June 29, 2026

Broker Power-Up Podcast: Episode 67

22 minutes

Episode 67: “This Happened. Now What?”

Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager.

In this episode, Jonathon shares a deeply personal story about his great-grandmother, who lost everything and still found a path forward. Her motto, “This happened, now what?” became the foundation for a three-step framework that applies to sales, business, and life.

Broker Buzz

– Whether a mortgage debt can be excluded from DTI if someone else has been making payments for three years, and why being on the original note is the key.

– How sellers can request cross qualification with a preferred lender without violating RESPA, and where that fifteen hundred dollar credit is actually coming from.

– How to prove IRA distributions when a provider like Charles Schwab will not issue a letter, and where to find the right form.

Sales Training | Stop Selling from Emotion

When Jonathon’s great-grandfather passed away, his great-grandmother was left with nothing. Instead of losing hope, she walked the cobblestone streets selling olive oil to feed her children. Her philosophy was simple: ‘This happened, now what?’

The full explanation of how to apply this in your everyday life and business is in the episode, but the core message is very simple. Do not let emotion cloud your response. Focus on what is in front of you and take the next step.

Story Time | A Deep and Meaningful Conversation

The fortune cookie this week promises that a deep conversation with a close friend will lead to a breakthrough. Jonathon reflects on how those moments have shaped his life, especially when people who know him well help him see things he cannot see himself. Tommy adds that these conversations only work when trust is already built. So remember to never underestimate the power of honest dialogue with the right people.

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Schwab IRA Distribution Form: https://www.schwab.com/resource/ira-distribution-form

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