Welcome back to Lending Leadership: The Mortgage Pros, where we dive deep into what it takes to excel in the mortgage industry not just through numbers, but through authentic leadership, smart recruiting, and building winning teams.

This week’s episode marks our first of 2026, and we’re celebrating a year on the podcast! We’re continuing our Blueprint Series by putting Tom Mills in the hot seat. As someone who’s scaled entire regions in major mortgage companies, Tom Mills shares hard-earned insights on what most firms get wrong when they try to grow too quickly.

Our core focus this episode? Recruiting in the mortgage world. We unpack why it’s more than just filling seats and how true success comes from aligning leadership, values, and trust. We reflect on our own journeys, our recruiting philosophies, and how choosing to attract the right talent makes all the difference in building not just a team but a lasting culture.

We dig into the difference between “shotgun” recruiting versus a “sniper” approach, the trap of transactional recruiting, and the golden handcuffs trend sweeping the industry. You’ll hear stories from the trenches, why creating genuine relationships is the only way forward, and what it really takes to set up a company culture built to attract and keep top talent.

Key takeaways:

1. Recruiting with Intention, Not Desperation: We discuss why building external relationships should be an ongoing pursuit. If you don’t nurture these relationships, recruiting becomes a desperate exercise a slippery slope where you sacrifice your values in exchange for short-term production. Recruiting selectively allows us to stay aligned with our core principles.
2. The Power of Servant Leadership: The best leaders aren’t just great at managing mortgages—they’re experts at managing relationships. We emphasize how our role transitioned from “mortgage business” to “people business” and why understanding, supporting, and leading others toward meaningful change is the foundation of our recruiting philosophy.
3. Defining Your Avatar and Filtering for Fit: We break down why the way you recruit determines the kind of talent you’ll attract. We’re not interested in hiring every top producer—we want those who share our values, who invest in relationships, and who are loyal to their word. Defining the qualities of your ideal team member (beyond production) helps build a high-performing, aligned culture.
4. Why Transactional Recruiting Fails: We examine the industry-wide pivot to treating originators like free agents, dangling big money with contractual “golden handcuffs.” While retention bonuses and contracts might seem attractive, they rarely create happy partnerships—and often lead to misery and turnover. We choose relationship over transaction every time.
5. The Importance of the Onboarding Experience—and Success Stories: The nurture phase of recruiting is a filter for mutual fit, not just a sales pipeline. Once someone joins, onboarding must be intentional, organized, and supportive. We highlight how creating raving fans and success stories within the organization isn’t just good business, it's essential for attracting new talent organically.

Whether you’re a branch manager thinking about recruiting, or a company leader hungry for scalable growth, remember: it’s not about how many seats you fill. It’s about who’s sitting beside you, how they work, and whether you’ve built the kind of environment that helps them and your organization—thrive for the long haul.

Thank you for tuning in! As always, we’d love to hear your questions, challenges, and feedback. Smash that like button and leave us a review. Here’s to building better teams, better leaders, and a stronger industry together.

Robert, Tom, & Dave

Welcome back to Lending Leadership: The Creative Brief!

On this episode, we sit down for an energizing, insight-packed discussion with one of our absolute favorites in the business: Jeff Shealey, top Texas loan officer, community builder, and creative marketing standout. We’re diving into what happens when a loan officer doesn’t just talk about doing video and implementing new strategies—but actually builds systems, sets clear boundaries, and takes action.

We kick things off by discussing Jeff’s well-known dynamic as part of a husband-and-wife lending team, leading with authenticity and a true all-in mentality. Together, we explore how he became not just a leader in his market, but also the go-to example for training sessions and industry partners. From building out his own blueprints for systems, mastering new tools, and constantly seeking ways to grow the business, Jeff shares a refreshingly practical approach to leadership and lending.

Throughout the conversation, we dig into actionable takeaways on leveraging technology, setting boundaries with event partnerships, embracing a servant-leader mindset, and harnessing the power of video (even if you’re an introvert or perfectionist). You’ll get a peek into how Jeff’s childhood and entrepreneurial journey shaped his leadership philosophy, what it’s really like working alongside your spouse, and why being bold—and even a little uncomfortable—is an absolute must for modern loan officers.

