In this episode, Phil Treadwell welcomes Rob Pieklo, President and CEO of AFR. Together, they dive into how mortgage professionals can better educate and guide their clients. Rob and Phil explore the impact of UMBS and the 10-Year Treasury, and discuss the limitations of market forecasting. Rob emphasizes clear communication, honesty, and recognizing early market shifts as tools for building client trust. It's a valuable listen for those looking to enhance both their market knowledge and their client approach.

Robert Pieklo, President and CEO of AFR, brings a wealth of experience and leadership to the role, having previously overseen lending, revenue, capital markets, and strategy at the company. During his time away, he successfully ran his own brokerage, gaining hands-on insight into the industry. Rob’s extensive knowledge across broker, correspondent, and retail channels uniquely positions him to drive AFR’s next phase of growth. A respected industry leader, he remains actively engaged with numerous trade associations, reinforcing his commitment to advancing the mortgage space.

02:20 Be the Expert

06:15 The World of UMBS

11:00 The Ten Year Treasury

13:50 A Broken Crystal Ball

17:15 Lock It In

19:40 Pay Attention to the Whispers

22:50 Transparency is Key

27:10 The Truth is Easier Than a Lie

31:10 Less Talking, More Mistrust

32:35 Take the Good with the Bad

35:30 The Pounds of Results

39:40 Use the Macros to Your Advantage

Connect with Rob: Instagram | AFR Website

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