Episode 304
Episode 304: Breaking Free from Transactional Training Model
Mortgage Manager Playbook · Pat Sherlock
September 14, 202523m 20s
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Show Notes
Dave Savage, Chief Growth Officer, TrustEngine & Founder of Mortgage Coach. Highlights include: discussion of transactional training vs advisory model; the trap of price and rate thinking; leadership’s role; the LO as wealth advisor and the use of technology in the future. The illiterate of 2025 and beyond will not be those who can’t read/write but those who can’t unlearn old practices and relearn new ones.