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Broker Power-Up Podcast: Episode 33
Episode 33: School Transcripts, Variable Income for Nurses & The 3 Types of Clients
Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager.
Broker Buzz
– Using school transcripts for employment when a borrower hasn’t graduated yet.
– Qualifying a W-2 nurse with new variable income and a 1099 co-borrower with FHA.
– Best practices for updating insurance on a refinance without triggering the current servicer.
Sales Pitch Training | The 3 Types of Clients
Jonathon breaks down the three core client types every LO faces and provides a strategic framework for each. You’ll learn how to diagnose the “Not Ready” client quickly and set a actionable roadmap, master the “sell on emotion, justify with logic” approach to build confidence with “First-Time Buyers,” and shift to an advisory role to lead with logic for “Sophisticated Investors.” This masterclass provides the scripts and mindset to transform your client interactions.
Story Time | The Tale of the Three Stone Cutters
Jonathon shares a powerful parable about perspective, connecting the three stone cutters to the three client types and challenging you to see your work as building a legacy, not just closing loans.
Level up your guidelines knowledge, transform your sales conversations, and gain a fresh perspective on your purpose.
Listen wherever you get your podcasts!
Subscribe on YouTube for new episodes every week.
#BrokerPowerUp #SalesTraining #LoanOfficer #MortgageBroker #AIME #BrokersAreBest #MindsetMatters
The post Broker Power-Up Podcast: Episode 33 appeared first on AIME.
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By AIME Podcast Network
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7272 ratings
Episode 33: School Transcripts, Variable Income for Nurses & The 3 Types of Clients
Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager.
Broker Buzz
– Using school transcripts for employment when a borrower hasn’t graduated yet.
– Qualifying a W-2 nurse with new variable income and a 1099 co-borrower with FHA.
– Best practices for updating insurance on a refinance without triggering the current servicer.
Sales Pitch Training | The 3 Types of Clients
Jonathon breaks down the three core client types every LO faces and provides a strategic framework for each. You’ll learn how to diagnose the “Not Ready” client quickly and set a actionable roadmap, master the “sell on emotion, justify with logic” approach to build confidence with “First-Time Buyers,” and shift to an advisory role to lead with logic for “Sophisticated Investors.” This masterclass provides the scripts and mindset to transform your client interactions.
Story Time | The Tale of the Three Stone Cutters
Jonathon shares a powerful parable about perspective, connecting the three stone cutters to the three client types and challenging you to see your work as building a legacy, not just closing loans.
Level up your guidelines knowledge, transform your sales conversations, and gain a fresh perspective on your purpose.
Listen wherever you get your podcasts!
Subscribe on YouTube for new episodes every week.
#BrokerPowerUp #SalesTraining #LoanOfficer #MortgageBroker #AIME #BrokersAreBest #MindsetMatters
The post Broker Power-Up Podcast: Episode 33 appeared first on AIME.
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