One of the world’s leading marketing experts, Gary Vaynerchuk has built his career by being exactly where consumer attention is going next. In addition to running digital agency VaynerMedia, Gary also serves as CEO of holding company VaynerX, which houses VaynerMedia and The Gallery, a new publishing company Gary started after acquiring leading women’s lifestyle property PureWow.
Matt Higgins, a Guest Shark on Shark Tank season 10, is an entrepreneur, investor and operator. In 2012, alongside co-founder Stephen Ross, Higgins launched RSE Ventures, a private investment firm that focuses on companies across sports and entertainment, food and lifestyle, media and marketing, and technology. He holds dual roles as CEO of RSE and vice chairman of the Miami Dolphins, overseeing the business of the team. At RSE, Higgins has co-founded several successful enterprises, including the International Champions Cup and public relations firm Derris, whose clients include Warby Parker and Crate & Barrel.
John Henry is an American entrepreneur and investor. He sold his first company by the age of 21 and has been featured as Forbes 30 Under 30 and Ebony Power 100. Now, Henry is a Partner at Harlem Capital, a $25mm Early Stage VC firm and hosts the TV show HUSTLE on VICELAND.
Amy Bonitatibus is Chief Marketing & Communications Officer of Home Lending at Chase.
Her passion for marketing and communications has taken her from the halls of Congress to the highest levels of Wall Street.
In 2012, Amy joined Chase. Since then, she has held a number of senior marketing and communications positions and led some of Chase’s highest-profile public relations and communications campaigns. That includes the 2016 launch of the Freedom Unlimited and Sapphire Reserve credit cards. Both cards drew record sales, and Sapphire Reserve was featured by The Wall Street Journal in its “Best of the Year” ranking for the public relations campaign.
Today, Amy leads Home Lending’s marketing initiatives to acquire, retain and deepen customer relationships as well as branding, digital and analytics. She also manages media relations, public affairs and social media along with internal and executive communications for Chase’s home lending business.
Patty Arvielo started her career from scratch, reaching out of her immediate circle and comfort zone to break into a business when she had no previous experience. Thirty-five years later, she is a nationally recognized business woman; leading a mortgage bank with about 2,900 employees and approximately 165 branches across the nation. She is influencing the real estate finance industry in terms of lending policy initiatives and she rallies for the upward mobility of women in the workplace overall.
To better serve Hispanic communities, Patty spearheaded the Latino Focus Committee within her organization. Their mission is to identify and address challenges Hispanic consumers face in their pursuit of homeownership and to enhance the quality of their lending experience.
Patty serves on the Diversity and Inclusion Committee and is a member of mPower for the Mortgage Bankers Association. She is politically involved in the current and future states of mortgage banking, and frequently visits Washington, D.C. to lobby on behalf of the industry and homeowners. She is a former member of the Fannie Mae Affordable Housing Advisory Council and both Freddie Mac’s Community Lender Advisory Board and Affordable Housing Council. She also serves on the National Park Foundation Board of Directors, where she is serving a six-year term as a new board member, and on the Orange County School of the Arts Foundation Board.
Dave Dickman is an experienced media executive, having served in senior leadership positions at a wide range of media and tech companies.
He is currently CEO of Tagger Media, a comprehensive Influencer Marketing platform offering best in class tools to agencies, brands and media companies. Prior to Tagger Media, he was President of Reelio, a managed service offering in the Influencer Marketing space that was acquired by Fullscreen Media.
Brad Auerbach is the Head of Industry, Insurance at Facebook. In this role, he leads the operational excellence, revenue growth and product strategy to help insurance marketers capitalize on the shift to mobile. With over 2 billion people on Facebook, Instagram & Messenger every day, Brad’s team partners with the largest U.S. insurance carriers to empower connections that drive business results, through every step of the journey and across every device. Prior to joining Facebook eight years ago, Brad held various sales and marketing leadership roles at Microsoft and CBS Corporation. Brad attended Indiana University and lives in Chicago with his wife Debra and their two children.
Gabrielle is on Facebook’s Automotive Global Sales Team where she helps dealerships and dealership partners scale their marketing efforts to sell more cars on Facebook and Instagram. With almost 10 years in the media business, Gabrielle has held positions in all aspects of the advertising space ranging from radio to traditional media and currently digital media. An alumnus of the University of South Florida in Tampa, Gabrielle got her start in advertising helping small businesses in Tampa succeed in their marketing objectives, and later moved to digital advertising for eBay.com helping brands such as Progressive, Ford, The Chrysler Group, Ronald McDonald House and State Farm just to name a few.
