Podcasts about brokers

The core issue involves whether the safety exception of the Federal Aviation Administration Authorization Act (F4A) shields brokers, like C.H. Robinson, from negligent hiring claims, a question that has caused conflicting decisions across federal circuits. Brokers view this as fundamental to their business model and urgently need the Supreme Court to provide clarity on where the lines are drawn for their legal protection. Turning to infrastructure, the Port of Los Angeles, the busiest U.S. import gateway, has announced plans for a massive new container terminal called the Pier 500 project. This undertaking includes two berths and 3,000 feet of wharf across 200 acres, intended to accommodate ultra-large container ships such as the MSC Irina, which can carry over 24,000 TEUs. This expansion, which is expected to take about 10 years to complete, highlights the significant time required for major port infrastructure to keep pace with the increasing size of global shipping vessels. In the financial sector, we examine Moody's affirmation of Echo Global Logistics' corporate family debt rating at B3, which is considered deep into non-investment grade territory. Despite the persistently challenging freight trucking environment, Moody's held the company's outlook at stable, anticipating that cost saving actions will help offset margin pressure tied to soft freight rates. While leverage remains high, expected to be slightly below 7X debt/EBITDA this year, Echo maintains steady earnings and adequate liquidity. A surprising tech hurdle impacting EV adoption is revealed in a new report showing that nearly one-third of charging attempts fail, leaving the actual First-Time Charge Success Rate (FTCSR) stuck at 71%, despite high charger uptime statistics. This issue stems primarily from fragmentation in the multiple software systems—including the vehicle, charger, and payment network—that must perform a perfect digital handshake to initiate a charge. Furthermore, success rates drop significantly after about three years because older charging stations often cannot be updated to support newer charging protocols.  Finally, the podcast addresses accelerating investment in e-commerce fulfillment, driven by consumers still ordering large items online. Walmart recently announced plans to build a $300 million fulfillment center in Kings Mountain, North Carolina, specifically designed to handle bulky online orders like furniture. This massive 1.2 million square-foot facility is expected to open in 2027, underscoring the ongoing need for specialized infrastructure in the supply chain. Learn more about your ad choices. Visit megaphone.fm/adchoices

#BuyingABusiness #ProprietarySearch #Entrepreneurship #SmallBusiness #BusinessAcquisition ***New Video Alert! Forbes magazine shares a secret that increases your odds of getting an interview by 115%. AND- it applies directly to those looking to buy a business as well. Check it out in this week's new video: https://youtu.be/5Nt8QvY1hX4 Cheers See you over on YouTube David C Barnett #smallbusiness #mergersandacquisitions #M&A Get a job in a business you want to buy: https://youtu.be/oTObbWYtkl0 * CHAPTERS 00:00 Introduction 01:20 Why Buying a Business is Like Job Hunting 03:30 The Forbes Article | Tailored Resumes & ATS Filters 06:10 Parallels Between Job Search & Proprietary Business Search 08:00 First Impressions & The Buyer Resume 11:00 Gatekeepers, Brokers & Getting Ghosted 13:00 Clarity and Focus in Your Business Search 16:30 Why “Spray and Pray” Doesn't Work 20:00 Standing Out in a Crowded Buyer's Market 22:30 Defining Your Ideal Business Profile 25:00 Building Credibility with Sellers & Lenders 28:30 Avoiding Common Pitfalls in Outreach 31:00 Case Study | Hiring My Own Analyst 34:00 Tailored Outreach vs. Mass Emails 37:00 Lessons from John Bly & CPA Firm Acquisitions 40:00 Practical Steps for Proprietary Search Success 44:00 Building Sales & Business Experience Before Buying 47:00 How to Customize Your Buyer Pitch to Sellers 50:00 Why You Must Impress Business Owners First 53:00 Wrapping Up | Job Search Lessons for Business Buyers 56:00 Resources for Buyers & Sellers | BusinessBuyerAdvantage.com #BuyingABusiness #Entrepreneurship #BusinessAcquisition #SmallBusiness #ProprietarySearch #BusinessBuyerAdvantage #EntrepreneurshipTips #DealMaking #BusinessGrowth #ExitStrategy #businessstrategy ** - 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 **** 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.CallDavidBarnett.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 -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Find out what it really takes to build lasting partnerships in freight and how brokers and carriers can move beyond the transactional mindset in this episode with our returning guest, Dan Lindsey of Broker-Carrier Summit! Dan shares how they're changing the game by creating real face-to-face connections that drive millions in contracted freight, not just theory, but results. We talk about shifting the industry from a “someone has to lose” mentality to building true partnerships where brokers treat carriers like customers and vice versa, how technology fits into the equation—not as a replacement for trust, but as a tool to support it—and why the future of freight depends on balancing automation with human relationships!   Broker-Carrier Summit Orlando Registration: https://bcsfreightnetwork.com/ /  https://bit.ly/bcs-orlando   About Dan Lindsey Dan has been in the logistics industry since 2001 when he began working the preload shift for UPS. Since then, he has worked as a freight broker, operations manager, and business development leader in multiple segments of the industry. His commitment to “doing business the right way” led him to launch Linkage Logistics in March of 2020. Dan is also the driving force behind the Broker-Carrier Summit. Since his focus has always been on establishing deep, mutually agreeable partnerships, his hope is that closer cooperation between brokers and carriers will become the new normal in our industry.  

Following the recent Broker Innovation Summit, this special episode of Broker Daily Spotlight highlights the real-world impact of open banking. The discussion features NextGen's head of broker partnerships, Renee Blethyn, and an early adopter of the technology, Nicole Cannon, CEO of Pink Finance. Here, the team unpacks NextGen's Frollo for Brokers platform, a free service that allows brokers to securely collect client financial data via open banking. The consensus is clear: open banking is no longer a future concept, but a present-day tool that enhances security, boosts efficiency, and strengthens the trusted relationship between brokers and their clients.

