Todd Bookspan, a seasoned mortgage broker with 25 years of experience and a team averaging over $100 million in annual production, emphasized the importance of partnerships and financial education. His non-profit, First Home IQ, teaches financial literacy in schools. Bookspan's Win by Noon program, a simple quarterly planner, helps agents and loan officers track activities and improve productivity. He highlighted the need for compliant business arrangements in the mortgage industry, citing his work with top mortgage companies and RESPA compliance. Bookspan expressed interest in learning lead-generation strategies from the attendees.

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