Building Trust at Scale: Kristin Messerli on Financial Literacy, AI, and the Modern Mortgage Advisor скачать в хорошем качестве

Building Trust at Scale: Kristin Messerli on Financial Literacy, AI, and the Modern Mortgage Advisor

In this episode of The Way Podcast, Dino Katsiametis sits down with Kristin Messerli, Co-Founder of First Home IQ, former social worker, researcher, and one of the leading voices on trust, financial literacy, and next-generation homebuyers. Kristin shares her journey from social work to mortgage education, explains why trust is declining across every industry, and breaks down exactly how loan officers and mortgage advisors can rebuild trust through education, empathy, and human connection — especially in an AI-driven world. This conversation goes deep into: Why first-time and next-gen buyers are overwhelmed and skeptical How to build trust before the loan conversation even starts The TRUST framework every mortgage professional should use How AI can actually increase empathy instead of replacing it Why education-led marketing is the future of mortgage If you work with first-time buyers, millennials, or Gen Z — or want to become a trusted advisor instead of a transactional loan officer — this episode is a must-watch. 👇 Use the timestamps below to jump to specific topics. ⏱️ Timestamps & Topics 00:00 – From Social Work to Mortgage Education Kristin’s background and transition into housing research and trust work. 00:09 – Why Trust Is Declining in Mortgage & Real Estate Agenda transparency, authenticity, and the post-financial crisis effect. 00:10 – Loan Officer vs Mortgage Advisor Referral business vs internet leads and how trust forms differently. 00:18 – The Trust Gap With Online Leads & Reviews Why 5-star reviews don’t automatically create relational trust. 00:26 – Education as a Trust Accelerator Leading with purpose, clarity, and client-first conversations. 00:40 – “Do You Want to Know the Time or How the Watch Is Made?” Understanding how clients process financial information. 00:41 – Communication Styles, DISC & AI Personalization Recording conversations, adapting delivery, and personality awareness. 00:44 – Data vs Emotion in Client Conversations Why leading with statistics can reduce connection. 00:53 – Zoom Presence & Professionalism in a Digital World Lighting, eye contact, energy, and virtual trust signals. 01:00 – Psychology of Money & Client Behavior Why money conversations trigger stress and how to regulate it. 01:12 – First Home IQ & The Ambassador Program Mission, next-gen homebuyer research, and national education efforts. 01:20 – Personal Code, Values & Sustainable Success Rhythms, self-awareness, and building a meaningful career. 01:27 – How Kristin Would Build a $1M Mortgage Business Education events, partnerships, and community leadership. 📚 Books & Authors Mentioned Bluets — Maggie Nelson Peter Rollins — Various works (philosophy & theology) Science of Scaling — Edward D. Hess Good to Great — Jim Collins (referenced) Greenlights — Matthew McConaughey (referenced) 👤 About Kristin Messerli Kristin Messerli is the Co-Founder of First Home IQ, a nonprofit-driven initiative helping mortgage professionals rebuild trust through financial education and community leadership. She is a former social worker, national keynote speaker, and the creator of the Next-Gen Homebuyer Report, surveying over 8,000 Millennials and Gen Z buyers. 🌐 Website: https://firsthomeiq.com 🎓 Ambassador Program: https://firsthomeiq.com/ambassador 📊 Research: https://nextgenhomebuyer.com 🔑 Key Takeaways Trust is built by listening — not selling. Education creates safety. Empathy creates loyalty. The future mortgage advisor is human-first, education-led, and technology-enabled. 👍 If you found value in this episode: • Like the video • Subscribe to The Way Podcast • Share this with a loan officer or team leader • Comment with your biggest takeaway