Mortgage Planner Coachinghttp://www.MortgagePlannerMarketing.comwww.MortgagePlannerMarketing.c...]]>enBusinessCopyright The Mortgage Plannerhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/214a4cb261ae455ca1d099c8fdbf6a0b.jpgMortgage Planner Coachinghttp://www.MortgagePlannerMarketing.comTue, 03 Nov 2026 16:51:38 +0000The Mortgage PlannerThe Mortgage Plannerbrad@themortgageplanner.netBrad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.comwww.MortgagePlannerMarketing.c...]]>falsee09a836a-ffe1-50a0-b007-4766674da47cepisodicTuesday Update: The WOW Process, Before-During-After Marketing, and Discovery Questionshttps://www.spreaker.com/episode/tuesday-update-the-wow-process-before-during-after-marketing-and-discovery-questions--76157753
Brad Roche walks through the WOW Process and the Before, During and After framework: the client touchpoints that make people feel taken care of at every stage of a loan, and the discovery questions that turn a rate conversation into a planning relationship, and a planning relationship into referrals.

In this episode:
00:08 Introduction to the WOW Process
03:17 Before, during and after client touchpoints
15:39 Discovery questions and referral asks

Mortgage Planner Coaching is Brad Roche's coaching show for loan officers building a planning practice clients refer. More at mortgageplannercoaching.com.

Brad Roche, NMLS 135191. The Mortgage Planner with Element Home Loans.]]>https://api.spreaker.com/episode/76157753Tue, 03 Nov 2026 16:51:13 +0000The Mortgage PlannerThis week's Tuesday Update, recorded live on November 3, 2026. Brad Roche walks through the WOW Process and the Before, During and After framework: the client touchpoints that make people feel taken care of at every stage of a loan, and the discovery...
Brad Roche walks through the WOW Process and the Before, During and After framework: the client touchpoints that make people feel taken care of at every stage of a loan, and the discovery questions that turn a rate conversation into a planning relationship, and a planning relationship into referrals.

In this episode:
00:08 Introduction to the WOW Process
03:17 Before, during and after client touchpoints
15:39 Discovery questions and referral asks

Mortgage Planner Coaching is Brad Roche's coaching show for loan officers building a planning practice clients refer. More at mortgageplannercoaching.com.

Brad Roche, NMLS 135191. The Mortgage Planner with Element Home Loans.]]>1494falsefullCost Segregation 101: The Tax Strategy for Real Estate Investors, with Terry Judgehttps://www.spreaker.com/episode/cost-segregation-101-the-tax-strategy-for-real-estate-investors-with-terry-judge--75739651https://api.spreaker.com/episode/75739651Thu, 15 Oct 2026 17:23:13 +0000The Mortgage PlannerBrad sits down with Terry Judge, CEO of Core Advisors, to break down cost segregation for real estate investors. What an engineering-based study actually does, how 100% bonus depreciation changes the math, who qualifies, lookback studies for...2538falsefullWhat Are You Doing Now? Your Weekly Action Planhttps://www.spreaker.com/episode/what-are-you-doing-now-your-weekly-action-plan--75285005https://api.spreaker.com/episode/75285005Mon, 21 Sep 2026 18:34:36 +0000The Mortgage PlannerA quick rundown of what you should be doing right now: the calls, the touches, and the pipeline work that matters this week.535coaching,mortgage,themortgageplannerfalsefullThe Service Department: Turning Past Clients Into Referralshttps://www.spreaker.com/episode/the-service-department-turning-past-clients-into-referrals--74875143https://api.spreaker.com/episode/74875143Thu, 03 Sep 2026 19:20:47 +0000The Mortgage PlannerA deeper look into after closing: how your service department generates more deals and repeat clients. Mix your partners into the service review for every homeowner, and turn past clients into your next referral source.2108falsefullPower Hour: The Daily Rhythm Top Producers Runhttps://www.spreaker.com/episode/power-hour-the-daily-rhythm-top-producers-run--73260752https://api.spreaker.com/episode/73260752Thu, 30 Jul 2026 15:30:09 +0000The Mortgage PlannerTop producers don't wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here is the full Coaching Rhythm, exactly how we run it. An inconsistent market requires consistent actions. Rates...438falsefullBreaking Tuesday Updateshttps://www.spreaker.com/episode/breaking-tuesday-updates--70087468It’s about transferring confidence.

🔑 What You’ll Learn:
✅ Why Tuesday should be treated as a relationship builder, not a status obligation
✅ How to shift from checklist updates to authority-driven confidence transfer
✅ The 4-step Tuesday structure:
  • Check the emotion before the information
  • Deliver a concise, directional update
  • Remove uncertainty
  • Focus on outcomes — not tasks
✅ How to slow your updates down by 30% to increase clarity and trust
✅ Specific CCR (Current Client Referral) questions that trigger memory recall
✅ How to reinforce your role as the calm, confident guide in the transaction

You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes:
  • Short, reassuring 20-second directional updates
  • Emotion check first: “How are you feeling about everything today?”
  • Specific referral language (not vague asking)
  • Authority positioning without pressure
  • Clear next-step framing to eliminate uncertainty
This is execution-level coaching — not theory.]]>https://api.spreaker.com/episode/70087468Mon, 16 Feb 2026 23:09:33 +0000The Mortgage Planner“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can...It’s about transferring confidence.

🔑 What You’ll Learn:
✅ Why Tuesday should be treated as a relationship builder, not a status obligation
✅ How to shift from checklist updates to authority-driven confidence transfer
✅ The 4-step Tuesday structure:
  • Check the emotion before the information
  • Deliver a concise, directional update
  • Remove uncertainty
  • Focus on outcomes — not tasks
✅ How to slow your updates down by 30% to increase clarity and trust
✅ Specific CCR (Current Client Referral) questions that trigger memory recall
✅ How to reinforce your role as the calm, confident guide in the transaction

You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes:
  • Short, reassuring 20-second directional updates
  • Emotion check first: “How are you feeling about everything today?”
  • Specific referral language (not vague asking)
  • Authority positioning without pressure
  • Clear next-step framing to eliminate uncertainty
This is execution-level coaching — not theory.]]>895falsefullYear-End Coaching: Finish Strong. Launch Stronger.https://www.spreaker.com/episode/year-end-coaching-finish-strong-launch-stronger--69080642
  • Top referral partners by closed loans in 2025
  • Setting January power lunches and business planning meetings
  • Leveraging AI for meeting follow-ups
  • Full lead source and closing ratio breakdown
  • Your average loan amount—and what to do with that info
    • Brad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.]]>    https://api.spreaker.com/episode/69080642Tue, 16 Dec 2025 16:55:06 +0000The Mortgage PlannerIn this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered: - Top referral partners by closed loans in 2025 - Setting January...
  • Top referral partners by closed loans in 2025
  • Setting January power lunches and business planning meetings
  • Leveraging AI for meeting follow-ups
  • Full lead source and closing ratio breakdown
  • Your average loan amount—and what to do with that info
    • Brad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.]]>    1113falsefull    Presuppositionshttps://www.spreaker.com/episode/presuppositions--69008066https://api.spreaker.com/episode/69008066Fri, 12 Dec 2025 14:38:13 +0000The Mortgage PlannerThe words you choose decide what your clients and partners accept as already true. In this December 2025 session, Brad teaches presuppositions: the assumed truths embedded inside your questions and statements, like asking when a client will introduce...514falsefullGoal Setting Planning- A look back at 2025https://www.spreaker.com/episode/goal-setting-planning-a-look-back-at-2025--68932173
    🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide.

    Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down:

    ✔️ Good waiting vs. bad waiting
    ✔️ How to execute when the world hesitates
    ✔️ Why “waiting for rates to drop” is the wrong mindset
    ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work.

    Let’s maximize the year with:
    ✅ Daily high-touch actions
    ✅ Faith-driven momentum
    ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026?
    Tag a top performer. Share with your team. Let’s GO.]]>    https://api.spreaker.com/episode/68932173Sun, 07 Dec 2025 20:21:12 +0000The Mortgage Planner🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen...
    🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide.

    Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down:

    ✔️ Good waiting vs. bad waiting
    ✔️ How to execute when the world hesitates
    ✔️ Why “waiting for rates to drop” is the wrong mindset
    ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work.

    Let’s maximize the year with:
    ✅ Daily high-touch actions
    ✅ Faith-driven momentum
    ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026?
    Tag a top performer. Share with your team. Let’s GO.]]>    3220falsefull    Presenting Keyshttps://www.spreaker.com/episode/presenting-keys--68416928https://api.spreaker.com/episode/68416928Tue, 04 Nov 2025 16:47:27 +0000The Mortgage PlannerYour partner presentation decides whether a realtor, builder, or financial planner ever sends you a client. In this November 2025 session, Brad breaks down the key ingredients to include when you present your business to a new partner: who you serve,...880falsefullShifting the Framehttps://www.spreaker.com/episode/shifting-the-frame--68349425https://api.spreaker.com/episode/68349425Thu, 30 Oct 2025 13:46:21 +0000The Mortgage PlannerWhen a conversation stalls, the frame is usually the problem, not the facts. In this October 2025 session, Brad teaches the core principle of shifting the frame from if to how in your everyday dialogue with clients and partners. With real day to day...1040falsefullActivating the Referral Wheelhttps://www.spreaker.com/episode/activating-the-referral-wheel--68349402https://api.spreaker.com/episode/68349402Thu, 30 Oct 2025 13:44:42 +0000The Mortgage PlannerWorking by referral only works if the wheel keeps turning. In this October 2025 Tuesday Update, Brad walks through activating the referral wheel: the basic touches inside the transaction and the client experience that generate a wow, create...758falsefullPartners & Value: Elevating Your Referral Gamehttps://www.spreaker.com/episode/partners-value-elevating-your-referral-game--67349557https://api.spreaker.com/episode/67349557Tue, 12 Aug 2025 21:41:18 +0000The Mortgage PlannerIn this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyond...5311falsefullFunctional Brandinghttps://www.spreaker.com/episode/functional-branding--67013376
    This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation.

    Are your updates creating frequency illusion?
    Do your touchpoints make your process feel intentional and referable?
    Is your branding doing the heavy lifting while you’re working the plan?

    Let’s get functional—with your message, your process, and your results.

    Not registerd? Visit www.TuesdayUpdates.com]]>    https://api.spreaker.com/episode/67013376Thu, 17 Jul 2025 13:20:36 +0000The Mortgage PlannerAre you branding for likes—or for loyalty? This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you,...
    This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation.

    Are your updates creating frequency illusion?
    Do your touchpoints make your process feel intentional and referable?
    Is your branding doing the heavy lifting while you’re working the plan?

    Let’s get functional—with your message, your process, and your results.

