Blog

Delivered a keynote presentation and facilitated an interactive community roundtable at the GoWest Credit Union Association's 2023 MAXX Conference for credit union leaders from across the Western United States.

Spoke on business relationship building to an audience of independent insurance agency owners, insurance carriers and related companies at The Agency Collective's first annual member conference.

Spoke to CrossCountry Mortgage leader and CORE coach Gavin Ekstron’s team on relationship building and moderated a guest panel in which stellar relationship builders shared their best practices.

Led independent insurance agents and their partners in an interactive keynote presentation on relationship building at the 2022 SIA of Northern Ohio Annual Conference where the energy was contagious.

Delivered a Legacy Mutual Mortgage-sponsored keynote on relationship building followed by an interactive discussion with a group of panelists from Coldwell Banker D'Ann Harper Realtors in San Antonio, Texas.

Signed hundreds of books at the 2021 Annual Conference of the National Association of Mortgage Brokers, courtesy of Plaza Home Mortgage which sponsored my fireside chat on business planning and relationship building.

Delivered the closing keynote at Guild Mortgage’s 2021 Virtual Leadership Summit, a three day event of sharing, learning, and relationship building for the company's top mortgage loan officers and their teams.