We also get tactical: What’s the real impact of video? Do you need to go viral to be successful? Jeff shares how strategy, consistency, and a “who, not how” mindset have positioned him as a market leader, even before the leads start pouring in.

Whether you’re a loan officer looking to step up your marketing, struggling with new technology, or just wanting to deepen your service impact, this episode is full of real talk, relatable stories, and immediately useful advice.

Key Takeaways:

1. Systems Over Talk: Just Get Started
2. Jeff Shealey illustrates the dramatic shift that happens when loan officers move past the “talking phase”—especially around video and technology—and set up real, actionable systems and accountability. Progress is rarely perfect, but the commitment to showing up is key.
3. Embrace the 'Who, Not How' Philosophy
4. Success isn’t always about doing everything yourself or doing it perfectly. Jeff hires experts, leverages his network (including family members and even his kids!), and stays focused on activities that move the needle, showing that the best leaders surround themselves with the right support.
5. Set Boundaries and Filter Opportunities
6. Not every event or partnership is worth your time. Jeff is intentional about where he invests, making sure every commitment has a strategic purpose—setting a great example for loan officers who want to maximize impact without burning out.
7. Lead With Service and Authenticity
8. A servant’s heart and honest communication are at the core of Jeff’s approach. Whether it’s proactively seeking feedback (even criticism), helping clients who may never do business with him, or mentoring colleagues, true impact comes from serving others first.
9. Consistency and Visibility Trump “Viral” Moments
10. You don’t need to go viral to be top of mind. Jeff shares how showing up regularly with video and creative touchpoints creates the perception of ubiquity—and consistently brings opportunities, even if online engagement seems quiet.

This conversation is packed with wisdom, practical tools, and encouragement for anyone in the lending space (or any high-stakes, relationship-driven business). If you’re ready to step up your leadership game—and maybe even steal a blueprint or two from one of the best in the business—press play, take notes, and get ready to be inspired.

And hey, if you want to see exactly how Jeff Shealey does it, check out justseejeff.com. Don’t forget to like, subscribe, and join us every Wednesday for more actionable insights on Lending Leadership: The Creative Brief!

Rach & Rinn

Welcome back to Lending Leadership: The Creative Brief!

In this episode, we dove deep into what it really means to build a thriving team and a differentiated brand in the mortgage industry. We were thrilled to have special guest Dan Andersen, an accomplished loan officer from Chicagoland, join us for an inspiring conversation about leadership, creative marketing, and the power of giving back.

We kicked things off by exploring Dan's unique commitment to sharing knowledge and supporting fellow loan officers. Unlike many who keep successful strategies close, Dan believes growth is amplified when we give others the keys to their own success. He discussed his journey from a solo player to building a dynamic team, how his marketing evolved over more than a decade, and how leveraging social media and team collaboration helped him stand out in a crowded market.

Together, we unpacked topics like overcoming fear of video, finding the right team members, capitalizing on social media to build lasting relationships, and the magic that happens when authentic personal moments are woven into your professional brand. We also got an inside look at Team Andersen’s creative process (with a few laughs about their infamous “Cash King” content!) and why giving is truly at the heart of Dan’s leadership philosophy.

Key Takeaways:

1. Giving Fuels Growth: Dan highlighted that the more you help others around you succeed—whether colleagues, clients, or referral partners—the more you’ll naturally grow too. Generosity and mentorship are not only good karma, but they build business momentum and create a positive, collaborative culture.
2. Humble Confidence Is Key: Balancing confidence with humility allows young loan officers (and seasoned pros alike) to absorb lessons from every source, including those with more experience. Listening first and sharing generously sets the stage for authentic relationships and long-term success.
3. Social Media as a Strategic Touchpoint: We discussed how social media isn’t just about self-promotion; it’s a powerful relationship-builder. Sharing and promoting your partners’ content keeps you consistently in front of your network and grows engagement organically, especially when in-person touches are less common.
4. Let Personal and Professional Overlap: People want to see the person behind the business. Dan reminded us that weaving in personal stories and real-life moments on social media creates a relatable, engaging brand—one that clients and partners feel genuinely connected to.
5. Consistency Wins: Building a memorable brand or presence—online or off—requires showing up every single day. Consistent action, content, and engagement set you apart, whether you’re braving video for the first time or nurturing existing relationships.

