Learn how Brady Thomas grew his Volume by 45% without Cold Calling.

Stop being a "transaction taker" and start building Referral Gravity. Learn the exact framework Brady Thomas used to grow his business by 45% year over year and fund $180M in 2025 while the rest of the Mortgage industry was stuck with high interest rate fatigue.

Brady Thomas breaks down how he went from transaction taker to value creator while also moving from California to Boston in a down market and growing his business substantially.

This episode reveals his three pillars of Referral Gravity so you can stop chasing business and start attracting referrals: Transactional Clarity, Authority, and Operational Leverage.

If you want to rise above the grind and be the CEO of your business, this episode is your masterclass.

Talking Shift episode Insights:

Referral Partners don't refer people, they refer problems:
Position yourself as the specific solution to their biggest headaches.

• Create your Niche in a commoditized Mortgage Industry:
  How to be seen by your Realtors so you are the exact person they refer.
• Stop being impressive, start being relatable:
  People connect with your "messy" human moments, not polished posts.
• Be the CEO of your Business:
  Stop being a product and start being the strategy that helps your clients and referral partners.

00:00 Introduction to Brady Thomas and His Success

02:56 Falling Back in Love with the Business

06:08 The Shift from Transactional to Value-Based

08:57 Finding Your Voice in Content Creation

11:50 Building Trust Through Authenticity

15:06 The Long Game of Marketing and Connection

17:38 Leveraging AI and Insights for Growth

20:59 The Importance of Curiosity and Continuous Learning

29:48 The Importance of Personal Branding

33:38 Building Referral Gravity in Business

34:07 Understanding the Mortgage Landscape

38:34 Creating Clarity in Referrals

41:55 Establishing Authority and Thought Leadership

47:19 Operational Leverage for Sustainable Growth

50:18 Finding Purpose in Business

Today's Guest:

Brady Thomas, Guest: An elite producer and owner at LaSalle Mortgage who grew his business by 45% year-over-year in a down market. He is a master of digital branding and systems-driven growth, moving $180M in volume through building referral gravity, not cold calls.

👉Brady’s Instagram

👉LaSalle Mortgage

Craig Davis, Host: A leader’s leader, executive coach, and speaker with 20 years in the mortgage business, Craig is a Stage 3 cancer survivor with a mission to help busy leaders get unstuck, reduce stress, and Make Shift Happen in life and business.

👉Coach Craig Davis

👉Craig’s LinkedIn

👉Craig’s Instagram

Check out Talking Shift on all your favorite platforms.

🎙️ The Talking Shift Podcast
👉 Apple | Spotify | YouTube

If you enjoy this podcast, please support it by liking, subscribing, and sharing with someone who needs to hear it.

The most sophisticated tech ever, AI, is now table stakes.
But AI is not the threat.

On this episode of Talking Shift, Craig sits down with Eric Post, founder and CEO of Huzi.ai to get into the truth that many leaders are missing.

The real disruption isn’t competitors using AI better than you.

It’s the AI powered consumer who’s already informed, researched, and confident.

Knowledge is no longer valuable when everyone has access to super intelligence.

So what is the advantage?
Humanity.
Efficiency
Leverage

Eric and Craig dig into the perspectives that help shape how to use AI so your humanity always remains forward, and connected to your clients:
• Why knowledge is no longer your value
• How the AI powered consumer is using AI instead of search
• Why authority without humanity is forgettable
• How leaders move from being “smart” to being trusted

AI is raising the bar, and it’s happening fast, faster than any technology in history.

The future belongs to those who know how to pair AI intelligence with human wisdom.

Listen in if you’re a CEO, a branch manager, a sales originator, or entrepreneur who wants to stay keep up with a world that’s changing fast.

And the great news, it’s not too late!

This conversation will break down the barriers of AI and get you excited about incorporating it into your business, and life.

