Coffeez for Closers with Joe Shalaby
Episode 53: Mortgage Media ft. Founder Andrew Berman
Release Date: November 13, 2024

Introduction to the Episode and Guest

In Episode 53 of "Coffeez for Closers," host Joseph Shalaby welcomes Andrew Berman, the Head of Engagement at American Business Media and the Founder of National Mortgage Professionals (NMP) magazine. Berman is recognized as a visionary leader who has significantly influenced the mortgage industry's media landscape through strategic acquisitions and innovative content delivery. This episode delves into Berman's journey, insights into effective leadership, and the evolving dynamics of the mortgage sector.

Morning Routines and the Importance of Discipline

The conversation kicks off with an exploration of daily morning routines, highlighting the discipline required to maintain productivity and a positive mindset.

Andrew Berman shares his rigorous morning regimen:

"4:00 in the morning, alarm goes off... meditate, then a quick workout, some reading, journaling, and a conversation with myself to set the day's path."
[03:39]

Joseph Shalaby complements this by detailing his multitasking approach:

"I do the dishes, red light therapy concurrently. Then I do a stretching routine, get the kids ready, and squeeze in a workout."
[05:30]

This exchange underscores the significance of structured routines in fostering both personal and professional growth.

Building NMP During the Mortgage Crisis

Berman recounts his entry into the mortgage industry, influenced by his father's legacy, and the founding of NMP magazine during the tumultuous period of the 2008 financial crisis.

"We saw that even amidst the crisis, there were originators still cranking out loans. That's when we created National Mortgage Professional magazine to support those who were still succeeding."
[09:24]

Launching NMP in 2009, Berman aimed to provide valuable insights and resources to over 160,000 mortgage professionals weekly, setting a new standard for industry news and education.

Work Ethic Driven by Helping Others

A significant portion of the discussion revolves around Berman's relentless work ethic, fueled by his passion for assisting others in the mortgage industry.

"At the end of the day, I just like helping people. It starts with conversations, understanding their needs, and finding ways to support their growth."
[12:54]

Berman emphasizes that his role is not just about business growth but about fostering meaningful relationships and enabling others to thrive.

The Human Element in the Mortgage Industry vs. AI

Both hosts discuss the impact of artificial intelligence on the mortgage industry, affirming that while AI can handle marketing and monotonous tasks, it cannot replicate the essential human relationships that drive success.

Berman states:

"AI can never replace the relationship, the human connection."
[23:07]

Shalaby adds:

"The human connection is everything. An hour-long podcast conversation is like the best date you can have."
[24:30]

This segment highlights the irreplaceable value of personal interactions in maintaining trust and fostering business relationships.

Family and Legacy

The conversation shifts to the importance of family and building a lasting legacy. Both hosts share personal anecdotes about their children and the values they hope to instill.

Berman reflects:

"I want my great, great, great grandchildren to know who I am and the legacy I've built."
[43:44]

Shalaby echoes similar sentiments, emphasizing the desire to create a lasting impact that extends beyond personal achievements.

Fostering Talent within the Organization

Berman discusses strategies for nurturing talent at Ambiz Media and NMP magazine, acknowledging the pivotal role of leadership in assembling effective teams.

"Our CEO, Vince Valvo, has made some incredible hires who have embraced the mortgage business and found greatness within it."
[45:47]

He credits Vince for his ability to attract and cultivate talent, allowing the organization to flourish even amidst industry challenges.

Future Goals and Industry Insights

Looking ahead, Berman shares his aspirations for personal, business, and family growth. He outlines plans to continue influencing the industry through initiatives like "Build a Broker," which empowers new mortgage professionals to establish their brokerages.

"Our goal with Ambiz and NMP is to continue influencing and helping originators grow their careers through platforms like Build a Broker."
[47:50]

The hosts also touch upon emerging trends in the mortgage industry, discussing the anticipated challenges and the resilience of the broker model in facing economic headwinds.

Conclusive Thoughts

In the final moments of the episode, Berman reflects on his life's actions and legacy, expressing a hope that his efforts to help others will be recognized positively.

"The spirit of what I've done has always been trying to do right by people, trying to help more than harm."
[54:37]

Shalaby concludes by thanking Berman for his valuable insights, underscoring the episode's key takeaway: the enduring importance of human connections and purposeful leadership in the mortgage industry.

Key Takeaways

• Discipline and Routine: Establishing a structured morning routine is crucial for maintaining productivity and a positive mindset.

• Leadership During Crisis: Building a successful venture during economic downturns requires vision, resilience, and a focus on supporting those who remain steadfast.

• Human Connections Over AI: While technology can automate tasks, the essence of business growth lies in genuine human relationships.

• Legacy Building: Personal and professional endeavors should aim to leave a lasting positive impact on future generations.

• Empowering Others: True leadership involves nurturing talent and providing platforms for others to succeed.

This episode of "Coffeez for Closers" offers an inspiring narrative of entrepreneurship, leadership, and the unwavering commitment to fostering meaningful relationships within the mortgage industry.