Ryan Huff is a Research Analyst at Twitter. Based at the company's San Francisco office, Huff measures and analyzes campaigns running on the platform for advertising clients in a variety of national business sectors, including the automotive industry. In addition to breaking down data into actionable insights for Twitter clients, Huff specializes in social listening and community panel research.
Tannis McKenna is a Development Manager based out of Google New York. In her work with Agency Partners she helps navigate the Google landscape to help her clients grow through Google products. Her portfolio spans across automotive, retail, education, healthcare with a strong focus on the retail side of the automotive space.
Prior to joining Google she worked at a digital media company focusing on helping clients work across all digital products - gaining a strong understanding of how the various aspects of digital media work together.
She has spoken at Digital Dealer in Orlando, Las Vegas and Philadelphia on several Google topics since 2016.
Lisa Fong leads the Pinterest SMB Marketing team focused on inspiring and empowering businesses to grow and succeed on Pinterest. She has over 12 years of experience in digital advertising, technology and marketing. Her passion for mobile ads led her career to adtech companies Google, Apple and Sharethrough. She received her MBA from the Kellogg School of Management.
Brendan is the head of Quora's NY office and leads all ads product partnerships with data, supply, api, and demand partners.
Denise K. Casagrande is the Vice President of Marketing at PCG Digital. Starting in influencer marketing and eCommerce in 2013, Denise has made a career out of testing and writing about social advertising advancements as they’re put into place. Her current passion is using these advancements to better help the automotive industry not only understand why they need social marketing, but helping auto teams implement these practices. She currently resides at the Jersey Shore, where she co-wrote her first book Can You See Me Now? and created The Automotive Social Media Sales Funnel. Aside from speaking out on the road, her day to day at PCG is spent leading her team, growing the companies reach, and helping dealerships discover their brand voice.
Christine Beckwith became a 30-year mortgage industry veteran in 2018. Over 3 decades she has consistently won in mortgage sales originations at all ranks, from the Loan Officer seat and up the ranks all the way to her Regional sales management roles at the top 5% consistently. Due to her consistent and exceptional sales credibility and a natural penchant for leadership she would do the unthinkable and bring team after team to unimaginable success at the very top ranks of the firms she worked for and as a minority in her field with women executive level leaders only representing 2% of the mortgage banking industry. For the past 18 years she has run mortgage companies at a senior and executive level. During that time, she has continued to win public awards for breaking several glass ceilings. She would become a sought after public speaker on the mortgage circuit and this year has won numerous awards by many organizations and magazines culling through nominations for leaders they consider elite. She has written and released two bestselling books in early 2018 and writes in many mortgage publications. When asked what Christine sees in her future she will tell you she desires to launch her coaching company fully into our market and get out there and grab coaching market share currently dominated by the boys!
Pat Kinsel is the Founder and CEO of Notarize, the first platform to empower thousands of people each day to sign and notarize documents online. Pat is also a Partner at Polaris Partners where he specializes in building and investing in technology companies. Before Notarize, Pat co-founded Spindle, a social search company that was acquired by Twitter in 2013. Pat holds several patents and has been recognized with awards such as the Mortgage Bankers Association Tech All-Star Award and Housingwire‘s 2018 Rising Star Award.
Danny Hertzberg, a leading member of The Jills Group, has received numerous awards and accolades, including being named to the “30 Under 30” list by Forbes, and most recently the “40 Under 40” list by the South Florida Business Journal. Danny has reached a remarkable level of sales production.
He constantly employs the latest digital marketing strategies and social media innovations to market properties on an international level. Danny has presented many of these cutting-edge marketing strategies that he has developed at speaking engagements, seminars and conferences nationwide. Additionally, Danny is regularly featured in both national and local media outlets, discussing real estate trends in the South Florida luxury market. He has been quoted in The Wall Street Journal, Curbed, Forbes, Haute Living, Mansion Global, Miami Magazine, Ocean Drive magazine, Robb Report, Daily Business Review, South Florida Business Journal, The Real Deal, the Miami Herald, the Sun Sentinel, among others. He has also appeared on CNBC’s “Secret Lives of the Super Rich,” NBC’s “Open House,” CBS’s “Living Large” and CNBC’s “Power Lunch,” among others.
Michael McCormick is a co-founder of Insurance Soup and all Soup based brands including Career Agent Concepts, Agency Elephant, Career Insurance Agents, as well as being a partner with Back9 Life Insurance.
