find a carrier partner, set up a Program, and open your storefront and either distribute through retailers or wholesalers. Some are direct-to-insureds [21:30] Managing General Underwriter means that we would create the appetite and the guidelines. Managing General Agent means that the carrier has already defined that, and they're allowing us to put a storefront in front of that. [21:54] That's different from some of the traditional carriers that RT Specialty works with, like Lexington Insurance Company or Westchester Insurance Company. Those are carriers. That is a different solution than when RT Specialty approaches an MGU on behalf of their retail client. [22:18] Marya says anytime you have a lot of people in one place at an event, there are lots of risks associated with that: gun violence, political violence, and means of evacuation response. We have seen that time and again. [22:43] When you have a lot of people congregating for a sporting event, a demonstration, a commemoration, or other event, it's gotten much riskier when you put a lot of humans in one place. That has made that segment of the marketplace much more challenging than ever. [23:10] Marya mentions boxing matches in Vegas or the number of active shooter incidents in Vegas. Marya believes the Excess and Surplus Lines market segment is the permanent home for high-hazard risks in the U.S. It's not an escape valve. [23:42] Marya says that in her lifetime, those types of risks will never swing back to the direct admitted standard carrier side. As a wholesale broker, RT Specialty is looking to partner with carriers that have the right type of appetite to support those risks. [23:59] RT Specialty builds products, so they own MGUs, MGAs, and Programs. They invest and build products when segments of the marketplace become very tough, so they have solutions available through their brokers and underwriters to write any risk in any class of business. [24:19] A Quick Break! There are so many other wonderful RIMS events coming up in 2026. The Annual Florida RIMS Educational Conference will be held from July 28th through August 1st at the lovely Ritz-Carlton in Naples, Florida. A link to the event is in this episode's show notes. [24:37] Register now for the Second Annual RIMS Texas Regional Conference, which will be held from August 10th through 12th at the Grand Hyatt on the San Antonio River Walk. [24:48] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026, in Chicago. Visit ChicagolandRiskForum.org for more information. [24:59] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. Registration is open, and you can also submit a session. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [25:16] Save the dates October 18th through the 21st. We will be in Quebec City to celebrate the 50th Live RIMS Canada Conference. Booth sales are already open. Earlybird registration is open now. [25:31] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [25:45] The RIMS ERM Conference 2026 will be held on November 19th and 20th in Columbus, Ohio. The deadline for educational content submissions is Friday, June 19th. Get submissions in now. The link is in this episode's show notes. Registration opens in July. [26:08] Let's Return to Our Interview with Marya Propis! [26:32] Justin asks about Marya incorporating workouts into her life so she can perform better as a risk and insurance professional. Justin also feels that he has missed out if he has not exercised or worked out for a certain time each week. [27:03] Mary has 35 years in the business. She travels every week. She flies a lot. She is very focused on her wellness routine. She has been an athlete her whole life, so working out is important to her. So is self-care. [27:34] Having gone through menopause and figuring out what was going sideways, physically and mentally, Marya feels good about where she is today, in her commitment to herself, supplements she takes, and understanding healthy brain function and the effects of hormones. [28:09] Marya says we know hormones have a significant impact on our ability to function, both for men and women. Marya says her lifestyle is not perfect. She eats at restaurants 80% of the time, and entertaining clients involves alcohol. [28:40] Marya loves the relationship-building, social, and personal connection side of the business. She's not going to skip drinks or dinner with anyone. But it's a place where there can be a lot of pitfalls. She doesn't subscribe to an austerity lifestyle. But she has to pick her spots, now. [29:10] Marya says she can't be dragging on Thursday morning. She still has two big days ahead of her to deliver. Marya talks about sleep quality, not just how much you get, which gets tough when you're sleeping in different hotel rooms. [29:35] Marya says, This is the way it is with the career I have chosen, and I love. She has to be much more deliberate and mindful and remind herself that in June, she is traveling 18 days. On the days she's not traveling, she knows what to do for working out and for her wellness routine. [30:24] Marya says she is open and willing to learn. She is open to trying and learning new things. She believes in supplements and vitamins. She takes different ones now than she would have taken a decade ago. You have to be a student of that, like everything else in life. [30:43] Marya says The second you start to lose the desire to learn, what's next? It's not really fun when people's mindsets change. [30:54] Marya has been a Yoga practitioner for 30 years. She does Power Vinyasa in an infrared studio. Marya says the benefits of infrared are scientifically not debatable. She says infrared is great for joints, skin, and healthy brain functioning. It amped up her Yoga routine. [31:15] Marya does TRX bodyweight exercises. Most of the hotel gyms today have a TRX setup. She loves that, since she spends a lot of time in hotels and hotel gyms. Marya does circuit training. She works with heavy weights three times a week to maintain skeletal strength. [31:53] Marya says it sounds like a lot. As an athlete, when you have to perform and deliver, it's part of the way you have to think. It's how Marya thinks. She has to show up and be her best self when she's representing RT Specialty in the marketplace. [32:14] Marya has a lot of people relying on her to be crisp and present with a great level of energy. You can't do that if you're dragging all the time. [32:40] Marya grew up in Buffalo, New York, so she's a skier. It was the first sport for her family. She played tennis in high school and college. She ran track as a sprinter. Her favorite sport is Yoga. A couple of genres of Yoga have world competitions. Mary likes vigorous, athletic Yoga. [33:34] Another Quick Break! The Spencer Educational Foundation's Risk Manager on Campus application period is now open, and it will close on June 30th. Grant awardees, colleges, and universities are typically notified in September. [34:05] General Grant applications are open, and the application deadline is July 30th. Internship Grant applications open on August 15th and close on October 15th. [34:16] Links to each of these grants are in this episode's show notes. Visit SpencerEd.org for more information. [34:24] Let's Conclude Our Interview with One of the Two Honorees of the Spencer Educational Foundation's Funding Their Future Gala 2026, Marya Propis! [34:48] Justin asks about associations Marya is plugged into that support empowering women in the risk and insurance industry, such as APIW and WISE. [35:01] Marya represents RT Specialty on two boards. One is CIAB (The Council of Insurance Agents and Brokers), an international organization known for its regulatory and lobbying efforts. [35:25] Marya spent a week in London last month with CIAB. There is so much going on in the London marketplace. That has been a lot of fun and a place to continue to learn. [34:47] The second board is WSIA (Wholesale & Specialty Insurance Association), representing the wholesale specialty segment. There are specialty markets around the world, but the E&S lines market segment only exists in the United States. WSIA is a wonderful organization. [36:14] Marya says that what's great about both CIAB and WSIA is what they do to support young and developing insurance and risk management professionals. It's consistent with and complementary to the work, scope, and mission of the Spencer Educational Foundation. [36:32] Marya loves the way all of that comes together. Marya has been in the space developing, recruiting, and supporting emerging leaders and talent in the insurance and risk management marketplace for a long time. It's a space she loves to be in. [35:56] It all comes together nicely with Marya's board service and her commitments to foundations and causes. [37:10] Justin says the Spencer Funding Their Future Gala will be on Thursday, September 17th, at the world-famous Waldorf Astoria. Marya is one of the two honorees this year. Justin asks what this honor means to Marya. [37:35] Marya can't remember a time when she looked forward to something so much. First, she was surprised, and she feels really humbled. Marya had been a Spencer Board member and Chair of the Board, thinking about whom they would honor, every year for a decade. [38:05] It's really humbling to be considered, let alone this year, going back to the Waldorf Astoria. Marya remembers the Spencer Gala there, at which she spoke as Chair of the Fundraising Committee. [38:22] Marya just about passed out before going on stage, as she had never talked before so many people. She was hyperventilating. She didn't fall off the stage. She enjoyed herself a little bit. The Waldorf Astoria is one of the most storied hotels in the history of New York City. [39:06] Marya says Sierra Signorelli is the other honoree for the Gala. Sierra and Marya worked together early in their careers at AIG. They got a significant start to their careers then. They've known each other for a long time. Marya praises Sierra and is so happy to be doing this with her. [39:32] Justin notes that Sierra is the Zurich U.S. CEO and the Zurich Commercial Insurance CEO. Those are not easy titles to achieve. Zurich is a global insurance carrier. Marya admires Sierra's career trajectory and the leadership influence she has had on so many. [39:51] This is the first time there have been two female honorees in the history of the Spencer Gala. Marya says sharing that honor with Sierra, someone she knows, trusts, and respects so highly, makes it even more special and a night to look forward to. She can't wait! [40:17] Marya is now a Director of Distinction on the Spencer Board. Her RT Specialty colleague, Michael VanAcker, is on the Spencer Board today. Marya mentions that Pat Ryan was honored by Spencer at one of the first Galas. Tim Turner, RT Specialty CEO, introduced Pat that year. [40:53] RT Specialty has had a seat on the Spencer Board for years. Marya is a Director of Distinction as she is a former Board Chair. They ask her to be an advocate where Megan Miller needs her, and to be conversant on where Spencer continues to support and drive results. [41:18] Marya stays in touch and makes sure she knows what is going on with the programs and schools they are partnering with. Her role is to be informed, be an ambassador, and jump in at any place that Megan and the Spencer team would need her to influence, help, and support. [41:41] Marya spoke at the E&S Insurer conference. At the end of the conference, she brought Megan Miller in and introduced her to the writers' folks and asked if they could get a five-minute spotlight on Spencer next year. That is an example of where Marya can try to help. [42:15] Marya says Spencer scholars are so excited about their insurance career. There is nothing more infectious than their enthusiasm for the career path they have chosen. To talk to a young person who has their whole life in front of them is super energizing for Marya. [42:57] Marya says that when a young person wants to talk to her and spend time with her, she thinks it is great. Enthusiasm is infectious. [43:05] At the end of the day, Marya wants to leave the insurance industry in a much better place than it was when she came into the business. Spending time with young people who will be the leaders of our industry in the future, there's no better feeling. [43:30] Marya says that anything she can do to have influence, set an example, or help them think through something helps her to continue to feel wildly enthusiastic about her career. She loves when she gets to spend time with the young brokers and underwriters at RT Specialty. [43:52] Justin says that the scholarship recipients he has seen on stage at the Gala have been so impressive. They're in school, and they're so involved. They're a shining example of what we want the future of this profession to be. [44:10] Marya says that there was no way, when she was 22 years old, that she could have gotten up in front of a room of 800 people in her profession and spoken like that. She would never have been able to do that. Their ability to get up in front of that audience and talk is huge! [44:37] Marya is impressed by what they talk about, in terms of their careers, and what they've learned. [44:42] Marya is delighted that Spencer has basically kept the Gala format consistent. The focus is on the students and the benefits that Spencer funding drives for the industry. [44:56] It's a place where you can see real impact on real lives because of the fundraising dollars that the risk management and insurance industry has stepped up and invested. That's the focus. Then they have dinner. There are two honorees, and they wrap it up. [45:12] Marya loves that they have never complicated the program for Gala. It has kept the focus in the right place, which is what they are doing to fund the future leaders of the insurance and risk management industry. She's excited to meet the Spencer scholars who will speak at the Gala. [45:35] Marya says that lots of times the speakers bring their families. She says her Mom and Dad will be there. That will round out what's going to be a terrific and exciting evening. [45:47] Jason says, We look forward to seeing you there on September 17th at the Waldorf Astoria in New York City. Marya will be there with her old friend Sierra Signorelli. It's going to be a fantastic, tremendous time! The link to the Funding Their Future Gala is in this episode's notes. [46:08] Marya, we're very happy for you. Congratulations again! I can't wait to see you again in September. Marya looks forward to seeing Justin again and the team from RIMS, another long-standing, awesome, successful partnership between Spencer and RIMS. [46:27] Special thanks again to Marya Propis for rejoining us here on RIMScast! We congratulate her again in advance of her receiving the honor at the Spencer Educational Foundation's 2026 Funding Their Future Gala, which will be held on September 17th at the Waldorf Astoria in NYC. [46:47] Visit SpencerEd.org for more information and to purchase your ticket and for sponsorship opportunities. Join us next week, as we will be joined by Spencer Board Chair Johnell Holley. We will learn all about his career journey and risk philosophies. [47:03] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [47:32] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [47:50] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [48:08] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [48:24] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [48:37] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [48:49] Practice good risk management, stay safe, and thank you again for your continued support!   Links: Spencer Educational Foundation's 2026 Funding Their Future Gala | Sept. 17, 2026 RIMS ERM Conference 2026 | November 19‒20 in Columbus, Ohio | Session Submission Deadline: Friday, June 19 RIMS Canada Conference — Oct. 18‒21, 2026 | Quebec City | www.rimscanadaconference.ca | Advance Registration Open | Sponsorship Opportunities Available RIMScast on YouTube! Spencer Educational Foundation — Scholarships and Grants | Open Calls and Timelines. RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | July‒Sept. 2026 Cohort | Led by James Lam | Register Now! 2026 Florida RIMS Educational Conference | July 28‒Aug. 1 | Register Now RIMS Texas Regional Conference 2026 | Aug. 10‒12 in San Antonio | Register Now! ChicagoLand Risk Forum | Sept. 24, 2026 RIMS Western Regional Conference — Oct. 4‒7, 2026 | Seattle, WA | Register Today and Submit an Educational Session! RIMS Risk Management Magazine | Contribute | Look for the Awards Edition in "Digital Issues"! RIMS Now RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Video Series Featuring Joe Milan! RIMS, the Foundation for Risk Management The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS-CRMP Stories RIMScast Canada — Episodes Now Live RISK PAC | RIMS Advocacy Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep with PARIMA | July 21‒22, 2026 Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops   Upcoming RIMS Webinars: RIMS.org/Webinars "Too Hot To Ignore: Heat-Related Injuries and Workers' Compensation" | July 16 | Presented by Zurich   Related RIMScast Episodes: "Spencer Day 2026 | The Future of Strategic Risk Management" "Risk Management Momentum with Tim Ryan" (2025 Spencer Honoree) "The Strengths of DE&I Initiatives with Lilian Vanvieldt-Gray of Alliant Insurance Services" (2024 Spencer Honoree) "RIMS Honor Roll Inductee Emily Buckley" "RIMS Rising Risk Professional Award Winner Tyler Vaughan"   Sponsored RIMScast Episodes: "48 Hours From a Storm: What to Do Before A Hurricane Strikes" (New!) | Sponsored by Global Risk Consultants, a TÜV SÜD Company "AI-Scale, Risk Ready: Engineering Controls for the New Data Center Boom" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Facing Into Risk: Navigating the New Risk Landscape" (New!) | Sponsored by AXA XL "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Manny Padilla!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Marya J. Propis, RT Specialty, President, Retail Distribution   Production and engineering provided by Podfly.  

