In this 8 minute recap of my MBA Conference Briefing, I explore and summarize insights shaping the mortgage industry. I explore a crucial roadmap as we prepare for 2025 and beyond. So grab a cup of tea or coffee, and take a listen!

I recently had the opportunity to interview Chris Ouellette, a retired Colonel and founder of O2 Solutions LLC, for our podcast, and it was a remarkable experience. Chris shared his compelling journey from his childhood in Maine to his distinguished 30-year career in the U.S. Air Force, where he excelled in leadership roles, particularly within the Air Force Office of Special Investigations. His insights into navigating complex challenges and leading teams during critical missions, especially post-9/11, were both inspiring and thought-provoking. As he transitions into the consulting world, Chris is eager to leverage his extensive experience to help organizations elevate their performance and achieve their goals. Our conversation highlighted his commitment to leadership development, strategic planning, and security, making it clear that O2 Solutions is poised to make a significant impact in both military and civilian sectors. I’m excited to see where this new chapter takes him!

This episode is from the webinar that Michael Merritt, SVP Customer Care & Default for BOK Financial, and I, Matthew Slonaker - Founder of M. Allen, this afternoon.

The theme was centered around 2025 CX and Loan Servicing trends and strategies. Insights and topics cover during this 40 minute spot include:

- the evolving landscape of loan servicing and the impact of technology

- best practices for enhancing customer experience at every touch-point

- Front-line success stories and strategies for 2025 & beyond

Listen now and grab the notebook for capturing key takeaways for your company and team to implement!

As we peer or think about the 2025 horizon or beyond, Matt shares from his work with dozens of B2B clients and research on key revenue trends, compelling statistics, and actionable strategies that can significantly influence how we approach business growth.

Welcome to the podcast where we explore the strategies and insights that fuel success in the dynamic world of mid-market fintech and private equity-backed companies. Hosted by Matthew Slonaker, founder of M. Allen, this podcast is designed for executives, entrepreneurs, and teams looking to optimize their revenue strategies and navigate today’s financial landscape.

In each episode, Matthew shares his extensive experience, covering essential topics such as customer-centric strategies, data-driven decision-making, and building strategic partnerships. Join us as we feature industry leaders and discuss actionable insights that you can apply to your own organization, empowering you to drive sustainable success in the ever-evolving fintech landscape.

Tune in and take your first step towards transforming your revenue strategies today!

In today’s episode, we’re diving into a crucial topic that can make or break your sales approach: **“When to Challenge and When to Reinforce the Status Quo.”

Join me as we unpack the psychology behind status quo bias, explore effective strategies to either challenge or reinforce your clients’ current choices, and provide actionable insights that you can implement right away.

Whether you’re looking to win new clients, retain existing ones, or expand your current relationships, this episode is packed with valuable information you won't want to miss!

Turning the Tide, A Revenue Transformation Journey

The M. Allen Encompassing Revenue Framework is a structured approach designed to enhance organic revenue generation for businesses. It integrates various components that work in harmony to create a comprehensive strategy for achieving sales growth objectives.

Listen to this real life example now!