Michael heads up all things marketing, branding, advertising, and social media for the industry giant that has in just 4 short years taught over 2500 Agents how to generate high quality, low cost, exclusive leads for both their Agencies and their referral partners.
Known well within the industry as the gold standard in social media, lead gen, marketing automation, and referral partner cultivation; as well as the company's longevity in the ‘fly by night’ lead gen space, Soup brand Career Agent Concepts has been the largest and ONLY LONG TERM SUCCESSFUL marketing & lead gen mastermind for the better part of a decade with thousands of Agents going through their education and coming out the other side capable of creating endless opportunity for themselves.
With 30,000 active members across multiple social media platforms; If you are an Insurance Agent and you are not in Insurance Soup you are in the minority. Be sure to join Insurance Soup on Facebook before you leave the conference!
A Social Sales coach and national keynote speaker, Chelsea teaches people how to use the camera on their smartphones to build a powerful personal brand. Chelsea is an industry leader in camera first branding who understands how the fundamental shift of real time, visual communication has profoundly changed human behavior and more importantly, their expectations.
Peter Lorimer is an Entrepreneur, Real Estate expert and co-host of the NETFLIX series “Stay Here.” Lorimer, with an eye for profits, helps struggling property owners redesign and market their short-term rentals into moneymaking showstoppers.
Born and raised in the UK, Lorimer achieved tremendous success as a widely sought-after Music Producer working alongside the biggest names in music including Pink, Sheryl Crow, INXS, George Michael, Christina Aguilera and more. He accumulated over 30 #1 Billboard chart hits by his retirement from the music industry in 2003.
In 2005, he joined Keller Williams Realty and went on to become the #1 Agent at his brokerage three consecutive years in a row. In 2009, he earned the prestigious distinction as the #1 top producing Keller Williams Agent for the entire LA region and LA County.
Never one to rest on his laurels, in 2010 Lorimer launched PLG Estates based in the heart of Beverly Hills, aimed at serving the whose who of the creative/entertainment world, which blossomed with its anti-establishment mantra and its policy of no-vanilla. Peter and his team of now, over 200, handpicked agents dance to the beat of their own drum while catering to a discerning clientele. Now with offices in West Hollywood, Los Feliz, Playa Vista and Studio City with more planned including Pasadena and Downtown LA.
Jake has led a 17-year career across sales, marketing and communications roles in the sports, health care and financial services industries. He is the Vice President of Marketing for Movement Mortgage, a perennial member of the Inc. 5000 list. Jake and his team coach Movement’s more than 1,000 loan officers on personal branding, reputation management, social media strategy and lead generation. He hosts the Mortgage Impact Podcast and speaks at major mortgage, marketing and social media conferences across the country.
Doug is a founder and the Managing Partner at JAG Insurance Group based in Miami FL. Doug carried over his passion, discipline and determination as a former Division 1 college football player into the insurance business. These traits have helped Doug and his partners keep JAG ahead of the curve by using the fundamental characteristics of an athlete’s mindset to evolve in an industry that promotes complacency. Along with his partners, Luis Gazitua and Fernie Alvarez, JAG, founded in 2013, has experienced unprecedented growth in the middle market space without the assistance of any mergers or acquisitions. More importantly, JAG has changed the ancient distribution of insurance by modernizing it with a more humanistic approach. JAG is more than a retail insurance agency it’s a lifestyle.
Molly McKinley is an expert at connecting the dots. She is a senior public relations and integrated marketing strategist with over 19 years of experience launching new products and brands. Her passion lies in finding hidden connections between people, experiences and finding the shared value. An entrepreneur at heart and founder of several small businesses, she’s also worked with Adwerx, Adobe, IBM and is currently the VP of marketing at First.io. Her traditional PR agency background has evolved into all things digital, from SEO and link building, to influencer and content marketing, as she weaves relevant stories that connect and create brand advocates.
Scott Harris is passionately a Dad to his 4 children and Pops to his 3-year-old grandson. Additionally, he is the CEO and Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey® platform. Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years. He can be reached at firstname.lastname@example.org
As Regional Vice President, East - Agencies & Marketers, Marina is responsible for driving awareness and adoption of Factual’s Geopulse ad solutions with brands, agencies, trading desks, and sales partners across the East Coast and Latin America regions.