Dan Caplis
Trump brokers Iran deal; Jena Griswold faces blistering CBS 4 coverage

Dan Caplis

Play Episode Listen Later Jun 16, 2026 36:10 Transcription Available


This episode of The Dan Caplis Show is a must-listen for anyone interested in Colorado politics and the upcoming midterm elections. The conversation touches on several hot topics, from the Iran deal to the Colorado Democratic Party's potential response to Jena Griswold's candidacy for Attorney General. The discussion delves into the implications of the Iran deal, with a caller sharing their thoughts on whether it's a win or a loss for the United States. The conversation also explores the Colorado Democratic Party's potential reaction to Griswold's nomination, with some prominent Democrats questioning her qualifications for the role. The speaker highlights the importance of the Attorney General's position and the need for a qualified candidate to hold the office. The episode also touches on the Colorado GOP primary, which is heating up as the election approaches. The speaker discusses the potential impact of the midterms on the state's politics and the importance of having a qualified Attorney General. The conversation also covers the story of Jena Griswold, who has been accused of lying about her past experiences, including claiming to have used an outhouse as a child. If you're interested in staying up-to-date on the latest Colorado politics and the upcoming midterm elections, this episode of The Dan Caplis Show is a must-listen. Tune in to hear the full conversation and get the latest insights on the issues that matter most to Colorado voters.See omnystudio.com/listener for privacy information.

The Commercial Real Estate Investor Podcast
387. The Real Reason the Best Deals Never Hit the Market

The Commercial Real Estate Investor Podcast

Play Episode Listen Later Jun 15, 2026 31:12


Key TakeawaysThe best deals aren't hidden. They're marketed privately before they ever hit Crexi or LoopNet. Brokers send their best opportunities to a small group of trusted buyers first. Most investors are competing for the same public listings, which drives up prices and lowers returns. The three best sources of off-market deals are broker relationships, tired sellers, and direct outreach. Specializing in one asset class makes it much easier to uncover opportunities. Many sellers value certainty and simplicity more than squeezing out every last dollar. Off-market deals often create the biggest value-add opportunities. Success comes from consistency, relationships, and being ready when the right deal appears.

America's Healthcare Advocate
Today we help Brokers Win More Deals & Provide Better Plans

America's Healthcare Advocate

Play Episode Listen Later Jun 12, 2026 36:12


Founded in 2024, BrokersBloc is dedicated to helping independent group benefits brokers. Founder Stephen Combs and his VP of Sales, Marc Wiersma are here with some amazing tools and the knowledge to lower costs and bring better plans that save clients up to 20% compared to BUCA carrier plans. Learn more, visit: https://brokersbloc.com/ This is Season 22, Episode 15 of America's Healthcare Advocate. I'm Cary Hall. Need help or have something to share? Send me a message: https://www.americashealthcareadvocate.com/contact-us If you have a service, product or insight related to healthcare, health lives and heathy business, consider partnbering with us: https://www.americashealthcareadvocate.com/sponsors

Coffee w/#The Freight Coach
1470. #TCFP - API Speed or Operational Failure: Why Manual Brokers are Losing the Tender Race!

Coffee w/#The Freight Coach

Play Episode Listen Later Jun 11, 2026 33:45


If your brokerage reps are still spending 10 minutes copying data from a shipper email, manually calculating lanes, and guessing on a spot rate, your business model is an operational failure. Today I am sitting down with Ricky Gonzalez, CEO of Tabi Connect, and tech strategist Rush Feldhacker to execute a forensic intervention on the massive technological velocity shift rewriting the rules of logistics. Tabi Connect has engineered an absolute powerhouse AI-driven Rate Management System (RMS) that completely automates freight quoting across shipper TMS platforms, digital bid boards, and unstructured email streams. With the truckload spot market hitting new peaks and primary carrier rejections sending urgent freight to the open market under intense time constraints, response velocity is the single greatest differentiator between winning a load and letting a competitor walk away with it. Ricky and Rush pull back the curtain on real-world case studies—including how Ryan Transportation doubled their spot bookings within 30 days of integrating Tabi Connect with Loadsmart's ShipperGuide platform. Discover how Tabi Connect replaces slow manual data entry with plain-English business rules, captures over 48 distinct operational data points per quote, and submits market-accurate pricing back to shippers in under two seconds flat. If you want to know how the top 100 transportation companies are protecting their margins and scaling quote volumes by 300% without adding overhead, this tactical briefing is your blueprint.   Inside this High-Stakes Briefing: The Velocity Imperative: Why API and RPA-connected brokers are capturing double the spot volume while manual entry shops get starved out of the routing guides. The Tabi Pricing Pressure Index: An exclusive breakdown of why broker spot margins are running hot at 18.3% and how to maintain strict pricing discipline using automated data. Killing Email Friction: How Tabi Connect's intelligent inbox plugins read free-form text quote requests and generate instant, compliant pricing. Plain English Governance: Updating complex algorithmic quoting models instantly using standard conversational English without writing a single line of code. The Carrier Rejection Playbook: Positioning your brokerage to automatically catch high-margin spot fallout the exact second a shipper's primary routing guide fails.   Connect with Ricky and Rush Website: https://tabiconnect.com/  LinkedIn: https://www.linkedin.com/company/tabi-connect/  

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
Leverage and Not AI, Is The REAL Strategy For Brokers w/Chris Nielson | Ep. 63