What does 40 years in commercial real estate teach you?In this episode, we sit down with Allen Buchanan — one of the most respected veterans in brokerage — to talk about the habits, mistakes, and mindset that make or break a CRE career.We dig into:

The following guest sits down with host Justin White:•   Wade Betz – Branch Manager, Mpire Financial Successful Loan Originators Focus on Actions That Involve Old School Sales TacticsMortgage loan originators can't sit back and wait for loans to come to them. What do outdoor cats have in common with the most successful LOs? Listen to Episode #106 of Good. Better. Broker. to learn about tried-and-true sales activities that can help increase business and accountability.In this episode of the Good. Better. Broker. podcast, you'll hear which sales actions to prioritize, how often to do them and how to track them.In this episode, we discuss ...•   1:41 – how Wade has built a branch of high-producing LOs•   3:43 – why LOs need to act like outdoor cats•   4:36 – how LOs can get the phone to ring•   5:14 – the importance of tracking sales activity•   6:50 – top sales activities for LOs•   9:18 – the three reasons why LOs should call people•   10:11 – time-blocking like your pipeline depends on it•   11:53 – Wade's morning schedule•   14:07 – how coaching has impacted Wade's career•   17:21 – staying on top of your client database•   20:27 – Wade's blueprint for enhancing sales activityResources mentioned in this episode: Miracle Morning book  HomebotHome IQ Show Contributors:Wade BetzConnect 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.

John Kempton is a Senior Consultant at FHS and is responsible for advising clients on program design and implementation, negotiating contracts, and implementing overall risk management strategy. Before joining FHS, John was the Southeast Zone Real Estate Leader and Senior Vice President for Marsh in Washington, DC. John entered the insurance industry in 2012. In this live from RIMS 2025 Chicago episode, John highlights industries that commonly outsource risk management, including real estate and hospitality, details the unique skillset of being a broker-turned-consultant, and offers encouragement to anyone who is wondering whether returning to the office is really worth the effort (it is).   Key Takeaways: ● John's role at FHS focuses on real estate and construction space. ● Industries that commonly outsource risk management. ● From history major to insurance industry — John's unexpected career path. ● Acquiring insurance clients in the real estate industry. ● The benefits of offering a flat monthly retainer. ● Brokers turned consultants offer a unique skillset to clients. ● John's engagement preferences in the real estate and hospitality industry. ● Growth in this industry is not slowing down anytime soon. ● In another life, John is managing a safari lodge in South America. ● John's networking advice to his early career self.   Mentioned in This Episode: John Kempton FHS Risk Management   Tweetables:   “Our job is to come in and manage the process rather than hijack the process.”   “Many of our clients don't even know that this outsourcing model exists.”   “The earlier we're involved with our clients, the better the outcome typically is.”   “Embrace being in the office and making connections.”  

A recent surge in mortgage brokers diversifying into the commercial and SME lending space was a central theme at industry events like the SME Bootcamp and Broker Innovation Summit. In this latest episode of Finance Specialist, host Jack Campbell and co-host Trent Carter note that 2025 has been a significant year for broker diversification. This trend is partly driven by a cooling residential property market, prompting brokers to seek new revenue streams by serving the needs of their self-employed clients. However, a significant challenge remains: a widespread lack of confidence. Carter observes that while about a third of mortgage brokers now introduce commercial deals, many only complete one or two per year. With record broker engagement, heavy tech investment, and a collaborative lender landscape, there has never been a better time for brokers to confidently step into the commercial lending space.

 In this special episode, Gresh gave a candid update reflecting on the near‑one‑year mark of his franchise‑broker experience. He admits to feeling a “massive flop” and battling imposter syndrome, noting that the lack of closed deals has made it hard to contribute in broker calls. Despite this, he identifies concrete strategies to turn the tide: leveraging LinkedIn outreach, creating consistent content (especially videos), tapping social‑media searches and Google Ads for lead generation, and launching a regular newsletter. He also plans to focus on networking, referrals, and co‑brokering—acting as a lead‑generation specialist while letting others handle the client‑guiding process. Blue Star Franchise: http://bluestarfranchise.com Browse the Franchise Inventory: https://bluestarfranchise.com/franchise Is franchising right for you? Check this out to see: http://bluestarfranchise.com/assessment Franchise CEO (A CBNation Site - coming soon) - http://franchiseceo.co Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

What's the fastest way to fail as a new broker—and what's the one move that could save you? In this no-punches-pulled episode, Ron Butler lays out what's really happening in the mortgage industry right now—and what new brokers must do to survive it. We cover everything from tech disruption and lender consolidation to why generalist brokers are getting crushed. If you're building a mortgage business in 2025, this is required listening. We'll cover: Why Volume Isn't Enough – What it means when the market grows 56%—and you don't. The Tech Arms Race – How platforms like Nesto and Edison are quietly reshaping broker competition. The Myth of Blockchain – Ron's take on crypto, NFTs, and whether any of it matters in our space. Specialize or Get Smoked – Why new brokers need to niche down yesterday. The Harsh Truth About Lender Trust – What lenders are watching—and what they won't tolerate. This industry isn't slowing down. Brokers who win the next five years will do it by specializing, focusing, and executing. Everyone else? They'll be gone. To connect with Ron, check out the links below: Instagram https://www.butlermortgage.ca/   Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.

In this special episode of Broker Daily Uncut, host Jack Campbell recorded live from the Broker Innovation Summit in Melbourne. Partners of the event and prominent figures in the industry detailed their experience at the summit and gave some perspective on industry insights and broker discussions. Curiosity was a key theme of the day. Brokers want to learn and ensure their operations are as efficient as possible, often leveraging tech to do so.

Sponsored by Pepperstone Ever wondered what your broker really does with your trade once you hit “buy”? Are they hedging it? Taking the other side? Betting against you? In this episode, I break down the difference between A-booking and B-booking, explains how most modern brokers actually manage risk, and answers the question that matters most: should you even care? You'll learn: What A-book and B-book models actually areHow risk is managed in hybrid modelsWhy prop firms are pure B-book (and what that means) Whether you're new or experienced, this episode gives you a straight-talking look at broker mechanics... no nonsense, no conspiracy theories

