EPISODE · May 27, 2025 · 23 MIN
Episode 297: Winning Strategies during a Merger Retention
from Mortgage Manager Playbook
Jerry Rader, SVP, Strategic Growth & Development, ALCOVA Mortgage. Highlights include: face-to-face communication builds trust; incentivizing retention with shared upside; retention requires a post-sale strategy; cultural fit beats highest bid and respecting people as stakeholders is the #1 retention lever. Jerry has been in the mortgage industry for over 30 years.
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Episode 297: Winning Strategies during a Merger Retention
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This episode is 23 minutes long.
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This episode was published on May 27, 2025.
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