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

Play Episode Listen Later Jun 11, 2026 40:21


Send us Fan MailAI is moving fast.Most mortgage teams are still trying to figure out what actually matters.Frazier and Michael sit down with Chris Nielson at the High Table Mastermind in Myrtle Beach to talk about the real role of AI inside a broker business.Not the hype.Not the buzzwords.The actual use cases that buy back time, simplify operations, and help LOs focus on revenue-producing work.Chris breaks down how his team is using technology to create an unfair advantage, from AI-assisted business plans to open house tools, better follow-up systems, and more consistent customer experiences.Because the win is not replacing people with AI.It is removing the busy work so your people can do the human work better.What You'll LearnWhy AI should be used to buy back time, not replace relationshipsHow Chris Nielson is using technology to give LOs an unfair advantageWhy the human element still matters most in mortgageHow AI can change operations without eliminating the need for great peopleWhy leaders should build tools around proven business needs, not random ideasHow Chris is using AI to create open house tools, business plans, and better customer experiencesReal Talk Quotes:“Don't kill yourself learning technology. Just be ready for the technology that's coming your way.”“I'm using AI in our business to basically buy back our time.”“You can't lose the human element of it.”“If it's something beneath my personal hourly wage, that's not a money-making activity.”“We're using AI to build tools to solve problems.”Tactical Takeaways✅ Use AI to remove busy work so your team can focus on higher-value conversations✅ Do not automate the parts of the business that require trust, empathy, and human connection✅ Look for tasks that drain time but do not need a human touch✅ Build tools around real problems your team faces every day✅ Give LOs simple technology they can actually use instead of forcing them to become developers✅ Use AI to create consistency across the customer experience from lead to closeThe Big IdeaAI is not the strategy.Leverage is the strategy.The winning teams are not trying to turn every LO into a coder.They are using technology to remove friction, tighten the process, and give their people more time to do the work that actually creates revenue.Better tools only matter if they help your team execute better.The Reality CheckThe market is already hard.Why make it harder by:Letting your team drown in busy workChasing tools without a clear business problemAutomating the human parts of the loan processAI will not save a broken business model.But it can make a strong one faster, cleaner, and more consistent.Stop chasing every tool.Start building real leverage.Find out more at Empower LO or BrokerFuel.You Don't Need Another CRM!You Need a Growth Engine.Find out more at Empower LO or BrokerFuel

The Future of Supply Chain: a Dynamo Ventures Podcast
Re-Air: Killing Spreadsheets & WhatsApp: The New Era of Freight

The Future of Supply Chain: a Dynamo Ventures Podcast

Play Episode Listen Later Jun 10, 2026 31:24


From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. In this episode, Cargado founder Matt Silver joins Madelyn O'Farrell to unpack the future of cross-border freight between the U.S., Mexico, and Canada. He shares his journey from Coyote Logistics and Forager to launching Corgado, a marketplace and pricing tool built specifically for freight brokers. They dive into why WhatsApp and spreadsheets break down collaboration across the 8–12 parties in a typical cross-border shipment, how better-structured data and workflow tools can replace today's manual copy-paste work, and where AI fits in as more than just a band-aid on legacy TMS systems. Matt also explains why Mexico has become strategically critical for U.S. supply chains, the impact of NAFTA/USMCA, trade tensions with China, and pandemic-driven nearshoring, as well as remaining challenges in Mexican infrastructure and politics. Key takeaways: brokers should focus on relationships and problem-solving, not data entry; modern tools will blur the line between system of action and system of record; and long-term, supply chain collaboration will happen on shared, AI-augmented platforms that connect brokers, carriers, and shippers across North America. Highlights from their conversation include: Matt's Background in Freight and the Origin of Corgado (0:46)   Building a Cross-Border Marketplace and Pricing Tool for Brokers (3:52)   Why WhatsApp and Spreadsheets Break Cross-Border Collaboration (6:46)   Brokers Should Manage Relationships, Not Copy and Paste Data (11:15)   Balancing Automation and Human Relationships in Brokerage (17:29)   Why Mexico Has Become Strategically Critical to U.S. Supply Chains (20:12)   Political and Infrastructure Challenges for Mexico as a Logistics Hub (24:58)   The Future of Supply Chain Collaboration Across North America (28:55)   Closing Thoughts and Episode Wrap-Up (30:33) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Adviser Podcast Network
In Focus: How short-term lenders can help brokers ride the storm

The Adviser Podcast Network

Play Episode Listen Later Jun 10, 2026 20:02


In a market defined by uncertainty, brokers need lending partners that can deliver speed, flexibility, and certainty to achieve the best possible outcomes for their clients. Damien Simonfi, founder and CEO of Capital Bridging Finance, joins In Focus to discuss the dynamics behind one of the most challenging lending environments in recent years. He also explores changing credit appetites among major lenders, the rise of second-tier lending, how flexibility has become a key differentiator, and why short-term and bridging lenders are no longer viewed as lenders of last resort but as strategic solution providers. Tune in to find out: The growing need for brokers who can take a more strategic approach. Why a one-size-fits-all approach to funding is no longer effective. The importance of working with a partner that has a proven track record. And much more!

Laugh, Lend and Eat
Who's Fighting For You in Washington, DC? Justin Wiseman That's Who.

Laugh, Lend and Eat

Play Episode Listen Later Jun 10, 2026 57:12


Most mortgage professionals have no idea how many critical housing decisions are being made behind closed doors in Washington, D.C.While most of us are focused on rates, inventory, and closing loans, there are people working every day on Capitol Hill to influence the policies that will shape the future of homeownership, housing affordability, and mortgage lending.One of those people is Justin Wiseman.As the Mortgage Bankers Association's leading voice in Washington, Justin is in the room where many of these conversations happen. In this episode of Laugh, Lend & Eat, we discuss:• Why housing affordability has become a national political issue• What Congress is doing about housing supply• The Road to Housing Act and what it could mean for consumers• The regulatory issues mortgage professionals should be watching• How policy decisions made in D.C. ultimately impact borrowers and lenders across AmericaWhether you're a mortgage professional, Realtor, industry executive, or simply someone who cares about the future of housing, this conversation provides an inside look at what's happening in our nation's capital.Who's fighting for you in Washington, D.C.?Justin Wiseman. That's who.

Good. Better. Broker.
Rinse and Repeat: Why Every Loan Experience Needs to Be the Same | Episode 125

Good. Better. Broker.

Play Episode Listen Later Jun 9, 2026 17:53


The following guest sits down with host Justin White:•   Justin Kelly – President and CEO, CPF MortgageWhy an Assembly Line Loan Process Helps Borrowers, Agents, and Staff MembersOn the surface, delivering the same loan experience every time may not seem like a huge deal. But when you consider what a repeatable process has done for Justin Kelly's company, you'll understand why it's important. How can mortgage brokers build a loan process that runs like a well-oiled machine? Listen to Episode #125 of the Good. Better. Broker. podcast to find out how Justin did it and how he's teaching his referral partners to do the same thing.In this episode of the Good. Better. Broker. podcast, you'll learn how a mortgage broker built his brand and business with a repeatable, scalable loan process.In this episode, we discuss ...•   1:46 – starting in the mortgage business before graduating from high school•   3:03 – what Justin loves about the industry•   3:24 – the significance of the name CPF Mortgage•   4:35 – establishing a good reputation in the community•   5:36 – the impact of the loan process on the company brand•   7:16 – how Justin's early days in the business led to the need for a repeatable process•   8:50 – Justin's assembly line approach to the loan process•   9:58 – the importance of brand predictability•   12:20 – the benefits of an assembly line process for Justin's team•   13:04 – coaching real estate agents to help improve their processes•   13:49 – providing referral partners with relevant educational materials•   15:18 – how Justin's loan process has helped with company culture Show Contributor:Justin KellyConnect 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.

Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
The Skill That Separates Top Brokers From Everyone Else

Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding

Play Episode Listen Later Jun 8, 2026 16:32


→ Work with Me: https://work.ashborland.com/ My one-to-one coaching for established brokers. No courses, no group programmes. Just the two of us fixing the structure underneath your business.→ Follow me on IG: https://www.instagram.com/ashborland/ Daily content for brokers, and the fastest way to reach me. My DMs are open and I answer them myself.→ The Mortgage Business Mastery Show: https://www.youtube.com/@ashborland My weekly show for brokers. A new episode every Monday, around fifteen minutes, one idea worth your week.→ The FREE 14 Day Mortgage Business Boost: https://ashborland.com/boost One small task in your inbox every day for fourteen days. Do them and your business is in better shape by the end. Costs nothing.→ The Broker Book Club: https://ashborland.com/book-club One book a month, chosen so you read less and apply more. The thinking behind a stronger business, without the wading through.

Deconstructing Comp
Dave Chmiel: Brokers Cover The Gap

Deconstructing Comp

Play Episode Listen Later Jun 5, 2026 49:19


Send us Fan MailYvonne and Rafael sit down with Dave Chmiel, Chief Claims Officer at Hub International. Together, they engage in a great conversation about the broker's perspective on workers' compensation.Episode Highlights☕ The Core Message: Listening Changes Everything (00:02:38)From day one in the brokerage world, Dave was taught to listen, to understand what economic buyers (CEOs, CFOs) actually care about. That skill transcends the boardroom. When you truly listen, you access perspectives you'd otherwise miss. In workers' comp, where we're managing human situations, that's everything.

