Mastermind Summit Key Takeaways Mortgage Marketing Radio podcast

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Today We Learned

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Вміст надано Mortgage Marketing Radio. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mortgage Marketing Radio або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

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Whether you’re just beginning to explore the Western United States or you’ve been living here since the day you were born, the Via Podcast will introduce you to new and unique adventures that will change your perspective. Hosts Mitti Hicks and Michelle Donati bring their travel expertise to interviews with some of the West’s most fascinating experts, residents, and adventurers. In each episode, you will discover deep conversations in the hopes of igniting a new interest—foraging anyone?—or planting the seeds of a new-to-you road trip. You might even learn something about a place you’ve explored dozens of times before.

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Mastermind Summit Key Takeaways

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Вміст надано Mortgage Marketing Radio. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mortgage Marketing Radio або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome.

Highlights:

Implementing classes and education can help generate business and increase realtor referrals.
Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.
Evaluating and improving accountability metrics can drive business growth.
Focusing on controllable factors and falling in love with the process leads to long-term success.
Consistency and persistence are key in achieving desired results.

Episode Resources:

Double Your Agent Referrals in 90 Days

Join the Podcast Facebook Group

Follow Me Online:

… continue reading

300 епізодів

#Today We Learned

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Mastermind Summit Key Takeaways

Mortgage Marketing Radio

published рік тому

Поширити

MP3•Головна епізоду

Вміст надано Mortgage Marketing Radio. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mortgage Marketing Radio або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome.

Highlights:

Implementing classes and education can help generate business and increase realtor referrals.
Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.
Evaluating and improving accountability metrics can drive business growth.
Focusing on controllable factors and falling in love with the process leads to long-term success.
Consistency and persistence are key in achieving desired results.

Episode Resources:

Double Your Agent Referrals in 90 Days

Join the Podcast Facebook Group

Follow Me Online:

… continue reading

300 епізодів

#Today We Learned

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Why Overthinking Is Killing Your Growth (And What To Do Instead) 10:23

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Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? See the system that gets these results: Ben Doubled His Monthly Production Kevin Closed a $700K Loan from One Class Jenel Got a $1M Loan from an Agent She Never Met If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, click below to watch a brief review of the Agent Referral Xcelerator. Agent Referral Xcelerator…

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How One Class Got More Referrals Than a Month of Cold Calls 5:41

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Ready to attract more agent referrals without cold calling? Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait. Join the VIP Waitlist Here.

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Mortgage Business Dried Up? How John Farrell Expanded Out-of-State, and Closed $100M 43:26

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Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes…

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Target Smarter, Close Faster: The New Way to Grow Agent Referrals 33:01

29 днів тому33:01

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Key Takeaways: Use Data to Work Smarter, Not Harder Focus on Relationships That Actually Matter Leverage Past Transactions to Grow Faster Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Recession Looming? 3 Power Plays to Fill Your Pipeline Fast 33:06

6 weeks тому33:06

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In this conversation, John Donnelly shares insights on sales leadership, the importance of referral partnerships, and effective strategies for engaging with Realtors and clients. He emphasizes the significance of follow-up, the power of teaching classes, and leveraging social media, particularly LinkedIn, to build relationships and grow business. John also discusses the role of AI in content creation and the necessity of having a clear target audience for effective communication. Key Takeaways 90% of the things you worry about don't come to pass Referral partnerships are still a viable source of business Engagement on social media is crucial for success Classes can significantly enhance your business network Using AI can streamline content creation processes Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. CONNECT WITH ME 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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The ONE Thing You’re Not Doing (That’s Holding You Back) 7:17

7 weeks тому7:17

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In this conversation, Geoff Zimpfer discusses that progress often feels slow and invisible, but it's during these quiet moments that momentum is built. Through real success stories, he illustrates how small, consistent actions lead to trust and referrals. Takeaways You're not alone in feeling like progress is slow. Momentum is built during quiet periods. Social visibility can lead to unexpected referrals. Teaching positions you as an expert. Your breakthrough is in the boring stuff. Embrace consistency for long-term success. Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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From Zero to $50M in 12 Months With No Network, No Referrals, No Excuses 47:41

