Episodes
161
May 9, 2023
Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc
This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host JP Hussey sits down with Justin Rocheleau, Broker Owner of JR Mortgage Group Inc, to discuss how teaming up with financial planners can take your business to the next level. Justin has found great success in marketing to financial planners as referral sources for his business. As we all know, financial planners are in it for the long haul when it comes to serving their clients, and being able to present the best ...
160
May 2, 2023
Episode 160: Letting Things Grow By Letting Them Go: How to Foster Your Mortgage Business’ Skills, Staff, and Client Base w/ Elyin Perez, Broker Owner of ACE Lending Group
This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host Marc Summers is joined by the Broker Owner of ACE Lending Group, Elyin Perez. Elyin hasn’t been in the wholesale channel long, but ever since going broker and joining the wholesale channel, Elyin and ACE Lending Group have made a substantial impact. Elyin is now a tenacious, driven, and prominent leader in the wholesale community. He leads by example, and has an adventurous willingness to continually try new or d...
159
April 25, 2023
Episode 159: The Buck Stops with the Broker: Project Management for Mortgages w/ Allison Thenhaus, Mortgage Advisor/Broker at C2 Financial
This episode is sponsored by EPM On this episode of Broker to Broker, host JP Hussey is advised, informed, and inspired by Mortgage Advisor and Broker with C2 Financial, Allison Thenhaus! Allison is known as a Mortgage Advisor for multiple brokerages for a great reason. Though only having been in the wholesale mortgage industry for a relatively short time, she has insight and knowledge beyond her years. Allison has a vast knowledge of systems & processes, customer service, ethics & values, and ...
158
April 18, 2023
Episode 158: How To Lead your Mortgage Business from the Front — Fight for Your Clients and Stay Hungry w/ Mike Maddux, Broker Owner of Maddux Mortgage
This episode is sponsored by RCN Capital On this episode of Broker to Broker, host Marc Summers is exhilarated by the infectious energy and down-to-earth wisdom of Maddux Mortgage Broker Owner, Mike Maddux! Mike’s hunger for success in the wholesale industry is an inspiration that mortgage professionals can learn from. Mike’s energy, pragmatism, and ability to get to the heart of a topic are all as refreshing as it is educational. With a diverse background in the Marine Corps, the fitness indus...
157
April 11, 2023
Episode 157: Retail, Wholesale, Investments and Mortgage — More Knowledge = More Business w/ Brian Sweeney, Broker Owner and President of Scoot Mortgage
This episode is sponsored by REMN Wholesale On this episode of Broker to Broker, host Marc Summers is joined by Brian Sweeney, Broker Owner and President of Scoot Mortgage. Brian has a long, varied career in financial services. Starting in retail, he transitioned to wholesale while simultaneously working in wealth management. Brian’s varied career has led directly to an understanding that knowledge is power. The more knowledge you have and are able to successfully communicate to consumers leads...
156
April 4, 2023
Episode 156: True Stories of Service from the Heart — Build Mortgage Business Prioritizing Clients’ Benefit w/ D.C. Terry, CEO of Mr. Mortgage LLC
This episode is sponsored by Change Wholesale On this episode of Broker to Broker, host JP Hussey’s foundations are rocked by the incredible stories and life lessons from a much-beloved member of the AIME community, the CEO of Mr. Mortgage, D.C. Terry! D.C. has incredible stories, and important lessons to share and impart on the broker community. From his start as a US Marine in the music industry, to the pivotal moment that made him make a dramatic change in his career trajectory. D.C. is full...
154
March 21, 2023
Episode 154: Creating Time to Build the Relationships that Grow your Mortgage Business w/ Tano Kapedani, CEO/Broker of EZ Fundings Home Loans
This episode is sponsored by PRMG On this episode of Broker to Broker, host JP Hussey is joined by a master of pipeline management and relationship building, CEO/Broker of EZ Fundings Home Loans, Tano Kapedani! Tano has been in the wholesale mortgage business for over 20 years. As an expert on delegation, Tano shares how to properly prioritize your own time. He’s honed and prioritized his brokerage’s structure to get the absolute most out of his precious time as a producing owner. What does Ta...
153
March 14, 2023
Episode 153: Happy, Healthy, Wealthy, and Wise — Creating Opportunity for your Mortgage Business and Yourself w/ Kahren Oxner
This episode is sponsored by AFR Wholesale On this episode of Broker to Broker, host Marc Summers is joined for a strategically rejuvenating, and a self-assuring discussion with the Pacific Northwest Regional VP at UMortgage, Kahren Oxner! Kahren is a wealth of hard-earned knowledge, wisdom, and confidence. This combination makes for an exceptional, educational, and inspiring episode. In just a half hour, Kahren shares an empowering discourse about business, networking, and social media strateg...