UBC News World
The June 2026 Customs Enforcement Order — What It Means for Brokers and IORs

UBC News World

Play Episode Listen Later Jun 5, 2026 4:00


The June 3, 2026 Executive Order "Strengthening Customs Enforcement" reshapes the penalty landscape for US Importers of Record and customs brokers. This is a plain-language reference covering the 50 percent penalty floor, broker due diligence expectations, and the 90-day and 180-day implementation timelines. LinkDaddy LLC City: Clearwater Address: 509 N Prescott Avenue Website: https://linkdaddy.com Phone: +1-727-350-8520 Email: tony@linkdaddy.com

FreightCasts
The Trucking Bloodbath Isn't Over. It's Just Changing Victims. | Brake Check

FreightCasts

Play Episode Listen Later Jun 4, 2026 52:16


Everyone keeps saying trucking is recovering. So why are carriers still closing their doors? Why are drivers still frustrated? Why do brokers think the sky is falling? And why does it feel like the people making money in freight are playing a completely different game than everyone else? On this episode of Brake Check, we're cutting through the noise and exposing what's really happening inside trucking in 2026. Michael Kroul, CEO of KTI, joins us to discuss freight markets, brokerage, shipper expectations, carrier relationships, technology, automation, and whether brokers will even exist in the next decade. Julie Bernard of New Legend Inc. joins us to talk driver recruiting, retention, onboarding, company culture, new equipment, and what drivers are actually looking for in today's market. We tackle:  The real state of the freight market  Why some companies are growing while others are disappearing  The future of freight brokers and 3PLs  Driver recruiting myths that need to die  Why retention matters more than recruiting  New trucks, technology, and the battle for driver talent  What trucking may look like over the next 5 years The freight market is changing. The winners are adapting. The losers are making excuses. The question is simple: Which one are you? Sound off in the comments: Who's under the most pressure right now .... Drivers, Carriers, or Brokers? And if you're in trucking, logistics, freight, supply chain, or transportation... Subscribe now because nobody is having these conversations like we are. #Trucking #Freight #Logistics #TruckDriver #OwnerOperator #FreightBroker #SupplyChain #Transportation #CDL #FreightWaves #BrakeCheck Follow the Brake Check Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Adviser Podcast Network
In Focus: How brokers can help connect the dots in the borrowing crunch

The Adviser Podcast Network

Play Episode Listen Later Jun 3, 2026 37:40


Rising interest rates and tightening servicing requirements have left many borrowers feeling that traditional home loans are out of reach. As mainstream banks tighten their policies, a new era of specialist lending is moving into the mainstream through non-bank lenders, such as Brighten. Jason Azzopardi, CEO of non-bank lender Brighten, joins In Focus to discuss how brokers can rescue borrowers left stranded by traditional bank policies. With more Australians managing multiple income streams, trust structures, and side businesses, the traditional one-size-fits-all approach to lending is breaking down. Joining host Annie Kane, Azzopardi highlights how Brighten's broad product suite - encompassing full-doc, alt-doc, non-resident, construction and bridging finance as well as commercial lending, SMSF loans, and reverse mortgages - allows brokers to secure higher borrowing capacities and faster execution. Tune in to find out: What is driving the rapid growth of the non-bank sector. Why products like SMSF lending, trust borrowing, bridging finance, and commercial construction are surging. Top tips for submitting scenarios to credit teams to guarantee a fast "yes" or "no". And much more!

Tangent - Proptech & The Future of Cities
Retail | How to Scale Store Expansion with the Tech Behind Apple & Tesla, with SiteRise CEO Dillon Okner

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Jun 2, 2026 23:00


Dillon Okner is the Founder & Partner of SiteRise, a retail development and construction platform helping brands streamline site selection, store development, and portfolio expansion. With more than 15 years of experience in retail construction and operations, Dillon previously helped support the expansion of major brands including Apple and Tesla. Today, he focuses on helping retailers, restaurants, and franchise operators eliminate development bottlenecks and open locations faster through better data, workflow management, and portfolio visibility.(01:13) - How Retail Openings Break(03:36) - Retail Innovation Edge (05:00) - Store development with SiteRise(07:38) - Apple & Tesla Lessons (09:26) - Proprietary Data (14:07) - Construction Influence on Deals(15:27) - Working with Brokers(16:33) - SiteRise's Clients(17:44) - Getting Buy-in From Stakeholders(20:50) - Collaboration superpower: Dillon's father and grandfather