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In this high-energy and highly tactical episode, host we reconnect with mortgage professional PJ Crescenzo III, who shares how he boldly relocated to a new market, built a fresh network from scratch, and funded over $50 million in business in just one year. Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately. Episode Timestamps: 00:50 – PJ’s bold move to Orlando and landing a dream house 05:06 – PJ’s tactical system: 2 events + 3 one-on-ones weekly 08:57 – The million-dollar networking question 10:14 – How random coffee meetings lead to realtor referrals 16:34 – Buy back your time: Email system with LOA 17:29 – Building momentum from 1 to 27 loans/month 25:22 – VIP vs. A vs. B vs. C referral partners 27:24 – Scaling via one-to-many events and CE classes 29:58 – PJ’s four strategic pillars of business growth 31:07 – The 4Ps of Lunch & Learns: People, Process, Product, Profit 37:21 – PJ’s 10-step mortgage workflow and team huddles 40:44 – Instagram strategy and real deals from DMs Connect With PJ On Instagram Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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How to Turn Agent Classes into a 6-Figure Income 48:37

9 weeks тому48:37

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48:37

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. Show Notes & Timestamps Mortgage Marketing Radio – How to Build a Thriving Business with Classes & Events – with Jared Larkin, The Mile High Title Guy Episode Summary: In this episode, we talk with Jared Larkin, also known as The Mile High Title Guy , from Chicago Title in Denver. Jared has built his brand through hosting engaging classes, leveraging digital marketing, and mastering event-based client attraction. If you're looking to stand out in a competitive market, build strong business relationships, and generate consistent referrals, this episode is for you. Jared shares how he transformed his business by using educational events, Eventbrite marketing, social media strategies, and personal branding to attract real estate professionals and grow his client base. Plus, he breaks down the biggest mistakes people make when hosting events—and how to fix them. Timestamps & Key Topics: [00:50:17] - Why Hosting Events & Classes Works Why education-based marketing is key to attracting high-value clients The challenge of getting engagement from real estate agents [00:52:03] - The Turning Point: Choosing to Host Classes Jared's realization that traditional sales methods weren’t working How he positioned himself as a marketing resource instead of a sales rep [00:55:01] - Overcoming the “Bagel Boy” Mentality How title reps (and other professionals) are often seen as commodity-based The process of breaking industry norms and carving out a personal brand [00:57:35] - The Power of Consistency & Experimentation Why most classes fail at first—and how Jared pushed through The importance of iterating, refining, and adapting marketing strategies [01:00:07] - Diversifying Event Topics to Attract the Right Audience Examples of successful class topics (AI, social media, branding, etc.) Why adding social events (dodgeball, March Madness, networking nights) keeps people engaged [01:03:29] - The Secret to Getting Butts in Seats How Eventbrite became Jared’s #1 marketing tool Using Facebook ads and social media targeting for event promotion How Jared automates outreach to thousands of real estate agents [01:10:54] - The Event Follow-Up Process That Converts The simple one-page handout that skyrocketed Jared’s meeting requests How he filters and prioritizes prospects for follow-ups [01:12:26] - Scaling Up: Running 100+ Events Per Year How Jared manages event logistics while balancing a young family His strategy for maintaining momentum and staying top-of-mind Key Takeaways: The fastest way to establish credibility and attract clients is through education-based marketing. Eventbrite can help you get started A 50% no-show rate is normal—so focus on overbooking and strong follow-ups Don’t be afraid to experiment—mix educational and social events to appeal to different audiences Connect With Jared On Instagram ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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The Ugly Truth About Mortgage Leads (And How to Fix It) 37:25

10 weeks тому37:25

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In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry. He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation. Time Stamps: 00:00 Introduction to Lead Generation Challenges 02:48 The Flaws of Traditional Lead Generation 05:48 Understanding When to Invest in Ads 09:03 The Reality of Lead Quality and Conversion Rates 12:03 Innovative Ad Strategies for Mortgage Brokers 15:09 The Cost Structure of Lead Generation Services 18:02 Simplifying Ad Management for Brokers 20:58 Effective Follow-Up Strategies for Leads 23:50 Maximizing Ad Spend for Results 27:01 The Importance of Branding in Ads 29:58 Key Takeaways for Mortgage Professionals Episode Resources : Connect With Alex on LinkedIn Check Out Lead Hackers FREE Trial When You're Ready : ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube Leave Us a Review 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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The #1 Sales Mistake Your Making That's Costing You $$$ 47:37