Thank you to Dan Andersen for sharing so openly about the highs, challenges, and creative victories that have fueled his journey. We hope every listener walks away energized to lead with generosity, embrace new creative risks, and keep showing up for their communities. Don’t forget to like, subscribe, and follow Team Andersen for a dose of inspiration and a little fun along the way!

Rach & Rinn

Welcome back to Lending Leadership: The Mortgage Pros—the podcast where we pull back the curtain on what it really takes to be a great leader in the mortgage industry.

In today’s episode, we shift gears and get personal, inviting you into a raw and unscripted discussion about one of the most pivotal transitions a mortgage leader can make: moving from top producer to branch leader. This week, we’re continuing to spotlight Robert Fillyaw. He shares his candid experiences, lessons learned, and hard-won advice on stepping away from his own production to build something bigger—for himself and his team.

You’ll hear why the journey from originator to leader isn't as simple as flipping a switch and why so many leaders face steep learning curves, hard financial realities, and surprising moments of growth along the way. We talk culture, team building, structuring your days, core operational KPIs, recruiting strategies, and, of course, surviving the lean years before the wins start to snowball. In true Lending Leadership style, we don’t shy away from the mistakes either—because that’s where the best learning happens.

Key Takeaways:

1. The Power of Purposeful Leadership: We emphasize, and Robert Fillyaw reminds us, that knowing your “why” is critical before making the leap from producer to leader. Passion is essential, but your purpose must be compelling enough to withstand the inevitable challenges—otherwise, you’ll revert to what’s safe and familiar.
2. Build and Align Your Team for Success: Surrounding yourself with the right people is non-negotiable. Robert credits much of his early success to having operational “rock stars” on his side. Alignment on vision, values, and goals among your core team is more important than early recruiting numbers.
3. The Reality Behind the Numbers: Profitability isn’t just about increasing volume. We talk openly about margin compression, unexpected losses, and the vital importance of operational metrics—like clear-to-close ratios and KPIs—alongside traditional production stats. Sustainability is all about running your branch like a real business.
4. Keep It Authentic—Always: In an industry full of hype and empty promises, authenticity and transparency win. Robert details how being honest (even when it’s tough) gives you staying power and attracts the right people to your organization. Word travels, so let your integrity differentiate your leadership style.
5. Scaling Requires Sacrifice—and Systems: We underline that real growth won’t happen without giving up some comforts. Whether it’s stepping away from production, letting go of long-standing relationships, or investing time in building the right systems, growth comes with trade-offs. The systems and support you put in place are what allow both you and your team to flourish.

Whether you’re just considering a big leadership move or you’re already knee-deep in the transition, this episode is packed with lessons, laughs, and a healthy dose of real talk about leadership in today’s mortgage world.

If you enjoyed the episode or want to share your own experiences, don’t forget to leave us a review, hit that like button, and reach out to us if you want to go deeper on any of these topics.

Robert, Tom, & Dave

Welcome back to Lending Leadership: The Mortgage Pros. We’re continuing our Blueprint series as we dive into one of the biggest turning points in a mortgage professional’s career: the decision to shift from top-producing loan originator to non-originating manager and leader. It’s a transition that’s not for everyone, but for those who feel called to grow something lasting and impactful, it’s a path full of challenges, rewards, and personal growth.

We’re excited to focus today’s episode on Robert Fillyaw’s journey—what inspired his move away from personal origination and toward branch leadership. We discuss the motivation and “why” behind making this major shift, the realities of burnout, building a sustainable business, and the servant leadership mindset required to succeed as a non-originating manager. We also examine practical strategies—like team development, transitioning your focus, and recruiting branches—and the challenges unique to geography and market size.

