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Episode 577 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl sits down with Chris Johnstone to talk about how AI is truly changing the way loan officers win more deals. You'll hear how AI can dig into your past customer database, spark conversations at scale, and even book appointments straight on your calendar without you lifting a finger. Chris also shares how real estate agents are starting to leverage AI-powered tools like open house answering services to convert more leads and bring greater value to their clients. Carl and Chris tackle the big question about where technology ends and relationships begin, showing how smart loan officers can use AI to handle the heavy lifting while still doubling down on personal connections. If you've been curious about how to actually use AI to bring in more loans and referrals without wasting time on gimmicks, this episode is packed with practical strategies you can use today. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
In this episode, Phil Brown and Lisa Hunt discuss the upcoming workshop offering, 'Navigating Challenging Dialogue,' exploring its framework, importance, and real-life applications. They delve into the reasons why people avoid difficult conversations, the steps involved in preparing for such dialogues, and the benefits of personal scenarios in workshops. The conversation emphasizes the value of communication skills in various contexts, aiming to equip listeners with tools to navigate challenging dialogues effectively. Navigating challenging dialogue is a common human experience. Many avoid difficult conversations due to fear of damaging relationships. Preparation is key to effective communication in challenging dialogues. The process involves identifying the story in your head and relevant facts. Emotions are important but should be managed during difficult conversations. Real-life scenarios enhance the learning experience in workshops. Everyone can benefit from improving their communication skills. The workshop is designed for anyone in a position to give feedback. Challenging conversations can strengthen relationships rather than harm them. Having a clear process reduces anxiety in difficult dialogues. Learn more about the workshop - https://high5adventure.org/navigating-challenging-dialogue-essentials/ Connect with Lisa - lhunt@high5adventure.org Connect with Phil; Email - podcast@high5adventure.org Instagram - @verticalplaypen Support the podcast - verticalplaypen.org Music and sound effects - epidemicsound.com
Episode NotesTaylor Austin introduces Principles with Purpose—a framework she uses to train and guide her team.Why honesty and transparency aren't just “nice-to-haves,” but essential foundations for trust.The role of remembering your personal why in navigating the challenges of healthcare and leadership.How showing authentic care impacts not only patients but also culture, reputation, and referrals.The fine line between persistence and annoyance, and how to stay on the right side of it.Why every person deserves their own story—and how to avoid cookie-cutter communication.A bold reminder: healthcare isn't a competition—it's about human lives. www.YourHealth.Org
Episode 576 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl sits down with Chris Johnstone to explore how artificial intelligence is transforming the way loan officers connect with clients and referral partners. They dive into real-world strategies for using AI-powered voice assistants that can answer calls, capture leads, and even set appointments, all while keeping compliance in check. Carl and Chris break down how this technology is already being used in open house follow-ups, turning casual conversations into pre-qualified appointments without missing a beat. You'll also hear a forward-looking discussion on how AI could soon act like a new referral partner, much like Google once did, putting loan officers ahead of the curve if they act now. If you've ever wondered whether AI could really answer your phone and drive business, this episode gives you a clear picture of what's possible today and where it's heading tomorrow. Get 5 free AI prompts to start using right away at LoanOfficerBrand.com. Schedule your one-on-one strategy call at DailySuccessPlan.com.
International Faculty member Mark Beese discusses the need for partner-level leadership development in today's volatile, uncertain, complex, and ambiguous (VUCA) environment. Mark shares his perspective on the lack of formal leadership training in law firms, the real costs of that gap for engagement and retention, and practical ways firms can build leadership capacity to meet the challenges of today.
Episode 575 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl sits down with co-host Kristin Simpson to break down the real math behind hiring a dedicated caller. They share how one simple role can put you in front of hundreds of top-producing agents every year without you having to make a single cold call yourself. You'll hear why even just one appointment a day can add up to massive closings, how to find callers in the right places without overpaying, and the exact scripts and meeting structures that convert Zoom appointments into steady referrals. If you've ever wondered whether bringing on a caller is worth the cost, this conversation shows how the numbers stack up in a way that can completely change your pipeline. Want to see how many meetings you really need each month to hit your closing goals? Grab your free custom plan at DailySuccessPlan.com.
Episode 574 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl sits down with co-host Kristin Simpson to tackle the big question on everyone's mind: “Is AI really taking over the mortgage world?” They share where the technology is making a real impact, like answering phones and setting appointments, and where it falls short, such as taking full applications or producing real loan conversations. You'll hear why AI-generated content isn't the magic bullet for closings, how to focus on the conversations that actually matter, and why your past client database is still the biggest untapped source of free business. If you've been curious about how to use AI without losing sight of what truly drives closings, this conversation will give you clarity on how to combine powerful tools with proven fundamentals. Want proven scripts and strategies to help you close more deals from the leads you already have? Grab your free strategy call at DailySuccessPlan.com.
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Episode 573 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl sits down with Kristin Simpson to tackle one of the most common and misunderstood questions in the business: “How many leads do I actually need to hit my closing goals?” They break down the exact ratios that top producers track, why simply chasing more leads isn't always the answer, and how to spot the real bottlenecks holding you back. You'll hear how to measure the four key stages of your pipeline, where most LOs lose deals, and what small process shifts can instantly boost your conversion rate. If you've been wondering how to close more loans without adding more to your lead count, this conversation gives you the clarity and math you need to make it happen. Want us to help you close more of the leads you already have? Grab your free strategy call at DailySuccessPlan.com.
Episode 572 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl dives deep into the real reasons loan officers are feeling exhausted and scattered in today's market. He breaks down the silent signs of burnout that many LOs are battling—like phone avoidance, fake work, and the feeling of being on an island. Carl shares the powerful 3-part fix that's helped thousands of loan officers bounce back: daily structure, real support, and being part of a winning community. You'll hear how small changes, like joining the Call Stars group or plugging into the Alliance, can bring back clarity, energy, and profitability. If you've been feeling stuck or off your game lately, this episode is your lifeline back to enjoying the business and making serious money again. Feeling burned out? Get your spark back at GetMoreLoans.com.