In this episode of The MHP Broker's  Tips and Tricks podcast Closing Cocktail, Maxwell Baker, president of The Mobile Home Park Broker, chatted with broker Jeff Dodge about his recent close on Crawford County Estates, near Macon, GA. 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: Jeff successfully closed on a deal in Georgia that had a bit of drama toward the end. (Max, 1:09) This was a sprawling 52 acre parcel with 52 lots in Lizella, GA., just 10 miles from Macon. It included 36 park-owned homes and 13 vacant lots. Crawford County Estates offered a great opportunity for the right investor to infill, add tenants, and increase rents to local market values. Jeff received multiple offers, and they went with an experienced mobile home park buyer. Both parties were happy with the results. (Jeff, 1:27) They did some creative financing to close the deal, and got close to the list price. It wasn't without drama, however. The buyer's issues with his 1031 tax deferral on another sale slowed the deal down toward the end. The buyer was only able to close on the other deal the morning of the day that they had to close on the park. There was a flurry of phone calls, most of them handled by Jeff, but they were able toseal the deal just before the clock ran out. (Max, 2:17) Jeff had to deal directly with the lender toward the end to keep the sale alive, but the potential crisis was averted*. (Jeff, 3:07) Generally, summers are dead for mobile home park sales, and the business picks up in the fall. But this year, sales activity has been very heavy since early August, so it's a better year than most. (Jeff, 4:31) Regardless of the season, you need to reach out to Jeff, Max, or the rest of the team at The MHP Broker if you want to sell your park or get a good idea of its value. Call us at (678) 932-0200. Or drop us a line at info@themhpbroker.com. Power Quotes in This Episode: “...must have gotten 30 calls trying to make sure things were being done. I know Jeff was taking the blunt of all of that. So Jeff, thank you for dealing with all of that, but you did a great job.” (Max, 2:17) “...this is the first time we really had to jump in and really work directly with the lender.*” (Jeff, 3:07) “...we can get it done regardless of the issue. Just give us the opportunity to work with you and I guarantee we'll find the right buyer for your property. Yeah, we are good at finding all of the drama on your deal upfront.” (Max, 3:47)

Weren't Interest Rates Supposed To Come Down? well...actually...they did right before the Fed Meeting announcement of a .25% rate drop on September 17 but the market had already priced in that .25% anticipated rate drop so when the Fed chose to stick with the that and not get more aggressive with a .50% drop the market went in the only direction that it could which was a slight rise in rates in the days after now before everyone goes off the deep end I think we are all gonna be alright rates are near the lowest that they have been in the last year and its very likely that the Fed will reduce rates again twice more before the end of the year watch for a .25% rate drop in October 28-29 and again December 9-10 that should casuse rates to be in the 5.875% range  which we have been forecasting on this podcast for the past year if you are the gambling type and trying to time the market for the lowest possible rate keep a close eye on things right before the next Fed Meeting if you believe that the same thing will happen as last week where the rate drop was followed by a slight bump up that would be your sweet spot to lock in for most people - the idea of rates in the low 6's is welcome news and very few will attempt to time the market this could very well lead to new inventory hitting the market as the gap between the mortgage rates for home purchased in the last 5-10 years is narrowing with the current rates available most of the leading indicators are showing that rates will continue to drop tune in to today's show for the down and dirty details    

In today's episode on 23rd September 2025, we break down the Anand Rathi Share and Stock Brokers IPO, which opened for subscription on September 23rd and closes on September 25th.

Schaun Van Den Berg – Executive: Alternative Channel Solutions, Old Mutual Insure SAfm Market Update - Podcasts and live stream

In this episode of the Investor Fuel Podcast, host Skyler Byrd interviews mortgage broker Michael Braswell, who shares insights from his 20 years in the real estate industry. Michael discusses the importance of working with a broker, the current state of interest rates, and how to prepare for the mortgage process. He also highlights innovative rental strategies, such as renting out properties by the room, and emphasizes the significance of having a solid business entity for investors. Michael provides valuable advice for both first-time home buyers and experienced investors looking to navigate the lending landscape effectively.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Did you ever wonder why the best restaurant sites always seem to get scooped up before you even hear about them? In this episode, Kyle pulls back the curtain on the hidden world of commercial real estate for emerging franchise brands. He talks about why so many prime locations never hit the market, and what it actually takes to get in the door. From building real relationships with brokers and landlords, to positioning yourself as a “power client,” Kyle shares practical ways franchisees can stand out and secure better sites. He also gets real about the importance of transparency and setting the right expectations, so you're not chasing deals that don't make sense.Chapters00:00 Understanding Off-Market Opportunities06:19 The Importance of Relationships in Real Estate12:23 Strategies to Access Off-Market Sites20:32 Navigating the Real Estate Process for Franchises

Earlier this year, a new, professional designation was unveiled exclusively for experienced mortgage brokers - the first to be offered in Australia. But what is it, and what does it entail? In the latest In Focus podcast, Annie Kane discusses the newly launched Mortgage Finance Professional Australia (MFPA) designation with MFAA CEO Anja Pannek, outlining how and why it aims to elevate the professional standards of experienced mortgage brokers. Tune in to find out: What this mortgage broker designation involves. What the MFPA aims to achieve. What the first MFPA brokers think of the designation. And much more!

The following guest sits down with host Justin White:•   Mitch Hamilton – CEO, Sr. Mortgage Broker – Three Point MortgageDelivering Consistent Value for Past Clients Makes Them Answer Your Phone CallsStaying in front of clients is essential for mortgage loan originators, but that doesn't mean they should call to just ‘check in.' How can LOs add value by calling with a purpose? Listen to Episode #105 of Good. Better. Broker. to hear strategies for building lead flow and loyalty from a mortgage broker who has an answer rate that exceeds 90 percent.In this episode of the Good. Better. Broker. podcast, you'll learn how to provide meaningful resources for borrowers throughout the calendar year.In this episode, we discuss ...•   1:22 – how Mitch is succeeding with a people-first approach•   1:55 – why Mitch's clients always answer his calls•   2:51 – why LOs shouldn't call to just  ‘check in' with past clients•   4:40 – when Mitch realized he couldn't rely solely on real estate agents for business•   6:06 – the tax appeal strategy that has helped Mitch build loyalty with clients•   10:01 – how Mitch leverages data •   13:20 – why LOs shouldn't just  expect referrals •   14:28 – how to make people feel like they're not just a number•   16:55 – how Mitch stays in front of his clients•   18:49 – Mitch's advice on finding value-addsResources mentioned in this episode: HomebotShow Contributors:Mitch HamiltonConnect 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.