11 weeks тому47:37

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In this conversation, Geoff Zimpfer and Sharran Srivatsaa delve into the current state of the real estate market, particularly focusing on the concept of a 'transaction recession.' They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques. ⏰ Timestamps ⏰ 06:07 The Importance of Effective Communication Skills 11:48 Navigating Objections with Skill 20:50 Building a Personal Brand in Real Estate 25:54 Modern Selling Skills for Agents 31:03 Effective Pre-Listing Packages 39:53 The Impact of the NAR Settlement Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. Connect with Sharran Srivatsaa: Linkedin Instagram YouTube WHEN YOU’RE READY: ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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How to Buy Help Clients Buy Before They Sell 33:48

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In this conversation, we introduce HomeLight's Buy Before You Sell. They offer a modern bridge loan solution for clients, allowing them to unlock up to $2 million of their home's equity with 0% interest. By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes. This partnership enhances the services loan officers provide, leading to increased client satisfaction and potentially more closed loans. Timestamps: Introducing Buy Before You Sell 15:07 Understanding the Current Market Challenges 18:12 How Buy Before You Sell Works 20:58 Comparing Buy Before You Sell with Competitors 23:58 The Financial Model Behind the Product 20:30 Market Challenges and Education 22:17 Lead Generation Opportunities for Loan Officers 33:46 Connect With Homelight WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Stop Chasing Agents? [Voice Note] 8:59

13 weeks тому8:59

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In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways We Are In A Challenging Market, A Transaction Recession. Mindset Is Crucial For Mortgage Professionals. Soichiro Honda's Story Exemplifies Resilience And Persistence. Connections, Conversations, And Conversions Are Key To Thriving. Focus On Solving Real Problems For Clients And Partners. Building Relationships Can Lead To Strategic Alliances. ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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How to Grow Production by 30% Teaching Agent Classes 44:35

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Takeaways Using agent classes to differentiate yourself from other loan officers. Approximately one-third of Nate's business comes from agents who attended his classes. Nate believes that presenting to a group is essential for success in sales. Social media is a powerful tool for engagement. Utilize private groups to foster community and learning. Balance in-person and virtual training for effectiveness. Leverage affiliates to expand your reach and audience. Chapters 03:02 The Importance of Agent Classes 06:04 Challenges and Strategies in Hosting Classes 08:56 Leveraging Classes for Business Growth 12:08 Social Selling and Engagement Techniques 14:55 Tracking Success and Impact of Classes 21:38 Overcoming Imposter Syndrome in Teaching 22:56 Post-Class Engagement and Follow-Up Strategies 25:30 Building Relationships Through Social Media 26:41 The Subtle Art of Asking for Referrals 29:11 Getting Started with Teaching Classes 33:17 In-Person vs. Virtual Training 36:09 Leveraging Affiliates for Greater Reach Connect With Nate On Instagram LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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100 Conversations in One Day 33:04

14 weeks тому33:04

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33:04

In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit , which aims to provide actionable insights for industry professionals. Takeaways What's old is new again; fundamentals are crucial The Modern Mortgage Summit offers valuable insights and networking opportunities Take action and put yourself in the path of opportunity Engaging with your database can lead to unexpected referrals Chapters 05:43 The Importance of Fundamentals in a Changing Market 10:44 Building Relationships and Asking for Referrals 17:15 Preparing for the 100 Calls Challenge 25:51 The Modern Mortgage and Real Estate Summit The Modern Mortgage & Real Estate Summit Connect With Todd Bookspan on Instagram ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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How to Go from Closing 2 to 10 Loans Per Month 41:09