Employee engagement is not a soft skill – it's a leadership responsibility. And according to Kris Sirchio, it's one of the most underrated KPIs on every CEO's agenda. In this episode of the Team Behind the Scenes series, Stefan speaks with Kris Sirchio – cooperation partner, trainer, advisor, and friend. Kris is the former CEO of North American Breweries, now CEO of Net Positive Holdings, and a seasoned leadership partner in the LEITWOLF® network. Together, they explore what people truly need in order to stay motivated and perform sustainably – and what leaders can do to make that happen. Kris shares his perspective from over three decades of leadership in global corporations, transformation journeys, and cultural change. At the core: trust, clarity, purpose – and the triad of being valued, included, and empowered. An honest conversation about leadership that drives real impact – because it puts people first. ––– Kris LinkedIn: https://www.linkedin.com/in/krissirchio/ Do you like the LEITWOLF® Leadership podcast? Then please rate it with a star rating and review it on iTunes or/and Spotify. This will help us to further improve this LEITWOLF® podcast and make it more visible. ––– Book your access to the LEITWOLF® Academy NOW: https://stefan-homeister-leadership.com/link/leitwolf-academy-en Would you like solid tips or support on how to implement good leadership in your company? Then please get in touch with Stefan via mail: homeister@stefan-homeister-leadership.com Or arrange a free phone call here: https://stefan-homeister-leadership.com/link/calendly-en // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVE ___ LEITWOLF Podcast, Leadership, Management, Stefan Homeister, Podcast, Business Leadership, Successful Leadership, Organizational Management, Leadership Skills, Leadership Development, Team Management, Self-leadership, Leadership Coaching, Leadership Training, Career Development, Leadership Personality, Success Strategies, Organizational Culture, Motivation and Leadership, Leadership Tips, Leadership Insights, Change Management, Visionary Leadership, Leadership Interviews, Successful Managers, Entrepreneurial Tips, Leadership Best Practices, Leadership Perspectives, Business Coaching
Mitarbeiterengagement ist kein Soft Skill – sondern Führungsaufgabe. Und laut Kris Sirchio einer der meist unterschätzten KPIs auf jeder CEO-Agenda. In dieser Folge der Reihe Team Behind the Scenes spricht Stefan mit Kooperationspartner, Trainer, Berater und Freund Kris Sirchio. Kris ist ehemaliger CEO von North American Breweries, heutiger CEO von Net Positive Holdings und erfahrener Leadership-Partner im LEITWOLF® Netzwerk. Gemeinsam gehen sie der Frage nach, was Menschen wirklich brauchen, um motiviert und nachhaltig leistungsfähig zu sein – und was Führungskräfte dafür tun können. Kris teilt seine Perspektive aus drei Jahrzehnten Führung in globalen Konzernen, Transformationsprozessen und Kulturwandel. Im Zentrum: Vertrauen, Klarheit, Purpose – und der Dreiklang aus Wertschätzung, Zugehörigkeit und Ermächtigung. Ein ehrliches Gespräch über Führung, die Wirkung entfaltet – weil sie sich um Menschen kümmert. ––– Kris LinkedIn: https://www.linkedin.com/in/krissirchio/ Nimm gerne an dieser anonymen Umfrage teil, damit wir diesen Podcast für Dich optimieren können: https://forms.gle/WTqCeutVXV2PsjBH9 Gefällt Dir dieser LEITWOLF® Leadership Podcast? Dann abonniere den Podcast und beurteile ihn bitte mit einer Sternebewertung und Rezension bei iTunes und/oder Spotify. Das hilft uns, diesen LEITWOLF® Podcast weiter zu verbessern und sichtbarer zu machen. ––– Buche Dir JETZT Deinen Zugang zur LEITWOLF® Academy: https://stefan-homeister-leadership.com/link/leitwolf-academy Möchtest Du konkrete Tipps oder Unterstützung, wie gutes Führen in Deinem Unternehmen definiert und umgesetzt werden kann, dann schreibe Stefan eine Mail an: homeister@stefan-homeister-leadership.com ODER Vereinbare hier direkt ein kostenloses Beratungsgespräch mit Stefan: https://stefan-homeister-leadership.com/link/calendly // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVED ____ LEITWOLF Podcast, Leadership, Führung, Management, Stefan Homeister, Podcast, Business Leadership, Erfolgreich führen, Unternehmensführung, Führungskompetenz, Leadership Development, Teammanagement, Leadership Skills, Selbstführung, Leadership Coaching, Leadership Training, Karriereentwicklung, Führungspersönlichkeit, Erfolgsstrategien, Unternehmenskultur, Motivation und Leadership, Leadership-Tipps, Leadership Insights, Change Management, Visionäre Führung, Leadership Interviews, Erfolgreiche Manager, Unternehmer-Tipps, Leadership-Best Practices, Leadership-Perspektiven, Business-Coaching
Episode 571 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl tackles the hot topic on every LO's mind: is AI just another shiny object, or is it actually driving more deals? You'll hear how top-producing loan officers are really using AI to boost speed to lead, nail consistent follow-up, and fill their calendar while they sleep. Carl also reveals where AI falls flat (hint: it can't replace you) and why connection still beats automation every time. You'll walk away knowing which tools are worth your time, which ones to skip, and how to use AI the right way to create more conversations and more closings. If you've been wondering how AI fits into your business without losing the personal touch, this is the episode for you. Want to see what a top LO's day actually looks like? Grab Carl's “Perfect Day” cheat sheet at GetMoreLoans.com.