    Not registerd? Visit www.TuesdayUpdates.com]]>    680falsefull    🎯 Unlock the Top 7 Referral Asks That Actually Workhttps://www.spreaker.com/episode/unlock-the-top-7-referral-asks-that-actually-work--66809857"The Top 7 Referral Asks That Get Results"
    🔹 Proven scripting
    🔹 Real examples
    🔹 Immediate implementation We'll dive into:
    • What makes people actually refer you
    • How to shift from “do you know anyone” to “who’s downsizing now?”
    • The exact language that activates memory and trust
    This is about getting specific, becoming referable by design, and using psychology-backed methods like the Frequency Illusion and Triangle of Trust to earn business consistently.]]>    https://api.spreaker.com/episode/66809857Mon, 30 Jun 2025 17:41:55 +0000The Mortgage PlannerMost loan officers ask for referrals the wrong way—vague, generic, and forgettable. That’s why I’m hosting a powerful, tactical webinar: "The Top 7 Referral Asks That Get Results" 🔹 Proven scripting 🔹 Real examples 🔹 Immediate implementation We'll..."The Top 7 Referral Asks That Get Results"
    🔹 Proven scripting
    🔹 Real examples
    🔹 Immediate implementation We'll dive into:
    • What makes people actually refer you
    • How to shift from “do you know anyone” to “who’s downsizing now?”
    • The exact language that activates memory and trust
    This is about getting specific, becoming referable by design, and using psychology-backed methods like the Frequency Illusion and Triangle of Trust to earn business consistently.]]>    518falsefull    Tueday Update Referral Sampleshttps://www.spreaker.com/episode/tueday-update-referral-samples--65654419https://api.spreaker.com/episode/65654419Mon, 21 Apr 2025 17:13:36 +0000The Mortgage PlannerAsking for referrals gets easier when you have heard it done well. In this April 2025 session, Brad role plays real Tuesday Update calls, checking that clients are receiving their weekly updates and that both agents are in the loop, then making the...297falsefullEmbracing Unforgettable- Live Monroe, GAhttps://www.spreaker.com/episode/embracing-unforgettable-live-monroe-ga--65614180https://api.spreaker.com/episode/65614180Thu, 17 Apr 2025 17:28:00 +0000The Mortgage Planner🚀 Embracing Unforgettable – A powerful conversation with The Motgage Planner and business coach Brad Roche. With 30+ years in the industry, Brad shares the keys to success in marketing, pipeline management, and referral-based growth. He dives deep...2565falsefullHabits of Highly Effective Originators Audiohttps://www.spreaker.com/episode/habits-of-highly-effective-originators-audio--65408822https://api.spreaker.com/episode/65408822Mon, 07 Apr 2025 18:27:17 +0000The Mortgage PlannerHabits of A Highly Effective Loan Originator, a guide crafted from over 30 years of experience in the mortgage industry. This audiobook is not just a collection of tips—it’s a blueprint for success, inspired by the qualities and practices of top...663falsefullBrickwalls vs Open Doorshttps://www.spreaker.com/episode/brickwalls-vs-open-doors--64680877https://api.spreaker.com/episode/64680877Mon, 03 Mar 2025 22:16:08 +0000The Mortgage PlannerJoin Brad as he dives into the latest insights, strategies, and reflections to help you break through barriers and unlock new opportunities in your business. Brad shares a powerful perspective shift—turning "brick walls" into "open doors"—and how...594falsefullCreate the Dialog don't run from ithttps://www.spreaker.com/episode/create-the-dialog-don-t-run-from-it--64328562https://api.spreaker.com/episode/64328562Tue, 11 Feb 2025 21:30:11 +0000The Mortgage PlannerExclusive Webinar on TuesdayUpdates.com: Prevention Gaps - Filling in the Fall out Holes** 🌟   Are you ready to tackle the unseen challenges in your business? Discover how to identify and plug those crucial gaps before they become major issues. Our...723falsefullLeftovers anyone?https://www.spreaker.com/episode/leftovers-anyone--64129554https://api.spreaker.com/episode/64129554Sat, 01 Feb 2025 18:11:09 +0000The Mortgage PlannerLast year's pipeline is not finished feeding you. In this February 2025 session, Brad treats the 2024 leftovers like the best part of the meal: working the preapprovals that never bought, and going back to past clients with first quarter communication...418falsefullGet in front of it…https://www.spreaker.com/episode/get-in-front-of-it--63014447www.TuesdayUpdates.com]]>https://api.spreaker.com/episode/63014447Tue, 26 Nov 2024 15:15:05 +0000The Mortgage PlannerJoin us as we explore how going the extra mile and filling the needs of our partners can open doors to new opportunities and drive more leads. It’s time to excel and deliver results! Not registered? Visit www.TuesdayUpdates.comwww.TuesdayUpdates.com]]>748falsefullWho you call now plants seeds for laterhttps://www.spreaker.com/episode/who-you-call-now-plants-seeds-for-later--62693901https://api.spreaker.com/episode/62693901Mon, 11 Nov 2024 17:47:20 +0000The Mortgage PlannerWhen the market goes stale, the calls you make today become the closings you harvest later. In this November 2024 Tuesday Update, Brad shares his team's focus for a slow stretch: more activity, every area of the database covered, and partners brought...875falsefullBuilding Bridgeshttps://www.spreaker.com/episode/building-bridges--62376472https://api.spreaker.com/episode/62376472Tue, 15 Oct 2024 17:48:33 +0000The Mortgage PlannerReferral business does not run on closings alone. It runs on bridges built long before a contract shows up. In this October 2024 Tuesday Update, Brad takes you behind the scenes of where his team sees a pulse in their business: how they look at...981falsefullToday's Honey Holehttps://www.spreaker.com/episode/today-s-honey-hole--61016105https://api.spreaker.com/episode/61016105Tue, 13 Aug 2024 16:47:21 +0000The Mortgage PlannerThe best leads in your business are the ones you already have. In this August 2024 Tuesday Update, Brad calls it the honey hole: the leads from six, eight, and nine months ago that were never fully nurtured. He runs the follow up stats on what it...707falsefullYour Presentation Flow Matters!https://www.spreaker.com/episode/your-presentation-flow-matters--60791232https://api.spreaker.com/episode/60791232Wed, 24 Jul 2024 17:09:27 +0000The Mortgage PlannerWatch a real partner presentation happen live. In this July 2024 session, Brad runs his full first meeting flow on a realtor he has never met, starting from the exact text message he uses to book the meeting (he booked four that week) through the Zoom...1300falsefullDance with sombody, morebody!https://www.spreaker.com/episode/dance-with-sombody-morebody--60676035https://api.spreaker.com/episode/60676035Fri, 12 Jul 2024 17:23:56 +0000The Mortgage PlannerWant more loans each month? Then look at the two streams of follow through that fill a pipeline. In this July 2024 session, Brad asks what actually attracts business to you: the calls, texts, and routine touches going out, and the follow through that...450coaching,mortgage,themortgageplannerfalsefullWorking the downtimehttps://www.spreaker.com/episode/working-the-downtime--60265847https://api.spreaker.com/episode/60265847Mon, 03 Jun 2024 19:11:44 +0000The Mortgage Plannerwhat you do while the pipeline is not at a maximum level and even if it is good...we are not full, what we do, build the brand and your content.517falsefullMortgage Planner Masterclass- Tuesday Updateshttps://www.spreaker.com/episode/mortgage-planner-masterclass-tuesday-updates--59113507https://api.spreaker.com/episode/59113507Wed, 20 Mar 2024 14:26:15 +0000The Mortgage PlannerJoin The Mortgage Planner on this recorded training and get a full grasp on the Tuesday Update.  