15 weeks тому41:09

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41:09

In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry. Takeaways Building rapport through social media can enhance professional relationships. Transitioning from 2 to 10 loans per month requires a structured approach. Daily activities should focus on learning, lead generation, and fulfillment. Referrals and introductions are key to generating new business. Niche markets can provide unique opportunities for loan officers. Timestamps: 00:00 Introduction 00:49 Building Rapport in the Digital Age 03:09 The Role of Coaching in Loan Officer Success 05:54 From 2 to 10 Loans: The Path to Growth 08:49 Daily Strategies for Loan Officers 10:54 The Importance of Productivity Over Busyness 12:12 Knowing When to Say No 14:56 Finding Business: The Power of Referrals 18:09 Understanding Your Community and Self 19:57 Niche Markets: Finding Your Unique Position 23:00 Sales Skills vs. Marketing: The Balance 25:50 Effective Lead Generation Techniques 28:56 Building Relationships with Referral Partners 32:08 Mastering Lead Generation and Conversion Connect With Sam on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Turning Setbacks into Success [Voice Note] 12:22

16 weeks тому12:22

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12:22

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways We Are In A Challenging Market, A Transaction Recession. Mindset Is Crucial For Mortgage Professionals. Soichiro Honda's Story Exemplifies Resilience And Persistence. Connections, Conversations, And Conversions Are Key To Thriving. Focus On Solving Real Problems For Clients And Partners. Building Relationships Can Lead To Strategic Alliances. ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Mortgage Marketing Radio

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Which is Better? Realtors vs. Financial Advisors 43:27

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43:27

In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry. They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. Takeaways: Understanding the balance sheet is key to financial literacy. Homeownership significantly impacts long-term wealth accumulation. Loan officers must adapt to the current transaction recession. Realtors and financial advisors play different but complementary roles. Creating new referral models can enhance business opportunities. Building relationships with financial advisors is essential for loan officers. Timestamps: 00:00 Introduction to the New Year and Business Planning 07:57 Understanding the Role of a Certified Liability Advisor (CLA) 16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors 24:04 Building Relationships with Financial Advisors 24:25 Building Relationships with Financial Advisors 28:58 Expanding Your Network: The Power of Referrals 30:51 Creating Value Through Conversations 34:15 Non-Correlated Referral Sources 38:59 Joining the Community for Continuous Learning Want to connect with Todd Ballenger and go deeper? Join the Certified Liability Advisor Free Community ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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2025 Strategic Planning [Voice Note] 13:43

19 weeks тому13:43

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13:43

In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025. takeaways Evaluate your activities to identify what drives revenue. Focus on top-performing activities to build momentum. Streamline or eliminate underperforming initiatives. Analyze conversion rates to identify bottlenecks. Maximize relationships with referral partners for better results. Become top of mind through consistent visibility. Consider your methods for lead generation and branding. Engage in bold conversations with referral partners. Understand the importance of being well-known in your market. Take actionable steps toward your 2025 goals. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Growing Your Reach and Reputation [Voice Note] 8:58

20 weeks тому8:58

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8:58

In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation. Episode Resources : ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube RATE THIS PODCAST 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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Voice Notes: Testing Google's NotebookLM 26:03

22 weeks тому26:03

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Welcome to the Show In this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast. What You’ll Learn in This Episode AI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output. Practical Use Cases: Learn how to turn transcripts, PDFs, YouTube videos, and more into podcast episodes, study guides, and FAQs. Maintaining Authenticity: Strategies for using AI without losing your unique brand voice. Webinar to Podcast Workflow: Geoff’s step-by-step process for repurposing a webinar into an AI-driven podcast episode. Episode Highlights New Content Goals: Geoff announces his plan to release two episodes per week, including shorter “Voice Notes” style episodes. Deep Dive on Notebook LM: Upload any content (transcripts, documents, videos) for instant summaries and insights. Use AI to generate interactive conversations, study guides, and more. Geoff’s real-world example: transforming a webinar transcript into a 14-minute conversational podcast. Episode Resources: Google Notebook LM Learn More About myAgent Classes ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube RATE THIS PODCAST 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify…

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A Change I’m Making in My Content - Voice Notes 10:55