Episode 570 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl breaks down what's really working in mortgage marketing today—and what's just a big ol' distraction. He shares five simple activities that continue to bring in real deals, including warm referrals, status update calls, daily prospecting, authentic personal branding, and smart follow-up automation. Carl also calls out the things that aren't moving the needle—like cold leads without a follow-up plan, overly self-centered social media posts, and unfinished funnel fantasies. You'll hear why conversations—not tech stacks—are the real key to closing more loans and why structure and consistency always beat out chasing shiny objects. If you're looking to simplify your strategy and get back to what actually grows your business, this episode is your roadmap. Stick around to hear Carl's personal invitation to a small-group mastermind where you'll leave with a plan to double (or even triple) your closings. Ready to double or even triple your closings—without the chaos? Join Carl at the next small-group workshop in Clearwater Beach: MastermindRetreats.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Fran Benjamin has guided people and organizations through strategic transformations for the past twenty years as Head of People for GRAIL Inc. and leading Diversity Strategy at AirBNB. She one of the founding partners at Good Works Consulting where she helps make organizations work. For good. For all. With the way DEI discussed in our current political climate, Fran is providing strategies to her clients that are more relevant than ever. With her HR and organizational transformation backgrounds, she defends humanity in the workplace and balance effective messaging in potentially difficult company cultures. For more information, visit goodworks.consulting.
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Ready for some self reflection? Here's episode 60 of Leadership Kung Fu! Sandi and Jen are asking us to take some time and join them a moment as they chat about the importance of a mid-year check in, not just with our teams, but with ourselves too! Listen along as they highlight: The importance of sense-making Measuring your efficacy, not your results How often are you getting feedback? Your leadership "brand" Behavior that reflects value Reactiveness and the signs of burnout, physical and non Intentional resets A.I. in leadership styles and the most popular uses as of recording Goals and the metrics of goals Are your metrics just a sign of activity? Driving focus The weights of risk and opportunity and much more! Thank you so much for listening! If you like what you hear, leave us a review on your favorite podcast platform, and make sure to check out the video cast under the "Videos" tab! Connect with Jen on LinkedIn and visit her website Own Up!® Connect with Sandi on LinkedIn and visit her website Satori Consulting, Inc! Have a comment, question, or topic for Sandi and Jen? Email us at podcast@own-up.com or leave us a comment on LinkedIn! If you like what you hear, leave us a review on your favorite listening platform!
Perfect decisions? Almost never. Good decisions? They take courage – and clarity in the face of uncertainty. In this episode of the LEITWOLF® Podcast, Stefan explores how to lead decisively even when you don't have all the answers. Because waiting too long can cost you time, trust, and impact. You'll learn why, in 99.5% of leadership situations, fast is better than perfect – and how to put that into practice. Stefan shares personal experiences, introduces the concept of a “decision window,” and shows how clear communication and collective input can sharpen your thinking and lead to better outcomes. Leadership means deciding – not waiting. And sometimes, the smartest decision is the one you make with confidence despite the gap. ––– Do you like the LEITWOLF® Leadership podcast? Then please rate it with a star rating and review it on iTunes or/and Spotify. This will help us to further improve this LEITWOLF® podcast and make it more visible. ––– Book your access to the LEITWOLF® Academy NOW: https://stefan-homeister-leadership.com/link/leitwolf-academy-en Would you like solid tips or support on how to implement good leadership in your company? Then please get in touch with Stefan via mail: homeister@stefan-homeister-leadership.com Or arrange a free phone call here: https://stefan-homeister-leadership.com/link/calendly-en // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVE ___ LEITWOLF Podcast, Leadership, Management, Stefan Homeister, Podcast, Business Leadership, Successful Leadership, Organizational Management, Leadership Skills, Leadership Development, Team Management, Self-leadership, Leadership Coaching, Leadership Training, Career Development, Leadership Personality, Success Strategies, Organizational Culture, Motivation and Leadership, Leadership Tips, Leadership Insights, Change Management, Visionary Leadership, Leadership Interviews, Successful Managers, Entrepreneurial Tips, Leadership Best Practices, Leadership Perspectives, Business Coaching
Episode 569 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White breaks down the three groups dominating the current “Loan Officer Economy”—the movers, the hopeful but inconsistent, and the stuck—and what sets each apart. You'll hear the latest field-level trends from thousands of conversations with LOs, not just theory or social media fluff. Carl shares the 3 habits the top performers have in common—and why success isn't about knowledge, it's about execution. If you want to go from stuck to consistent closings, this episode may be the mindset shift and action plan you've been waiting for. Join us at MasterMindRetreats.com to scale your mortgage business with a proven plan. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, is joined by industry leader Owen Lee to unravel the mystery behind the Federal Reserve, interest rate changes, and how those decisions are really made. You'll learn what the Fed's dual mandate means (hint: it's more than just “raise or lower rates”) and why no single person—including the Fed Chair—holds the power most people think they do. Owen breaks down the Fed's voting process, how the mechanics of interest rates work like fuel in the economic engine, and why inflation targets aren't as simple as they sound. You'll also hear Carl's take on why top producers don't base their business success on what the Fed does—and how smart marketing trumps rate watching. If you've ever been confused about the connection between Fed meetings and mortgage rates, this is the clarity-packed episode you've been waiting for. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Send us a textIn this episode of "Business Growth Talks," host Mark Hayward delves into the transformative role of AI, specifically ChatGPT, in scaling and managing a business. Mark kicks off by highlighting the immense potential of AI as a dependable business partner that can work tirelessly to streamline processes and boost productivity. As he shares his personal experiences, Mark emphasizes how he leverages ChatGPT to enhance various aspects of his workflow, from podcast research to strategic planning.Throughout the episode, Mark explores six innovative ways he incorporates ChatGPT into his business operations. These include using AI for interview prep, strategic planning, leadership training offers, content creation, crafting personalized communication, and refining sales pitches. By stressing the importance of personalization and iteration, Mark illustrates how AI, when used effectively, can become an indispensable tool for business growth. Listeners will gain valuable insights into maximizing AI in their enterprises, making this episode a must-listen for forward-thinking business owners.Key Takeaways:Discover how ChatGPT acts as a 24/7 business partner to streamline and accelerate business processes.Learn how to enhance podcast preparations with AI-driven research for unique and engaging interviews.Explore the use of AI in strategic planning to brainstorm ideas and simulate potential objections and viewpoints.Understand the power of AI for content creation, utilizing it to repurpose and expand content efficiently.Dive into refining communication strategies and crafting persuasive messages with the aid of ChatGPT.Resources:Mark Hayward: Connect with Mark on LinkedIn for more insights into business growth strategies.ChatGPT: Explore how this AI tool can elevate your business processes by visiting OpenAI's website.Podcast Introduction: Visit their official website to learn how AI tools can optimize your podcast guesting and lead generation efforts.Embark on this insightful journey with Mark Hayward to discover how AI can revolutionize your business practices. Tune in to this enlightening episode and stay connected for more invSupport the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts
Our guest on this week's episode is Manish Kapoor, founder and CEO of Growth Catalyst Group. Since we have passed the mid-summer mark of 2025, retailers are now focused on the next dates on the retail calendar – and that's back to school season. This is traditionally the second busiest season of the retail year. But like everything in supply chains in 2025, this year has not been normal. Our guest helps us find out how retail supply chains are coping and what we can expect over the coming weeks.A new industry-sponsored program is designed to inspire next generation of supply chain leaders. Girl Scouts of the USA and contract logistics provider DHL Supply Chain have launched the "Solutions Superstar" program to advance critical thinking and problem-solving skills for K-12 girls and to introduce them to supply chain careers. A modern distribution center or fulfillment center is often full of automation at many different levels. It might have robots like AMRs and AGVs, dense storage like an AS/RS, and software platforms like an ERP or WMS system. But often, each of those units operates by itself, or it takes orders from just one source, like the WMS software. And that can make it hard for them all to work together as a team. But lately, we've been seeing progress in the industry toward fixing that situation. Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. A new series has just started on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Growth Catalyst GroupIndustry sponsored program inspires the next generation of supply chain leadersSeegrid AMRs to meet interoperability standard by 2026Visit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Zebra Robotics AutomationOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY
Perfekte Entscheidungen? Gibt es selten. Gute Entscheidungen? Die brauchen Mut – und Klarheit trotz Lücken. In dieser Folge des LEITWOLF® Podcasts spricht Stefan über die Kunst, auch dann souverän zu führen, wenn nicht alle Informationen vorliegen. Denn wer zu lange zögert, verliert Zeit, Vertrauen und Wirkung. Du erfährst, warum es in 99,5 % aller Führungssituationen besser ist, schnell statt perfekt zu entscheiden – und wie Du das klug umsetzt. Stefan teilt persönliche Einblicke, praktische Tools wie das Entscheidungsfenster, und zeigt Dir, wie Du durch sinnvolle Kommunikation und kluge Rückkopplung bessere Entscheidungen triffst – selbst unter Unsicherheit. Führung heißt: entscheiden – nicht warten. Mut zur Lücke kann genau der Schritt sein, der Dich und Dein Team wirklich voranbringt. ––– Nimm gerne an dieser anonymen Umfrage teil, damit wir diesen Podcast für Dich optimieren können: https://forms.gle/WTqCeutVXV2PsjBH9 Gefällt Dir dieser LEITWOLF® Leadership Podcast? Dann abonniere den Podcast und beurteile ihn bitte mit einer Sternebewertung und Rezension bei iTunes und/oder Spotify. Das hilft uns, diesen LEITWOLF® Podcast weiter zu verbessern und sichtbarer zu machen. ––– Buche Dir JETZT Deinen Zugang zur LEITWOLF® Academy: https://stefan-homeister-leadership.com/link/leitwolf-academy Möchtest Du konkrete Tipps oder Unterstützung, wie gutes Führen in Deinem Unternehmen definiert und umgesetzt werden kann, dann schreibe Stefan eine Mail an: homeister@stefan-homeister-leadership.com ODER Vereinbare hier direkt ein kostenloses Beratungsgespräch mit Stefan: https://stefan-homeister-leadership.com/link/calendly // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVED ____ LEITWOLF Podcast, Leadership, Führung, Management, Stefan Homeister, Podcast, Business Leadership, Erfolgreich führen, Unternehmensführung, Führungskompetenz, Leadership Development, Teammanagement, Leadership Skills, Selbstführung, Leadership Coaching, Leadership Training, Karriereentwicklung, Führungspersönlichkeit, Erfolgsstrategien, Unternehmenskultur, Motivation und Leadership, Leadership-Tipps, Leadership Insights, Change Management, Visionäre Führung, Leadership Interviews, Erfolgreiche Manager, Unternehmer-Tipps, Leadership-Best Practices, Leadership-Perspektiven, Business-Coaching
Episode 567 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, sits down with Jerry Byers to uncover a golden opportunity that's catching many LOs by surprise — homeowners whose HELOCs are now resetting. These borrowers are about to experience a major payment shock, and most don't even realize it's coming. Carl and Jerry break down how you can identify these homeowners (even if you didn't do the original loan), what to say when you reach out, and how to offer solutions that truly help — while also adding to your monthly volume. If you're looking for a timely, targeted way to generate refinance business in today's market, this episode maps out the exact strategy that top producers are already using. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Are You Standing on Your Leadership Head? Picture this: You're wondering why your leadership feels like swimming upstream while wearing concrete boots. The answer might be simpler (and more embarrassing) than you think. You've taken three of the most powerful leadership principles and turned them completely backwards. The Leadership Reality Check Drawing from Stephen Covey's timeless Seven Habits of Highly Effective People, this episode exposes how emerging leaders – especially those caught in middle management limbo – are unknowingly sabotaging their own success. We're talking about smart, capable people who are doing everything "right" but getting everything wrong. The Three Habits That Make or Break Leaders 1. Be Proactive (Not Predictive) Stop trying to guess what your boss wants and start owning your responses Self-awareness beats people-pleasing every single time The game-changing difference between responding and reacting 2. Begin with the End in Mind (Not Written in Stone) Your vision is a compass, not commandments carved in granite Why followers need to see your destination, not just your daily detours The trust-killing mistake leaders make when changing course 3. Seek First to Understand, Then to Be Understood (Not to Be Right) The family dinner table debate trap that destroys workplace relationships Why "tell me more" are the three most powerful words in leadership How buying permission to be heard transforms adversaries into collaborators The Bottom Line Leadership isn't about having all the answers – it's about asking better questions, owning your choices, and creating space for others to contribute their genius. When you flip these three habits right-side up, you stop swimming upstream and start riding the current toward leadership success. Tune In For: The "compass not commandments" approach to vision setting A simple phrase that opens communication floodgates Why self-awareness is the ultimate leadership superpower Real talk about middle management frustrations (looking at you, retail warriors) The trust equation that determines whether followers stick or split Ready to stop doing leadership upside down? Your team (and your sanity) will thank you.