Whether you’re a seasoned originator contemplating next steps, or a producing manager ready to scale, this episode lays out the blueprint for changing roles within the mortgage industry, featuring stories, lessons, and actionable guidance from real experience.

Key takeaways:

1. Leadership Driven by a Bigger “Why”: We talk about how a deeper, legacy-driven motivation is essential for making the leap from origination to leadership. Robert shares that his desire for something beyond personal success—a business that could run independently and serve others (even his own kids in the future)—was the foundation of his transition.
2. Burnout and the Catalyst for Change: We discuss the exhaustion that often precedes this kind of career shift. Robert candidly describes feeling burnt out, even with a strong team in place, and how letting go of control (while learning to delegate) was crucial to making the change sustainable.
3. Servant Leadership and “Ripples in the Pond”: One of the most fulfilling parts of leading a branch, according to Robert, is embracing servant leadership—putting others’ success first, even if it means your own files close last. The impact you can have multiplies across teams, clients, and communities.
4. Building and Trusting Your Team: We stress that before you can serve others or grow a branch, your own originations and processes must be dialed in. Robert lays out how investing in team development, training, and systems (to the point where they’re 90% of you) is step one in transitioning focus to bigger leadership goals.
5. The Role of Market Size, Geography, and Scaling: Geography matters—especially for leaders in smaller markets. We explore how location shaped Robert’s recruiting and branch-building strategy, the challenges of saturation, and the need to create impact beyond your immediate locale. Additionally, scaling is not linear; setbacks and pivots are inevitable, so your “why” must keep you moving forward.

This episode is an honest look at the journey from producer to leader: the blueprint, the bumps, and the breakthroughs that come with creating something bigger than yourself. Whether you’re thinking about this shift or currently navigating it, our hope is that you’ll come away equipped and inspired to build your own legacy in mortgage leadership.

Come back next week for part two of this conversation!

Robert, Tom, and Dave

Welcome back to Lending Leadership: The Mortgage Pros—your roadmap to building, scaling, and thriving in today’s mortgage industry.

This episode is part two of our Blueprint Series, and we’re diving deep into the critical strategies, mindset shifts, and systems that helped Dave Holland break through a long-standing production ceiling and grow his business from $50 million to $200 million (and beyond). Dave Holland is back in the hot seat for a candid and insightful conversation.

Last time, we explored the grind years—the relentless hustle, longstanding habits, and the heavy workload that define the early stages of a mortgage career. But as Rachael reminds us, this episode is all about what pushed Dave Holland and his business to scale: the “growth years.” We break down the pivotal moments, the mindset evolution, building and empowering a team, creating sustainable systems, and setting needed boundaries.

If you’ve ever hit a wall in your growth or wondered how to truly scale your mortgage business, this conversation is about getting real, letting go of control, and learning to work smarter instead of harder.

Key takeaways:

1. Scaling Starts with Mindset, Not Just Operations: Before the systems and hires, it takes a mindset shift to move from “doing it all yourself” to confidently letting go and trusting the team. Dave Holland stresses that this is a gradual process—with years of hard lessons separating the grind years from true growth.
2. Systems are Fuel for Growth, Not Just Organization: Implementing systems like a team line, shared inbox, and the “doctor-nurse” model were game-changers for Dave. Building clear processes around customer handoffs and communication freed up time for higher-value work and allowed him to focus on leading, not just doing.
3. Trust and Empower Your Team—One Step at a Time: True scale comes from investing in hiring the right people, trusting them with increasingly critical responsibilities, and empowering them to own their work (“slow to hire, quick to fire” is a key mantra). Every time Dave delegated responsibilities and got out of the way, both his business and his team thrived.
4. Boundaries Create Both Freedom and Professionalism: We discuss how setting clear office hours, managing availability, and not being at the beck and call of agents or clients leads to less stress and better relationships. Real estate partners may push back, but as Dave found, strong boundaries actually earn respect and allow for sustainable growth.
5. Modern Marketing and Events are Essential, Not Optional: Scaling isn’t just about operational efficiency—it’s about building a brand. From lunch and learns, happy hours, and wine tastings to social media posts and mailers, Dave shares practical strategies that have fueled his business and created lasting relationships. The market keeps shifting, and adapting your outreach is key.