Marina brings more than eight years of experience in digital advertising to Factual and has had a focus on growing teams and scaling businesses. Prior to joining Factual in 2017, Marina was Regional Vice President of Sales at Taykey, a real-time data company that was recently acquired by Innovid. At Taykey she managed the East Coast sales team and helped scale revenue from $0 to $20M. Earlier in her career, Marina oversaw the entertainment advertising division at the New York Post where she partnered with major movie studios and TV networks including Paramount, Sony Pictures, CW, NBCU, and more.
Dani Kimble is the Chief Marketing Officer at The O’Neill Group. She initially began her career as a dancer, and fast forward a few injuries, landed a creative role in the insurance industry. Since working at The O’Neill Group, Dani has established the agency’s digital footprint through video marketing, social media, content marketing and SEO strategy. She’s also transformed the agency brand to center around its culture and has humanized the brand experience through the power of digital marketing. Dani received her Bachelor’s degree from The University of Akron and her Master’s degree from Temple University. She resides outside of Akron, Ohio with her husband, Zach, and their 3 children. Connect with her on LinkedIn or follow her on Twitter at @danikimble2.
Kristin Messerli is a national speaker and consultant on the topic of next gen leadership and communication. Kristin is the founder of Cultural Outreach, helping mortgage and real estate professionals reach millennials and underserved markets, and she is the Managing Editor for Mortgage Women Magazine.
John W. Fitzpatrick is the President and CEO of Force Marketing and Helix Technologies. He co-founded Force Marketing in 2007, and since then, it has grown to boast more than 120 team members with headquarters in Atlanta and NYC.
One of the nation’s leading tech-enabled digital marketing companies, Force Marketing partners with more than 1,200 dealership rooftops, including Sonic Automotive, Berkshire Hathaway Automotive, and many other prominent clients. The company also works with with Ford, General Motors, FCA, and Honda at the Tier I & II levels.
Frazier is the only mortgage professional to speak at the major conferences for Real Estate, Mortgage, and Title industries. He has more than 20 years of expertise in marketing, social media, technology startups and venture capital, holding various senior-level and C-Level positions.
Taylor Dobbie is a co-founder of Insurance Soup and all Soup based brands including Career Insurance Agents, Back9, Career Agent Concepts, and Agency Elephant.
Within Insurance Soup, Taylor handles anything and everything around making Agents lives easier and making Agents more money. Basically, if you are working with Taylor and his team at Insurance Soup it is because you have made the decision that you want more and better.
Taylor spends the majority of his day educating captive insurance agents on how to go independent without losing the captive support through the one and only hybrid business model in the property and casualty world, Career Insurance Agents. Career Insurance Agents is a Master Agency within in aggregator family of 500 P&C Agents that offers 200+ carriers, top notch commissions, multiple contracts, and ongoing marketing, social media, automation, and technology training and support from Career Agent Concepts, the most sought after consultants in the social media lead gen space today.
With 30,000 active members across multiple social media platforms; If you are an Insurance Agent and you are not in Insurance Soup you are in the minority. Be sure to join Insurance Soup on Facebook before you leave the conference!
Ace Watanasuparp is the Regional Vice President of Citizens Bank Home Mortgage Division; a top-performing bank. Ace joined Citizens Bank 3 years ago and has since broken down barriers by expanding into new markets and capturing unprecedented market share. His esteemed reputation in the finance and real estate industry has allowed him to attract talented top producing Loan Officers in the NY, NJ and Connecticut areas. Prior to joining Citizens Bank, Ace took on the role of President of Douglas Elliman’s lending arm with Dottie Herman and Howard Lorber, formerly known as DE Capital, where he oversaw multiple states, including New York, New Jersey and Connecticut.
A native New Yorker of Thai and Taiwanese ancestry, Watanasuparp became the first Asian-American in the University of Connecticut’s history to “walk on” to the prestigious men’s basketball team; he then went onto NYU Law School. Ace has been featured in the Wall Street Journal, Brick Underground, Real Estate Weekly, NY Real Estate Journal and the Mann Report as an expert in Residential Lending.
Darin Lynch is the Founder and CEO of Irish Titan, a digital agency focused on ecommerce & digital, design & creative, content & strategy. Darin offers over 25 years of digital, marketing, sales, technology and leadership experience ranging from Fortune 100 financial firms to national retailers to start-up and early stage companies.
Darin has trademarked “Business First. Online Second.”, as it’s one of the key principles that shaping Irish Titan’s “Why” for their over 40 Titans, hundreds of clients, and range of services provided by Irish Titan since 2004.