Are brokers being replaced by AI? Not quite. In this episode, we unpack how Augmented Intelligence is transforming the aviation insurance industry—and how brokers can lead the charge. From faster submissions to predictive analytics and scalable tools, AI isn't taking jobs—it's making them better. Our guests share how to prepare for the shift, serve clients better, and stay relevant in a rapidly digitizing world.

On this week's episode, Wade and Gavin will dig into the good, the bad, and the ugly with Brokers featuring the Founder & CEO of SMB Sales & Marketing, Shawn Berg. Shawn has an extensive background in consumer goods, and natural sales at conventional grocers. He is a veteran broker in the CPG industry with previous brokerage experience at; Presence Marketing, iLevel, and now his own company, SMB Sales & Marketing. Shawn has grown in the brokerage world from AE, to SVP, and to Founder/CEO. SMB Sales & Marketing is a regional southeast focused brokerage with a current team of four teammates.

When tariffs on goods from China reached 145 percent, a cargo ship carrying tens of thousands of dollars worth of dog toys arrived in Los Angeles but was not unloaded. The toys remained on the ship as it sailed to New York City, in the hope that the tariffs would be lifted by the time it arrived. Had that plan failed, the entire cargo might have been destroyed. This was the kind of costly decision businesses have been facing during the trade war.Behind every one of these desperate business decisions usually stands a customs broker. They're the pros who know how to navigate the maze of international trade rules. But when Trump launched his trade war, their world got turned inside out.Their job went from filing forms and calculating duties to decoding confusing, exhaustive orders with 24 hours' notice. It also means delivering devastating news to business owners about mind-boggling new tariffs. In Julia Pagel's documentary, she talks to customs brokers who have been on the front lines of this evolving trade war.Produced by Julia Pagel and Joan Webber. The documentary first aired on The Sunday Magazine in June of 2025.Storylines is part of the CBC Audio Doc Unit

Host: Lalo Solorzano Guest: Elena Ryan, Special Advisor, CBP Published: September 11, 2025 Length: ~42 minutes Presented by: Global Training Center In this special episode, Lalo sits down with Elena Ryan of U.S. Customs and Border Protection (CBP) to unpack the details of the new continuing education requirement for Licensed Customs Brokers. Elena walks through how the program came to life, what the triennial cycle means, and why CBP designed the credit system to balance rigor with accessibility. From free training opportunities to the role of accreditors, this conversation offers brokers and training providers a clear look into what compliance will mean through 2027. You'll also hear how CBP is working with industry to ensure flexibility, transparency, and professionalization of the broker community. What You'll Learn in This Episode: How CBP's continuing education requirement for brokers came into effect What the triennial cycle is and how the 2025–2027 cycle works The role of the five private accreditors + CBP in assigning credit How free and low-cost training options (including CBP webinars) fit in Why continuing education strengthens the professionalization of customs brokers Key Takeaways: Brokers must complete 20 credits for the current 2025–2027 cycle (instead of 36). CBP emphasized accessibility: credits can come from private providers, associations, and free CBP/OGA webinars. Accreditors ensure fair credit assignment, but brokers themselves must track their education for audits. National permits and automation have transformed broker operations, making education more important than ever. Continuing education puts brokers on par with other licensed professions, raising the bar for the industry.

On today's episode of Mastering eCommerce Marketing, host Eitan Koter sits down with Gregory Elfrink, Head of Marketing at Empire Flippers. If you're not familiar, Empire Flippers is the largest curated marketplace for buying and selling online businesses, from content sites and SaaS companies to e-commerce stores and agencies.Greg's story is anything but traditional. He started out as an oil rig worker in Alaska before teaching himself internet marketing. That path eventually led him to Empire Flippers, where he's been since the early days, helping grow the company into a major player in the digital M&A world.In this conversation, Greg shares what he's learned about marketing and storytelling, why empathy is at the heart of good copywriting, and how reading fiction can make you a better marketer.He also walks through the process of selling a business, what the vetting looks like, how valuations are set, and why timing matters more than people think. His advice on selling during growth instead of waiting until you've peaked is a perspective many entrepreneurs need to hear.Listeners will also get Greg's take on the impact of AI on SEO, the types of businesses buyers are looking for today, and why control over customer data and marketing channels is becoming more important than ever.Website: https://www.vimmi.net Email us: info@vimmi.net Podcast website: https://vimmi.net/mastering-ecommerce-marketing/ Talk to us on Social:Eitan Koter's LinkedIn | Vimmi LinkedIn | YouTube Guest: Gregory Elfrink, Director of Marketing at Empire FlippersGregory Elfrink's LinkedIn | Empire FlippersWatch the full Youtube video here:https://youtu.be/OAO7AbV0C88Takeaways:Greg Elfrink's journey from oil rig worker to marketing head.The importance of storytelling in marketing and copywriting.Empathy is crucial for understanding customer needs.Utilizing data can enhance content marketing effectiveness.SEO has become a risky endeavor in the current landscape.Sellers often overvalue their businesses due to emotional equity.Buyers seek businesses with full control of marketing funnels.Double-sided marketplaces present unique marketing challenges.Understanding buyer demographics is key to successful transactions.Selling during growth phases can yield better valuations.Chapters:00:00 Introduction to Greg Elfrink and Empire Flippers02:46 The Journey from Oil Rig to Marketing05:43 The Power of Storytelling in Marketing08:31 Marketing Strategies and Data Utilization11:19 Understanding the Seller Onboarding Process14:10 Valuation Insights and Seller Expectations17:03 Navigating the M&A Landscape19:49 Common Mistakes Sellers Make22:37 Buyer Dynamics and Market Trends25:32 The Role of Brokers in M&A28:29 Marketing in a Double-Sided Marketplace31:15 Conclusion and Future Opportunities