This episode is a must-listen for any mortgage professional wanting to get out of the weeds and truly build a business that grows beyond themselves. As always, we’re open for your questions and feedback—reach out any time for a candid chat about what’s working and what’s not.

Don’t forget to subscribe and stay tuned for more in-depth blueprint episodes as we keep building together for 2026 and beyond!

Welcome back to Lending Leadership: The Mortgage Pros—your hands-on guide to leadership, growth, and grit in the mortgage industry.

On this episode, we’re kicking off a special two-part series focused on the journey from zero to $50 million in annual loan production—and what it takes to break through to $200 million and beyond. This week, we turn the spotlight on our very own Dave Holland, whose career has spanned over 25 years, nearly $2 billion in personal volume, and more than 10,000 families served. Trust us, his story is packed with the hard-earned lessons, mistakes, and mindset shifts that can help any loan officer pave their own path to greater success.

Tom Mills and Rachel Tresch join Dave Holland for an honest, often humorous look at what it really means to grow in this business. We dig deep into the “old school” work ethic that got Dave Holland to his first ceiling, and the tactical shifts needed to move beyond it. While the door-to-door rate sheets and daily faxes may be mostly in the past, the core tenets of grit, relationship-building, and continual learning still ring true.

In today’s episode, we roll back the clock to Dave Holland's early days—living in his grandparents’ basement, grinding through seven-day workweeks, and learning to turn rejection into resilience. We tease out the habits, mindset, and personal systems that allowed him to break out of the “lone wolf” trap, and set the stage for next week’s unpacking of how to scale beyond $100 million.

Whether you’re a new LO, a seasoned veteran, or somewhere in between, there’s something here for every mortgage professional wanting more out of their business and their life.

Key Takeaways:

1. Grit Was the Foundation, but Not the Finish Line:
2. In the early days, Dave Holland built his reputation on relentless work ethic—long days, constant outreach, and never shying away from the “hard stuff.” While that grit got him off the ground, it was clear that “just grinding” set a ceiling on both his output and his happiness. The path to real growth meant learning to work smarter, not just harder.
3. Mastery of the Craft Still Matters:
4. Dave Holland credits much of his early success to becoming a true student of the business—spending hours reading guidelines, memorizing policies, and striving to become the go-to problem-solver. While today’s market offers more coaching and peer collaboration than ever, the lesson is timeless: deep knowledge earns trust and sets you apart.
5. Rejection Is Part of the Game:
6. We explore how repeated “no’s”—and even outright dismissal—did sting, especially for a young professional with hand-me-down suits and no connections. Yet Dave Holland learned to keep showing up in agents’ offices and on the phones, eventually breaking through by sheer tenacity. Every “no” gets you closer to your next “yes.”
7. Building a Reputation on Honesty and Communication:
8. Facing up to mistakes, keeping promises, and being proactive with updates (even when it’s uncomfortable) became cornerstone habits for Dave Holland. We discuss specific tactical routines—weekly agent updates, over-communication at transaction pinch points, and owning errors early—that helped him stand out and earn consistent referrals.
9. You Can’t Scale Alone—Systems and People Are Crucial:
10. Dave Holland shares his realization that he couldn’t break past the $40–$50 million plateau without building a team and learning to delegate. Today, he credits his team and technology for delivering a higher standard of service than he ever could solo. The shift from control to collaboration—and from chaos to systems—was crucial for breaking through to the next level.

We wrap up this episode with a look ahead: if you’re feeling stuck in your income or time, or simply craving a sustainable way to grow, you won’t want to miss Part Two. There is a tactical blueprint for scaling—and we’re here to help you find it.

Don’t forget to like, subscribe, and share Lending Leadership: The Mortgage Pros. If you’re ready to move from maximum effort to maximum impact, stay tuned for our next installment.

— Tom Mills, Rachel Tresch, and Dave Holland

Welcome back to Lending Leadership: The Creative Brief.