Leila Sundstrom is a Commercial Insurance Producer and Risk Consultant for Harden, one of the Southeast’s leading insurance, risk management and employee benefits firms headquartered in Jacksonville, FL. Leila partners with growing organizations with complex problems in need of clever solutions. She uses insightful risk management strategies to decrease the cost of risk for organizations and designs and execute plans that hold her accountable for providing clients peace of mind. Leila has developed specializations in non-profit, social service, education, and senior care organizations in the Southeast, and has become the first commercial female producer in her firms 65-year history to become validated. In addition to being a mom of two, Leila serves her community in various leadership and board roles. She is also a National Figure Competitor with the National Physique Committee. You can connect with Leila on LinkedIn.
Todd is excited to be on stage this year at Agent2021 to share his strategies, tactics, and tools used to generate and convert leads. He is the founder of Win By Noon, a productivity platform and community used by thousands of loan officers and real estate agents to increase their sales. Todd’s mission is to teach others how to be mindful and disciplined in their daily activities in order to consistently accomplish their most important priorities and reach their goals.
Todd is passionate about the mortgage industry and leads a production team that helps over 500 families each year with home loans. He is also a frequent speaker at industry events, a coach in the Masters’ Coach program with Building Champions, and a co-host of the weekly Mortgage Coach Productivity Mastermind and Facebook group.
Nicolle Lamb is the VP of Production at Dealer Inspire, a certified advertising and technology provider for 20 OEM brands. With more than 20 years of Marketing experience at organizations like Ameritech, US Cellular, and Epsilon, Nicolle has always been a driver of growth and progress with a focus on excellent client services. Four years ago she took a leap of faith and landed a Vice President role at Launch Digital Marketing/Dealer Inspire, a start up at the time. Quickly, she became a core member of the leadership team for these two growing companies. Nicolle has managed a multitude of highly successful marketing campaigns, but being a mentor and a coach is one of her favorite roles. DI has expanded to over 500 employees and 3,000 clients today and growing.
Raj's story goes a little something like this... Beautiful design evokes emotion. Emotion stirs the soul and creates a connection between client, agent and the home buying or selling process. The Boutique Real Estate Group has invested heavily in bringing all aspects of the real estate experience completely in-house. From custom design, professional staging, architectural photography, cinematography, and social media to technology, internet optimization, cloud-based transaction management and global listing syndication. This not only provides The Boutique with complete control of the design, marketing & technology of luxury real estate but also gives them the look & feel of a true boutique marketing agency. This design & tech-forward approach has earned The Boutique Real Estate Group accolades & awards worldwide.
Tanuj has been leading product and technology teams for the last decade in cutting edge advertising technology firms which include Criteo, Integral Ad Science and MediaMath. He is passionate about simplifying design and technology for making complex softwares accessible to the everyday user. As Eulerity's CEO, Tanuj is now realizing this vision by making marketing technology usable without a manual at an affordable price.
Andrew Tai is CEO of Motoinsight, a technology company that makes buying cars easier. Motoinsight’s flagship digital retailing platform MotoCommerce™ powers omni-channel and e-commerce enabled car buying experiences for leading automakers and dealership groups. Motoinsight was named one of Deloitte’s Technology Fast 50™ Companies in 2017 and was listed number 32 on the 2018 Growth 500 ranking of Canada’s Fastest-Growing Companies. Andrew is also a regular columnist for The Globe and Mail's automotive section covering topics ranging from shopping tips to industry trends.
Brian Manning is a residential mortgage lender in Boulder, Colorado and his closed loan volume ranks him in the Top 1% of Mortgage Originators year after year. In addition to helping clients finance their dreams, Brian is also a education provider in the state of Colorado and presents multiple DORA approved continuing education courses to Realtors® and is a go-to source for accurate market information for both consumers and industry professionals. Brian and his team have cultivated a review capture system that has allowed them to become the most reviewed lender on both Google and Zillow in the areas in which he serves.
Grant Wise is a serial entrepreneur. The President and Co-Founder of Witly, a Marketing Intelligence Software for Real Estate agents. Grant is known to be a maverick leader and an innovative marketing strategist unafraid to lead companies in new directions.
Grant’s story is one of education, truth, and perseverance. He’s helped more than 60,000 companies, entrepreneurs, and business owners actualize their dreams through hands-on learning. Grant has been described as irreverent, artful, and dramatic with a strong entrepreneurial spirit constantly striving for RESULTS in his clients’ businesses.
Grant lives by this one quote; “I’M NOT TRYING TO BE THE MOST SUCCESSFUL. I’M WORKING TO BE THE MOST VALUABLE.”