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10:55

ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

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The Balancing Act of Being a Mortgage Originator 41:24

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41:24

In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies. Connect With Kelly on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify Timestamps 00:00 The Challenge of Wearing Many Hats 02:54 The Importance of Personal Branding 06:03 Time Management and Relationship Building 08:59 Effective Relationship Building Strategies 11:46 Evaluating Content Creation Efforts 14:57 Operational Efficiency in Content Creation 18:08 The Balance of Content and Fundamentals 20:59 Creating Relevant and Engaging Content 24:10 Building a Personal Brand in the Mortgage Industry 26:54 Confidence and Authenticity in Sales 30:00 Final Thoughts on Content and Relationships…

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The Road to $100 Million 51:18

24 weeks тому51:18

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In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024. The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration. Timestamps: 00:00 Introduction to Jane Floyd and Her Journey 03:02 The Importance of Passion and Mindset 05:58 Skill Set vs. Mindset: What Comes First? 08:57 Handling Mistakes with Integrity 11:55 Building Relationships with Realtors 15:01 Sources of Business and Community Engagement 17:59 Strategies for Attracting New Realtors 23:50 Attracting Like-Minded People 25:17 The Importance of Open Houses 26:51 Building Relationships with Realtors 30:06 The Power of Reputation and Reach 32:06 Adapting to Market Changes 35:16 Creating Engaging Social Media Content 39:29 Innovative Marketing Strategies 41:44 Planning for Future Success Connect With Jane Instagram LinkedIn Leave Us a Podcast Review Double Your Agent Referrals! Learn More About myAgent Classes…

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How to Create Trust & Build Value With Realtors 46:50

26 weeks тому46:50

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In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss: Why understanding your customer's journey is key to success. How to build trust and add value to Realtor partnerships. The importance of preparation and intentionality in sales meetings. Using social media to connect authentically with referral partners. Long-term marketing strategies for 2025 and beyond. Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market. Episode Resources : Listen to Kelly's Podcast Take the Realtor Referral Quiz Learn More About myAgent Classes…

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Mastering LinkedIn for Mortgage Professionals 35:23

27 weeks тому35:23

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In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation. The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn. Key Takeaways: LinkedIn is a powerful platform for generating revenue Engagement rules differ significantly on LinkedIn Finding referral partners on LinkedIn requires a tailored approach. Video content is gaining traction but written content still performs well. Episode Resources: Connect With Dan on LinkedIn Join the Podcast Private Community Leave Us a Review…

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Building The 'Billion Dollar Banker' Brand 47:25

28 weeks тому47:25

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47:25

In this conversation, Nicole Perrone shares her extensive experience in the mortgage industry, emphasizing the importance of adapting to market trends, diversifying product offerings, and leveraging technology to build relationships. Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service. The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business. Connect With Nicole : LinkedIn Instagram YouTube Review the Podcast Ready to Double Your Agent Referral Without Cold-Calling or Chasing Agents? Learn more about myAgent Classes here.…

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Ask Me Anything #1: How to Follow-Up After Agent Meeting 17:29

29 weeks тому17:29

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17:29

In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively. Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships. Want YOUR question answered LIVE on the podcast? Submit Your Question Here Join the Podcast Facebook Group Double Your Agent Referrals in 90 Days Leave Us a Review…

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Key Takeaways from Over 1000 Coaching Sessions 49:25

30 weeks тому49:25

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In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching. He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends. Regan also shares insights on his podcast, Building Bigger Lives , and his passion for songwriting, highlighting the intersection of personal and professional growth. Episode Resources : Listen to Michael's Podcast Building Champions Coaching Double Your Agent Referrals in 90 Days Leave Us a Review…

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A Crash Course in Mortgage Rates and Options Trading 35:08

31 weeks тому35:08

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35:08

In this conversation, Dan Rawitch, CEO of University of Options , discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation. The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options , which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth. Episode Resources : University of Options Double Your Agent Referrals in 90 Days Enjoying the Podcast? Leave Us a Review…

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The Power of Relationships in Mortgage Lending 46:20