We’re excited to bring you part three of our special series on the power of storytelling, featuring Will Greenblatt, founder of Outloud Speaker School. If you’re just joining us, now’s a perfect time: over this three-part journey, we’ve been unpacking not just why stories matter, but also how to craft your own compelling narrative, especially as a leader or sales professional.

In this episode, we put the three-act origin story framework into practice. Will sat down with both of us to help shape our personal stories in real time. You’ll hear us dig deep—sometimes with vulnerability, sometimes with humor—reflecting on our backgrounds, challenges, and the moments that shaped us as people and professionals. We also discovered that telling a true story about who you are isn’t just engaging—it’s transformative, both for your audience and for you.

If you’re in sales or a leadership role, or if you ever have to “tell your story” to anyone, this episode is packed with practical tips, real examples, and a dash of courage.

Five Key Takeaways:

1. Your Story is Your Superpower
2. Both the winding path and the struggles along the way are assets. Sharing the “nonlinear” reality of your career, or admitting you don’t always have it figured out, helps humanize you—building deeper trust with teams, recruits, and clients.
3. Know Your Three Acts, Pick Your Anecdotes
4. A three-act origin story structure helps you share a concise, powerful personal brand story. But anecdotes—like that embarrassing moment in music class—add color, relatability, and memorability to your introduction.
5. Vulnerability Connects, Accomplishments Convince
6. Listing accolades is fine, but “real” stories make a greater impact—especially in sales. Opening up about moments of doubt, change, or fear (like thinking you’re unemployable!) allows others to see themselves in you and puts you on their side.
7. Tailor Your Story to Your Audience
8. Adjust the focus and details depending on who’s listening—internal teams may appreciate more detailed, “inside” stories, while external clients may need clarity and brevity. Always ask: What helps this audience know, like, and trust me?
9. Use Your Story Consistently—But Make it Conversational
10. Don’t memorize a script. Instead, get comfortable with the broad beats of your story so you can share the right piece at the right moment. Infuse your story into presentations, meetings, and even LinkedIn posts. The more you use it, the more it becomes a natural extension of your brand.

A huge thank you to Will Greenblatt for guiding us through this live coaching session and sharing his ebook, which you can download here. Whether you lead, sell, or simply want to connect better, remember: people don’t just buy products, they buy people. Tell your story, stand out, and watch deeper connections—and better business—follow.

Don’t forget to like, subscribe, and check out the ebook below. We’ll see you next time on Lending Leadership: The Creative Brief!

Rach & Rinn

Welcome back to Lending Leadership: The Creative Brief, where we dig into stories, strategies, and the moments that shape leadership in the mortgage and lending industries.

This week, we’re diving back into storytelling with the brilliant Will Greenblatt, picking up where last episode left off. If you joined us for Part One, you know that Will is a master of helping leaders use narrative to connect, drive change, and be remembered. In Part Two, we unpack the “Three Act Origin Story”—Will’s unique take on a classic storytelling framework designed for leaders who want to bring structure, emotion, and authenticity to their professional stories.

So many of us struggle to explain what we do (and why it matters!) without sounding like a walking LinkedIn headline. In this conversation, Rachael, Corinne, and Will get real about how to share your background, struggles, and aha moments in ways that invite empathy and spark conversations within your teams.

Here’s what we discussed:

1. The Three Act Origin Story: what it is, how it works, and why starting with childhood is such a gamechanger.
2. How sharing your real, sometimes vulnerable, truth is the opposite of weakness—it's the path to connection and leadership credibility.
3. How to structure your story with just enough details to create empathy, without jumping the timeline or overwhelming your audience.
4. Will Greenblatt
5. ’s storytelling coaching in action: listen in as
6. Corinne Bibb
7. shares her background and experience, and we reflect on what makes our stories relatable at work (and why you might want to skip talking present-day specifics when you’re building the scene).
8. The beauty and challenge of embracing the “I don’t know what I want to be when I grow up” mindset, especially as a leader in a fast-moving industry.