Wealth, Actually
GETTING THE BUSINESS READY TO SELL

Wealth, Actually

Play Episode Listen Later Jun 2, 2026 31:15


ALEXANDRIA SEYDEL from Ripples Edge Advisors shares expert strategies on “getting the business ready to sell.” We focus on exit planning and getting the most value out of the transaction. Discover how early planning, owner mindset, and strategic positioning can lead to successful exits and satisfied owners. https://youtu.be/8OwhCRCBZl4 https://open.spotify.com/episode/2qawd64OYzljBvU9xqS8df?si=1Xvv2OUFSbeBtUDeJGTMXg KEY TOPICS Early exit planning and owner mindset,Getting the business ready for sale and transfer.Risk assessment and deal readiness.Owner satisfaction and post-sale happiness.Capital raising and growth strategies. SOUND BITES for “GETTING THE BUSINESS READY TO SELL” “Getting clear on owner success is crucial.”“Start exit planning 2-5 years in advance.”“Family dynamics can be deal breakers.” Chapters 00:00 Navigating Business Exits: An Introduction.02:57 Understanding Owner Satisfaction Post-Sale..05:55 Preparing for Sale: The Importance of Readiness.09:00 Building a Succession Plan for Business Continuity.11:49 Assessing Business Value: The Exit Readiness Assessment.15:08 Evaluating Growth Opportunities and Capital Needs.17:58 Cash vs. Equity: Making Informed Decisions.21:03 Finding the Right Buyers: The Role of Advisors.24:08 Addressing Family Dynamics in Business Sales.26:59 Checklist for Business Owners Considering Sale. RESOURCES Ripples Edge Advisors – https://ripplesedgeadvisors.com/ GUEST LINKS LinkedIn – https://www.linkedin.com/in/alexandriaseydel/ QSBS For Founders – https://frazerrice.com/qsbs-for-founders/ TRANSCRIPT Frazer RiceWelcome aboard, Alex. Alexandria SeydelHi Frazer, so nice to be here. Thank you for having me. Frazer RiceThank you for being on. We’re at a time now with the economy where it feels like it’s roaring. Valuations on things are going up, up, up. And people who have founded businesses are exploring their options. That’s kind of where you step in with your firm Ripple’s Edge Advisors. Talk to us about what you do to help founders get ready. Not only in understanding what they have in their own business. How to go through the daunting process of exploring their options. Getting their business bulletproof for when people start looking under the hood. Alexandria SeydelAbsolutely. My background is as an M&A attorney, so I came from the deal side. My co-founder is an operator — she actually knows how to run the businesses. It’s a very good duo. I think like a buyer, first and foremost. That’s how I was trained. So how we help business owners now is we jump in two to five years before exit. We’re trying to solve a problem still being missed by most of the industry. Brokers and bankers know how to get deals done, create auctions, create demand, and sell for high prices. That’s all great. But the gap I was seeing was the need to jump in with the owner before that process. Getting clear on what’s a win for them. There are some startling stats about owner dissatisfaction post-sale. Some surveys show 70 to 80% of owners are dissatisfied after selling. I’d argue that’s not because they sold — it’s because they sold to the wrong person in the wrong way. So it’s the who and the how. Jumping in with them earlier. Before we go to market, Before we start talking multiples and financials. Getting with the owner and doing the work on what a win looks like for them. What do they care about in the process? When they think about their life through this deal and post-deal, what do they want to feel and see? How do they want to operate on an average Tuesday. Yes, after all the cool vacations with all the freedom and the new chapter. After that, what do you want to be doing? And when you look back at that beautiful business you built and then sold, what do you want to see in it? Is it that client service remains the same? Is it that the ethos of the company remains the same? Or is it simply: “Alex, I’m satisfied with the biggest wire at closing we can get, and I’ll be a happy camper moving on to the next phase of life.” Really getting with that owner earlier to get clear on that — what’s a win for them and what’s a win for their business — that’s where we start. Then we begin implementing and helping them build those exit strategies from there. We believe that foundational vision and values work is really going to help bring down that dissatisfaction number. So now we’re building an exit that feels right for the owner, right for the business, and helps them feel good about that transaction. Frazer RiceFrom the estate planning and tax planning side of things, I totally agree that the earlier you start, the more tools you have at your disposal and the better it turns out. I did a piece on pre-exit planning — really engineering what your calendar is going to look like a year after the sale. And I see a lot of dissatisfaction with people who sell and then lose purpose, or aren’t quite equipped to deal with their lower participation in the thing they built, the baby they helped give birth to. They end up unmoored, and that’s part of the depression they sometimes feel if they haven’t really gamed it out and thought through how to replace the structure and the drive it took to build something. It sounds like we’re saying the same thing from slightly different angles. Alexandria SeydelTotally, absolutely. On your side, you’re such a critical part of the team when we start this process. One of the first two questions we ask every client is: who’s your wealth advisor, and who is your tax strategist? Hopefully they’re already in communication, but if they aren’t — you’re looking at the personal side, focused on what the family structure looks like financially, the tax strategies and planning that we know has to happen. And because you’re doing this work — which not all advisors do — you’re getting really clear on the personal side. I’m coming at it from the business balance sheet and business trajectory; you’re coming from the personal side. They work well together. I like to jump in early with the other advisors working with these owners to get really clear, because not only do we know there are structural and strategic things we need to put in place years in advance, but we also need to get clear on what’s a win for them personally and business-wise. Frazer RiceOne of the things you mentioned is the idea of getting the business ready to be sold. I’m fast-forwarding to the concept of getting it Sarbanes-Oxley ready in case a public company wants to buy it — so it can slot neatly into a balance sheet. But that’s really shorthand for saying things are professionally managed: bookkeeping, process, accounts receivable, accounts payable — all formally documented. So that when a buyer starts looking under the hood, they don’t start applying discounts for things they’ll have to fix later. Is that part of what you do? Alexandria SeydelExactly. Being trained as a lawyer on the buy side, my goal — usually at the 11th hour — was to advise my client, the buyer, on risk. And to assess whether the purchase price offered in the letter of intent actually held up once we looked under the hood. The best part of my job now — and way more fun — is that instead of just identifying risk and applying discounts (because almost every deal goes through some form of repricing), I’m jumping in with the sellers and owners hopefully a year or two in advance. We find things a buyer is going to see as a risk, things that would prompt a reprice, and we now have the opportunity to make those things shinier. So that when the buyer looks under the hood, the high end of the multiple range is validated. It’s not just the financials the purchase price is based on — it’s all the other things buyers care about: the people, the processes. Is this a truly transferable asset they can step into, run, and grow? Another big thing we work on is owner dependence. Most owners think the business doesn’t depend on them, but there are often significant opportunities to continue reducing that dependence — so that a buyer sees this as a true transferable asset they can step into and grow. Frazer RiceI imagine there are a couple of come-to-Jesus discussions where you have to tell the owner their revenue is too dependent on them personally. On one end of the spectrum, think of a law firm where business comes in because people think you’re a great lawyer — that doesn’t transfer cleanly. You want the recurring revenue to come from somewhere else. That’s one issue I’m sure you have to sit someone down and address. The five-year runway is helpful there — it gives you time to build in a succession plan, not just for the sale, but operationally, so that value still sits in the business whether you’re there or not. The second thing I find interesting is where you sit somebody down and say: this would look a lot better if you took less money out of the business. If we can put that back into EBITDA, then when a buyer starts applying multiples, they’re multiplying against something bigger rather than against a number deflated by, say, buying a boat. Do you get into that conversation? Alexandria SeydelYes, we do, and we take a cursory look at that fairly quickly. Then we bring in support if needed — whether that’s on the accounting side, how money flows through the business to affect the bottom line and create the story. Every buyer wants at least three years of financials; we want that growth story to look strong, and we want to start building it now. If we need to bring in a fractional controller or a fractional CFO depending on the size and sophistication of the business, that’s something we pull in right away. On your first point — we actually have an architect client right now at exactly that phase. He has a right-hand woman architect who’s been with him for over ten years, and he wants her to have the opportunity to step into the business. He also has a son who’s an architect and wants the same opportunity for him. So we’re building a succession plan. And one of the first problems we addressed was that he’s still driving almost all of the top-line revenue — nearly all the business development runs through him. So we’re asking: when does this right-hand woman get involved in the sales process? What percentage of meetings is she in? What is she bringing in herself? His timeline is five to seven years, so we have time to build this out — continuing to train her, continuing to elevate her and others in the business who can drive relationships and sustain that revenue flow, the recurring revenue that comes from major referral partners and developers giving him large contracts. And on the equity side: what’s the incentive plan? How do we get her aligned with the goals of the business so she genuinely wants to take ownership, both literally and figuratively? We’re building an equity incentive plan with her. On the process and sales side, we’re setting goals — she’s in a certain percentage of meetings by year-end, driving a certain percentage of revenue. We’re helping him set those goals and build a plan to execute on them. Frazer RiceAnd all of that also sets up a longer-term exit — maybe selling the practice to a larger architectural firm or a private equity-backed platform down the line. Alexandria SeydelExactly. And on a slightly longer timeline, all of that work makes the business more efficient operationally and more attractive as a potential sale — whether that’s to those two individuals in a succession plan or to an outside buyer. Frazer RiceWhat happens when a business comes to you and maybe the brand is well respected and things look good from the outside, but there’s decay underneath? They come to you and say they’re ready to sell, but when you look at it, the dollar signs in their eyes are based on something that existed a long time ago and has since been left to deteriorate. What do you do in that situation? Alexandria SeydelWe start with what we call an Exit Readiness Assessment — it’s a 90-minute virtual session that pulls you out of your inbox, out of the fires you’re fighting every day, and lets you step back and look at every dimension of your business through the lens of what a buyer is going to assess. It produces a readiness score and tranches everything into three buckets: value adds (greater multiple), value detractors (reduction in sale price), and deal killers — things like accounting or legal issues so significant that a buyer doesn’t just reprice, they walk away entirely. That assessment becomes the foundation for a roadmap: what are the most important things to fix, and in what order? We all have limited time, energy, and capital. The triage framework helps you apply those resources to the things that actually move the needle. And yes, there is often a come-to-Jesus moment. Sometimes an owner comes in burned out — they just want to hand over the keys. We want to avoid that situation, but if you get there proactively rather than reactively, if you’ve already done the work with advisors like Frazer and like us to put systems, people, and processes in place, your readiness score is in much better shape. If you haven’t done that work, it requires a harder conversation — what do you want out of this? What are your goals? And what can we realistically accomplish in what period of time? Frazer RiceWhat about founders who want to grow and are looking for outside capital, but want to stay involved? How do you think about sourcing that capital and making sure the partners are the right fit? Alexandria SeydelWe have several clients right now raising seed rounds, and one working through whether to raise a Series A. I think that discussion has to be framed, at least in part, through the exit lens. There’s a lot of pressure right now — especially in AI or capital-hungry industries — to raise the big splashy Series A, make the oversubscribed round LinkedIn post. Great, I’m all for it if you actually need that capital. But there’s a lot to consider first: are these the right partners? What limitations does this put on your exit pathway? I have one client who has a really nice business growing at a solid clip — I think it could exit in the $20 million range in the next year or two, and he’s still the primary owner. He’s feeling pressure from his industry where raising a big Series A is the norm. I asked him what he wants to be doing in two years. His answer was surfing in Portugal. If you raise a Series A right now, you are not surfing in Portugal in two years. So with that in mind, is this the business you want to keep growing? Are you ready to bring in people who have real influence over how you sell, who you sell to, and for how much? Your timeline gets extended and your decision-making authority gets diluted. Maybe the Series A is right because you need the capital to grow — but even then, does it have to be a $50 or $100 million round? Could it be $10 million? Even the size of the round affects the cap table, the governance, and ultimately the exit. Frazer RiceHave you had the difficult situation where someone is presented with an offer that mixes cash and stock in the acquiring company — and you’re looking at it thinking maybe they should push for all cash, or maybe they should walk away entirely? Alexandria SeydelYes, and I’m very comfortable in that conversation. My advice almost always starts the same way: get as much cash at close as possible. Reduce the earnout tranche. A lot of deals come in structured across three buckets — cash at close, earnout, and rollover equity in the buyer. I’ve seen deals close where five years later that rollover equity is worth zero. So I walk every owner through this exercise: if the earnout and the rollover equity both go to zero, are you completely comfortable walking away with just the cash at close? If that feels okay, then we can dial those other numbers however we need. If it doesn’t feel okay, then we need to ask harder questions — do we need to grow more first? Do we need to negotiate different terms? Do we have multiple LOIs with different structures we can compare? The institutional buyers will always tell you the rollover equity is going to 10x. Always. And as the lawyer, I used to be delivering that reality check at the 11th hour when it was almost too late. Now that I get to work with owners before that process, I can prime them early: rollover equity, in our minds, is always worth zero unless proven otherwise. If it 10x’s, that’s the cherry on top — incredible. But don’t build your retirement plan around it. Frazer RiceAre you part of the process of generating buyer interest? I imagine it’s often industry-specific — there are people who understand the space and know the players. But how do you get a few LOIs on the table so it doesn’t become a fire sale? Alexandria SeydelWe consciously made the decision not to become brokers or registered broker-dealers, for two reasons. One, I want to stay fully aligned with the owner’s actual goals. This has happened: we started working with a woman, began building up her people and processes, and 18 months later she said, “Wait — I actually have more freedom now. I’m operating at a higher level because the business is starting to run without me.” The work we were doing to prepare for a sale also just made the business more enjoyable to run. She decided to grow for another year or two instead. Because our compensation isn’t tied to a success fee at closing, we can fully support that decision. Two, deal brokers and investment bankers are often highly industry-specific. A banker who knows your manufacturing sector deeply is going to be more effective in market than we would be. So we refer our clients to multiple specialists in their industry, help them assess fit, and — because I’m trained in reviewing those contracts — help them understand what they’re actually agreeing to in the engagement letter. Then once that team goes to market, we stay on the owner’s shoulder throughout the process. My consistent message: fit matters. Trust your gut. If this buyer doesn’t feel right, honor that, and let’s figure it out before we’re at the closing table. Frazer RiceHow do you tell a founder or family-owned business that the family dynamics are a value detractor? If there’s conflict — someone looking for income while others want to grow, every decision a fight — I imagine buyers pick up on that quickly. Alexandria SeydelIt starts with being human first. Understanding the people behind the business, understanding the family dynamics. A lot of M&A professionals have no interest in going there. My co-founder Kim Wozny and I both actually like that part. We like knowing the people, understanding the dynamics, understanding when someone has a mental block around part of their business because of a fear mindset, or when pressure from a family member is pulling them in a direction they don’t want to go. Being willing to dig into that — as a third-party neutral advisor working for the founders first — is part of what we do. And on the process side, if you have four siblings who own a second-generation business and three want to grow while one wants to sell, how do you show that fourth person that now isn’t the right time? You give them more information, more context, more understanding. And where necessary, you wrap enough process and procedure around that situation so that a buyer can see that this one person being out of alignment doesn’t constitute a major risk to the business. Frazer RiceDon’t give the buyer a reason to say no or pay less. If you can batten that down ahead of time, it’s worth it. As we wind down — what’s a short checklist for founders who are thinking about selling? What are the first steps to assess their readiness? Alexandria SeydelFirst and foremost: it’s never too early to start thinking about it. Even just getting clarity on your personal vision — what you want out of this — helps direct major business decisions as you grow. We have two clients right now considering joint ventures. One is actually moving forward with a new 50/50 partner; the other decided against it. They’re on very different exit timelines, and those exit pathways are a large part of why a joint venture may or may not be the right choice for each of them. I’m always happy to just talk to founders about how they’re thinking about this, even without any formal engagement. I want more owners thinking about exit earlier — it only does them a massive service. And one practical exercise I love: the Europe Test. Imagine you’re going to Europe for three weeks, somewhere with no cell reception. Who calls you first? What processes break? What sits in your inbox undone? It’s a more fun version of the “hit by a bus” question — and it’s a really useful early diagnostic for where the business still depends too heavily on you. Start uncovering those things now, so you have the time and runway to fix them. Frazer RiceTerrific stuff. Alex, how do people find you and your firm? Alexandria SeydelI’m Alexandria Seydel — last name spelled S-E-Y-D-E-L. You can find me on LinkedIn, where I’m active all the time, or look up Ripple’s Edge Advisors. Reach out via email or LinkedIn message. Even if you’re just starting to think about it, I love having that conversation. Frazer RicePerfect — that will all be in the show notes. Thank you for being on. Alexandria SeydelThank you, Frazer. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ ALTERNATE TITLES The 5-Year Exit Strategy Blueprint: Preparing Your Business for Sale Getting The Business Ready to Sell How to Maximize Business Value Before Selling KEYWORDS (GETTING THE BUSINESS READY TO SELL) business exit planning, M&A, business valuation, succession planning, sale readiness, owner dissatisfaction, deal structuring, growth strategies, capital raising, exit readiness assessment, getting the business ready to sell,

New Solo
Chill With Jill: How a Law Degree Can Lead to Careers in Organizational Leadership