32 weeks тому46:20

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In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals. Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners. Takeaways Building relationships with real estate agents is crucial. Diversifying your sources of business is essential for success. Personal branding can help attract more referrals. Hosting classes can introduce you to new agents. You need a larger network of referral partners. The average loan officer has too few agents on their roster. Using proven processes can yield significant results. Engagement and conversations are key to building business. Combining traditional and modern methods is effective. Success stories from the community can inspire action. Episode Resources : Brians Website Action Plan Facebook Group Connect With Brian on LinkedIn CoLab Lending Franchise Enjoying the Podcast? Leave Us a Review Double Your Agent Referrals in 90 Days Learn More Here…

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What I Learned Spending Two Days With Alex & Leila Hormozi 18:02

33 weeks тому18:02

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18:02

In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com. He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions. The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility. Takeaways Plan for the remaining 58 working days of the year. Invest in learning from industry leaders like Alex Hormozi. Identify and mitigate value detractors in your business. Understand the risks associated with key customers and channels. Diversify your sources of business to reduce dependency. Measure your key performance indicators to improve conversions. Focus on solving the primary constraints in your business. Allocate resources effectively to address business challenges. Build relationships with real estate agents for referrals. Aim to become a well-known figure in your local market. Episode Resources : Acquisition.com Acquistion.com Alex Hormozi YouTube Learn More About myAgent Classes Enjoying the Podcast? Leave Us a Review…

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Maximizing Instagram Reach 57:36

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57:36

In this episode, we're sharing a behind-the-scenes listen into our private community of Loan Officers. Every week we meet up for coaching, accountability, and developing our skills and mindset. Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman , recognized as one of the top Instagram experts worldwide. Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags for both Instagram and Google search engine optimization (SEO). Learn why posting frequency, quality content, and specific hashtags can make all the difference in reaching your audience. Key Takeaways: Reels for Reach & Engagement: Short Reels (<30 seconds) are key for reaching new audiences, while longer ones engage current followers. Always include a headline or text in the first second to capture attention. New Instagram Metrics: Instagram now prioritizes views, but reach (unique viewers) is still the most reliable metric for growth and content analysis. Hashtags & SEO: Use 20-30 relevant hashtags in captions to boost Instagram and Google rankings. Focus on specific, niche tags over broad ones like #realestate. Quality Posting Strategy: Post three to five times a week, mixing Reels, feed posts, and carousels. Quality matters more than quantity, so ensure content resonates with your audience. Boosting Google SEO: Enable settings to make Instagram posts searchable on Google, and use keyword-rich captions to improve discoverability on both platforms. Episode Resources: Follow Jenn Herman on Instagram Learn More About Our Private Community & Coaching Double Your Agent Referrals in 90 Days Enjoying the Podcast? Leave Us a Review…

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Mastering AI for Real Estate and Marketing 49:34

37 weeks тому49:34

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In this conversation, Jonathan Mast and Geoff Zimpfer discuss the practical applications of AI, specifically ChatGPT, in various business scenarios. They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style. Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan emphasizes the importance of getting started with AI early to gain a competitive advantage. Connect With Jonathan Enjoying the Podcast? Leave Us a Review See How Loan Officers Are Getting Agent Referrals On Demand See the Success Stories Here…

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The Role of Loan Officers in the NAR Settlement 45:10

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James Dwiggins, CEO of NextHome , discusses the impact of the NAR settlement on the real estate industry. He shares that companies that were prepared and ahead of the changes have been able to navigate the new rules effectively. However, many are still struggling to understand and adapt to the changes. Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer compensation upfront and instead considering all offers based on net proceeds. He also highlights the role of loan officers in helping buyers finance agent fees when the seller is not paying. There may be a 20-40% exodus of real estate agents due to the decoupling of compensation. Educating sellers on the benefits of not offering buyer compensation upfront can lead to better net proceeds. Loan officers play a crucial role in helping buyers finance agent fees when the seller is not paying. Collaboration and education are key in the real estate industry to address confusion and provide clarity to consumers. Buyers should be educated about the changing landscape and the options available to them, including the role of buyer representation and the potential risks of being unrepresented. Providing value and a full-service experience to buyers is crucial in today's market, and offering additional services and convenience can differentiate agents. New business models, such as flat fee services, may gain market share depending on how well buyers agents explain compensation and the value of a full-service experience. Episode Resources: Connect With James on LinkedIn Learn More About Rayse Enjoying the Podcast? Leave Us a Review Ready to Double Your Agent Referrals? Schedule Your Call With Geoff…

