Trent Ehrlich is a seasoned insurance professional dedicated to providing personalized coverage solutions throughout Colorado. With over a decade of experience, Trent is known for his attentive customer service, unwavering integrity, and ability to simplify complex insurance concepts. He holds a Bachelor's degree in Business Administration with a concentration in Finance, which enables him to combine industry expertise with a strong financial background to offer tailored solutions for both families and businesses. Outside of his professional endeavors, Trent is an active community member, volunteering with local charities and youth organizations. He enjoys hiking in the picturesque Colorado mountains, skiing in the winter, and spending quality time with his family.

In this episode Dante and Trent discuss:

• Trent's dedicated approach to offering customized insurance solutions and the relevance of personal integrity and education in his work
• The unexpected path that led Ehrlich to the insurance sector, underscoring the importance of interpersonal connection, a positive mindset, and technological savvy
• The significant challenges confronting the insurance industry such as surging insurance rates tied to an increase in crime, thefts, and economic issues post-2020
• State Farm's strategic response to industry challenges and its success in retaining its market in high-risk areas
• Key insights for budding insurance professionals around the importance of resilience, maintaining an upbeat attitude, and not taking obstacles personally

Key Takeaways: 

• Tailoring insurance solutions to individual clients is paramount, and this is grounded in the consultant's experience and integrity.
• Success in the insurance industry can often stem from an ability to foster strong interpersonal relations, remain optimistic, and adapt to technological changes.
• The insurance landscape is influenced by a variety of factors including crime rates and economic conditions, requiring customer education and clear communication of changes.
• Companies like State Farm can succeed in challenging environments by adopting competitive strategies that address regional risks.
• Aspiring insurance agents should focus on persevering through setbacks, staying positive, and viewing challenges as stepping stones to success.

“Staying up-to-date with technology and being highly customer-focused—ensuring that customers come first and receive accurate information—are key to success. It's also important to remain optimistic and positive during challenging times, which are inevitable in the insurance industry. Staying informed about the latest technology and industry trends, and effectively communicating this knowledge to customers, is crucial.” 

- Trent Ehrlich

Connect with Trent Ehrlich:

Website: https://www.statefarm.com/agent/us/co/boulder/trent-ehrlich-1cdc678mbge 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Jesse Pettway is a Husband, Father, Firefighter Paramedic, and Licensed Funeral Director. He is a dedicated professional with a passion for guiding aspiring Funeral Directors on their journey to obtaining licensure. As an honors graduate of Malcolm X College's Mortuary Science Program, Jesse brings a wealth of knowledge and experience to the field. Who is Jesse Pettway? Jesse is more than just a licensed funeral director; he's a loving husband and father to 11 children, having experienced the heartache of losing two of them at an early age. His unique perspective and commitment to family drive his unwavering dedication to his work. Balancing Act In addition to his role in the world of mortuary science, Jesse serves as a full-time Firefighter Paramedic for the City of Chicago. 

In this episode Dante and Jesse Pettway discuss:

• Jesse's multifaceted career and his dedication to serving others in various capacities, including the often misunderstood funeral industry.
• The unexpected journey into funeral direction and the importance of pre-planning to reduce the financial and emotional burden on loved ones.
• The practicalities of life insurance planning, especially the advantages of planning early.
• A closer look into the costs and processes of burial and cremation services, challenging common myths about the industry.
• The personalized approach to providing compassionate support to grieving families, and the significance of personalizing funerals to honor the memory of the deceased.

Key Takeaways: 

• Jesse Petway showcases how personal experiences can shape professional paths, leading to a fulfilling career that blends empathy with service.
• Preplanning critical end-of-life services, like funerals and life insurance, can be an invaluable gift, easing the practical and financial stress on families during difficult times.
• Understanding the costs and processes involved in funeral services can dispel myths and bring clarity to a topic often shrouded in mystery.
• An empathetic and flexible approach towards grief can redefine the experience of morticians' interactions with grieving families, moving away from the traditional stoic image.
• There is a powerful desire to build a lasting legacy, not just through the services offered but through the impact and care imparted to each individual and the community.

“Mortuary science or death care is pretty much similar to clergy in the fact that we take care of people. The journey of grief is a long journey and it helps to have somebody with you that's familiar with that journey, so that you could get to the other side.” 

- Jesse Pettway

Connect with Jesse Pettway:

Website: https://nbeexamprep.com/home 

LinkedIn: https://www.linkedin.com/in/jesse-pettway-5340b27b/ 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Dr. Shadae Booker-Shelton is a distinguished Family Nurse Practitioner specializing in primary care, with a doctoral degree in nursing from Northern Kentucky University, earned in 2022. She holds a master’s degree in nursing from Governor State University and is nationally board-certified by the American Nurses Credentialing Center (ANCC). She is licensed to provide high-quality care to individuals of all ages.