More than meets the eye...are you getting the most out of your pipeline.  This powerful step by step training breaks down the calls and growing your...3313falsefullSomething besides them just liking youhttps://www.spreaker.com/episode/something-besides-them-just-liking-you--58754348https://api.spreaker.com/episode/58754348Tue, 20 Feb 2024 19:16:12 +0000The Mortgage PlannerPeople do business with people they like, but liking you is not a referral strategy. In this February 2024 Tuesday Update, Brad teaches the missing ingredient in most partner meetings: a formal presentation that lays out your offer in a straight line,...741falsefullPersuasive Communicationhttps://www.spreaker.com/episode/persuasive-communication--58675246https://api.spreaker.com/episode/58675246Tue, 13 Feb 2024 16:46:48 +0000The Mortgage PlannerWhen call volume drops, answering the phone is not enough. You have to consult. In this February 2024 Tuesday Update, Brad teaches persuasive communication: getting to the client's story on every call, and leading a lead to application conversation...761falsefullFan the Flamehttps://www.spreaker.com/episode/fan-the-flame--58590196https://api.spreaker.com/episode/58590196Tue, 06 Feb 2024 19:35:41 +0000The Mortgage PlannerMomentum in a referral business works like a fire: it grows when you fan it and dies when you ignore it. In this February 2024 live Tuesday Update, Brad gets into the details of fanning the flame with partners and clients, the small consistent touches...916falsefullTop 100 Breakdownhttps://www.spreaker.com/episode/top-100-breakdown--57960904https://api.spreaker.com/episode/57960904Sat, 09 Dec 2023 17:31:55 +0000The Mortgage PlannerYour database is only as valuable as the list you actually work. In this December 2023 session, Brad breaks down the Top 100: how to build the list of your best clients and partners, what qualifies someone for it, and how to get the list together and...344falsefullThe Ultimate Client Checkhttps://www.spreaker.com/episode/the-ultimate-client-check--57960715https://api.spreaker.com/episode/57960715Sat, 09 Dec 2023 16:57:14 +0000The Mortgage PlannerWhat does your past client call actually sound like? In this December 2023 session, Brad walks through the ultimate client check: the key points to cover when you call past clients, from how their loan is performing to what has changed in their life...956falsefullGive it if you want it!https://www.spreaker.com/episode/give-it-if-you-want-it--57954480https://api.spreaker.com/episode/57954480Fri, 08 Dec 2023 19:23:58 +0000The Mortgage PlannerReferrals flow toward the people who give them. In this December 2023 session, Brad teaches the three part client experience and a simple test for every call you make: how many people and services did you recommend on that call? If you want...526falsefullKeep going, it might just run towards you!https://www.spreaker.com/episode/keep-going-it-might-just-run-towards-you--57606531https://api.spreaker.com/episode/57606531Sun, 12 Nov 2023 19:51:45 +0000The Mortgage PlannerSlow markets ask a hard question: where is your source? In this session from November 2023, Brad talks about the willpower and faith it takes to keep going when business feels like it is walking with a limp. Stay consistent in the work and the...676falsefullBe Presenthttps://www.spreaker.com/episode/be-present--57511366https://api.spreaker.com/episode/57511366Sat, 04 Nov 2023 16:20:21 +0000The Mortgage PlannerHaving a presentation is key, but the door stays locked if you do not see the door. In this November 2023 session, Brad goes back to basics that go deeper than they look, starting with being present: in your presentations, your partner meetings, and...498bradroche,coaching,mortgages,themortgageplannerfalsefullLive Training with The Mortgage Plannerhttps://www.spreaker.com/episode/live-training-with-the-mortgage-planner--57059577https://api.spreaker.com/episode/57059577Wed, 04 Oct 2023 16:14:29 +0000The Mortgage PlannerThirty years of loan files in one live training. In this October 2023 session, recorded with a room of originators, Brad runs through the basics of presenting that built his career, from standing out as a newer loan officer to running a team through...3555falsefullIt’s Coming! Where you looking from?https://www.spreaker.com/episode/it-s-coming-where-you-looking-from--56909847https://api.spreaker.com/episode/56909847Sat, 23 Sep 2023 15:08:59 +0000The Mortgage PlannerChange is coming to your market whether you are ready or not. The question is where you are looking from. In this September 2023 session, Brad teaches perspective as a business skill: how your point of view shapes your day, your team, and your...617falsefullGimme that Change!https://www.spreaker.com/episode/gimme-that-change--56874207https://api.spreaker.com/episode/56874207Wed, 20 Sep 2023 19:46:47 +0000The Mortgage PlannerChange in the market can be good, bad, and good again, sometimes in the same season. In this September 2023 session, Brad works through the right attitude for grabbing hold of change in your business instead of resisting it, drawing on lessons from...363falsefullFill the Gaphttps://www.spreaker.com/episode/fill-the-gap--56746643https://api.spreaker.com/episode/56746643Sat, 09 Sep 2023 16:31:14 +0000The Mortgage PlannerMost loan officers are one shift away from keeping more of what they already earn. In this September 2023 session, Brad hunts for the gap: the part of your process you are missing that could take your business up by double digits simply by keeping...940falsefullTuesday Update- put more thought into it!https://www.spreaker.com/episode/tuesday-update-put-more-thought-into-it--56607463https://api.spreaker.com/episode/56607463Sun, 27 Aug 2023 20:16:55 +0000The Mortgage PlannerThe Tuesday Update is the most important sales discipline in the mortgage business, and most loan officers rush it. In this August 2023 Tuesday Update, Brad goes deeper into the sales side of the call: the dialogue to prepare, what to listen for in a...1118falsefullYou got enough jars?https://www.spreaker.com/episode/you-got-enough-jars--56403156https://api.spreaker.com/episode/56403156Tue, 08 Aug 2023 13:02:27 +0000The Mortgage PlannerDo not underestimate your daily work. In this August 2023 session, Brad talks about staying diligent in the waiting and stocking the shelves while you wait: the extra two or three touches, conversations, and follow ups that grow quietly until the...521falsefullWhile you waithttps://www.spreaker.com/episode/while-you-wait--56234010https://api.spreaker.com/episode/56234010Wed, 26 Jul 2023 19:24:27 +0000The Mortgage PlannerWaiting is part of this business, for your clients and for you. In this July 2023 session, Brad digs into what to do while you wait: how to serve clients standing in line, how to structure the downtime in your own day, and how to turn seasons of...611falsefullWhile you wait...preapprovalshttps://www.spreaker.com/episode/while-you-wait-preapprovals--56142082https://api.spreaker.com/episode/56142082Tue, 18 Jul 2023 19:46:16 +0000The Mortgage PlannerA preapproval is a client standing in line, and how you treat the wait decides whether they stay. In this July 2023 session, Brad lays out a plan of action for staying active with preapproved buyers: the touches, updates, and attention that make being...322falsefullAttitude matters!https://www.spreaker.com/episode/attitude-matters--56112103https://api.spreaker.com/episode/56112103Sat, 15 Jul 2023 16:07:51 +0000The Mortgage PlannerDeals get complicated. That is the job, not a