New Solo

Play Episode Listen Later Jun 1, 2026 42:15


What's it like to manage diverse organizations and bring together different personalities and achieve goals? Guest Jill Epstein is a lawyer by training but has spent more than two decades managing organizations and associations. She is currently the CEO of the Independent Insurance Agents & Brokers of California and has served as executive director of the San Diego County Bar Association, among other leadership positions.  Epstein found her own path, bringing people together, during her internships while attending law school. That opened a new horizon. For her, managing teams and developing innovative solutions was a more appealing career than the traditional law firm or government litigator route. Working for a variety of associations, she has carved her way by leading associations as they navigate shifting priorities, evolving technologies, and demands.  For lawyers, there's more than practicing law in the traditional sense. Epstein built on her education to develop skills in budget management, human resources, bringing diverse parties together, solving problems, organizing, managing meetings, and driving initiatives. Did you graduate from law school only to find that practicing law isn't for you? Your law degree and the critical thinking skills you've developed are still the springboard to a variety of careers in leadership.  Questions or ideas about solo and small practices? Drop us a line at NewSolo@legaltalknetwork.com   Topics: A law degree doesn't limit you to a career practicing law. The critical thinking and negotiating skills you learn in law school open a path to a variety of leadership fields. Guest Jill Epstein was inspired by her law school internships with membership organizations and has enjoyed decades of challenging roles leading a range of membership organizations. Leadership skills apply no matter an organization's membership and specialty. Understanding how to navigate boards and members with different perspectives apply across fields.  Resources: Toastmasters International: https://www.toastmasters.org/  ChatGPT: https://chatgpt.com/  Claude AI: https://claude.com San Diego County Bar Association: https://www.sdcba.org/  ABA Techshow 2026: https://www.techshow.com/

Commercial Real Estate School
The CRE Coaching Playbook: What 4,200 Brokers Have in Common

Commercial Real Estate School

Play Episode Listen Later Jun 1, 2026 34:53


The average commercial real estate broker in the United States earns $132,000 in gross commission income. Massimo Group one-on-one coaching clients average $857,000. That is the 7x gap and in this episode, Rod Santomassimo breaks down exactly where it comes from.Rod is the founder and president of the Massimo Group, the number one commercial real estate broker coaching and consulting organization in the world, with over 4,200 CRE professionals coached across the US and internationally. He is a CCIM designee and the author of five bestselling books.In this episode, Kyle and Rod cover the real reason commercial real estate brokers in hit a plateau and stay there and the specific behavioral shifts that break the pattern. They get into the ignorance tax, AI prospecting tools for CRE brokers, the one-month listing agreement model, and the three intellects that determine whether a broker grows or stalls. Rod also defends the 7x income claim with specific numbers, explains what top producers like Bob Knakal are still working on with a coach, and shares the one client out of 4,200 who ever took him up on his money-back guarantee.If you are a commercial real estate broker, investor, or operator i looking to grow your GCI and build a more structured business — this episode is for you.Find Rod: massimo.coach | linkedin.com/in/crecoachKnowing Isn't Doing in paperback: $9.99 on AmazonFollow CRE School on LinkedIn and Instagram @creschoolshow

Acquisitions Anonymous
How Business Brokers Make Money: Spread vs Commission Model Explained

Acquisitions Anonymous

Play Episode Listen Later May 29, 2026 40:54


In this episode the hosts break down a wildly unconventional Shopify-focused business brokerage using a “spread-based” commission model, debating whether it's a scalable innovation or just an overpriced job disguised as a business.Business Listing – https://mailchi.mp/websiteclosers/new-deal-alert-ma-digital-business-brokerage-shopify-ecommerce-store-sales-65-repeat-purchase-rate-100-organic-strong-community-reputation-gmfgmhkz201?e=42dc999128Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

Acquisitions Anonymous
How Business Brokers Make Money: Spread vs Commission Model Explained

Acquisitions Anonymous

Play Episode Listen Later May 29, 2026 40:54


In this episode the hosts break down a wildly unconventional Shopify-focused business brokerage using a “spread-based” commission model, debating whether it's a scalable innovation or just an overpriced job disguised as a business.Business Listing – https://mailchi.mp/websiteclosers/new-deal-alert-ma-digital-business-brokerage-shopify-ecommerce-store-sales-65-repeat-purchase-rate-100-organic-strong-community-reputation-gmfgmhkz201?e=42dc999128Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

FreightCasts
Trucking's Soft Market Is a WAR | Who Survives What Comes Next? | Brake Check

FreightCasts

Play Episode Listen Later May 28, 2026 47:10


The trucking industry is at a breaking point. Spot rates are crushed. Small carriers are disappearing. Brokers and carriers are battling over transparency, pricing, and survival while AI and automation are rapidly changing the game. On this episode of Brake Check, we bring together a hard-hitting roundtable discussion on the real future of trucking: Why carrier attrition is accelerating Whether the “market cycle” excuse is finally dead The truth about broker margins and transparency What load boards MUST become to survive How AI is already reshaping trucking operations What owner-operators need to do RIGHT NOW to survive the next 2 years Who actually benefits when small fleets disappear No fluff. No corporate talking points. Just real conversations about where trucking is headed — and who may not make it there. If you're a driver, owner-operator, broker, fleet owner, or anyone who cares about the future of freight, this is the conversation the industry needs to have. Subscribe to Brake Check for real trucking talk from the front lines of freight. Guests: Dan Lindsey & Paul Gibson from the Broker Carrier Summit Dale Prax with FreightValidate Nate Johnson with GLCS John Howland with⁠ Truckstop.com⁠ Jessica Dotson with Triumph Jacob Thomas with BridgeHaul #Trucking #Freight #OwnerOperator #Logistics #TruckDrivers #FreightBroker #CDL #SupplyChain #AI #SpotMarket #LoadBoards #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Real Estate Crowdfunding Show - DEAL TIME!
How CRE Loan Brokers Automate Capital Markets

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later May 27, 2026 50:32


CRE brokerages have spent tens of thousands configuring Salesforce. Nobody uses it. The data is stale, the pipeline is fiction, and the analyst is entering last week's emails at 8pm to stay compliant.   Yaakov Zar, founder and CEO of Lev.com, has spent six years building a system to fix exactly that. AI-native deal management, not a retrofitted CRM. Lev ingests documents, extracts deal facts, resolves conflicts across sources, and surfaces a single source of truth - without manual data entry. The lender outreach problem is structural, not behavioral. Brokers don't fail to follow up because they're lazy; they fail because tracking 30 lender responses across email, Excel, and Salesforce is an analyst job that breaks at scale. Lev automates the intake, parsing, and quote matrix automatically. The platform is now open infrastructure. API, MCP connectors, and a CLI mean firms can build their own CRE operating system on top of Lev's deal data layer - rather than vibe-coding something that breaks under enterprise compliance requirements. Firms that keep running capital markets on spreadsheets are not just inefficient - they are building institutional knowledge in a format that walks out the door with every departing analyst. The structural advantage of organizations that systematize this data now will compound. For firms that wait, the gap will not close.   *** At GowerCrowd, we are bringing the most advanced AI tools to our clients for capital formation - and across other operational verticals too (like acquisitions). If you'd like to learn more about how we can assist you too, please reach out.   Subscribe to my newsletter and get access to this transformational intel before anyone else:  https://gowercrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000  

HDT Talks Trucking
What Trucking Fleets and Brokers Need to Know About the Supreme Court Broker Case

HDT Talks Trucking

Play Episode Listen Later May 27, 2026 11:57


A recent U.S. Supreme Court decision has the trucking industry paying close attention — especially freight brokers, carriers, and legal teams.In this episode of HDT Talks Trucking, Heavy Duty Trucking Executive Editor Jack Roberts speaks with transportation attorney Greg Feary about the Supreme Court's recent ruling involving broker liability, negligent hiring claims, and what the case could mean for the future of freight transportation litigation.Feary explains the legal background behind the case, why it matters to brokers and carriers alike, and how future lawsuits and safety scrutiny could affect the trucking industry moving forward.Topics include:The C.H. Robinson caseNegligent hiring claims against brokersFederal preemption and FAAAA implicationsWhat this means for trucking companies and freight brokersPotential ripple effects across the industrySubscribe to Heavy Duty Trucking for more trucking news, legal insights, fleet strategies, and industry analysis at Magazine Subscription | Heavy Duty Trucking

Good. Better. Broker.
UWM LIVE! Megacast Part 2 | Episode 124

Good. Better. Broker.

Play Episode Listen Later May 26, 2026 78:31


The following guests sit down with host Justin White:•   Eric Wilson – Freddie Mac•   Roger Moore – Loan Pronto•   Jason Kindler and Aaron Bacus – First Coast Mortgage•   Julie Grushoff – Clear Choice Lending•   Jaxzann Riggs – The Mortgage Network•   Kristen Genovese – CMS Mortgage Solutions•   Mike Fawaz – Origina8UWM Live! Attendees Discuss All Things Mortgage Industry and BeyondFor the fifth year in a row, thousands of independent mortgage brokers gathered in Pontiac, Michigan for the biggest broker event of the year, UWM LIVE! In part 2 of this special episode, we catch up with mortgage professionals from around the country to find out how they're leveraging technology, social media and more to bring in business.In this episode of the Good. Better. Broker. podcast, you'll hear interviews from the fifth annual UWM LIVE!In this episode, we discuss ...•   1:07 – interview with Eric Wilson•   12:00 – interview with Roger Moore•   20:58 – interview with Jason Kindler and Aaron Bacus•   31:48 – interview with Julie Grushoff•   45:04 – interview with Jaxzann Riggs•   53:42 – interview with Kristen Genovese•   1:01:46 – interview with Mike FawazResources Mentioned in This Episode: Freddie MacLevitate Show Contributors:Eric WilsonLinkedInFacebookFreddie MacJason Kindler LinkedInFacebookInstagramAaron BacusLinkedInFacebookInstagramJaxzann RiggsLinkedInFacebookInstagramJulie GrushoffLinkedInFacebookInstagramKristen GenoveseLinkedInFacebookInstagramMike FawazLinkedInFacebookInstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, 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.