In addition to her clinical practice, she is a nursing professor at Rasmussen University. She is also an accomplished entrepreneur, co-owning A & S Divine Healthcare, founding The Corner of Aspirations—a life coaching and business/entrepreneur coaching service—and serving as Vice President of the non-profit youth organization, Angel’s Helping Hand.

Passionate about education and empowerment, Dr. Booker-Shelton’s philosophy of care centers on delivering informed, high-quality care to her clients and their families. 

In this episode Dante and Dr. Booker- Shelton discuss:

• Dr. Booker Shelton's journey from the business sector to the nursing field, revealing the personal motivations behind her career change
• The rigorous training and challenges faced by nurse practitioners, and Dr. Booker Shelton's focus on building trust and realistic patient care
• Critical barriers to healthcare access, including the significance of annual exams, issues with insurance, and cultural perceptions of medical assistance
• Effective approaches for individuals and businesses to set and achieve goals, with an emphasis on balanced life coaching and operational efficiency
• The shared vision of community empowerment and the actionable steps towards democratizing healthcare access

Key Takeaways: 

• A transition to a career in healthcare can be driven by a holistic approach and a personal passion for improving patient well-being.
• Building trust with patients requires a realistic and empathetic approach, encouraging them to take an active role in managing their health.
• Understanding and overcoming barriers to healthcare is crucial in preventing chronic illnesses and improving patient outcomes.
• Life coaching and support in operational effectiveness are essential tools for individuals and businesses aiming to realize their objectives.
• Regular annual exams and affordable healthcare options play a vital role in community empowerment and preventative medicine.

“I like to let my clients know that they're the driver, and I'm the passenger. I have the knowledge and the science behind me, but I want you to take control.” 

- Dr. Shadae Booker- Shelton

Connect with Dr. Shadae Booker- Shelton:

Website: https://coaspirations.com/ 

LinkedIn: https://www.linkedin.com/in/dr-shadae-booker-shelton-dnp-fnp-bc-1a22881a9/

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Sharon E. Buck, an Amazon best-selling author renowned for her humorous cozy

mysteries with a Florida twist, balances her creative endeavors with the meticulous work of editing, formatting, and ghostwriting business books. She lives in northeast Florida close enough to the Atlantic Ocean to smell the salt air but far enough away that she doesn’t have to wash the beach sugar sand from her feet. With a prolific career spanning over a thousand newspaper and magazine articles and over twenty fiction books, Sharon has captivated audiences both nationally and internationally.

In this episode Dante and Sharon discuss:

• Balancing humorous cozy mysteries with editing and ghostwriting
• Writing a cozy mystery book each month with clean, fun content
• Providing readers with laughter and enjoyment amidst daily stress
• Creating relatable characters based on people from Sharon’s hometown
• Sharon’s daily writing routine and influences from other authors

Key Takeaways: 

• Commit to the craft by consistently putting words on the page. Even a few paragraphs a day can make a significant difference.
• Seeking inspiration from favorite authors and engaging with the writing community offers motivation and practical advice from shared experiences and diverse styles.
• Character-driven writing helps create relatable and engaging stories by focusing on the depth and development of characters. This approach allows readers to connect emotionally with the characters, making the narrative more compelling.
• Balancing creative writing with other professional endeavors is possible with dedication and time management.
• Reading from a young age can foster a lifelong passion for writing. It nurtures storytelling skills and inspires creativity.

“Commit to yourself. If you say you want to be a writer, sit down and write. Just write.” 

- Sharon Buck

Connect with Sharon Buck:

Website: https://sharonebuck.com/ 

LinkedIn: https://www.linkedin.com/in/sharonebuck/ 

Email: [email protected] 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Damon Royster, originally from Chicago and now residing in Los Angeles, has made a name for himself in the world of comedy. He has written and directed sketch comedy for both Second City in Chicago and the Pack Theater in L.A. His writing has been featured on The Gag, a Comedy Central-owned LGBTQ Instagram account, the tabletop game Cards Against Humanity, and Cracked. Damon is also the creator of the award-winning web series AppQueen, which was a finalist at the 2019 Outfest Film Festival. Additionally, he co-wrote the parody play Love, Factually, which was performed at the Kennedy Center in Washington D.C. in 2018 and 2019. Currently, Damon serves as an executive assistant for the award-winning documentary production company Firelight Films.