surprise. In this July 2023 session, Brad teaches attitude as a daily discipline: how yours affects the partners and team members around you, and why the loan officer who stays steady through appraisal...424falsefullSteadfast Stones- "A Stone Throw" Final Series Episodehttps://www.spreaker.com/episode/steadfast-stones-a-stone-throw-final-series-episode--55631385https://api.spreaker.com/episode/55631385Fri, 30 Jun 2023 16:58:35 +0000The Mortgage PlannerThe Steadfast Stones series closes where it always pointed: your sphere. In this final episode from June 2023, Brad ties the series together around the people closest to you, your database, and making sure they know how to help your business. Trust...670falsefullSteadfast Stones Series- The Resilient Rockhttps://www.spreaker.com/episode/steadfast-stones-series-the-resilient-rock--54837913https://api.spreaker.com/episode/54837913Fri, 23 Jun 2023 14:23:05 +0000The Mortgage PlannerThe Resilient Rock centers on the importance of structure, accountability, and perseverance in our daily routines and actions. We also discuss effective strategies for lead follow-up and the relentless pursuit of partners to bring value, fun and...954falsefullSteadfast Stones -Unmoved: The Stone of Steadfastnesshttps://www.spreaker.com/episode/steadfast-stones-unmoved-the-stone-of-steadfastness--54291370https://api.spreaker.com/episode/54291370Mon, 12 Jun 2023 13:31:00 +0000The Mortgage PlannerSecond episode, "Unmoved: The Stone of Steadfastness", our second episode, emphasizes the value of resilience and the role of habitual discipline in treating sales as a non-negotiable daily task.700falsefullSteadfast Stones Series- Unshaken Understandinghttps://www.spreaker.com/episode/steadfast-stones-series-unshaken-understanding--54091942https://api.spreaker.com/episode/54091942Sun, 04 Jun 2023 18:08:12 +0000The Mortgage PlannerSteadfast Stones- Episode I- In the inaugural episode, "Unshaken Understanding - The Mortgage Market Today", we delve into the techniques of the world's greatest salesman, ‘experience’ parallels and explore the role of relationship-focused strategic...1333experience,mortgageplanner,steadfaststones,unshakenfalsefullBasics to The Mortgage Plannerhttps://www.spreaker.com/episode/basics-to-the-mortgage-planner--53731409https://api.spreaker.com/episode/53731409Wed, 03 May 2023 17:01:21 +0000The Mortgage PlannerWhat are the basics of building a business the Mortgage Planner way? In this May 2023 session, Brad breaks down the philosophies gathered over thirty years in the business and work with top producers: getting a plan in place, systemizing what works,...428falsefullHow well do you know your deal?https://www.spreaker.com/episode/how-well-do-you-know-your-deal--53698600https://api.spreaker.com/episode/53698600Sun, 30 Apr 2023 17:46:59 +0000The Mortgage PlannerLess business going around means more competition and more shoppers calling your clients after they apply. In this April 2023 session, Brad teaches knowing your deal cold, then exploding every effort into the cross sell. He reviews the 13 spokes of...418falsefullThe Mortgage Planner Podcast_ Sherry Riano Part IIhttps://www.spreaker.com/episode/the-mortgage-planner-podcast-sherry-riano-part-ii--52870154https://api.spreaker.com/episode/52870154Mon, 27 Feb 2023 21:23:34 +0000The Mortgage PlannerPart two of Brad's conversation with Sherry Riano. The discussion continues on building a mortgage business that lasts: serving clients well during the process, staying connected after closing, and turning a good experience into a working referral...1798falsefullThe Mortgage Planner Podcast- Sherry Riano Part Ihttps://www.spreaker.com/episode/the-mortgage-planner-podcast-sherry-riano-part-i--52870143https://api.spreaker.com/episode/52870143Mon, 27 Feb 2023 21:22:20 +0000The Mortgage PlannerBrad sits down with Sherry Riano for a two part conversation on the business behind the business. In Part I they talk about the habits, conversations, and client experience that keep a pipeline healthy in any market, and what separates originators who...2416falsefullHow's the details....https://www.spreaker.com/episode/how-s-the-details--52665875https://api.spreaker.com/episode/52665875Wed, 08 Feb 2023 00:54:39 +0000The Mortgage PlannerDid the refi boom make you sloppy? In this session from February 2023, Brad brings it back together: the details of a mortgage referral business, the touches and follow through that got skipped when loans fell from the sky, and the focus required to...714falsefullStep Up or Miss outhttps://www.spreaker.com/episode/step-up-or-miss-out--52056898https://api.spreaker.com/episode/52056898Wed, 30 Nov 2022 15:48:57 +0000The Mortgage PlannerMarkets do not wait for you to feel ready. In this short session from November 2022, Brad delivers a simple choice for the end of the year: step up to the activity your goals require, or watch someone else take the business. Two minutes to reset your...130falsefullDon't choose to sit on the bench...https://www.spreaker.com/episode/don-t-choose-to-sit-on-the-bench--52036559https://api.spreaker.com/episode/52036559Mon, 28 Nov 2022 19:19:59 +0000The Mortgage PlannerNobody builds a referral business from the bench. In this brief session from November 2022, Brad challenges loan officers who have quietly sat out a tough market: get in the game, make the calls, and be seen by your partners and past clients again....86falsefullThanksgiving Pushhttps://www.spreaker.com/episode/thanksgiving-push--51983083https://api.spreaker.com/episode/51983083Tue, 22 Nov 2022 19:35:09 +0000The Mortgage PlannerYou did the work all year. Did you say thank you like you meant it? In this short session from November 2022, Brad talks about the Thanksgiving push: gratitude touches for clients, partners, and your team that land before the holidays and set up your...200falsefullI wasn't done yet...https://www.spreaker.com/episode/i-wasn-t-done-yet--51832013https://api.spreaker.com/episode/51832013Wed, 09 Nov 2022 01:17:12 +0000The Mortgage PlannerPart two, short but specific. In this November 2022 follow up, Brad sets the minimum bars: the non-negotiable activity floors a loan officer hits daily and weekly no matter what the market is doing. If Part 1 was the challenge, this is the standard....86falsefullTheme Day- Team Dayhttps://www.spreaker.com/episode/theme-day-team-day--51831978https://api.spreaker.com/episode/51831978Wed, 09 Nov 2022 01:10:28 +0000The Mortgage PlannerTheme days only work when the whole team runs them. In this November 2022 session, Brad teaches Team Day inside the theme day system: it is about your leadership, your actions, and your plan daily. How you lead your team through their themed work...354falsefullHoly S%iT the BPS are swinging!https://www.spreaker.com/episode/holy-s-it-the-bps-are-swinging--51471703https://api.spreaker.com/episode/51471703Wed, 05 Oct 2022 01:19:11 +0000The Mortgage PlannerThe market was swinging hard in October 2022, and loan officers had two choices: get distracted or get focused. In this session from that volatile stretch, Brad talks about what matters now, the conversations to have with clients and partners when the...654falsefullTake the punch!https://www.spreaker.com/episode/take-the-punch--50867838https://api.spreaker.com/episode/50867838Tue, 09 Aug 2022 23:19:44 +0000The Mortgage PlannerEvery originator takes punches: lost deals, lost partners, lost months. In this August 2022 session, Brad teaches the response that separates producers: take the punch, get back up, and focus on the stats instead of the losses. Your numbers tell you...309falsefullBring it to the