Episode 23: Closing More Deals with Fewer Choices | CRM Security, Condos & the BCG Method

Hosted by Jonathan Haddad (AIME’s Chairman & CEO) and Tommy Golightly (AIME’s Marketing Manager)

Welcome back to the Broker Power-Up Podcast, where we turn industry insights into actionable wins. This episode is your playbook for simplifying decisions, protecting your business, and mastering the art of the pitch:

Broker Buzz

– Why personalized payment estimates beat self-service tools (and how to turn this into a client-retention strategy).

– The real hurdle with non-warrantable condos—plus when to refer clients to local banks.

– CRM security in the AI era: Proactive steps to shield your data (before it’s too late).

Sales Pitch Training

Jonathan reveals the “BCG Method” (Be Present, Curate, Guide), a game-changing framework to boost conversions by removing options. Learn:

– The psychology behind analysis paralysis (backed by a famous jam experiment!).

– How to curate loan choices like a pro (hint: fewer options = more trust).

– The one question that reveals if a 15-year mortgage is right for your client.

Story Time

Jonathan shares a real-world case study on why overwhelming clients kills sales—and how top producers simplify decisions to win more business.

Tune in now to streamline your pitch, safeguard your business, and close more deals—with less stress.

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