00:00 Introduction to AI and Humanity

01:42 The State of AI Development

05:12 The Shift from Search to Conversation

07:09 SEO vs. AEO and GEO

10:02 Building Authority in the AI Era

12:15 The Rise of Content and Niche Markets

16:23 The Race for Efficiency vs. Memorable Experiences

18:36 From Knowledge Workers to Wisdom Workers

24:39 Creating Human Connections in a Digital World

27:42 The Importance of Stillness in a Fast-Paced World

29:23 Finding Your Genius Zone

31:37 The Power of Human Connection

35:41 Personal Development Through Adversity

39:15 Embracing Immersion and Curiosity

41:27 The Birth of Who's He: Empowerment Through AI

47:26 Closing the Gaps in AI Understanding

54:40 The Future of AI and Humanity

-AI is not making the industry easier; it's raising the bar.

-The biggest threat to industries is the AI-powered consumer.

-SEO is still important, but AEO and GEO are the future.

-Creating memorable experiences is key in a commoditized market.

-Human connection is essential in business and can be the difference between life and death.

-Curiosity and resourcefulness are vital skills in the AI era.

-AI can help individuals grow in ways they never thought possible.

Craig Davis, Host: A leader’s leader, executive coach, and speaker with 20 years in the mortgage business, Craig is a Stage 3 cancer survivor with a mission to help busy leaders get unstuck, reduce stress, and Make Shift Happen in life and business.

👉Coach Craig Davis

👉Craig’s LinkedIn

👉Craig’s Instagram

Check out Talking Shift on all your favorite platforms.

🎙️ The Talking Shift Podcast
👉 Apple | Spotify | YouTube

If you enjoy this podcast, please support it by liking, subscribing, and sharing with someone who needs to hear it.

"Common sense is the one thing that trumps everything else.".

Dino grew up in the restaurant business, learning at an early age that success isn't about complex algorithms, it's about being a good human, discipline, and crisscrossing cheese in the kitchen to save time when cooking in the restaurant. Today, as the CEO of Ethos Lending, he’s disrupting a multi-billion dollar Mortgage industry and building something Mortgage Advisors want to retire at.

In this episode of Talking Shift, Craig and Dino dive deep into why the traditional mortgage model is outdated, how AI is driving impact, and why as an entrepreneur you have to “burn the boats” to build a legacy.

What you’ll learn in this episode:

• The "Restaurant Rule" for Business: Why giving away a "free drink" was more powerful than anything else.
• The M.U.M. Framework: How to turn your book of business into a “Mortgages Under Management” asset that is helping Loan Officers retire when ready.
• AI as a CEO Tool: Why Dino wakes up at 4AM building an AI powerhouse to serve his business and increase the asset value of his Loan Officer’s Mortgages Under Management.
• The Shift in Perspective: Why your perspective is the only thing standing between you and a million-dollar year.

Timestamps:

• 00:00 – Who is Dino? The CEO with a different "ethos".
• 06:47 – Lessons from the Greek restaurant: Counting change and crossing cheese.
• 09:20 – The "Distraction" Technique: Managing client anxiety.
• 17:01 – Why Dino stopped "hunting" for loans to build a legacy.
• 22:52 – Explaining M.U.M. (Mortgages Under Management) .
• 38:49 – Waking up at 4:00 AM for the AI revolution.
• 49:43 – The one word every leader needs: Perspective.

ABOUT THE GUEST

Dino Katsiametis is the CEO and Founder of Ethos Lending. With 28 years in the industry, Dino is a visionary leader focused on transforming loan officers into advisors. He is the pioneer of the MUM model and host of
The Way
podcast.

🌐 Ethos Lending
🌐 The Way Podcast
🌐 Dino's LinkedIn

ABOUT THE HOST

Craig Davis is an Executive Coach, Keynote Speaker, and host of
Talking Shift
. A valued leader in the mortgage industry and cancer survivor, Craig helps high-performers get out of the grind, reduce stress, and succeed on purpose.

🌐Ascend Xperience
🌐Craig’s LinkedIn

Check out Talking

Craig Davis, Host: A leader’s leader, executive coach, and speaker with 20 years in the mortgage business, Craig is a Stage 3 cancer survivor with a mission to help busy leaders get unstuck, reduce stress, and Make Shift Happen in life and business.

👉Coach Craig Davis

👉Craig’s LinkedIn

👉Craig’s Instagram

Check out Talking Shift on all your favorite platforms.

🎙️ The Talking Shift Podcast
👉 Apple | Spotify | YouTube

If you enjoy this podcast, please support it by liking, subscribing, and sharing with someone who needs to hear it.