Episode 566 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, is joined by Owen Lee to break down the FHFA's recent announcement that lenders can now use the VantageScore 4.0 with Fannie and Freddie—no new infrastructure required. Owen, who serves as Vice Chair of the MBA, unpacks what this change really means for loan officers and whether it's a genuine effort to lower credit report costs or just a flashy move from the same credit bureaus that already control the game. They dive into the skyrocketing cost of credit pulls, the oligarchy of the credit scoring world, and the practical challenges this update presents for pricing, mortgage insurance, and secondary market execution. You'll hear how VantageScore aims to help underserved borrowers—but also why it may not be the silver bullet it seems at first glance. This episode is packed with insight, industry advocacy, and some straight talk about where credit reporting is headed and how it could impact your daily business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Great leadership isn't always comfortable – sometimes, it hurts. Not physically, but emotionally. In this episode of the LEITWOLF® Podcast, Stefan speaks about a side of leadership that is rarely talked about – yet many leaders know it well: making decisions that disappoint, speaking truths others avoid, and standing firm when it's unpopular. You'll learn why uncomfortable decisions are often a sign of strong leadership, how to give difficult feedback in a way that truly helps, and why it's essential to talk about these moments with other leaders. Leadership can hurt – especially when it drives real change. But that's often exactly when the most important things happen: growth, clarity, and trust. ––– Do you like the LEITWOLF® Leadership podcast? Then please rate it with a star rating and review it on iTunes or/and Spotify. This will help us to further improve this LEITWOLF® podcast and make it more visible. ––– Book your access to the LEITWOLF® Academy NOW: https://stefan-homeister-leadership.com/link/leitwolf-academy-en Would you like solid tips or support on how to implement good leadership in your company? Then please get in touch with Stefan via mail: homeister@stefan-homeister-leadership.com Or arrange a free phone call here: https://stefan-homeister-leadership.com/link/calendly-en // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVE ___ LEITWOLF Podcast, Leadership, Management, Stefan Homeister, Podcast, Business Leadership, Successful Leadership, Organizational Management, Leadership Skills, Leadership Development, Team Management, Self-leadership, Leadership Coaching, Leadership Training, Career Development, Leadership Personality, Success Strategies, Organizational Culture, Motivation and Leadership, Leadership Tips, Leadership Insights, Change Management, Visionary Leadership, Leadership Interviews, Successful Managers, Entrepreneurial Tips, Leadership Best Practices, Leadership Perspectives, Business Coaching
Episode 565 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, is joined by special guest Kristin from The Marketing Animals team for a deep dive into a follow-up schedule that actually converts. Carl takes the lead in laying out a clear, week-by-week system for following up with referred leads—sharing the exact timing, messaging, and mindset that leads to more closings and fewer missed opportunities. Kristin brings valuable insights and perspective from the field as they unpack the difference between high-converting relationship leads and low-return online leads—and why you should never treat them the same. You'll learn how to stay present (not pushy), avoid the emotional toll of being ghosted, and keep your referral partners in the loop so the leads keep flowing. This is a must-listen for anyone who wants to sharpen their follow-up game and stop letting hot leads fall through the cracks. Want the cheat sheet Carl and Kristin talk through? Just email Kristin at kristin@themarketinganimals.com and she'll send it your way. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Episode 564 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, chats with Thomas Seelbinder from Model Match to reveal a powerful new tool that gives LOs deep access to borrower, agent, and LO data. You'll hear how this kind of insight helps you avoid wasting time on non-producing agents and target the referral partners that actually move the needle. Thomas also unveils “Borrower Insights,” a new feature that lets you recover lost databases, reconnect with past clients, and tap into orphan loans—right down to their equity, interest rates, and contact info. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Teaaching on the meaning of ministry/pulpit etiquette as it impacts ministry leaders and servants in the body of Christ. Supporting scriptures: 1Cor 14:40
Get more leadership insights and behind-the-scenes tips: Follow Business Tips for Gym Owners by Clicking HereAttend the event virtually or in person and keep leveling up your leadership game: Reserve your spot here or email tom@vincegabriele.com if you have questions. Ever wonder how the most effective leaders get their teams to produce results without leaving a trail of resentment behind? In this episode, we unpack the real-world strategies behind leading with clarity, building trust, and creating accountability—without becoming the boss everyone avoids in the break room. If you want a team that delivers and respects you, this conversation is your cheat code. 5 Key Points from the CallClear Expectations Are Everything: Fuzzy goals create confusion. Great leaders communicate exactly what success looks like and check for understanding—no assumptions allowed.Accountability Without Micromanaging: You don't have to babysit adults. Learn how to install accountability systems that free you from chasing people down while keeping standards sky-high.Leading with Empathy (Not Weakness): Empathy doesn't mean letting standards slide. It means you understand your team's perspective—and still hold them to what matters.Why “Nice” Isn't the Same as “Respected”: If you're always trying to be liked, you'll end up resented. This episode breaks down how to earn respect by making the hard calls with integrity.The Secret to Sustainable Motivation: Hype fades. Purpose lasts. Discover how to connect daily tasks to the bigger mission so your team stays driven even when things get hard. Get more leadership insights and behind-the-scenes tips: Follow Business Tips for Gym Owners by Clicking HereAttend the event virtually or in person and keep leveling up your leadership game: Reserve your spot here or email tom@vincegabriele.com if you have questions. If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!