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq sit down with Medicare specialist Shawn Southard to unpack the recent developments around Medicare Advantage brokers, broker compensation, and the impact of a federal court ruling on CMS Medicare rules. With Medicare open enrollment and aggressive Medicare marketing campaigns happening every year, understanding how brokers get paid and how it may influence the advice you receive has never been more important. Shawn explains how the recent court decision effects Medicare plan comparison, Medicare star ratings, and the role of brokers in guiding retirees. If you're planning retirement or reviewing your options during Medicare open enrollment, this episode provides practical insights and unbiased Medicare advice to help you make informed choices. Listen in to learn about: How Medicare broker compensation structures may impact your coverage decisions and what questions you need to ask to protect yourself from Medicare scams. Whether you're seeking SHIP counseling, comparing plans, or building your retirement checklist, this discussion will help you confidently navigate your Medicare options and secure your retirement. In this episode, find out: The details behind the CMS rule, the court ruling, and what it means for Medicare Advantage beneficiaries. How broker compensation can influence recommendations and why questions to ask brokers are critical. Why aggressive Medicare marketing and commercials may increase — and how to stay vigilant. How to leverage Medicare plan comparison tools and SHIP counseling for unbiased Medicare advice. Steps you can take today to make smart, confident decisions for retiring comfortably. Tweetable Quotes: “Understanding how Medicare brokers are compensated empowers you to make better decisions and avoid being swayed by marketing tactics.” — Radon Stancil “Medicare open enrollment is your opportunity to make informed choices — but only if you ask the right questions and focus on what's best for you, not the broker.” — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

We duiken in de resultaten van twee verschillende enquêtes over de financiële gezondheid van de Belgen, hun financiële kennis en vaardigheden en hun spaar- en beleggersgedrag. Meer dan een kwart van de mensen kunnen minstens 500 sparen elke maand. Het aantal mensen dat geld belegt, zit ook in de lift. Daar zitten de neo brokers voor iets tussen. Die nieuwe, vaak buitenlandse spelers, hebben de traditionele spelers uitgedaagd. Een goede evolutie, maar er zijn toch ook enkele kanttekeningen bij die evolutie te maken. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht. 

In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more. See omnystudio.com/listener for privacy information.

In this episode, I share the journey of mortgage brokering, identifying patterns in new agents, the necessity of full-time dedication, and the evolving landscape of social media for business growth.   To sign up for live events and coaching, visit: www.iamryanwiley.com   What is Strategy Hub? Visit here>>> https://get.mystrategyhub.ca

True mastery isn't just creating your own freedom, it's learning how to teach others to create theirs. In this episode of Brokers of Secrets, William Lam reveals the next stage beyond the emperor's path: becoming a leader who mentors others to master their mind. He explains how designing life with clarity, resolving hidden loops, deeply reflecting, and making full decisions align the subconscious with conscious goals, unlocking effortless success. In a time of AI and quantum transformation, William shows why upgrading the mind is the ultimate skill not just for personal freedom and legacy, but for guiding others to break free and thrive.Chapters(00:00) Introduction(03:31) Teaching Others to Design Their Reality(06:11) Mental Mastery in the AI Age(07:55) Clarity of Design and Subconscious Alignment(10:34) Resolving Loops to End Self-Sabotage(13:57) The Power of Rumination (21:21) The 90-Year Plan and Collective GrowthIf the next level of mastery is guiding others to design their own success, how do you see yourself stepping into that role? Share in the comments.Take the Loop Quiz: https://loop.upgrd.com/Learn more at ⁠⁠⁠⁠https://upgrd.comFollow us on Instagram at https://www.instagram.com/theupgrd

We've got updates on the 2026 ACA Exchange, requirements, and training resources!   Read the text version    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   List of State Exchange Websites   Resources: Certification Center - Ritter Docs Everything Agents Need to Know About Selling in State-Based Marketplaces FREE eBook download The Complete Guide to Selling Affordable Care Act Insurance Plans How to Become Certified for ACA Marketplace Sales with FFM Training OEP Ready-to-Sell Checklist for New Agents Register with Ritter Insurance Marketing Simplify Marketplace Enrollment HealthSherpa   References: “Brokers.” Marketplace Individual & Families, https://nystateofhealth.ny.gov/agent/. Accessed 12 Aug. 2025. “Brokers: Pennsylvania Health Insurance Exchange Authority.” PHIEA, https://agency.pennie.com/brokers/. Accessed 12 Aug. 2025. “FAQs for Marketplace Agents and Brokers.” Agent Broker FAQ CMS, https://www.agentbrokerfaq.cms.gov/s/article/What-is-the-Marketplace-Learning-Management-System-and-how-do-I-access-it. Accessed 12 Aug. 2025. “Find Affordable Health Insurance in Georgia.” Georgia Access, 8 Aug. 2025, https://georgiaaccess.gov/. “For Certified Brokers.” Connect for Health Colorado, 10 June 2025, https://connectforhealthco.com/for-certified-brokers/. “Home.” Maryland Health Connection, 5 Aug. 2025, https://www.marylandhealthconnection.gov/. “Official Site of the State of New Jersey.” GetCoveredNJ | Brokers & Agents, https://nj.gov/getcoverednj/home/assisters_ba.shtml. Accessed 12 Aug. 2025 “Registration and Training for Marketplace Agents and Brokers.” CMS.Gov, https://www.cms.gov/marketplace/agents-brokers/registration-training. Accessed 12 Aug. 2025. “Welcome to Kynect Health Coverage.” HealthCoverage, https://kynect.ky.gov/healthcoverage/s/?language=en_US. Accessed 12 Aug. 2025.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