table!https://www.spreaker.com/episode/bring-it-to-the-table--50803401https://api.spreaker.com/episode/50803401Mon, 08 Aug 2022 18:30:02 +0000The Mortgage PlannerWhat do you bring to the table for your partners and clients? In this August 2022 session, Brad challenges loan officers to show up with more than a business card: a plan, a process, and something of value in every meeting. If you want partners to...325falsefullMortgage Stormhttps://www.spreaker.com/episode/mortgage-storm--50740039https://api.spreaker.com/episode/50740039Thu, 28 Jul 2022 18:14:48 +0000The Mortgage PlannerAre you ready with products, calls, texts, face to faces, and thank yous? In this July 2022 session, Brad introduces the Mortgage Storm system from his best selling book: a surge of coordinated touches across every channel that keeps you in front of...161falsefullThe Call List- unplugged conversationhttps://www.spreaker.com/episode/the-call-list-unplugged-conversation--50730294https://api.spreaker.com/episode/50730294Wed, 27 Jul 2022 19:42:19 +0000The Mortgage PlannerThe market has changed. Are you working on your sales? In this July 2022 unplugged conversation, Brad talks straight about the call list: who is on yours, how often you are working it, and why the originators who keep calling through a changing market...315falsefullMaking Gainshttps://www.spreaker.com/episode/making-gains--50650026https://api.spreaker.com/episode/50650026Tue, 19 Jul 2022 19:55:43 +0000The Mortgage PlannerWhat you do now decides what you gain next. In this short session from July 2022, Brad focuses on the daily actions that compound in a tightening market: the calls, touches, and partner work that look small this week and show up as closings next...236falsefullCoaching Unplugged EP. 3https://www.spreaker.com/episode/coaching-unplugged-ep-3--50550143https://api.spreaker.com/episode/50550143Tue, 12 Jul 2022 19:20:57 +0000The Mortgage PlannerEpisode three of Coaching Unplugged, Brad's off the cuff series with no script and no slides. In this July 2022 installment, Brad talks through what he is seeing in the business right now and the adjustments producers are making as the market shifts...359falsefullInterview with Top Producer Joshua Deanhttps://www.spreaker.com/episode/interview-with-top-producer-joshua-dean--49729324https://api.spreaker.com/episode/49729324Mon, 09 May 2022 16:12:48 +0000The Mortgage PlannerCoaching member of the month Joshua Dean shares his ride. In this May 2022 interview, Joshua walks through the past year: overcoming a changing market, staying on plan when production wobbled, and hitting his goals anyway. A working producer's story,...1428falsefullYou got to drive...https://www.spreaker.com/episode/you-got-to-drive--49493995https://api.spreaker.com/episode/49493995Wed, 20 Apr 2022 17:03:58 +0000The Mortgage PlannerNobody is coming to hand you this market. In this April 2022 session, Brad teaches the driver's mindset: the market is not the same, and the push is up to you. Waiting for better conditions is a passenger's plan. Producers drive: more conversations,...479falsefullPull me up please!https://www.spreaker.com/episode/pull-me-up-please--49046617https://api.spreaker.com/episode/49046617Sun, 13 Mar 2022 17:07:34 +0000The Mortgage PlannerLet us lead in this market and make it go, with partners and team. In this March 2022 session, Brad talks about pulling each other up: leadership that lifts your team's activity, partner relationships that carry weight both ways, and doing the basics...287falsefullTech Lunch and Learn Livehttps://www.spreaker.com/episode/tech-lunch-and-learn-live--48299749https://api.spreaker.com/episode/48299749Fri, 14 Jan 2022 19:46:00 +0000The Mortgage PlannerA full live session from January 2022: Brad's Tech Lunch and Learn, walking through the technology and tools his team uses to run the Mortgage Planner system, from database and follow up to the daily workflow that keeps touches from falling through...3391falsefullFaith Friday- "Runners, to your mark"https://www.spreaker.com/episode/faith-friday-runners-to-your-mark--47221713https://api.spreaker.com/episode/47221713Fri, 29 Oct 2021 18:55:09 +0000The Mortgage PlannerA Faith Friday reset from October 2021. Brad asks a simple question: how do you focus your thoughts? Runners get set before the race starts, and this short session is about setting your mind the same way, on what is true and what is in front of you,...242falsefull30% Increase!https://www.spreaker.com/episode/30-increase--47067258https://api.spreaker.com/episode/47067258Wed, 20 Oct 2021 18:31:33 +0000The Mortgage PlannerGoing past the new year with results takes more than hope. In this October 2021 session, Brad lays out how a producing team grows and streamlines heading into a new year: tightening the systems, focusing the activity, and setting the team up to...1793falsefullMarket Wavehttps://www.spreaker.com/episode/market-wave--46606431https://api.spreaker.com/episode/46606431Mon, 20 Sep 2021 19:56:35 +0000The Mortgage PlannerWhy does one originator catch a wave when others do not? In this short session from September 2021, Brad answers with two questions: do what, when? Riding a market wave is timing plus preparation, the right activities done in the right order before...216coaching,mortgage,mortgagecoaching,themortgageplannerfalsefullLet me explain...https://www.spreaker.com/episode/let-me-explain--46028189https://api.spreaker.com/episode/46028189Mon, 09 Aug 2021 19:21:38 +0000The Mortgage PlannerHow you work and how you introduce yourself both matter more than your rate sheet. In this August 2021 session, Brad breaks down the introduction: how you explain what you do, who you do it for, and why it matters, in a way clients and partners can...347falsefullRING RING- Referring your client from cross-sellinghttps://www.spreaker.com/episode/ring-ring-referring-your-client-from-cross-selling--45459410https://api.spreaker.com/episode/45459410Sat, 26 Jun 2021 17:25:45 +0000The Mortgage PlannerA RING RING training call from June 2021: listen in on the cross sell referral call, where a client conversation opens the door to introducing another service or professional the client needs. Brad's team recorded real call types so you can hear the...55falsefullRING RING- Financial Planner/ CPA referred callhttps://www.spreaker.com/episode/ring-ring-financial-planner-cpa-referred-call--45459395https://api.spreaker.com/episode/45459395Sat, 26 Jun 2021 17:24:23 +0000The Mortgage PlannerA RING RING training call from June 2021: the call that follows a financial planner or CPA referral. Hear how the conversation opens when a trusted professional has already vouched for you, how to honor that introduction, and how to report back so the...54falsefullRING RING- Employer Cross-sellhttps://www.spreaker.com/episode/ring-ring-employer-cross-sell--45459384https://api.spreaker.com/episode/45459384Sat, 26 Jun 2021 17:23:02 +0000The Mortgage PlannerA RING RING training call from June 2021: the employer cross sell call. Hear how a conversation that starts with one employee benefit or relocation need becomes an introduction to the wider workplace, and how to plant the seed without pushing. Short...78falsefullRING RING- After closing callhttps://www.spreaker.com/episode/ring-ring-after-closing-call--45459376https://api.spreaker.com/episode/45459376Sat, 26 Jun 2021 17:20:47 +0000The Mortgage PlannerA RING RING training call from June 2021: the after closing call. The loan is funded, and this call is where repeat business and introductions are born. Hear how Brad's team thanks the client, checks the experience, and asks the CCR question