Drake Baerresen is the Co-Founder and CMO of TurnKey Marketing, a diversified automotive marketing, advertising, technology and consulting firm founded in 2002. He is heavily involved in dealer education initiatives and emerging technologies that help dealerships operate and market themselves more efficiently. Drake’s expertise with scaleable dealership marketing and operations has been applied to dealerships and OEMs in three continents, including many of the top 10 largest volume dealerships.
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Ginger Bell is a 3-time Best-Selling Author, Speaker and Edumarketing Specialist with Go2training, a full-service education, marketing and business management firm focused on utilizing the power of education, new technologies, media, and personality-driven marketing to position individuals and companies as experts in their field.
Ginger helps companies and entrepreneurs create educational marketing campaigns and strategies to increase their customer base and grow their business. Her clients hire her to develop training and marketing programs, design online education platforms and create educational marketing and branding strategies.
Her client list includes Re/Max, Motto Mortgage, Finance of America, First American Title, FirstFunding, Tovuti, Fidelity National Title, Merrill Lynch, Arch MI, Windermere and countless entrepreneurs and small-business owners across the US.
With a passion for all things automotive, Wesley enjoys empowering dealers across the country by consulting with them on Google Analytics, their branding on social media, reaching consumers through “conversational commerce” (messaging/chat) and spending their digital dollars wisely on paid/organic search.
Wesley is putting his 10+ years experience in digital marketing to work for LivePerson’s automotive division, Contact At Once! (CAO!). As the Director of Sales and Channel Partnerships, he lives in Alpharetta, GA, and is responsible for a team of Senior Account Executives in the Central Region. Recently, he spearheaded the Channel Partnership Program, working with agencies and independent consultants to promote the CAO! brand and product.
Trish Leto is a U.S. Navy Veteran and happily married mother of two with almost 20 years mortgage experience. She was laid off during the market crash of 2007 and unemployed for 7 months. During that time, she promised herself she would always stay educated to stay afloat, learning new skills as needed. After realizing a failed network marketing business in 2016, she had a fire in her eyes to understand the marketing world.
Trish has quickly become known as the go-to expert for Live video marketing and is the founder of the low-cost lead generation method known as 5 Minute Lives™. She’s helped hundreds of business professionals increase revenue through live video, with clients ranging from website designers, fashion designers, real estate agents, mortgage professionals, and more. As a sought-after speaker, Trish has also been featured in numerous online magazines and summits and was a featured speaker at the Military Influencer Conference in 2018 for her Monetize Live Video Content presentation. She’s interviewed over 100 industry experts via Facebook Live, which she turned into her own podcast called The Expert Connection Podcast With Trish Leto, available on iTunes.
Her mission: Empower entrepreneurs to Press Live With Purpose™ and increase revenue with 5 Minute Lives™.
Bradley is a nationally recognized Insurance Agent and Marketing Enthusiast. He runs the day to day operations at Saraland Insurance in Saraland, Alabama, a business he built on the back of social media and personal branding. Although he is a part of the insurance industry, Bradley considers himself a marketer first, generating 98% of his new business through Facebook and Instagram in 2017. In 2016 he was named the #1 Insurance Personality on Snapchat. Bradley is the co-host of the “Insurance Guys Podcast” a marketing podcast that can be found on iTunes, Spotify, Soundcloud and iHeart Radio.
Preston Schmidli is the Co-Founder of Good Vibe Squad - Feel Good Marketing, building sales systems for Insurance and Mortgage Professionals. He is also the author of "If I were you...", the most powerful marketing strategy for the new age insurance agency. He most enjoys coaching and consulting insurance agency owners in his private marketing mastermind about how to generate the most business possible in our digital age.
We're proud to have assembled a group of agents who can bring more to the table than just "opening doors" for you. In today's competitive environment, you need an agent that is extremely knowledgeable of the neighborhood that you're searching in, and will be a pitbull for you when it's time.
When it comes to selling homes in a high dollar market like San Diego (really... any market), our tailored marketing approach has proved over and over again to be the best option for our clients. It's not enough anymore to take some cell phone photos and pray for the best. To be successful in today's market, your listing agent should be embracing all of the new age technologies like 3d tours, aerial drone videos, and aggressive online marketing techniques.
I have made it a professional goal to be seen as a leader in the Real Estate industry, not just here in San Diego... but across the country as well. In working toward that goal, I have spent a lot of additional time creating a library of blogs (link: Medium.com library ) and videos (link: YouTube ) that answer questions, and shed insight, about our industry. I have also had the opportunity for my work to be featured on sites like Inman.com, the San Diego Union Tribune, the Zumper Real Estate Blog, and more.