TCF World Podcast
Hezbollah's Comeback

TCF World Podcast

Play Episode Listen Later May 26, 2026 74:37


Shownotes After the assassination of its leader in September 2024, Hezbollah sank to its weakest point since its founding in 1982. Supporters began to doubt Hezbollah's capabilities, and detractors—inside Lebanon and abroad—planned to dismantle the group. In March of this year, Lebanon's government outlawed Hezbollah's powerful militia. Many of Hezbollah's competitors and critics declared the end of the group's military capability and political base. But Hezbollah's strength has returned. This spring, as Israel has expanded its occupation of southern Lebanon, Hezbollah has fought effectively. It's all looking very much like a comeback. Century International fellow Sima Ghaddar has closely tracked Hezbollah's constituents and power, and shares a granular look at how the group has revived, and how researchers can assess the notoriously opaque organization. Related reading Nathan Brown, “Rubble is Israel's Doctrine, Not a Case of Improvisation,” Carnegie Endowment, May 21, 2026 Sam Heller, “Trump's Lebanon Negotiations Are Breaking the Country,” Foreign Policy, May 15, 2026 Sima Ghaddar, “Doubting the Party, Revering Its Ideology: Hezbollah's Battered Constituencies Reckon with a Year of Loss.”  US Treasury, “Treasury Targets Hizballah-Aligned Officials Obstructing Peace and Disarmament,” May 21, 2026 Mohamad Bazzi, “Is This What War Looks Like Now?” Guardian, April 24, 2026 Participants SIma Ghaddar is a fellow at Century International and a sociologist whose research spans humanitarianism, the politics of international aid, political sociology, and popular mobilization in the Middle East and the Global South. She holds a PhD in Sociology from the University of California, Los Angeles. Her dissertation, “Brokers of the Humanitarian Interface: The Politics of Aid in Lebanon's Urban Peripheries,” examines humanitarian aid, transnational NGO governance, and the intersections of patronage, clientelism, and global aid systems in Lebanon. She is also a policy researcher specializing in Middle East politics. Her policy research focuses on hybrid armed actors, regional Shia politics, and social movements in Lebanon. Thanassis Cambanis is director of Century International.  Date: Tuesday, May 25, 2026 Episode: Order from Ashes 114

Coffee w/#The Freight Coach
1457. #TFCP - The SCOTUS Plot Twist: Are Shippers About to Leverage Brokers More?!

Coffee w/#The Freight Coach

Play Episode Listen Later May 22, 2026 35:32


Today's episode addresses essential transportation developments, including new legislative pushes for truck parking expansion and mandatory driver restroom access, as well as evolving federal guidelines for autonomous trucks and stringent fraud prevention measures. If you're looking for actionable insights to build a resilient capacity base and avoid the trap of relying solely on load boards, tune in to learn what it takes to understand and conquer today's freight market!  

PricePlow
#218: Blake Ebersole - The Ashwagandha Standards Alliance and India's Leaf Advisory

PricePlow

Play Episode Listen Later May 21, 2026 68:10


The supplement industry is pushing back. In May 2026, a group of long-tenured ashwagandha producers and regulatory experts launched the Ashwagandha Standards Alliance (ASA), a new coalition dedicated to countering misinformation about ashwagandha leaf safety, defending GMP standards, and responding to what many in the industry see as scientifically unsupported regulatory actions: India’s April 2026 FSSAI/AYUSH leaf advisory and Denmark’s earlier ban. In Episode #218 of the PricePlow Podcast, Mike and Ben sit down with Blake Ebersole, founding member of the ASA and president of NaturPro Scientific, a B2B quality and regulatory consulting firm. Blake unpacks and rejects the “root good, leaf bad” narrative, explains why in vitro cancer cell studies are being misused to target ashwagandha leaf, and details how lab shopping and supply chain fragmentation quietly erode quality across the botanical category. This episode pairs directly with our companion article on India’s ashwagandha leaf advisory. Together they cover both the regulatory deep-dive and the industry coalition response. Subscribe to the PricePlow Podcast on your favorite platform and sign up for our ashwagandha news alerts on PricePlow before diving in. https://blog.priceplow.com/podcast/ashwagandha-standards-alliance-218 Video: The Ashwagandha Standards Alliance Responds to India’s FSSAI Leaf Advisory https://www.youtube.com/watch?v=GxYGLOcgVIw Detailed Show Notes: Blake Ebersole on the Ashwagandha Standards Alliance, FSSAI, and Industry GMP (0:00) – Introductions (2:45) – What Is the Ashwagandha Standards Alliance? (4:30) – How ASA Fits the Industry Landscape (6:15) – Educational, Policy, and Standards Goals (8:00) – Adverse Events at Scale and Ashwagandha’s Safety Record (11:15) – Denmark’s Ban and the Hazard-Based Regulatory Model (15:15) – Withaferin A and the In Vitro Extrapolation Problem (18:30) – How Competitive Interests Drove the Market Off Track (21:00) – Label Disclosure, Dilution, and Maltodextrin (25:00) – The Billion-Dollar Market and Supply Chain Fragmentation (30:00) – India’s Regulatory Framework: Food, Drug, and No Middle Ground (32:15) – Farmers, Brokers, and the FSSAI Advisory’s Unintended Consequences (38:00) – Research Gaps and the Clinical Literature (41:00) – Extraction Methods: Milk, Solvents, and Withanolide Chemistry (44:30) – Consumer Education and the Demand for Transparency (46:30) – Lab Shopping and the Broken Incentive Structure (52:45) – Branded Ingredients and GMP Supplier Qualification (55:15) – ASA Founding Members: Sabinsa, Cepham, and Arjuna Natural (58:00) – Formula Ideas: Sleep, Lifestyle, and Beyond the Basics (1:00:45) – Anhedonia, Cortisol, and What the Science Says Where to Follow and Learn More Connect with Blake Ebersole and the Ashwagandha Standards Alliance LinkedIn: Blake Ebersole (founding member of the ASA and president of NaturPro Scientific) Ashwagandha Standards Alliance Website Ashwagandha Standards Alliance on LinkedIn… Read more on the PricePlow Blog

Real Estate Coaching Radio
Why Real Estate Agents Lose Listings to 1% Brokers in 2026

Real Estate Coaching Radio

Play Episode Listen Later May 20, 2026 26:07


Most real estate agents are completely unprepared for what's happening in the 2026 housing market. Flat-fee brokerages, 1% listing agents, and commission-cutting competitors are aggressively targeting uncertain sellers — and many agents are losing listings before the conversation even starts. In this episode, Tim and Julie Harris break down exactly how top listing agents overcome commission objections, compete against limited-service brokerages, and position themselves as the obvious choice without cutting their fees. You'll learn why expired listings are becoming one of the biggest opportunities in real estate, how the flexible fee commission structure works, why pre-listing packages eliminate objections before appointments, and the communication mistakes causing sellers to relist with other agents. This is exactly the kind of training serious agents need to survive and scale in the changing 2026 market. Free training: HarrisRealEstateDaily.com Coaching: PremierCoaching.com Join eXp + Libertas: WhyLibertas.com/Harris Text Tim Direct: 512-758-0206 Opinions are my own and not the views of eXp Realty.

Start With A Win
Shaun Rawls: The Cost of Saying Yes to Everything

Start With A Win

Play Episode Listen Later May 20, 2026 33:19


In this episode of Start With a Win, join Adam Contos, host, as he steps into a powerful, no-fluff conversation with Shaun Rawls - a leader who has built empires, walked away from them, and redefined what success truly means.  Shaun pulls back the curtain on the invisible forces shaping how we spend our time, energy, and attention - challenging the habits, relationships, and decisions we often accept without question. Through candid stories, sharp insights, and a few unexpected twists, this episode invites you to rethink what's driving your life and leadership… and what might be quietly holding you back.Shaun Rawls is the Founder and CEO of Rawls Consulting, a national speaker, and author of F-it-less: Living Without What Holds You Back. Over 25 years, he built Atlanta's #1 residential real estate firm — The Rawls Group of Keller Williams — growing it to 2,000 agents and $4 billion in annual sales, earning him a spot on Real Trends' Top 40 Brokers in America.A Georgia Tech grad, Shaun lives in Atlanta with his wife Jeri and their five kids. When he's not building businesses, he's at the beach, on a motorcycle, or on the tennis court.00:00 Intro02:15 Sometimes you have to get out to start new…04:35 Wanted to write it to be this not reactive!06:40 Skills are to make part of your toolbox not this… 08:35 Key skill – listen up!14:10 Biggest aha on writing a book or not writing…15:40 Four Energy Quadrants 19:35 Willing VS Want.22:30 Where leaders get in trouble a lot!24:40 Make them feel the pain to understand.30:05 Gratitude didn't resonate with me! https://shaunrawls.com/https://www.facebook.com/theshaunrawls/ https://x.com/rawlsshaun https://www.instagram.com/theshaunrawls/===========================Subscribe and Listen to the Start With a Win Podcast HERE:

FreightCasts
“See You In Court” — Brokers Are Panicking, MOTUS Is Live & Trucking Changed Overnight | Brake Check

FreightCasts

Play Episode Listen Later May 19, 2026 45:35


The trucking industry just got hit from every direction. The Supreme Court dropped a broker liability ruling that has brokers, carriers, and insurance companies scrambling. MOTUS is officially live and already changing the compliance game. And while all of that unfolds, Washington is pushing a new Highway Bill that could reshape freight, enforcement, and trucking operations for years to come. In other words… the rules just changed. On this episode of Brake Check, Charles  sits down with Matthew Leffler along with Brandon Wiseman and Rob Carpenter from TruckSafe to break down: What the SCOTUS broker liability ruling REALLY means Why plaintiff attorneys are paying attention How MOTUS changes compliance overnight The mistakes fleets are already making What small carriers need to do NOW And whether trucking is heading toward accountability… or absolute legal chaos No fluff. No corporate spin. No “everything is fine” conference room nonsense. Just real trucking talk for real trucking people. If you're a broker, carrier, fleet owner, dispatcher, safety director, or driver… this is the episode you cannot afford to miss. #Trucking #SCOTUS #BrokerLiability #MOTUS #FMCSA #Freight #OwnerOperator #TruckDrivers #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Pest Control Millionaire
PCM 176 | Lee Thompson of Trivie Business Brokers

Pest Control Millionaire

Play Episode Listen Later May 19, 2026 61:47


Are you a pest control owner looking to grow? Join Our Facebook Group with 3,800+ Members: https://www.facebook.com/groups/pestcontrolmillionairesLee Thompson is the President and CEO of Trivie Business Brokers LLC: https://www.triviebusinessbrokers.com/He has over 20 years of leadership experience across Fortune 50 companies and the private equity sector. Linkedin: https://www.linkedin.com/in/lee-thompson-86475a55/Facebook: https://www.facebook.com/lee.thompson.14321The Pest Control Millionaire Podcast is all about helping small business owners scale their lawn and pest companies by talking to experts in the service industry.For business coaching and mentorship, visit pestcontrolmillionaire.com.Send your business and entrepreneurship questions to info@pestcontrolmillionaire.com and we'll answer them on the show!Produced by Sofia Salaverri and Dalton Fisher, Fisher Multimedia LLCFisherMultiMedia.com

Good. Better. Broker.
UWM LIVE! Megacast Part 1 | Episode 123

Good. Better. Broker.