In this episode, Dante and Damon discuss:

• Damon's multifaceted career as a writer, actor, and comedian
• Early influences and the desire to understand the formula of comedy
• The interplay between acting and writing in self-produced comedic work
• Creating comedic characters based on real-life encounters
• Damon's approach to stand-up comedy and connecting with the audience

Key Takeaways: 

• Comedy brings together the unique skills of acting and writing, drawing from personal experiences.
• Exaggerating quirks of real-life people can be a source of comedic character creation.
• Establishing a connection with the audience through personal stories is crucial in stand-up comedy.
• Aspiring actors and comedians should have a day job while constantly creating and refining their craft.
• Setting short-term goals is essential for personal and professional growth in the comedy industry.

“If you're going to go into the world of comedy and call yourself a comedian, you do need to have a little bit of both acting and writing skills, because both those things coincide with comedy.” 

- Damon Royster

Connect with Damon Royster:

LinkedIn: https://www.linkedin.com/in/damon-royster-29667540/ 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Osazee Thompson is a passionate motivator who believes that everyone has a specific unique purpose to fulfill in life, and a part of his purpose is to educate, empower, train, and equip business owners and their employees to be most effective, proficient, and efficient in their respective industries and fields of work. He accomplishes this through leadership development, strategic planning/goal accomplishment, financial empowerment, and legacy planning.

As a corporate trainer, instructional designer, and certified professional life and business coach, he assists corporations and organizations with the development and implementation of business leadership-related training through instructional design development and facilitation.

In this episode Dante and Osazee discuss:

•  Exploring New Real Estate Opportunities in Texas
• Creating a Realistic Financial Plan for Clients
• Tailoring Financial Strategies for Individual Goals
• Empowering Clients Through Financial Education
• Reassessing Financial Plans

Key Takeaways: 

• Discover strategies to build generational wealth and fulfill your life's purpose through investing, income strategies, and personal development
• Learn about the differences between the Chicago and North Dallas real estate markets and the growth potential in Texas
• Understand the importance of identifying your vision and purpose for your money and how to create a customized financial plan
• Explore the factors to consider when developing a financial strategy, such as personal goals, risk profile, income, and life stage
• Find out how to make better financial decisions by understanding your money personality and identifying opportunities

“ I love empowering people financially and throughout life, helping them understand and fulfill their sense of purpose. Essentially, I help people build generational wealth through investing, income strategies, and by guiding them to walk in and fulfill their life purpose.” 

- Osazee Thompson

Connect with Osazee Thompson:

LinkedIn: https://www.linkedin.com/in/osazeethompson/ 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Stephen Searles II, a construction pro with nearly 30 years of experience. From his early days on job sites with his father's company to full-time trade school and advanced studies in project management and civil engineering, Stephen's passion for construction runs deep. He's dabbled in real estate investing and served as a trusted general contractor for investors, all driven by his unwavering love for the craft. For Stephen, construction isn't just a job—it's a lifelong pursuit of mastery and dedication.

In this episode Dante and Stephen discuss:

• Keeping Construction Projects on Time and Budget
• Navigating Challenges in Construction Projects
• Choosing and Working with Subcontractors
• Contingency Reserves and Industry Updates
• Social Media: The Ultimate Construction Resource

Key Takeaways: 

• The importance of establishing a detailed schedule and budget to keep construction projects on track
• Challenges faced in construction projects, such as material delays and unforeseen circumstances, and the need for flexibility
• 
  
• The process of selecting and working with subcontractors as a general contractor, including competitive bids and clear scope of work
• Contingency reserves in construction projects and how contractors stay updated on industry changes
• The role of social media platforms in providing free access to the latest construction knowledge and techniques for contractors and homeowners

“ As a contractor, we always try to do our very best to, once the budget is established, we try to do our very best to make sure that we don't go over budget, because we understand that whether the client has a little amount of money or a lot of money, no one wants to spend more than what they anticipate is spending.” 

- Stephen Searles II

Connect with Stephen Searles II:

LinkedIn: https://www.linkedin.com/in/stephen-searles-ii-94433752/ 

Email: [email protected] 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Kim Kriel has been in the mortgage industry in a variety of sales and operational roles for over 20 years. She began her mortgage career as a Loan Officer in Arizona working primarily in new construction lending. She transitioned over to Wholesale Operations and ultimately became an Account Executive. She is currently an Account Executive at TPO Go. Kim has been nationally ranked by Scotsman Guide as a top producing Account Executive. She finds it rewarding introducing new programs to her broker partners and helping them obtain the best financing options for their borrowers. Prior to her career in the mortgage industry, Kim was a high school economics teacher and cross-country coach in New York. Kim believes setting personal and professional goals along with being disciplined are the keys to success. Kim and her husband are outdoor enthusiasts who enjoy hiking national parks, playing golf and traveling.