while the...106falsefullRING RING-Prior to closinghttps://www.spreaker.com/episode/ring-ring-prior-to-closing--45459358https://api.spreaker.com/episode/45459358Sat, 26 Jun 2021 17:18:26 +0000The Mortgage PlannerA RING RING training call from June 2021: the prior to closing call. Hear the final check in before the closing table: confirming details, calming nerves, setting expectations for the day, and making sure both agents look good in front of the client....130falsefullRING RING- Underwriting call 2https://www.spreaker.com/episode/ring-ring-underwriting-call-2--45459337https://api.spreaker.com/episode/45459337Sat, 26 Jun 2021 17:15:19 +0000The Mortgage PlannerA RING RING training call from June 2021: the second underwriting update call. By now the client needs progress, not promises. Hear how to deliver a clear status, explain conditions in plain language, and keep the borrower and both agents confident...105falsefullRING RING- Underwriting Call 1https://www.spreaker.com/episode/ring-ring-underwriting-call-1--45459321https://api.spreaker.com/episode/45459321Sat, 26 Jun 2021 17:13:04 +0000The Mortgage PlannerA RING RING training call from June 2021: the first underwriting update call. Hear how Brad's team sets expectations the moment a file reaches underwriting: what happens next, how long it takes, and when the client will hear from them again. Clarity...91falsefullRING RING- Tuesday Update 5https://www.spreaker.com/episode/ring-ring-tuesday-update-5--45430343https://api.spreaker.com/episode/45430343Thu, 24 Jun 2021 19:12:44 +0000The Mortgage PlannerA RING RING training call from June 2021: Tuesday Update number five in the practice series. Each recorded update sharpens a different part of the weekly in-process call. Listen for the structure, the reassurance, and the natural place where the...81falsefullRING RING- Tuesday Update 4https://www.spreaker.com/episode/ring-ring-tuesday-update-4--45430334https://api.spreaker.com/episode/45430334Thu, 24 Jun 2021 19:12:29 +0000The Mortgage PlannerA RING RING training call from June 2021: Tuesday Update number four in the practice series. Hear another full weekly update call with a client in process, and compare it with your own. The words stay simple on purpose: status, next step, and...69falsefullRING RING- Tuesday Update 3https://www.spreaker.com/episode/ring-ring-tuesday-update-3--45430329https://api.spreaker.com/episode/45430329Thu, 24 Jun 2021 19:12:15 +0000The Mortgage PlannerA RING RING training call from June 2021: Tuesday Update number three in the practice series. A short recorded example of the weekly update call done the Mortgage Planner way, so new team members can hear the rhythm before they ever make the call...24falsefullRING RING- Tuesday Update 2https://www.spreaker.com/episode/ring-ring-tuesday-update-2--45430325https://api.spreaker.com/episode/45430325Thu, 24 Jun 2021 19:12:03 +0000The Mortgage PlannerA RING RING training call from June 2021: Tuesday Update number two in the practice series. Listen to the second variation of the weekly in-process update and notice what never changes: a calm voice, a clear status, and a client who hangs up feeling...61falsefullRING RING- Tuesday Updatehttps://www.spreaker.com/episode/ring-ring-tuesday-update--45430322https://api.spreaker.com/episode/45430322Thu, 24 Jun 2021 19:11:53 +0000The Mortgage PlannerA RING RING training call from June 2021: the Tuesday Update call itself, recorded as a training example. This is the weekly in-process client update at the heart of the Mortgage Planner system, the call that builds trust, keeps agents informed, and...67falsefullRING RING- Preapproved 3https://www.spreaker.com/episode/ring-ring-preapproved-3--45430317https://api.spreaker.com/episode/45430317Thu, 24 Jun 2021 19:11:30 +0000The Mortgage PlannerA RING RING training call from June 2021: the third preapproved buyer check in the series. Hear how the follow up changes as a preapproved client keeps shopping: encouragement, market updates, and the touches that keep your preapproval the one they...69falsefullRING RING- Preapproved 2https://www.spreaker.com/episode/ring-ring-preapproved-2--45430314https://api.spreaker.com/episode/45430314Thu, 24 Jun 2021 19:11:11 +0000The Mortgage PlannerA RING RING training call from June 2021: the second preapproved buyer check in. One call is a courtesy, a series of calls is a system. Hear how Brad's team stays in front of preapproved buyers between the approval and the contract. More at...80falsefullRING RING- Preapproval Callhttps://www.spreaker.com/episode/ring-ring-preapproval-call--45430306https://api.spreaker.com/episode/45430306Thu, 24 Jun 2021 19:10:47 +0000The Mortgage PlannerA RING RING training call from June 2021: the preapproval call. Hear how to deliver a preapproval in a way that makes the buyer feel armed, not just approved: what the numbers mean, what to watch for while shopping, and when to call you first. More at...97falsefullRING RING- Lead Call 4https://www.spreaker.com/episode/ring-ring-lead-call-4--45430296https://api.spreaker.com/episode/45430296Thu, 24 Jun 2021 19:10:21 +0000The Mortgage PlannerA RING RING training call from June 2021: lead call number four in the practice series. Each lead call in the set handles a different temperature of prospect. Listen for how the opening questions sort real buyers from someday shoppers without burning...111falsefullRING RING- Lead Call 3https://www.spreaker.com/episode/ring-ring-lead-call-3--45430293https://api.spreaker.com/episode/45430293Thu, 24 Jun 2021 19:09:55 +0000The Mortgage PlannerA RING RING training call from June 2021: lead call number three in the practice series. Hear how Brad's team works a new lead: fast response, real questions, and a clear next step booked before the call ends. Borrow the structure for your own lead...102falsefullRING RING- Lead Call 2https://www.spreaker.com/episode/ring-ring-lead-call-2--45430288https://api.spreaker.com/episode/45430288Thu, 24 Jun 2021 19:09:41 +0000The Mortgage PlannerA RING RING training call from June 2021: lead call number two in the practice series. A short recorded example of turning an inquiry into a conversation and a conversation into an application, with the words Brad's team actually uses. More at...99falsefullRING RING- Lead Callhttps://www.spreaker.com/episode/ring-ring-lead-call--45430286https://api.spreaker.com/episode/45430286Thu, 24 Jun 2021 19:09:29 +0000The Mortgage PlannerA RING RING training call from June 2021: the lead call, recorded as a training example. New lead calls decide your conversion rate, and this call shows the standard: connect fast, ask the questions that matter, and leave with an appointment or an...105falsefullEpisode 128- Two Reasons you promote a producthttps://www.spreaker.com/episode/episode-128-two-reasons-you-promote-a-product--45052142https://api.spreaker.com/episode/45052142Wed, 26 May 2021 18:21:19 +0000The Mortgage PlannerHow do you sell week to week to the same sphere, and then reach more people? In this May 2021 session, Brad teaches the two reasons you promote a product: one for the clients in front of you now, and one that gives your sphere something worth passing...355themortgageplannerfalsefullEpisode 127 - Missed it?https://www.spreaker.com/episode/episode-127-missed-it--45034118https://api.spreaker.com/episode/45034118Tue, 25 May 2021 20:30:42 +0000The Mortgage PlannerMissed it? Your leads did not disappear. They are waiting in the follow up you skipped. In this short session from May 2021, Brad pushes a simple discipline: look back and follow up on all of the leads, including the ones you assume went