Play Episode Listen Later May 19, 2026 52:27


The following guests sit down with host Justin White:•   Allison Thenhaus – C2 Financial•   Mahb Rahman – Safetrust Mortgage•   Dakota Baisa – Powell Home Mortgage•   Jessica Benge – Benge Mortgage•   Lamont Harris – Harris Capital MortgageUWM Live! Attendees Join us to Discuss How They're Generating BusinessFor the fifth year in a row, thousands of independent mortgage brokers gathered in Pontiac, Michigan for the biggest broker event of the year, UWM LIVE! In part 1 of this special episode, we catch up with mortgage professionals from around the country to find out how they're leveraging technology, social media and more to bring in business.In this episode of the Good. Better. Broker. podcast, you'll hear interviews from the fifth annual UWM LIVE!In this episode, we discuss ...•   1:05 – interview with Allison Thenhaus•   9:36 – interview with Mahb Rahman•   19:28 – interview with Dakota Baisa•   31:34 – interview with Jessica Benge•   42:29 – interview with Lamont HarrisResources Mentioned in This Episode:Arive  The Gap and the Gain  Show Contributors:Allison ThenhausLinkedInFacebookInstagramMahb RahmanLinkedIn  Facebook  InstagramDakota BaisaLinkedInFacebook   InstagramJessica BengeLinkedInFacebookInstagramLamont HarrisLinkedInFacebookInstagramJustin 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•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

Becker’s Healthcare Podcast
Healthcare Upside / Down: How BCBS Massachusetts Predicts Churn, Empowers Brokers, and Wins More Business

Becker’s Healthcare Podcast

Play Episode Listen Later May 18, 2026 21:22


In this episode, Steve Moorehead, Vice President of Product, Strategic Planning and Performance Management at Blue Cross Blue Shield of Massachusett, and Marc Pierce, Principal at ECG Management Consultants, discuss why client retention has become a growing challenge for health plans and how organizations can use data-driven insights to identify risk earlier.This episode is sponsored by ECG Management Consultants.

David C Barnett Small Business & Deal Making
20 Top 40 Questions about Buying a Business

David C Barnett Small Business & Deal Making

Play Episode Listen Later May 18, 2026 27:23


**New Video Alert! Over the years, I've answered thousands of questions about buying businesses. So I decided to compile the most common ones into a single resource. In this video, I walk through the top 40 questions people ask about buying a business — including financing, valuation, due diligence, seller financing, and avoiding bad deals. Watch the video here: https://youtu.be/sAppFl2SN-Q Cheers See you over on YouTube David C Barnett **** TIMESTAMPS: 00:00 Intro 01:20 What Is the David C Barnett Bot? 04:00 Top Questions About Buying a Business 05:10 How Much Money Do You Need? 07:20 Can You Buy a Business With No Money Down? 09:30 What Businesses Should You Target? 12:00 How to Find Businesses for Sale 15:10 How to Get Sellers & Brokers to Take You Seriously 18:30 Business Valuation Basics 23:20 Due Diligence Mistakes 28:15 Financing & Seller Notes 33:10 Earn-Outs & Deal Structures 37:00 What Happens After Closing? 40:15 Final Thoughts **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

FreightCasts
SCOTUS Rules 9-0 Against Brokers, Trans-Pacific Capacity Tightens, & Dollar Tree Expands | The Morning Minute

FreightCasts

Play Episode Listen Later May 15, 2026 3:29


In this episode, we kick things off by examining a landmark Supreme Court decision that fundamentally reshapes liability for the freight brokerage industry. The Court ruled unanimously on Thursday that the safety exception of the Federal Aviation Administration Authorization Act includes freight brokers, settling conflicting circuit court cases and clearing the way for negligent-hiring claims in state court. The decision in Montgomery versus Caribe Transport II allows C.H. Robinson to return as a defendant when the case is remanded to the Seventh Circuit. Next, we explore the ocean freight sector where carriers are tightening trans-Pacific eastbound capacity by blanking sailings around China's May Day holiday, creating the firmest supply-demand environment of the year. Meanwhile, Houston's containerized cargo volumes are surging as West Coast ports see year-over-year declines, driven by ship canal improvements that now allow larger and heavier vessels to access the Gulf Coast port. Executives expect carriers to hold mid-May general rate increases as tighter vessel supply supports higher pricing heading into summer shipping season. Finally, we cover a massive infrastructure investment to optimize distribution across the Southwest as Dollar Tree opens a one million-square-foot distribution center in Litchfield Park, Arizona. The climate-controlled facility, one of Dollar Tree's largest, will service about seven hundred stores across five states and help move product closer to stores for faster customer delivery. The value retailer now operates nineteen distribution centers supporting over nine thousand stores across North America. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightCasts
The Trucking Industry Didn't Break Overnight | The Long Haul

FreightCasts

Play Episode Listen Later May 14, 2026 65:55


Everybody wants somebody to blame. Brokers. ELDs. Immigration. Mega carriers. The government. The spot market. But what if the problems facing trucking today go much deeper than social media talking points? In this episode of The Long Haul Podcast, Adam sits down with Stephen Ruhe — third-generation trucking operator, Navy veteran, brokerage leader, and trucking history enthusiast — to break down how outdated regulations, industry evolution, and a lack of accountability continue shaping modern trucking today. This conversation dives into: Why modern trucking problems didn't start in 1980 How old regulations still impact carriers today Why social media oversimplifies complex industry issues The relationship between brokers and carriers Why relationships still matter more than technology And why small carriers fail when they spend more time blaming than adapting This episode isn't about nostalgia. It's about understanding how we got here. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Coaching Radio
How to Beat Flat-Fee and Discount Brokers Without Cutting Your Commission in 2026

Real Estate Coaching Radio

Play Episode Listen Later May 13, 2026 26:00


Flat-fee brokerages are in your market right now, and they are telling your potential sellers they can save thousands without you. Most real estate agents have no idea how to respond — and that is exactly where listings are lost. In this episode, Tim and Julie Harris break down the complete playbook for defeating discount and limited service brokerages without cutting your commission. Drawing on their own experience as top-producing ReMax agents in Columbus, Ohio — where the number one listing broker in the entire market was a flat-fee operator — Tim and Julie share the exact system that made discount brokers irrelevant in every competitive listing situation. You will learn why calling them "discount" brokers is the wrong move and what to say instead, how to expose the real business model behind flat-fee listings using MLS data, and how to use the Flexible Fee Commission Structure to remove a discount broker's only competitive advantage before the seller ever asks. You will also learn the advanced FSBO strategy that turns the Flexible Fee into a near-instant listing conversion, why FSBOs statistically net 8 to 12 percent less when they go it alone, and how the pre-listing package acts as a silent salesperson so that listing appointments become 15-minute walkthroughs ending in a signed contract. This is the kind of training that separates surviving agents from listing agents with real leverage and predictable income. The pre-listing pack, the Flexible Fee structure, the scripts, and the full seven-step listing process are all available inside Premier Coaching. Agents who align with Tim and Julie at eXp Realty through the Libertas group receive Premier Coaching and approximately $43,000 in additional benefits at no extra cost. Free training: HarrisRealEstateDaily.com Coaching: PremierCoaching.com Join eXp + Libertas: WhyLibertas.com/Harris Text Tim Direct: 512-758-0206 Opinions are my own and not the views of eXp Realty.

Good. Better. Broker.
A Pre-Approval Strategy Guaranteed to Win Deals | Episode 122

Good. Better. Broker.

Play Episode Listen Later May 12, 2026 23:37


The following guest sits down with host Justin White:•   Lucas Vanderbosch – Mortgage Broker, Mitten Mortgage LendingA Young LO's Approach to Fully Educating Clients is Helping his Business Take OffMortgage brokers only get one chance to make a first impression. By educating clients on what they can truly afford, LO's set themselves up to not get shopped. How can mortgage brokers win more deals and put their borrowers in the best financial situation? Listen to Episode #122 of the Good. Better. Broker. podcast to find out how an LO 5X'd his business with a pre-approval strategy tailored to every borrower's individual situation.In this episode of the Good. Better. Broker. podcast, you'll learn how to win over more borrowers by explaining all the details of their mortgage up front.In this episode, we discuss ...•   1:30 – How Lucas figured out he had a knack for great customer service•   2:38 – prioritizing relationship building instead of selling•   4:23 – the opportunity Lucas saw to set himself apart •   8:46 – explaining tax reassessments to borrowers•   10:57 – the spreadsheet Lucas puts in front of his borrowers and real estate agents•   14:18 – why Lucas gives borrowers as much information as possible up front•   16:29 – what Lucas does before a client's first payment is due•   19:17 – tailoring every pre-approval call to each borrower's situation•   21:40 – the impact of Lucas' pre-approval process on his business growthShow Contributor:Lucas VanderboschConnect 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.

Twisted Podcast
Episode 252: "Pain Brokers"

Twisted Podcast

Play Episode Listen Later May 1, 2026 32:04


Dozens of people across numerous companies conspired to get women to remove doctor implanted transvaginal wire mesh so that they could profit from the class action lawsuits. The facilitators made millions and left hundreds of women in debt and with permanent pain. I will be interviewing Elizabeth Burch, the author of "Pain Brokers."