In sales, just like in football, success is built on fundamentals, scouting, and the resilience to get back up after a hit. In this episode of Bottom Line Me, Ann Allard and Kale Gelles explore how to apply a "Game Plan for Growth" to your title agency.

Kale shares his seven years of experience in the Texas market and his new role as a national sales specialist to help you:

Whether you're a Cowboys fan, a Patriots fan, or just a fan of growing your business, this episode provides the tactical playbook you need to stay persistent and win the game.

Referrals are more than just leads—they're a reflection of trust. In this episode, host Ann Allard talks with Karen Arthur about how to cultivate a strong referral network through relationships, consistency, and delivering exceptional service. Karen shares real-world strategies for earning repeat business and turning satisfied clients into your biggest advocates. If you're looking to grow your business organically and authentically, this conversation is one you won't want to miss.

What does it take to become the trusted, go-to expert in your field? In this episode, host Ann Allard sits down with Brenda Nelson to explore how reliability, knowledge, and confidence build professional credibility over time. Brenda shares her own journey, lessons learned, and practical advice for standing out as the person others turn to for answers. Whether you're just starting out or looking to level up, this episode is full of insights on how to earn trust—and keep it.

In this engaging episode, host Ann Allard sits down with Joe Alvis to explore how meaningful networking can open doors, build relationships, and grow your business. Joe shares his approach to making authentic connections, tips for navigating networking events, and how to turn casual conversations into lasting professional opportunities. Whether you're a seasoned networker or just getting started, this episode offers practical insights to help you connect with purpose.

In this forward-looking episode, host Ann Allard sits down with Nate Baker, CEO and Founder of Qualia, to discuss the transformative power of AI in the real estate and title industries. Nate shares how Qualia is leveraging AI to streamline workflows and improve the closing experience—and how its strategic partnership with Old Republic Title is driving innovation across the industry. Tune in for a behind-the-scenes look at the evolving technology landscape, what’s coming next, and how agents can prepare for the future of digital transactions. Visit qualia.com/bottomlineme to learn more about Qualia Clear.

In this eye-opening episode, host Ann Allard chats with Sue Morgan, who shares a not-so-sweet trip to the dentist—and the powerful customer service lessons it revealed. Sue reflects on how that uncomfortable experience translates to the way we treat clients in the title industry. With warmth and wisdom, she breaks down the do's and don'ts of customer care and reminds us why empathy, communication, and consistency matter more than ever.

In this must-hear episode, host Ann Allard is joined by Brad Hoeschen for an insider’s look at the latest FinCEN reporting requirements and what they mean for title professionals. Brad shares his expertise on the regulatory changes, how they’re being implemented, and what agents need to know to stay compliant. From practical tips to real-world scenarios, this conversation helps demystify a complex topic and empowers listeners to approach FinCEN with clarity and confidence.

Update: Please note that since this episode was recorded, the implementation deadline for certain real estate-related FinCEN reporting requirements has been extended to March 1, 2026, not December 1, 2025 as mentioned in the original discussion.

In this energizing episode, host Ann Allard welcomes Karen Arthur to discuss the powerful connection between education and employee empowerment. Karen shares how continuous learning creates confident, capable teams—and why investing in employee development is essential for long-term success. From practical training strategies to cultivating a growth mindset, this conversation is a must-listen for anyone looking to inspire and uplift their team from the inside out.

In this episode, host Ann Allard is joined by Brenda Nelson for a practical and insightful conversation on the art of customer service. With years of experience in title insurance and operations, Brenda shares her approach to creating positive, lasting impressions with every client interaction. From small gestures to big-picture strategy, this episode offers valuable takeaways for anyone looking to elevate their service game and build stronger customer relationships.

In this special season finale, host Ann Allard welcomes back Andrew Herbert, producer of the Bottom Line Me podcast, for a behind-the-scenes look at how the show came to life. From choosing the right technology and web hosting to managing distribution and editing each episode, Andrew reflects on the journey of building a professional podcast from the ground up. Tune in for a candid conversation about lessons learned, favorite moments, and what’s next for Bottom Line Me in the seasons ahead.