Arrancamos con cómo la política industrial está moviendo el mercado: subsidios, el rol del Estado en semis (Intel/Nvidia) y por qué “el mercado festeja” ciertos anuncios. Entramos en la frontera gris entre política y finanzas con el caso Nancy Pelosi y los “trackers” que siguen sus trades. De ahí pasamos a una startup que conecta data scientists con modelos de inversión (quant para todos) y, sobre todo, nos metemos a fondo en un playbook práctico para idear y validar productos de IA: de “prompt → acción”, gestión de catálogos para e-commerce, cómo definir tu ICP, hacer research que sirva y aterrizar todo en un memo accionable. Cambiamos de frente hacia educación y hábitos: caída de la lectura por placer, “dream schools” y la oportunidad de crear propuestas más rápidas y alineadas al mundo real. Cerramos con economía del tiempo y del lujo: brokers de entradas premium, concierges, el valor de evitar fricción y cómo cambia el mindset cuando optimizás por tiempo en vez de precio.Capítulos 00:00:00 — Mercado y política industrial: Intel/Nvidia, subsidios y por qué “el mercado celebra”.00:07:00 — Política y mercados: el caso Nancy Pelosi y los “Pelosi trackers”.00:10:00 — Quant para todos: plataforma que conecta modelos de inversión con capital.00:15:00 — Playbook IA (parte 1): frameworks personales para idear con IA.00:16:00 — Prompt → Acción: casos de uso y “text-to-action” aplicado.00:18:00 — IA en e-commerce: catálogo, reglas y automatización que sí mueven la aguja.00:20:00 — Definir ICP y problema: cómo elegir a quién venderle y qué duele en serio.00:22:00 — Research que sirve: fuentes, señales y cómo no comerse el marketing de vendors.00:26:00 — Las 5 vías para idear: recap de enfoques + cómo bajarlo a un proceso.00:28:00 — Del idea al memo: estructurar y priorizar antes de construir.00:30:00 — Educación y lectura: caída del hábito, brechas y “dream schools”.00:37:00 — Oportunidad en educación: velocidad vs. currículas tradicionales.00:39:00 — Valorar el tiempo: anécdotas de viajes, atajos y decisiones de costo/beneficio.00:41:00 — Brokers y precios “sin clearing”: entradas premium, slots y logística.00:42:00 — Concierges y lujo funcional: pagar por eliminar fricción.00:46:00 — Mindset & cierre: cambiar la cabeza para optimizar por tiempo; sponsors.__Links del episodio:Pelosi Tracker: https://x.com/PelosiTrackerNumer: https://numer.ai/LLMs: https://www.linkedin.com/posts/jason-salt_llm-investor-network-activity-7365802204437368832-jL2L/__Tenes alguna pregunta? Escribinos y seguinos en:Twitter: @CristobaPerdomo y @llopatinLinkedin: Lucas Lopatin  y Cristobal Perdomo  yVisitá:Indie BuildWollef

In this episode, Kyle Malnati interviews Jocelyn Vas, the Chief Knowledge Officer of a real estate technology company called Final Offer. Vas explains how Final Offer is disrupting the traditional home buying and selling process by providing real-time alerts whenever an offer is made on a property. This brings much-needed transparency that has been lacking in the industry, allowing both agents and consumers to have the same information at the same time.  Vas emphasizes that Final Offer is not meant to replace real estate agents, but rather empower them with better data and tools to serve their clients more effectively. She shares how the company's founder, who is also an agent, created Final Offer out of frustration with buyers missing out on properties and sellers potentially leaving money on the table due to a lack of visibility into the offer process. Voss believes embracing innovative technologies like this is crucial for agents to survive and thrive in the evolving real estate landscape.

Solve crimes with the great detective in "Sherlock Holmes Short Stories." Featuring classic tales by Arthur Conan Doyle, this podcast brings you the brilliant deductions and thrilling adventures of Sherlock Holmes and Dr. Watson. Whether you're a longtime fan or new to the world of Holmes, these timeless mysteries will keep you captivated.

What does it really take to build a business that lasts, whether in real estate or any other industry? In this episode, Joe Killinger, Founder of Pono Asset Management and Partner at Commercial Brokers International, shares the frameworks, lessons, and mindset shifts that helped him grow multiple companies to multi-million-dollar revenues in record time. From the discipline of daily consistency to the importance of relationship-driven business, Joe's experience offers practical insights for anyone serious about long-term success. Key Takeaways: - Why consistency and daily structure are the foundation of scalable success - How knowing your market better than anyone else creates a competitive edge - The evolution of relationship-building in the digital age and why personal interaction still matters most - What the influx of private equity “dry powder” could mean for commercial real estate activity and pricing - The challenges of high turnover in the brokerage industry and how better training can change the outcome - Why passive investors should always vet sponsors, brokers, and operators thoroughly before committing capital - The most valuable lessons Joe has learned wearing multiple hats as a broker, investor, founder, and operator Guest Info:Joe Killinger is the Founder of Pono Asset Management and a Partner at Commercial Brokers International. He is also the founder of the WIRE Foundation and a board member at the Education Advantage Foundation.  Website: joekillinger.co YouTube: Joe Killinger Email: Joe@joekillinger.com  Timestamps 00:00 Introduction and Overview 00:32 Meet Joe Killinger: Background and Career 01:40 Secrets to Success in Real Estate 07:40 Evolution of Relationship Building in Real Estate 14:05 Challenges and Turnover in the Brokerage Industry 21:29 Lightning Round and Final Thoughts Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

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

Selling Affordable Care Act Insurance plans can be a lucrative addition to your business!   Register with Ritter Insurance Marketing   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 6 Ways to Generate ACA Leads 2026 ACA Exchange & FFM Certification Info ACA Enrollment Periods Explained Agent Requirements for ACA Sales Everything Agents Need to Know About Selling in State-Based Marketplaces How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training Operating From a People-First Mentality ft. Scott Zimmerman The Complete Guide to Selling Affordable Care Act Plans – FREE eBook Download What is the Health Insurance Marketplace?   References: “5 Steps to Start Selling Marketplace Health & Dental Plans.” HealthCare.Gov, https://www.healthcare.gov/agent-broker-quick-start/. Accessed 5 Aug. 2025. “Low Cost Marketplace Health Care, Qualifying Income Levels.” HealthCare.Gov, https://www.healthcare.gov/lower-costs/. Accessed 5 Aug. 2025. “Marketplace Enrollment, 2014-2025.” KFF, 8 July 2025, https://www.kff.org/affordable-care-act/state-indicator/marketplace-enrollment/. “New Agents' and Brokers' Guide to Plan Year 2025 Marketplace Registration and Training.” Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/new-agents-and-brokers-guide-marketplace-registration-and-training.pdf. Accessed 5 Aug. 2025. “Over 24 Million Consumers Selected Affordable Health Coverage in ACA Marketplace for 2025.” CMS.Gov, https://www.cms.gov/newsroom/press-releases/over-24-million-consumers-selected-affordable-health-coverage-aca-marketplace-2025. Accessed 5 Aug. 2025. “Registration and Training for Marketplace Agents and Brokers.” CMS.Gov, https://www.cms.gov/marketplace/agents-brokers/registration-training. Accessed 5 Aug. 2025.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

