Episode 297
Episode 297: Winning Strategies during a Merger Retention
Mortgage Manager Playbook · Pat Sherlock
May 27, 202523m 19s
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Show Notes
Jerry Rader, SVP, Strategic Growth & Development, ALCOVA Mortgage. Highlights include: face-to-face communication builds trust; incentivizing retention with shared upside; retention requires a post-sale strategy; cultural fit beats highest bid and respecting people as stakeholders is the #1 retention lever. Jerry has been in the mortgage industry for over 30 years.