Gute Führung ist nicht immer angenehm – manchmal tut sie sogar weh. Nicht körperlich, aber emotional. In dieser Folge des LEITWOLF® Podcasts spricht Stefan über eine Seite von Leadership, über die selten gesprochen wird – obwohl viele Führungskräfte sie kennen: Entscheidungen treffen, die wehtun. Klarheit zeigen, wenn andere lieber ausweichen. Stand halten, wenn es unpopulär wird. Du erfährst, warum unangenehme Entscheidungen oft ein Zeichen guter Führung sind, wie Du schwieriges Feedback so gibst, dass es wirklich hilft – und warum es wichtig ist, Dich mit anderen Führungskräften darüber auszutauschen. Führung darf schmerzen – besonders dann, wenn sie Veränderung bedeutet. Doch gerade dann entsteht oft das, was wirklich zählt: Entwicklung, Klarheit und Vertrauen. ––– Nimm gerne an dieser anonymen Umfrage teil, damit wir diesen Podcast für Dich optimieren können: https://forms.gle/WTqCeutVXV2PsjBH9 Gefällt Dir dieser LEITWOLF® Leadership Podcast? Dann abonniere den Podcast und beurteile ihn bitte mit einer Sternebewertung und Rezension bei iTunes und/oder Spotify. Das hilft uns, diesen LEITWOLF® Podcast weiter zu verbessern und sichtbarer zu machen. ––– Buche Dir JETZT Deinen Zugang zur LEITWOLF® Academy: https://stefan-homeister-leadership.com/link/leitwolf-academy Möchtest Du konkrete Tipps oder Unterstützung, wie gutes Führen in Deinem Unternehmen definiert und umgesetzt werden kann, dann schreibe Stefan eine Mail an: homeister@stefan-homeister-leadership.com ODER Vereinbare hier direkt ein kostenloses Beratungsgespräch mit Stefan: https://stefan-homeister-leadership.com/link/calendly // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVED ____ LEITWOLF Podcast, Leadership, Führung, Management, Stefan Homeister, Podcast, Business Leadership, Erfolgreich führen, Unternehmensführung, Führungskompetenz, Leadership Development, Teammanagement, Leadership Skills, Selbstführung, Leadership Coaching, Leadership Training, Karriereentwicklung, Führungspersönlichkeit, Erfolgsstrategien, Unternehmenskultur, Motivation und Leadership, Leadership-Tipps, Leadership Insights, Change Management, Visionäre Führung, Leadership Interviews, Erfolgreiche Manager, Unternehmer-Tipps, Leadership-Best Practices, Leadership-Perspektiven, Business-Coaching
In this episode, Mike sits down with Rouzer Group Account Manager Kevin Westbrock to talk about the biggest challenges facing businesses today, how companies are preparing for future global disruptions, what sets their trusted training programs apart, and where the wholesale industry is headed. After listening to the episode you can visit their website to see how the Rouzer Group can help your business: https://www.rouzer.com/
Episode 563 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, opens up about a game-changing habit that's helped him quiet the late-night mind chatter and show up more focused and refreshed each day. He walks through the exact 3-step end-of-day routine he uses to shut down his workday, sleep better, and hit the ground running the next morning. From writing down tomorrow's top priorities to sending one meaningful thank-you message, Carl shares simple yet powerful ways to clear mental clutter. Tune in to hear how this quick ritual can help you lead better, think clearer, and feel more in control—even on your busiest days. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Nada Lena is the founder and CEO of Rise Up For You, #1 Best Selling Author, Leadership and Career Confidence Coach, and 2x TEDx Motivational Speaker. With over 10 years of experience as a college professor and former top executive for an education corporation, Nada understands the importance of fusing education, empowerment, and leadership together as she works with her clients and speaks to audiences worldwide. She has toured the world as a singer, has a Master's degree in Executive Leadership, and has coached and mentored close to 100,000 individuals around the world on self-empowerment, career strategy, and soft skills. Nada has been featured on hundreds of podcasts and radio shows as well as a featured motivational and educational speaker on platforms such as TEDx Talks, The Female Quotient, The California Human Resources Conference, The World In Leadership Diversity Conference, Women of Influence, The Virtual Coach Expo, The Wonder Women Tech, and more. She's spoken on platforms alongside the greats such as Tony Robbins, Les Brown, Marie Forleo, David Meltzer, and more! Here are some of the things we talked about in today's show: • Confidence is the number one skill needed for success. • Macro confidence is essential for taking action. • Perfectionism can hinder potential and progress. • Procrastination often stems from limiting beliefs. • Emotional intelligence is crucial for career advancement. • Building relationships is key to business success. • Influential communication can drive client engagement. • Gathering testimonials enhances credibility as a speaker. • Consistency in showing up builds thought leadership. You can achieve success even with limited resources. Today's podcast is sponsored by my 6 months business mentorship. [%22]https://briankeanefitness.com/mentorship-and-business-coaching (Website) Enhance Your Professional Development with Business Coaching, Leadership Training, Public Speaking Training, Emotional Intelligence, Confidence Coaching, and Soft Skills Training | Rise Up For You (Facebook) www.facebook.com/RiseUpForYou/ (Youtube) Rise Up For You - YouTube (LinkedIn) Rise Up For You, SHRM-CP, SHRM-SCP | LinkedIn (Instagram) www.instagram.com/nadalenanasserdeen/ www.instagram.com/riseupforyou
Episode 562 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, dives deep into one of the most powerful (and often overlooked) tools top producers use to stand out—storytelling. Carl shares the exact 5-step formula he's used for over 20 years to turn ordinary client moments into unforgettable, trust-building stories that attract more business. You'll discover why stories stick while stats slide off, and how you can use this simple structure in your consults, videos, agent meetings, and follow-ups to gain more referrals. If you've ever thought “I'm not a great storyteller,” Carl proves it's not about talent—it's about having a repeatable formula that works like magic. Schedule a one-on-one free coaching call, click here or visit GetMoreLoans.com.