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Becoming a Top 100 Female Loan Officer 1:00:30

39 weeks тому1:00:30

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1:00:30

Katie Grimes is the #1 Female Loan Officer in Kansas and a Top 100 Female Loan Officer in the Nation. She emphasizes the importance of authenticity and creating deep connections with referral partners. While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents. Katie also discusses the NAR situation and how she supports agents through the changes. Check the links below for resources mentioned in the podcast. Enjoying the Podcast? Leave Us Review Episode Resources: Connect With Katie on Instagram Katie's Website GO Coaching Ready to Double Your Agent Referrals? Book Your Call With Geoff Here…

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Forward Event Recap Part II: Proof Over Promises 18:36

40 weeks тому18:36

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18:36

In this episode, Geoff Zimpfer shares some personal updates and then dives into key takeaways from the recent Forward Event . He emphasizes the importance of building a personal brand, attracting attention and providing proof over promises. Geoff also offers practical strategies for loan officers to partner with real estate agents and generate more business, such as sharing proof of pre-approved buyers and following up with open house attendees. He encourages listeners to take advantage of the current market conditions and insert themselves into the conversation around the NAR settlement. Episode Resources: Sharran's YouTube Channel Podcast Facebook Group Get More Agent Referrals! Book Your Call With Me Here…

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Forward Event Recap: Personal Branding 10:48

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Today's episode is me with my first recap of the Forward Event . I've attended the event for three years in a row and this year's event was the best yet. The Forward Event is hosted by my friends Neel Dhingra and Trevor York . The first speaker for day one was Rory Vaden with Brand Builders Group . Rory emphasizes that a personal brand is the digitization of your reputation and it is crucial for building trust, especially in industries like mortgage and real estate. In this episode, I share my key takeaways from Rory's talk. This is a good one you'll want to take notes for reference later. Key takeaways: Personal branding is the digitization of your reputation and is crucial for building trust in today's market. Focus on one to three social media platforms where you already engage and stop trying to be everywhere. Identify the problem you solve and become an ambassador for it. Collect testimonials and reviews to build trust and credibility. I'll be doing a recap of key takeaways from the Forward Event speakers each week as a bonus podcast episode. Don't miss an episode! Subscribe today. Ready to Double Your Agent Referrals? Scheduled Your Call With Me Join Our Podcast Facebook Community…

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From US Olympian to Mortgage Leader 44:06

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In this insightful episode of Mortgage Marketing Radio, I sit down with special guest Brian Covey, Executive Vice President at Revolution Mortgage. Brian shares his wealth of experience and knowledge, offering valuable advice for professionals in the mortgage industry and beyond. As a former pro soccer player and Olympic team member, Brian draws fascinating parallels between the worlds of sports and business. Connect With Brian: Website LinkedIn Instagram Ready to double your agent referrals without cold-calling or chasing? Lead with education and attract agent referrals on demand. Book your call with me to learn more. Enjoying The Podcast? Leave Us a Review…

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Building a Genuine Personal Brand on LinkedIn 53:47

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Raquel Borras , is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature. Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlights the shift towards video content on LinkedIn and the power of video in connecting with the audience. We also discuss the impact of social media on younger generations and the responsibility of content creators to educate and guide them. Key Takeaways: Personal branding on LinkedIn is about sharing who you are in a genuine and authentic way. Being transparent about your journey and starting point can help build trust and engagement with your audience. While LinkedIn allows for a more relaxed and fun approach, it's important to respect the platform's professional nature. Video content is becoming increasingly popular on LinkedIn and allows for a deeper connection with the audience. Finding a balance between educational and entertaining content can help establish credibility and engagement on LinkedIn. Be authentic and in the moment when creating content. Enjoying the Podcast? Leave Us a Review Here Episode Resources: Connect with Raquel on LinkedIn Check Out Raquel's YouTube Channel Ready to Double Your Agent Referrals? Book a Call With Me Here…