Lisa Marzolino and Danica Stover join Sarah to talk about ICHRA (Individual Coverage Health Reimbursement Arrangements) and the partnership between Nexben and Ritter Insurance Marketing. Listen to learn more about this exciting opportunity for agents!   Questions about ICHRA? Ready to get started? Reach out to Nexben at RitterICHRA@nexben.com or call 1-888-613-6461.   Resources: 5 Things About ICHRA How an ICHRA Partnership Can Support ACA Sales ICHRA vs. QSEHRA vs. Group Health Plans: Sales Opportunities for Insurance Agents Questions to Ask Clients Shopping for an ACA Plan   References: “A Broker's Guide to ICHRA Defined Contributions: Strategies, Affordability, and Examples.” Nexben.Com, Nexben, 31 July 2025, www.nexben.com/blog/a-brokers-guide-to-ichra-defined-contributions-strategies-affordability-and-examples. “ICHRA Guide for Individual Coverage HRAS 2025.” Takecommandhealth.Com, Take Command Health, 10 June 2025, www.takecommandhealth.com/ichra-guide. “ICHRA Reporting Requirements: Details to Know & How Nexben Helps.” Nexben.Com, Nexben, 18 June 2025, www.nexben.com/blog/ichra-reporting-requirements-details-to-know-how-nexben-helps. “The Power of an ICHRA: ICHRA Benefits for Employees, Employers, and Brokers.” Nexben.Com, Nexben, 17 Apr. 2025, www.nexben.com/blog/the-power-of-an-ichra-ichra-benefits-for-employees-employers-and-brokers.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Not affiliated with or endorsed by Medicare or any government agency.  Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. 

In this episode of the Industrial Advisors podcast, Bill Condon and Matt McGregor discuss whether playing golf is essential for success in the brokerage business. They share personal anecdotes about their limited golfing experience and argue that while golf can be a useful tool for building relationships, it is not necessary for closing deals. They caution against over-relying on golf, stating that some brokers might use it as an excuse for not being productive. The episode emphasizes that relationship-building is key, with golf being just one of many possible avenues.   00:00 Introduction: Business on the Golf Course 00:28 Welcome to Industrial Advisors Podcast 00:33 Is Golf Important for Brokers? 00:55 Personal Golf Stories 02:13 The Role of Golf in Building Relationships 03:34 Conclusion and Final Thoughts

In this Field Notes episode we're reviewing Agency Management Systems to automate tasks, distribute leads, and streamline your business.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Agency Management Systems: AgencyBloc AMS+ AMS360 Hawksoft MedicarePRO NextAgency Radius Agency   Resources: How to Sell Final Expense Insurance FREE eBook Download How to Recruit Agents to Your Downline Integrity Tools for Insurance Agents The Difference Between Captive and Independent Agents Your Best AEP Yet with Ritter Insurance Marketing   References: “AMS360.” Vertafore, https://www.vertafore.com/products/agency-management-software/ams360. Accessed 31 July 2025. “Agency Management System Built for You!” Radius, https://www.radiusbob.com/. Accessed 5 Aug. 2025. “Agency Management System/CRM for Health & Life Insurance: Agencybloc.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/. Accessed 31 July 2025. “AMS vs CRM: Choosing the Right Fit for You.” AMS vs CRM: What's Right for You?, https://www.glueup.com/blog/ams-vs-crm. Accessed 31 July 2025. HawkSoft. “Privacy.” HawkSoft, https://www.hawksoft.com/privacy/. Accessed 31 July 2025. “Industry Standard CRM and Sales Tool.” MedicarePRO, https://www.medicareproapp.com/site/siteController/index. Accessed 5 Aug. 2025. HawkSoft. “Insurance Agency Management System.” HawkSoft, https://www.hawksoft.com/agency-management-system/. Accessed 31 July 2025. Katz, Alan. “Nextagency Agency Management System.” NextAgency, 2 Aug. 2025, https://nextagency.com/. “Riskmatch for Agencies & Brokers.” Vertafore, https://www.vertafore.com/products/insurance-analytics-tool/riskmatch. Accessed 31 July 2025. “Sales Enablement Tools for Health & Life Insurance Agencies.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/sales-enablement/. Accessed 5 Aug. 2025. Presson, Molly. “What Is an Agency Management System?” Home, PlanYear, Inc., 18 Apr. 2023, https://www.planyear.com/blog/what-is-an-agency-management-system.    Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

The following guest sits down with host Justin White:•   Joey Roquet – Vice President, Secure Choice LendingMake Listing Agents Look More Professional to Sellers by Doing Cross QualificationsTargeting listing agents isn't something a lot of mortgage loan originators do, but it can be a very effective long-term play for earning business. How do cross qualifications help LOs build brand capital with agents? Listen to Episode #103 of Good. Better. Broker. to hear from a broker who strengthens his relationships by providing value to referral partners without expecting anything in return.In this episode of the Good. Better. Broker. podcast, you'll learn why cross quals are a successful strategy for impressing real estate agents.In this episode, we discuss ...•   1:32 – why Joey takes a long-term approach to business•   3:33 – alternative ways of boosting reputation•   5:37 – why Joey targets listing agents•   8:56 – what a cross qual is•   10:30 – how this strategy aligns with Joey's business philosophy•   11:57 – impact of cross quals on Joey's business•   13:38 – how cross quals weed out LOs that aren't thorough enough•   15:23 – how the cross qual strategy helps with recruiting•   20:00 – why Joey doesn't use a CRMShow Contributors:Joey RoquetConnect on LinkedIn Connect on Facebook Connect on Instagram About the Host:Justin 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.

The Financial Operator Podcast: Cash In, Chaos Out | Ep. 64 | Selling Businesses With Purpose & Profit Link to video podcast episode: https://youtu.be/2_N758pI-DM  Empowering Women in M&A: Rachel Boynton's Inspiring Journey

Mike Maloney: "No Matter What the Fed Does, the Precious Metals Are Going North!" Mike Maloney thinks silver is going to triple digits, the Fed will print more, and gold will surge higher as a result. Hard assets my friends, this is the way. Mike doesn't just speak the language, he walks the talk. His 900-acre farming operation in Puerto Rico is a testament to that. https://youtu.be/sQMNpCURuTM?si=p00uXEgx_pt2GsPr Peak Financial Investing 6.33K subscribers 13,200 views Aug 5, 2025 Join the discussion at Peak Prosperity: https://peak.fan/2p8j8fn3 Contact Peak Financial Investing at https://peak.fan/ycy6dsr6 FINANCIAL DISCLAIMER. PEAK PROSPERITY, LLC, AND PEAK FINANCIAL INVESTING ARE NOT ENGAGED IN RENDERING LEGAL, TAX, OR FINANCIAL ADVICE OR SERVICES VIA THIS WEBSITE. NEITHER PEAK PROSPERITY, LLC NOR PEAK FINANCIAL INVESTING ARE  FINANCIAL PLANNERS, BROKERS, OR TAX ADVISORS. Their websites are intended only to assist you in your financial education. Your personal financial situation is unique, and any information and advice obtained through this website may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.  

