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In this episode of The Competitive Edge Podcast, Brian sits down with Ryan Grant, co-founder and president of Neo Home Loans, to break down what most mortgage professionals are getting WRONG about lead generation and client relationships. 💡

Ryan shares how shifting from a transactional mindset to a relational approach has been a game-changer for his business. Instead of chasing leads online, he meets clients in person—and guess what? His conversion rates skyrocket because of it.

In this episode, they break down why face-to-face interactions are a game-changer for client relationships and conversions. Ryan shares how mortgage pros can shift from a transactional approach to one built on trust and long-term value. We also dive into the five key areas every mortgage professional should optimize and why financial literacy and emotional intelligence are the real secret weapons in this industry. Plus, we talk about the power of continuous learning and collaboration to stay ahead in a competitive market.

If you’re in real estate, mortgage, or any client-based business, this episode is a must-listen. Ryan’s insights will challenge the way you think about client relationships—and show you how to build a business that wins for the long haul.