As President of VistaDash, Dan draws on extensive experience in marketing and leadership that gives him a unique perspective on automotive and brand marketing. Being a big idea thinker and strategist with boots-on-the-ground experience at the dealership has given him an excellent reputation in the auto industry.
Originally from the Sacramento area, Dan previously served as Sr. Director of Marketing for VinSolutions, before that as CEO at Smart Web Concepts, and he has also served in a variety of management positions within automotive dealerships.
Carey Anne Nadeau is an entrepreneur and MIT-trained statistician, focused on modernizing the measurement of risk. As a Researcher at the Brookings Institution and Urban Institute, Carey Anne developed novel geospatial methods of evaluating risk in urban economies. She went on to found ODNsure, which uses machine learning to deliver targeted marketing and efficient quoting for auto insurance. She is the host of Profiles in Risk, a podcast featuring similarly influential experts who are transforming insurance.
John is the architect and founder of The Downs Group. He’s not content to be a top mortgage broker (which he is) — he wants to reinvent the process of getting a mortgage.
John wants the lending process itself to illuminate a path to financial independence for his clients. That’s why he helps people become financially literate so that they can make intelligent financial decisions.
John’s motto is wealth for the next generation. Whether you count yourself as part of the next generation, or are ready to build the next level of wealth for yourself, John thinks everyone deserves a great financial foundation. John will tell anyone who will listen that a mortgage is an instrument of leverage — and that a mortgage allows you to use someone else’s cash to build your own wealth.
Today, The Downs Group is a thriving unit of MVB Mortgage. John’s team is comprised of mortgage experts who also happen to be fierce competitors, client advocates, friends, athletes, coaches, neighbors, parents and dog lovers.
John C. Tolbert, President and Managing Director at Boca Raton Resort & Club, A Waldorf Astoria Resort, is responsible for creating and implementing the vision and direction as well as overseeing the day-to-day operations for one of the country’s premier resort destinations and private club facilities. Tolbert additionally serves on several business and community boards, including American Hotel & Lodging Association, Boca Raton Chamber of Commerce, Palm Beach Cultural Council, Boca Bowl and Nova University Business School MBA Hospitality as Advisor to the Board.
A serial entrepreneur, Tolbert founded Revelation Consultancy, a leading real estate advisory group that counsels decision-makers in the areas of strategy, marketing, sales, and operations with specialty in resort, residential real estate, private clubs and hospitality industries. Past clients include: Goldman Sachs; Deutsche Bank, The Cosmopolitan of Las Vegas; Archon Capital, Waldorf-Astoria Park City; Falcon Investors, The St. Regis Deer Valley and The Deer Crest Club at The St. Regis; Firesky Capital, Barbuda, Anguilla; Talisker Corporation - Talisker Club and The Canyons; Noble House Hotels and Resorts.
Joey Giangola is the Managing Editor of Agency Nation. He is also the host of the Agency Nation Radio podcast and all-around insurance video creator. Joey grew up in an insurance family and is a third generation independent agent with over 10 years experience in the industry. He built a majority of his business through YouTube and Blogging, believing that giving education value first is the ultimate way to earn trust. When Joey isn’t talking about insurance on the internet, he's probably spending time with his family. In other rare spare moments, he could be found obsessing about Cleveland sports, struggling to stay awake late enough to play video games or trying to remember how to play the bass guitar.
Dustin is the host of the popular Massive Agent Podcast and the Alexa Flash Briefing, the Massive Agent Minute, for real estate agents and loan officers. He is a very talented marketer who also happens to sell real estate. As someone who spent the first half of his career struggling, he knows first-hand how powerful content marketing can be for building a brand, and a business. Dustin is a national speaker and trainer on all things real estate marketing and lead generation. He’s the Co-Founder of LeadsWebinar.com and co-host of that series of deep-diving webinars for real estate agents and loan officers. He’s spoken at Inman Connect, HousingWire’s engage.marketing conference, among other real estate & mortgage conferences around the country. He has been featured on Inman News, HousingWire, RIS Media, The Agent Marketer, Realtor.org , and more. He’s also in the trenches as a Realtor in Salt lake City with eXp Realty, who founded and currently runs the Search Salt Lake team.
Geoff Zimpfer is a former National Sales Trainer with Tony Robbins and has been in the mortgage industry since 2003. As a successful Mortgage Originator, he consistently closed 120 loans per year.