This week on the Talking Headways podcast we're joined once again by Colin Parent of Circulate San Diego to discuss a new report entitled The Powerless Brokers: Why California Can't Build Transit. We talk about permitting delays and reforms, public sector capacity, and giving transit authorities more authority. +++ Get the show ad free on Patreon! Follow us on Bluesky, Threads, Instagram, YouTube, Flickr, Substack ... @theoverheadwire Follow us on Mastadon theoverheadwire@sfba.social Support the show on Patreon http://patreon.com/theoverheadwire Buy books on our Bookshop.org Affiliate site!  And get our Cars are Cholesterol shirt at Tee-Public! And everything else at http://theoverheadwire.com

What's wrong with the supervisor/trainee model?  Nothing, other than it does not work.  Outside of that small limitation, it is entirely viable.  So, really, despite the fact that model is as old as dirt, what's wrong with it?  If it does not work, why did the appraisal industry implement it in the first place?  Is it fixable?  If it is fixable, who is going to fix it? What's wrong with the residential real estate supervisor/trainee model is, in part, how it started.  Real estate appraisal has always been a cottage industry.  It was originally an offshoot of the brokerage and construction industries.  Brokers and builders were supposed to be familiar with real estate values, costs of construction, and so forth.  In 1932, when what was then known as the American Institute of Real Estate Appraisers began, almost all of its members were also brokers and builders, as well as investors.  While it had a formal Code of Ethics, as well as a formalized educational program, it had to form a plan by which to train new appraisers.  It was just accepted that the old guys would teach the new guys the practical side of real estate appraisal. But that highlighted what was wrong with the residential real estate supervisor/trainee model.  In many cases, the old guys did know there stuff but, for various reasons, were not willing and/or able to teach it to newbies.  This is basically the problem with the system now.  Lots of schools and programs "teaching" real estate appraisal, but no practical way for newbies to enter the system.  Unfortunately, this is still the case. Remember, whether you have 30-years experience, or are a newbie, you'll need proper E&O insurance, as well as an administrative law attorney if you get that letter from your state.  

 This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their announced $13 billion sale of Assured Partners to Arthur J.Gallagher, an incredible success story in the insurance brokerage space that we covered in a previous breakdown.  But, what I failed to appreciate, and you'll hear Aaron politely correct me in the episode, is that not only did GTCR own Assured through two separate periods, they actually built the business with CEO Jim Henderson from the ground up. We cover GTCR's approach to scaling businesses, the nuances of their leadership strategy, and why this space is so attractive to the PE market. Please enjoy this Breakdown on the insurance brokerage space.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ ⁠here⁠⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Welccome to Business Breakdowns (00:03:34) GTCR's Investment Strategy (00:05:31) Importance of Leadership in Investments (00:10:04) Insurance Brokerage Industry Insights (00:12:52) Changes and Trends in Insurance Brokerage (00:27:49) Role of Technology in Insurance (00:31:25) The Challenges of System Integration (00:32:52) Revenue Growth in the Insurance Industry (00:33:39) The Impact of Social Inflation (00:34:25) Emerging Risks and Cybersecurity (00:35:12) Insurance Brokers and Revenue Models (00:40:45) Financial Metrics and EBITDA Margins (00:42:58) Private Equity and Insurance Brokerage (00:45:49) The Assured Partners Story (00:54:16) Risks and Market Cycles in Insurance (00:57:35) Regulation and Industry Stability (00:58:49) Lessons From This Industry

Your sales funnel can only work if you know where your leads are coming from — and how to make the most of each source. But for many operators, coworking marketplaces, lead gen partners, and even Google Business Profiles feel like a confusing alphabet soup of options. In this episode, I break down the four core lead source categories, demystify the biggest marketplace players, and help you prioritize what's worth your time (and what isn't). We cover: The four main types of coworking lead sources: organic traffic, member referrals, brokers, and marketplaces What platforms like Deskpass, LiquidSpace, Gable, and Peerspace actually do — and who they're best for Why your Google Business Profile may be your most valuable (and underutilized) lead source The truth about Flexspace.ai, how it works, and how it's not a lead gen platform How to track your lead sources effectively and decide which platforms deserve your attention If you've ever wondered whether marketplaces are worth it or how to build a lead strategy that actually converts — this episode is your roadmap. Resources Mentioned in this Episode: Syncaroo Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

Today on the Top News in 10, we cover: A mass shooter in New York City kills five, including an NYPD officer. President Trump brokers a ceasefire between Cambodia and Thailand. The Left loses it over an American Eagle advertisement. Subscribe to The Tony Kinnett Cast: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/playlist?list=PLjMHBev3NsoV3kHckydY58R7TaYsizl45⁠⁠⁠⁠⁠⁠⁠ Don't forget our other shows: Virginia Allen's Problematic Women:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.dailysignal.com/problematic-women⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Bradley Devlin's The Signal Sitdown:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.dailysignal.com/the-signal-sitdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Follow The Daily Signal:  X:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://x.com/DailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.instagram.com/thedailysignal/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Facebook:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/TheDailySignalNews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Truth Social:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://truthsocial.com/@DailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  YouTube:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/user/DailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Rumble:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://rumble.com/c/TheDailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠    Thanks for making The Daily Signal Podcast your trusted source for the day's top news. Subscribe on your favorite podcast platform and never miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the Top News in 10, we cover: A mass shooter in New York City kills five, including an NYPD officer. President Trump brokers a ceasefire between Cambodia and Thailand. The Left loses it over an American Eagle advertisement.