Key takeaways:

1. Start at the Human Level: By anchoring any story in childhood, we tap into our shared humanity. Childhood is an “equalizer,” creating connection even when backgrounds are wildly different. That “baby picture effect” softens our perspective and reminds us everyone starts somewhere.
2. Chronology Builds Transport: To deeply engage your listeners, let your narrative follow a chronological arc. Don’t jump back and forth to present-day facts—keep us in that moment, and watch empathy and curiosity grow.
3. Vulnerability Is Your Superpower: Sharing the truths you’re hesitant to say (like not being sure what you want to be when you grow up) is exactly what draws people in. If it feels risky, it’s probably resonant—your audience feels the tightrope, and that’s where leadership trust is built.
4. Context Creates Clarity: Even small details—like sibling dynamics or socioeconomic background—offer critical context to your journey. They’re often more interesting and memorable than job titles or resume bullet points.
5. You Don’t Need a Perfect Aha Moment: Not everyone has a dramatic turning point or a grand “why” behind their choices. Admitting you don’t know, or that some things developed organically, is just as valid. What matters is honestly naming those moments and the questions they raise.

We left off on a tantalizing note: next episode, Will Greenblatt goes even deeper into real-time coaching, helping Rachael and Corinne Bibb shape their stories for maximum connection and clarity. This trilogy is a must-listen for anyone looking to rehumanize their leadership narrative and make meaningful connections in (and out of) the workplace.

Pull up a seat, grab a pen, and get ready for more storytelling magic next week on Lending Leadership: The Creative Brief!

Rach & Rinn

Welcome back to Lending Leadership: The Creative Brief!

We’re kicking off something extra special this week—a three-part series focused on the art and business impact of storytelling. If you’ve ever wondered how some people seem to captivate with their personal stories while others fall flat, you’re in the right place. In this episode, we explore why storytelling isn’t just a “nice to have” for leaders, marketers, and sales professionals—it’s essential.

And to help us unpack the science and soul of effective storytelling, we’re joined by guest Will Greenblatt, founder of Outloud Speaker School, accomplished public speaking coach, and self-described “recovering child actor.” Will is a master at helping people turn their real-life stories into their secret weapon for connection, persuasion, and career success.

In Part 1 of this series, Will Greenblatt walks us through his own “three act origin story,” complete with vulnerable moments, setbacks, and the surprising ways his lows have shaped the success he experiences today. Together, we discuss the difference between a pitch and a story, what it means to genuinely open up (while respecting personal boundaries), and why sharing your truth is often the first step to building real trust.

Key Takeaways

1. Your Story Is Your Superpower
2. Everyone has a unique origin story—even if you don’t think yours is “interesting.” Learning how to share it in a structured, honest way is the quickest route to helping people know, like, and trust you.
3. Storytelling Outshines Pitching
4. People forget pitches, but they remember stories. Replacing the pitch-heavy mindset with authentic storytelling opens the door to deeper, more memorable business connections.
5. Vulnerability Has No Set Boundary
6. The “line” for appropriate vulnerability is different for everyone, and you can’t always predict how people will respond. What matters most is checking your intention—tell your story for connection, not just for applause or approval.
7. Authenticity Over Approval
8. Performing to please others might get you noticed, but it rarely leads to genuine happiness or lasting success. The goal is to express yourself honestly and let business success follow as a natural byproduct, not the main objective.
9. Human Storytelling in the Age of AI
10. With technology making it easier than ever to outsource our words and ideas, the ability to tell your own story—raw, real, and unpolished—is more valuable than ever. As Will Greenblatt passionately warns, don’t hand your unique voice to a machine; the struggle to articulate your truth is what deepens your connections and defines your personal brand.

Whether you’re a leader, marketer, or just someone trying to make a lasting impression, this episode sets the stage for practical, heartfelt storytelling that resonates. Don’t miss next week’s follow-up, when we break down the secret sauce of the “three act origin story” and help you craft your own.

If you enjoyed this episode, don’t forget to like and subscribe—Lending Leadership: The Creative Brief will be back next week to pick up right where we left off!