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Content provided by Kenneth Travis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kenneth Travis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Unlocking Ownership: Transitioning from Branch to Broker with Megan Marsh

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Manage episode 500521954 series 3680180
Content provided by Kenneth Travis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kenneth Travis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Loan Officer Experience podcast, host KT discusses the important topic of ownership versus branch life for loan officers with Megan Marsh, co-founder of Co/Lab Broker Concierge. They delve into the advantages and challenges of transitioning from a branch model to independent ownership in the mortgage industry. Megan highlights the significant financial benefits, including tax savings and increased net worth potential for business owners, and addresses common fears and misconceptions that hold loan officers back. She outlines the infrastructure and support now available, making it easier to make a successful transition. They also discuss the value of having control and the flexibility to navigate the mortgage landscape effectively. For more information and to connect with Megan Marsh, visit becomeamortgagebroker.info or follow The Lab: Mortgage & Real Estate Business Academy YouTube channel.

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6 episodes

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Manage episode 500521954 series 3680180
Content provided by Kenneth Travis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kenneth Travis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Loan Officer Experience podcast, host KT discusses the important topic of ownership versus branch life for loan officers with Megan Marsh, co-founder of Co/Lab Broker Concierge. They delve into the advantages and challenges of transitioning from a branch model to independent ownership in the mortgage industry. Megan highlights the significant financial benefits, including tax savings and increased net worth potential for business owners, and addresses common fears and misconceptions that hold loan officers back. She outlines the infrastructure and support now available, making it easier to make a successful transition. They also discuss the value of having control and the flexibility to navigate the mortgage landscape effectively. For more information and to connect with Megan Marsh, visit becomeamortgagebroker.info or follow The Lab: Mortgage & Real Estate Business Academy YouTube channel.

  continue reading

6 episodes

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