152
March 7, 2023
Episode 152: Gratitude Creates Opportunity— Philanthropy as a Model for your Mortgage Business w/ Lamont Harris, Broker/Owner of Harris Capital Mortgage Group
This episode is sponsored by REMN Wholesale On this episode of Broker to Broker, host JP Hussey is joined by an exceptional entrepreneur and member of the AIME community, Broker/Owner of Harris Capital Mortgage Group, Lamont Harris! Lamont has his hands in many industries. Nonprofits, basketball teams, solar energy, and a brokerage of more than 80 staff members are just some of his endeavors. Lamont is able to successfully juggle all of these fields because he focuses on long-term sustaining pr...
151
Feb. 28, 2023
Building Your Community, Rebuilding yourself as a Mortgage Broker w/ Amy Jo Tetzner – Episode 151
This episode is sponsored by Homepoint On this episode of Broker to Broker, host Marc Summers is joined by the new, yet already beloved member of the AIME community, Mortgage Advisor for Mortgage Nerds LLC, Amy Jo Tetzner! Amy Jo joined the broker channel only recently, having worked in the retail industry for most of her life. Despite that, Amy Jo has made a massive, positive impact on the entire wholesale community. “I started noticing the things about retail that I didn’t like that I wasn’t ...
150
Feb. 21, 2023
Grow Your Mortgage Company to a Large-Scale, while Supporting the Small-Scale w/ President of Growth at AIME, Tom Ahles – Episode 150
This episode is sponsored by EPM On this episode of Broker to Broker, host JP Hussey celebrates 150 episodes with President of Growth at AIME, Broker and Co-Founder of Edge Home Finance, and Host of Grow & Get It, Tom Ahles. Tom is a master of many. As the President of Growth for AIME, he has helped facilitate the growth of AIME and hundreds of brokerages nationwide. While he has many large-scale goals and aspirations for the wholesale channel, he hasn’t lost sight of, or consideration for impr...
149
Feb. 14, 2023
Short-Term Goals, Long-Term Vision in the Mortgage Industry w/ Marsel Cilla – Episode 149
On this episode of Broker to Broker, host JP Hussey sits down for a deep, considered mortgage coaching from the CEO at Safetrust Mortgage LLC, Marsel Cilla! Marsel started his career in production for the auto industry, and brought his skills and mastery of managing minutiae in product and service delivery to the mortgage industry. Marsel has established dozens of processing systems to address immediate problems and concerns by setting short-term goals that fit in with the pursuit of long-term ...
148
Feb. 7, 2023
The Vital Importance of Remaining Heart-Forward in Your Mortgage Business w/ Brian Shields – Episode 148
On this episode of Broker to Broker, host Marc Summers has an invigorating heart-to-heart with Broker Owner of Shields Family Home Loans and essential member of AIME’s Veteran Homeownership Committee, Brian Shields. Brian shares exactly how he’s brought his marketing, his business, and his overall well-being to a new level through being ‘Heart Forward’ in everything he does. His social media presence and engagement are both incredible because he shares himself with his community. His peers, cli...
147
Jan. 31, 2023
Sell Yourself and Your Mortgage Business by Pursuing Your Passions w/ Jason Turner – Episode 147
On this episode of Broker to Broker, host JP Hussey learns about video content creation and how to pursue your own niche by the Broker Owner of Navigator Mortgage Brokers, Jason Turner. Jason has over a decade of experience in the mortgage industry, and over that time, has become one of the community’s leading VA loan experts, as well as one of the most consistent content creators in the wholesale channel. Jason shares how he pursued and found his niche, which has led him to strong, business-gr...
146
Jan. 24, 2023
Providing Value as a Core Relationship and Mortgage Business Building Tool w/ Robert Mahaffey – Episode 146
On this episode of Broker to Broker, host Marc Summers learns of the invaluable innovations in networking and marketing from Broker Owner of Third Street Financial, Robert Mahaffey. Robert shares exactly how he’s changing and elevating the game for networking and lead generation through organic relationship building, and with proving and providing value in his relationships. Robert has both of these techniques on display through the hosting of his new Realtor Mastermind session series, featurin...
145
Jan. 17, 2023
Establish the Brand for your Mortgage Business with an Accessible Content Catalog w/ Emmett Dempsey – Episode 145
On this episode of Broker to Broker, host JP Hussey sits down with Broker/Owner of Treasure Coast Mortgage, Emmett Dempsey. Emmett has an invaluable wealth of experience that he’s bringing to the table. From globetrotting in the military, to varied jobs and positions within numerous channels in the Real Estate industry, Emmett has a perspective of the mortgage broker channel that few can match. Emmett shares the marketing and business strategies that he’s utilized to great success with Treasur...
