???? Episode 246

Host: Marc Summers (AIME's Founding President)

Guest: Kyle Koller (Branch Manager at UMortgage)

This week's episode features Kyle Koller, a ten year mortgage veteran who has built his entire career in the broker channel.

He shares his unconventional start in the industry, after receiving a text from a former student. Kyle talks with Marc about the mindset shifts, practical strategies, and relationship building tactics that have sustained his business through countless market cycles.

???? Key Takeaways:

• How to best utilize your most loyal past clients and existing Google reviews. 
• The importance of educating clients in simple terms, especially during volatile markets.
• Why blended rate conversations are essential for helping clients see the full picture. 
• Why being an advisor, not just a transaction facilitator, leads to true longevity.

???? Golden Nugget:

"This job gives you a flexible schedule. Stop treating it like a nine to five and start taking advantage of the freedom it actually offers."

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