Season 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential Mortgage

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The F Word: Where Females and Finance Are NOT Dirty Words!

Sheryl Hickerson

70 episodes

1 week ago

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

Business

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All content for The F Word: Where Females and Finance Are NOT Dirty Words! is the property of Sheryl Hickerson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

Business

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Season 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential Mortgage

The F Word: Where Females and Finance Are NOT Dirty Words!

50 minutes 57 seconds

4 years ago

Season 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential Mortgage

On today's episode of The F Word, Sheryl Hickerson is speaking with Matt Shanlian, Great Lakes Division President at Primary Residential Mortgage.

Matt travels the country speaking to Financial Planners, Insurance Agents, Trust and Family Attorneys, and retirement specialists educating them on the power of Proactive Home Equity Management. His Sound Alternatives For Equity (S.A.F.E.) Philosophy outlines the opportunities and value of having a plan for your clients' equity as they go through life. He believes a trusted third-party referral source solidifies his partners' financial plans.

In today's chat we will discuss:

- Real Estate and Financial Services: The importance of communication between both professionals with a client.

- Why Fiduciaries Matter: (And yes, there are fiduciaries in real estate!)

- The Power of "No": Why Matt and his team say it often to clients and financial service professionals.

Be sure to connect with Matt:

LinkedIn: https://www.linkedin.com/in/matthew-shanlian-2b111582/

Website: https://www.primeres.com/wooster/about/loan-officers/loan-officer/matt-shanlian

Email: mshanlian@primeres.com