In this episode Dante and Kim discuss:

• Building Lasting Client Relationships
• Achieving Sales Goals Through Teamwork
• Challenges Facing the Mortgage Industry
• Navigating the Mortgage Industry Involves Managing Remote Work and Building Team Trust
• Mentorship and Adaptability: Keys to Success

Key Takeaways: 

• Discover the importance of working with a knowledgeable real estate agent and lender when buying a home and learn how to build and maintain client relationships by addressing their unique needs and preferences
• Explore strategies for servicing mortgage clients nationally and adapting to post-pandemic changes
• Gain insights on setting and achieving sales goals through leveraging strengths and involving the team
• Recognize the challenges faced by the mortgage industry in attracting talent and staying relevant
• Understand the impact of business fluctuations on staffing and the need for adaptability in the mortgage market

“ So, kind of just figuring out what makes your customers tick and what their business needs are and how I'm able to make their life easier, make their job easier and make it more profitable for them, I think that's how I've continued to develop and maintain the relationships that I've had over the last 20 years.” 

- Kim Kriel

Connect with Kim Kriel:

Website: https://www.tpogo.com/ 

LinkedIn: https://www.linkedin.com/in/kim-kriel-17a5a820/ 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

John Rogers is a seasoned professional with decades of experience in the Mortgage Lending Industry. Joining ACRAnet in 2016, his passion for the industry and keen attention to detail have always driven him to find the best product solutions for every situation. He delves into the complexities of the credit system and its profound impact on consumers. With insights honed from years in the industry, he discusses charged-off debts, credit scores, disputes, and the vital importance of maintaining good credit.

He shares his experiences emphasizing the significance of representation and the pursuit of one's passions. Ultimately, his goal is to empower everyone to solve credit problems, achieve homeownership, and live their best lives.

In this episode, Dante and John discuss:

• Understanding Credit Scores: Enigmas and Algorithms
• Credit Disputes: Impact and Best Practices
• Discipline and Vigilance in Maintaining Credit and the Strategies for Dealing with Creditors
• The Broken Credit System and The Evolving Landscape of Credit Scores
• Strategies for Avoiding Credit Headaches

Key Takeaways: 

• Gain insights into the enigmatic nature of credit scores and the factors that can impact them
• Discover how high credit utilization on low-limit credit cards and late payments can negatively affect credit scores
• Explore the impact of credit disputes on credit scores and how new score models will handle disputes differently
• Learn the key principles of maintaining good credit, including discipline, treating credit as an asset, and being proactive
• Understand the importance of persistence and discipline when dealing with creditors and how to achieve desired results

“ So, I would say that for maintaining credit, number one, be disciplined. So, I think discipline is a big part of being a good consumer and to get positive use out of it.”  - John Rogers

Connect with John Rogers:

Website: https://www.acranet.com/ 

LinkedIn: https://www.linkedin.com/in/john-l-rogers-ccs-7861b164/ 

Email: [email protected]   

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

John Andrade, a seasoned entrepreneur and commercial relationship manager in the banking industry, brings a wealth of expertise in small to medium-sized business financing strategies. With a background in owning and selling businesses, including a successful online car buying service, he offers valuable insights into maximizing cash flow and accessing capital for business growth. John's extensive experience in equipment finance, SBA financing, and conventional lines of credit, combined with his role as a business banking consultant, positions him as a trusted advisor for business owners seeking financial guidance. His commitment to building strong business relationships and his alter ego, John the bomb, reflect his dedication to empowering entrepreneurs through strategic financial management.

In this episode Dante and John discuss:

• Assessing Business Owners for Funding
• Importance of Financial Documentation for Business Tax Returns
• Understanding Financial Statements for Business Lending, Creative Financing and Business Structuring
• Pitfalls of Small Business Mentality and the Importance of Mentorship
• Utilizing Technology for Business Organization and Efficiency

Key Takeaways: 

• Develop robust strategies for small business financing to fuel growth and stability
• Establish strong and effective business banking relationships to optimize financial operations
• Embrace the importance of mentorship in entrepreneurship for invaluable guidance and support
• Maximize cash flow to drive business growth and achieve financial resilience
• Harness the power of technology to enhance business efficiency and streamline operations

“ The biggest pitfall is just not knowing what it really takes to build an actual business and then how capital and resources and the right partnerships will make sure that at the table that you have at your conference room, you have the right people in place to then guide you to get to the next level.” 

- John Andrade

Connect with John Andrade:

Website: https://www.go4ceo.com/ 

LinkedIn: https://www.linkedin.com/in/johnandrade/ 

YouTube: https://www.youtube.com/@Go4Ceo 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.