Dave Asprey is controversial figure who says semen retention helped him make hundreds of millions of dollars... and I'm inclined to believe him. It's not a black and white situation though, and I'd like to explore that with you today...
Men's Leadership Training
Team Behind the Scenes is the series within the LEITWOLF® Podcast where Stefan speaks once a month with a member of his team about real leadership experiences, personal mindset, and shared projects. In this episode, his guest is Andrea Berroth – HR expert, long-time collaborator and trusted companion. Together, they talk about leadership that doesn't empower but unsettles. About psychological safety, which is far more than a buzzword. And about the responsibility leaders carry to become aware of their impact – and to change it. An honest conversation about courage, leadership mindset, and the art of replacing fear with trust. ––– // LINKEDIN Andrea: https://www.linkedin.com/in/andreaberroth/ Do you like the LEITWOLF® Leadership podcast? Then please rate it with a star rating and review it on iTunes or/and Spotify. This will help us to further improve this LEITWOLF® podcast and make it more visible. ––– Book your access to the LEITWOLF® Academy NOW: https://stefan-homeister-leadership.com/link/leitwolf-academy-en Would you like solid tips or support on how to implement good leadership in your company? Then please get in touch with Stefan via mail: homeister@stefan-homeister-leadership.com Or arrange a free phone call here: https://stefan-homeister-leadership.com/link/calendly-en // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVE ___ LEITWOLF Podcast, Leadership, Management, Stefan Homeister, Podcast, Business Leadership, Successful Leadership, Organizational Management, Leadership Skills, Leadership Development, Team Management, Self-leadership, Leadership Coaching, Leadership Training, Career Development, Leadership Personality, Success Strategies, Organizational Culture, Motivation and Leadership, Leadership Tips, Leadership Insights, Change Management, Visionary Leadership, Leadership Interviews, Successful Managers, Entrepreneurial Tips, Leadership Best Practices, Leadership Perspectives, Business Coaching
Führung entscheidet über den Erfolg – oder das Scheitern – jeder agilen Transformation. Punkt.In dieser Folge spreche ich mit Dr. Thomas Karl, Stefan Kahl und Stephan Lang über das heißeste Thema im agilen Business: Leadership in Zeiten des Wandels.
Was passiert, wenn Führung aus Unsicherheit entsteht – und Angst zur Steuerung von Menschen genutzt wird? Team Behind the Scenes ist die Reihe im LEITWOLF® Podcast, in der Stefan einmal im Monat mit einem Mitglied seines Teams über echte Führungserfahrungen, persönliche Haltung und gemeinsame Projekte spricht. In dieser Folge ist Andrea Berroth zu Gast – HR-Expertin, langjährige Kooperationspartnerin und Wegbegleiterin. Gemeinsam sprechen sie über Führung, die nicht stärkt, sondern verunsichert. Über psychologische Sicherheit, die weit mehr ist als ein Buzzword. Und über die Verantwortung, sich als Führungskraft der eigenen Wirkung bewusst zu werden – und sie zu verändern. Ein ehrliches Gespräch über Mut, Haltung und die Kunst, Angst durch Vertrauen zu ersetzen. ––– // LINKEDIN Andrea: https://www.linkedin.com/in/andreaberroth/ Nimm gerne an dieser anonymen Umfrage teil, damit wir diesen Podcast für Dich optimieren können: https://forms.gle/WTqCeutVXV2PsjBH9 Gefällt Dir dieser LEITWOLF® Leadership Podcast? Dann abonniere den Podcast und beurteile ihn bitte mit einer Sternebewertung und Rezension bei iTunes und/oder Spotify. Das hilft uns, diesen LEITWOLF® Podcast weiter zu verbessern und sichtbarer zu machen. ––– Buche Dir JETZT Deinen Zugang zur LEITWOLF® Academy: https://stefan-homeister-leadership.com/link/leitwolf-academy Möchtest Du konkrete Tipps oder Unterstützung, wie gutes Führen in Deinem Unternehmen definiert und umgesetzt werden kann, dann schreibe Stefan eine Mail an: homeister@stefan-homeister-leadership.com ODER Vereinbare hier direkt ein kostenloses Beratungsgespräch mit Stefan: https://stefan-homeister-leadership.com/link/calendly // LINKEDIN: https://stefan-homeister-leadership.com/link/linkedin // WEBSITE: https://stefan-homeister-leadership.com ® 2017 STEFAN HOMEISTER LEITWOLF® ALL RIGHTS RESERVED ____ LEITWOLF Podcast, Leadership, Führung, Management, Stefan Homeister, Podcast, Business Leadership, Erfolgreich führen, Unternehmensführung, Führungskompetenz, Leadership Development, Teammanagement, Leadership Skills, Selbstführung, Leadership Coaching, Leadership Training, Karriereentwicklung, Führungspersönlichkeit, Erfolgsstrategien, Unternehmenskultur, Motivation und Leadership, Leadership-Tipps, Leadership Insights, Change Management, Visionäre Führung, Leadership Interviews, Erfolgreiche Manager, Unternehmer-Tipps, Leadership-Best Practices, Leadership-Perspektiven, Business-Coaching
Episode 561 Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl chats with Frank Garay about the growing world of fix and flip loans and how originators can tap into this niche without getting overwhelmed. Frank breaks down exactly how these loans work, who they're for, and how loan officers can partner with his company, Lulu Capital, to fund deals they'd usually turn away. They also dive into qualifying questions, borrower structures, how originators get paid, and why saying “yes” to a flip deal might just keep your referral partner from wandering. If you've ever turned down an investor lead because you didn't know where to start, this episode is your shortcut to adding a powerful income stream without reinventing your business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Elevate your organization with powerful leadership training and development discussed by Damon Lembi, CEO of Learn It, on the Expert Insight Interview podcast. Learn how to maximize training ROI, implement modern skill stacking techniques, and reinforce new behaviors for real-world application. This episode provides essential guidance on cultivating curiosity, coaching as a core competency, and creating a purpose-driven learning environment. Gain expert tips to attract and retain top talent by investing in your people.