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Endure and Thrive! Finish 2024 Strong 54:25

45 weeks тому54:25

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Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market. Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful conversations a day, following theme days, and engaging in consistent activities to build a robust business. Tune in to hear insights on building meaningful relationships, maintaining a positive mindset, and leveraging opportunities in the mortgage space. Dustin introduces the TLOP MLO Coaching Community and shares how it provides valuable resources and support for mortgage professionals. He explains the concept of the blueprint and how it helps loan officers achieve their goals. Connect with Dustin Owen: YouTube: The Loan Officer Podcast Website: TLOP Online LinkedIn: Dustin Owen on LinkedIn Enjoying the Podcast? Leave Us a Review! Are you getting value from the podcast? Please take a moment and leave us a review below. TAP HERE Ready to Double Your Agent Referrals Without Cold-Calling Schedule Your Call With Geoff…

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How to Make Social Media Easier 50:58

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In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content. We talk about Josh’s new Shredit app , which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an incredible journey so make sure you listen to the end. I've been using Josh's new app and it's saving me lots of time and frustration with creating and posting videos to social media. Check out the new Shredit App: CLICK HERE . Use the PROMO CODE: RADIO to save 15% Episode Resources: Follow Josh on Instagram Check Out the SHREDit App *Use PROMO CODE: RADIO to save 15% Double Your REALTOR Referrals…

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Mastermind Summit Key Takeaways 16:40

48 weeks тому16:40

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In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome. Highlights: Implementing classes and education can help generate business and increase realtor referrals. Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry. Evaluating and improving accountability metrics can drive business growth. Focusing on controllable factors and falling in love with the process leads to long-term success. Consistency and persistence are key in achieving desired results. Episode Resources: Double Your Agent Referrals in 90 Days Join the Podcast Facebook Group Follow Me Online: YouTube Instagram…

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Building a Memorable Brand 51:45

49 weeks тому51:45

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51:45

In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos. **Top 5 Keys You'll Learn** 1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in business events and conferences. 2. **Serving the Community:** Learn how Scott turned morning school drop-offs into a positive and impactful experience, even involving fun videos with his kids! 3. **Fitness & Business:** Discover the connection between Scott's fitness journey and his professional life. He shares how quitting alcohol and focusing on fitness helped him improve personally and professionally. 4. **Shape CRM:** Get the lowdown on the Shape lead management system and how it prioritizes tasks, saving loan officers two hours per day and significantly boosting efficiency. 5. **Flexibility & Tech Insight:** Understand the diverse uses of CRM systems across industries and the benefits of Shape's flexible, no long-term commitment approach. **Fun Fact from the Episode:** Scott's choice to wear a wig and business attire at conferences was inspired by the positive response to his playful "Fun Here Friday" videos. Plus, each wig comes with a touching backstory connected to his father's experiences. Notable Quotes: "Being memorable is not just about standing out, it's about making a positive impact on those around you." - Scott Payne "The right CRM system can give you the most precious resource back—your time." - Geoff Zimpfer Episode Resources: Check Out Shape CRM Double Your Agent Referrals…

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Mortgage Marketing Radio

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1
How to Become a More Confident Loan Officer 13:18

50 weeks тому13:18

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13:18

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback. We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals. Episode Resources: The Agent Referral Xcelerator is Launching June 11th Get on the Waitlist Here…

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Mortgage Marketing Radio

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1
The Blueprint for Funding $50 Million in Today's Market 53:25

51 weeks тому53:25

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53:25

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year. She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional and prepared for each meeting, focusing on the agent's pain points and finding connections. Allison also discusses the value of hosting events and classes to attract and engage realtors. She highlights the significance of creating a strong online presence, encouraging loan officers to be authentic in their approach to building relationships with real estate agents. Episode Resources: Connect With Allison on Instagram Join the Agent Referral Xcelerator Waitlist…

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