Ken and Tammi are joined by Kyle V. Robertson. He’s an avid listener of the podcast and is here today to share some stories on how he met Ken and how they work together. Also, he tells us how New American Funding makes a difference in the mortgage industry by funding loans themselves.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.

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Show Notes

  • Kyle introduces himself – 2:25
  • Ken recalls a previous episode about his loan officer – 4:00
  • Stories from their first encounters – 6:15
  • How listening to the podcast has helped Kyle work with Ken – 11:15
  • Kyle’s areas of expertise – 11:36
  • How a Cash-Out Refinance is advantageous for clients – 12:30
  • Why loans can be very powerful – 14:00
  • What Kyle sees in the interest rate environment – 14:40
  • They talk about the Bankosaurus® and “Joey the T-Rex” merchandise – 17:00
  • Having merchandise as an offer for prospects – 19:00
  • What is the best way to present an application to a mortgage consultant? – 21:50
  • The excitement behind the mortgage business – 29:00
  • Tammi’s takeaways – 32:00

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