From Commodity to Advisor: Elevating the Modern MLO with Tricia McIntosh, CFP®️
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From Commodity to Advisor: Elevating the Modern MLO with Tricia McIntosh, CFP®️
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In this powerful episode of Take It To The Max, MaxClass CEO LaDonna Lockard welcomes former MLO turned educator Tricia McIntosh, CFP®️, for a deep dive into building sustainable, six-figure mortgage practices. From advisor-level positioning and gig economy niches to AI adoption and dismantling limiting beliefs, this conversation challenges originators to stop competing on rate and start competing on value.
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