He’s a National Sales Trainer and Coach with Movement Mortgage, helping Loan Officers to survive and thrive in today’s market. Geoff is passionate about bringing real-world strategies and tactics that help Loan Officers leverage online platforms to create a personal brand that drives sales and captures consumer direct business.
He’s the author of Instant Referrals for Mortgage Professionals, Founder of the Mortgage Marketing Institute and host of the highly rated podcast; Mortgage Marketing Radio.
Digital-first, full-service agency, VaynerMedia hired their first-ever Chief Strategy Officer in July 2017, Justine Bloome, to lead a “full stack” team of empathetic, strategic thinkers and practitioners at the intersection of Culture and Attention. Prior to joining VaynerMedia, Justine created the Catalyst team at media agency, Carat USA as EVP, Head of Strategy and Innovation. She cultivated a diverse team of strategists, technologists, and creative media thinkers.
Jeff Nicholson was appointed as VaynerMedia’s first Chief Media Officer in June 2017 after growing a paid media group of nine into a diversified and full-service media organization of nearly 200 in two years, with managed spend nearly doubling year-over-year. In Jeff’s current role, he oversees all buying, planning, ad tech, and analytics services offered by Vayner.
Steve Babcock is chief creative officer at digital agency VaynerMedia, where Babcock brings a unique perspective to the business. His media-agnostic approach always puts the solution first and considers every possible outlet, from prime time TV to Periscope. His practicality keeps the focus firmly on the business impact and not on flashy industry awards. Babcock's innovative nature breeds solutions beyond typical advertising, and his favorite professional achievements include inventing the famous, and impactful Domino’s Pizza Tracker, as well as his personal viral initiative to curb distracted driving known as “Red Thumb Reminder.”
Dreamer, doer, camp counselor at heart… Lindsay is an adventurous spirit fixated on finding new ways to tell great stories. Lindsay currently runs VaynerTalent, a division of VaynerMedia dedicated to helping emerging and established Talent personalities (musicians, artists, executives, and other visionaries) build their personal brands and businesses through content production and distribution. In this role, Lindsay combines her 4+ years of experience working with Fortune 100 & 500 clients on their digital marketing strategies and first-mover, integrated campaigns with over 7 years of experience in activation, PR, entertainment marketing and artist management at Grey Agency in NYC and William Morris Agency/WME in LA.
With nearly a decade of digital media expertise, Avery Durnan has deep familiarity with marketing in a digital world. Avery currently serves as the of Vice President, Media Platform Development, at VaynerMedia. In this role, she is responsible for shaping media strategy and buying across the global agency with top tier media partners. Prior to VaynerMedia, Avery spent 6 years at Google, working across various divisions (AdWords, YouTube, and DoubleClick); partnering with brands directly and on agency/re-seller channels. Avery has in-depth knowledge of Search Advertising, Display and Video Planning and Buying, Social Media Marketing, Programmatic Buying and Measurement Technology (DSP, DMP, SSP), Ad Tech, CRM and Email Marketing.
Jon Morgenstern is the VP of Paid Media at VaynerMedia, where he oversees digital media buying efforts for multiple Fortune 500 brands in North America. Much of Jon's focus is around digital media innovation and excellence, working with brand teams and platform partners to modernize marketing strategies for the year we live in. Jon's background is largely in paid social, getting his start in the marketing partner ecosystem in 2011.
Matt Guerin is VP of Partnerships at VaynerMedia. He’s focused on business development for emerging and established media companies within the social and digital environment. Previous to VaynerMedia, Matt spent 6 years working in business development for an MIT incubation group out of Cambridge, MA building consumer acquisition companies in the insurance and automotive space.
Since joining VaynerMedia in 2017, David Cortés has worked to elevate creative and brand strategy across projects to ensure the success of his clients. While he didn't grow up wanting to become a strategist, he was lucky enough to have stumbled upon the career and has since accumulated over 15 years of experience helping brands and consumers connect with one another.
Prior to joining VaynerMedia, David was a Senior Strategist at FCB NY, for which he won a Gold Effie in 2014 and a Bronze Effie in 2016 for his work on The Real Cost, a teen smoking prevention campaign. He also served as a Retail Marketing Manager at Ford Motor Company before transitioning to the agency side in 2006.
Robbie is a resourceful and adaptable sales and marketing strategist with a passion for collaborating with CPG, eCommerce brands, and technology start-ups to accelerate growth. Robbie leverage's his entrepreneurial mindset to implement innovative growth strategies that create new business for fortune 100, mid-size, and start-up accounts in diverse industries.