144
Jan. 10, 2023
Multiply Your Mortgage Business Through Standardized Operations w/ Kyle Koller – Episode 144
On this episode of Broker to Broker, host Marc Summers sits down with a Mortgage Loan Officer at UMortgage, Kyle Koller. Kyle shares his eclectic knowledge and expertise from both the professional and personal sides of the wholesale channel – from multiplying his overall business by streamlining his operations processes, to the unique and effective ways he’s able to maintain a healthy work-life balance. Kyle acknowledges the pride and drive that comes with a successful position in the wholesal...
143
Jan. 3, 2023
Living the Brand – Becoming Memorable in the Mortgage Industry (with Kris Radermacher) – Episode 143
On this episode of Broker to Broker, host Marc Summers sits down with Broker/Owner of K2K Mortgage, Kris Radermacher. Kris shares the secrets of how she’s established, maintained, and lived her memorable branding, and how she’s taken advocating for the betterment of her client’s long-term finances to an unprecedented level. From her returning clients, all the way to those who have only seen her K2K branding in passing –- there’s no denying Kris has made herself and her business unforgettable. ...
142
Dec. 20, 2022
Grow your Network by Advocating for your Borrowers (with Thomas Sloan) – Episode 142
On this episode of Broker to Broker, host JP Hussey sits down with Thomas Sloan, Certified Mortgage Advisor at Capital First Mortgage. Thomas shares his recent experiences of entering the Wholesale Channel just before the pandemic, and how navigating that environment was a crash course of how to succeed through the worst the mortgage industry had been since 2008. These experiences, in turn, made him a stronger advocate for his borrowers. It’s evident that Thomas is a true mortgage expert and f...
141
Dec. 6, 2022
Getting VA Loans Done – How Having a Specialty Leads to Growing your Mortgage Business (with Jimmy Hobson) – Episode 141
On this episode of Broker to Broker, host JP Hussey sits down with a mortgage broker from JH Home Loans, Jimmy Hobson. The two discuss Jimmy’s introduction to the inviting community of the Wholesale channel, take a deep dive into VA Home Loans, and how to create your own leads through frequent and authentic posts on social media. Jimmy shares his invaluable expertise of how and why he’s the #1 originator of VA Loans in Utah, and how having a specific expertise can grow the rest of your busines...
140
Nov. 29, 2022
Running an Elite Mortgage Company by Creating Community (with Joseph Shalaby and Sam Hijazin) – Episode 140
On this episode of Broker to Broker, host Marc Summers sits down with two members of E Mortgage Capital Inc: Founder & CEO Joseph Shalaby, and President Sam Hijazin. The three discuss Joseph and Sam’s unique yet similar perspectives of the mortgage industry, both having started their careers in the wholesale channel, neither having worked in retail before. They share their experiences and wisdom in navigating starting companies, establishing healthy workplace culture, and the grit mentality it ...
139
Nov. 22, 2022
How to Find Your Audience and Grow Your Mortgage Business (with Russell Petty) – Episode 139
On this episode of Broker to Broker, host JP Hussey sits down with Senior Mortgage Planner and Owner of Grow Mortgage, Russell Petty. The two discuss how to make the career shift into the mortgage industry, and how to start, structure, and staff your own brokerage. JP picks Russell’s brain on his successful marketing campaigns through TikTok and Instagram Reels, and how Russell successfully utilizes social media to connect with local leads and collaborators in the Broker Channel. Russell share...
138
Nov. 15, 2022
Breaking Free From Retail Banking (with Carrie Gusmus) – Episode 138
Gusmus meets the Hussbus in this week’s episode of Broker to Broker. JP Hussey sits down with Carrie Gusmus, the President and CEO of Aslan Home Lending Corporation, a 100% female-led brokerage based in Denver, Colorado. In this episode, they will discuss how to break yourself from the Retail and non-bank culture and steps to thrive in today’s market. A veteran in the financial industry, Gusmus shares her advice to independent mortgage brokers: “Do not diminish yourself to having only a rate co...
137
Nov. 8, 2022
Building Relationships and Trust with Borrowers to Grow Your Business (with Samantha Baros) – Episode 137
On this episode of Broker to Broker, host Marc Summers, President of Membership at AIME, sits down with Samantha Baros, Broker Owner of Integrity Home Loans Inc. The two discuss how AIME has helped grow her business by providing mentorship, networking opportunities, and community support. As a recipient of the Spark small business grant program, Samantha was able to open her own brokerage and grow her business to do what she does best – helping homebuyers. She details how she develops relation...