AIME Podcast Network

AIME Podcast Network


Broker Power-Up Podcast: Episode 33

October 06, 2025

???? Episode 33: School Transcripts, Variable Income for Nurses & The 3 Types of Clients


Hosted by Jonathon Haddad, AIME's Chairman & CEO, and Tommy Golightly, AIME's Marketing Manager.


???? Broker Buzz

- Using school transcripts for employment when a borrower hasn't graduated yet.

- Qualifying a W-2 nurse with new variable income and a 1099 co-borrower with FHA.

- Best practices for updating insurance on a refinance without triggering the current servicer.


???? Sales Pitch Training | The 3 Types of Clients

Jonathon breaks down the three core client types every LO faces and provides a strategic framework for each. You'll learn how to diagnose the "Not Ready" client quickly and set a actionable roadmap, master the "sell on emotion, justify with logic" approach to build confidence with "First-Time Buyers," and shift to an advisory role to lead with logic for "Sophisticated Investors." This masterclass provides the scripts and mindset to transform your client interactions.


???? Story Time | The Tale of the Three Stone Cutters Jonathon shares a powerful parable about perspective, connecting the three stone cutters to the three client types and challenging you to see your work as building a legacy, not just closing loans.


Level up your guidelines knowledge, transform your sales conversations, and gain a fresh perspective on your purpose.


???? Listen wherever you get your podcasts!

???? Subscribe on YouTube for new episodes every week.


#BrokerPowerUp #SalesTraining #LoanOfficer #MortgageBroker #AIME #BrokersAreBest #MindsetMatters