Thursday Jul 24, 2025

S3, E6 Advising Through the Shifts

Sam Kirtikar, CEO of The Mortgage Broker, joins us to discuss how he's rebuilding the brokerage model around service, adaptability, and long-term value. From acquiring an established firm to reshaping its philosophy, Sam shares what it takes to grow a business in a shifting market - balancing tech with trust, automation with education, and speed with sustainability. We explore how brokers can stay relevant in a world that's changing fast, and why putting people before process might just be the smartest strategy for the future of finance.

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