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White, breaks down the one conversation skill that can instantly boost your referrals—your elevator pitch. He shares a simple, proven 3-part formula that helps you introduce yourself with clarity, confidence, and impact—whether you're at a mixer, on a Zoom, or standing on the sidelines at a soccer game. Carl explains why most loan officers miss the mark in their first 15 seconds—and how to turn those forgettable intros into door-opening moments. You'll hear real-world examples you can swipe, plus tips on tailoring your pitch for social media, referral partners, and borrower convos alike. If you've ever stumbled when someone asked, “So, what do you do?”—this episode will fix that for good. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Why are so many men feeling lost when it comes to sex & dating? From porn, performance pressure, social isolation, fear of rejection, lack of good role models, a hyper-sexualized society and the lingering impacts of MeToo - modern men are facing a perfect storm of challenges that are very difficult to navigate - and are rarely talked about...
What if the sexual polarity practices meant to ignite your sex life are actually killing your connection? In today's episode we explore the shadow side of polarity work - and how you can move beyond it to build incredible charge in your relationship.
Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Josh Parnell of Limitless Leadership. Josh explores the challenges of leadership in the automotive industry, emphasizing the importance of connection and trust-building within teams. The discussion dives into effective onboarding, consistent coaching, and why prioritizing leadership development is essential for sustained business growth.00:00 Father-Son Love and Acceptance08:12 Consolidating Cosmetics Ventures14:03 Pioneering Black Woman in Men's Grooming18:45 High-Quality Personal Care Products23:25 Expert Insights on Corporate Culture28:48 "Effective Communication and One-on-Ones"34:33 Embracing Self-Doubt and Awareness40:01 Reassuring Client After Bad Experience44:43 Mastery Through Focused Practice49:40 "Prioritizing Vacation Time"58:55 Passion Fuels Diagnostic Mastery01:00:12 Over-Invested Technician Dilemma01:09:19 Strategizing Scenarios for Clarity01:12:11 Muscle Supplements: Dosage and Effects01:15:26 Podcast Musings: Seeking Direction
This week on The Audit Podcast, we're continuing our Retired CAE Summer Series with Dale Jeanes, former General Auditor (CAE) at Truist, where he spent an impressive 34 years. Dale now leads Jeanes Professional Development, where he coaches internal audit, risk management, and finance professionals. In this episode, Dale joins the show to reflect on his career and his current work as a coach. He shares practical advice for professionals in the field, how to maintain integrity as auditors, and his take on what people often misunderstand about being a CAE. We also explore a fun thought experiment: If Dale wrote a book about his career, what would the first and last chapters be about? This series is all about gaining insights from those who have stepped back from the profession—and seeing things with a little more clarity. Be sure to connect with Dale on LinkedIn. Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:47 – Using ChatGPT for Idea Development 8:23 – Dale's Most Coachable Moment 12:40 – Techniques to Elicit Eeflection 17:37 – Dale's Politics Lesson for Auditors 21:24 – CAE as Chief Audit Innovation Officer 29:26 – Building Leadership from the Start 31:27 – Thoughts on Leadership Training 35:02 – Maintaining Integrity as an Auditor 36:36 – Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.
In episode 462, Dr. Matthew Reyes takes over as host to explore the University of Oklahoma's specialized MBA program tailored for construction professionals. Dr. Reyes and guest Bradley Hartmann discuss the origins of the program, challenges faced, and curriculum designed to build stronger leaders in the construction industry. Reyes and Hartmann delve into the importance of leadership training, communication skills, and decision-making tools like the 'inversion booklet' and 'Better Decisions App'. The episode emphasizes the need for practical, experience-based learning and the potential for continuous improvement in leadership abilities. 02:22 Curriculum Development and Industry Needs 04:21 Bradley's Involvement and Course Design 07:40 Leadership Training and Mental Models 13:11 Case Studies and Student Engagement 16:03 Leadership Definitions and Overcoming Imposter Syndrome 20:46 Tools for Leadership Development 28:38 Decision-Making and Predictive Tools 33:01 Behavioral Economics and Leadership 35:42 Conclusion and Future Iterations This episode is brought to you by The Simple Sales Pipeline® —the most efficient way to organize and value any construction sales rep's roster of customers and prospects in under 30 minutes once every 30 days. *** If you enjoyed this podcast, please leave a review on Apple Podcasts. Your feedback will help us on our mission to bring the construction community closer together. If you have suggestions for improvements, topics you'd like the show to explore, or have recommendations for future guests, do not hesitate to contact us directly at info@bradleyhartmannandco.com.