cold. The...191falsefullWhy send you business?https://www.spreaker.com/episode/why-send-you-business--44644321https://api.spreaker.com/episode/44644321Wed, 05 May 2021 14:40:46 +0000The Mortgage PlannerCan you answer that question in one sentence? In this May 2021 session, Brad works on selling the reason and the process to referral partners: why a realtor or financial planner should send you their clients, stated clearly enough that they can repeat...354falsefullWhatcha doing with all those pre-approvals?https://www.spreaker.com/episode/whatcha-doing-with-all-those-pre-approvals--44332914https://api.spreaker.com/episode/44332914Wed, 14 Apr 2021 15:39:29 +0000The Mortgage PlannerA stack of preapprovals is a pipeline or a pile of maybes, depending on what you do next. In this April 2021 session, Brad teaches proactive work in a slower buyer market: the activities and process that keep preapproved buyers engaged, shopping, and...364themortgageplannerfalsefullFebruary Challengehttps://www.spreaker.com/episode/february-challenge--43497473https://api.spreaker.com/episode/43497473Tue, 16 Feb 2021 20:56:06 +0000The Mortgage PlannerBrad issues the February Challenge. In this February 2021 session, he lays out a short, focused challenge for loan officers: a burst of daily activity aimed at your database and partners, tracked and finished before the month ends. Challenges work...334falsefullCheck the process and how you present!https://www.spreaker.com/episode/check-the-process-and-how-you-present--43233084https://api.spreaker.com/episode/43233084Mon, 01 Feb 2021 18:39:38 +0000The Mortgage PlannerAre you getting the face to faces? How about the 'best presentation' you can give to clients and partners? How is the wow with using your team? Lets check and go!190falsefullNew Year Prephttps://www.spreaker.com/episode/new-year-prep--42872767https://api.spreaker.com/episode/42872767Sun, 10 Jan 2021 21:30:51 +0000The Mortgage PlannerGetting things in line going into the new year starts with priorities, not resolutions. In this January 2021 session, Brad walks through new year prep for a producing team: what carries over, what gets cut, and the first activities that set the tone...268themortgageplannerfalsefull70% One on One'shttps://www.spreaker.com/episode/70-one-on-one-s--40919342https://api.spreaker.com/episode/40919342Tue, 15 Sep 2020 20:13:22 +0000The Mortgage PlannerOne on one meetings are where referral partnerships are actually built. In this September 2020 session, Brad reviews getting the one on one with partners and clients, and why the quality of those meetings, not the quantity of business cards, decides...272falsefullNot just refinance...https://www.spreaker.com/episode/not-just-refinance--40115437https://api.spreaker.com/episode/40115437Sun, 02 Aug 2020 20:36:42 +0000The Mortgage PlannerA refi wave is a season, not a business. In this August 2020 session, recorded while refinances were everywhere, Brad asks what is in place underneath them: the purchase relationships, partner work, and systems that remain when the refi phone stops...290falsefullCommitment, Longevity & Opportunityhttps://www.spreaker.com/episode/commitment-longevity-opportunity--39884509https://api.spreaker.com/episode/39884509Tue, 21 Jul 2020 17:16:00 +0000The Mortgage PlannerWhat are you doing with this market? In this July 2020 session, Brad connects three ideas that decide careers: commitment to the work, longevity in the relationships, and the opportunity hiding inside a market most people only complain about. Short...381themortgageplannerfalsefullThe Mortgage Planner Unplugged- 2https://www.spreaker.com/episode/the-mortgage-planner-unplugged-2--39779326https://api.spreaker.com/episode/39779326Thu, 16 Jul 2020 13:25:44 +0000The Mortgage PlannerThe second Mortgage Planner Unplugged session, from July 2020. Brad drops the presentation format and talks through the business as it is: the market in front of his team, the conversations happening with clients and partners, and the adjustments a...509falsefullThe Mortgage Planner Unpluggedhttps://www.spreaker.com/episode/the-mortgage-planner-unplugged--39779323https://api.spreaker.com/episode/39779323Wed, 15 Jul 2020 15:55:20 +0000The Mortgage PlannerThe first Unplugged session, recorded in July 2020. Brad steps away from the training deck for an unscripted conversation about running a mortgage practice in a year nobody planned for: what his team focused on, what they stopped doing, and where the...753falsefullFat Pipeline System Focushttps://www.spreaker.com/episode/fat-pipeline-system-focus--30179189https://api.spreaker.com/episode/30179189Wed, 10 Jun 2020 18:40:47 +0000The Mortgage PlannerA full pipeline is a blessing that breaks weak systems. In this June 2020 session, Brad asks whether you are looking at the opportunities inside your process and systemizing them while volume is high: the updates, handoffs, and touches that keep a fat...190themortgageplannerfalsefullYou got the Eye?https://www.spreaker.com/episode/you-got-the-eye--26844169https://api.spreaker.com/episode/26844169Wed, 06 May 2020 16:00:09 +0000The Mortgage PlannerDo you have the eye for opportunity in your own book of business? In this short session from May 2020, Brad challenges loan officers to go get the market, fully and with excellence: seeing the refinance, the move up buyer, and the partner introduction...188themortgageplannerfalsefullBusiness is changing...are you and your frame_https://www.spreaker.com/episode/business-is-changing-are-you-and-your-frame--24686066https://api.spreaker.com/episode/24686066Wed, 01 Apr 2020 01:06:40 +0000The Mortgage PlannerA full length session from April 2020, recorded as the business world turned upside down. Brad takes a long look at your business and at you in that market: what had to change immediately, what should never change, and how to keep serving clients and...5582falsefullEpisode 111 - MPM- Mindset Reasonhttps://www.spreaker.com/episode/episode-111-mpm-mindset-reason--23789593https://api.spreaker.com/episode/23789593Thu, 12 Mar 2020 12:48:58 +0000The Mortgage PlannerYou multiply your business when mindset combines with behaviors. In this March 2020 session, Brad teaches the reasoning behind the Mortgage Planner mindset: why what you believe about this business quietly decides what you do in it, and how to connect...92falsefullEpisode 110 - MPM Mindset + Behavior vs Behavior alonehttps://www.spreaker.com/episode/episode-110-mpm-mindset-behavior-vs-behavior-alone--23788487https://api.spreaker.com/episode/23788487Thu, 12 Mar 2020 12:34:24 +0000The Mortgage PlannerBehavior alone burns out. Mindset plus behavior multiplies. In this March 2020 session, Brad focuses on getting your team in the right mindset to maximize volume in a strong market, and why two loan officers can run the same activities and get...375falsefullTeam Huddlehttps://www.spreaker.com/episode/team-huddle--23002142https://api.spreaker.com/episode/23002142Thu, 20 Feb 2020 19:20:08 +0000The Mortgage PlannerWhat is the look right now? In this February 2020 team huddle, Brad runs a focus check with his team on this podcast: where production stands, what the week demands, and how a huddle keeps everyone pointed at the same priorities. Steal the format for...424themortgageplannerfalsefullDatabasehttps://www.spreaker.com/episode/database--22455099https://api.spreaker.com/episode/22455099Wed, 05 Feb 2020 21:21:27 +0000The Mortgage PlannerA full session on the asset most loan officers ignore: the database. In this February 2020 training, Brad teaches how his team organizes, segments, and works its database so past clients, sphere, and partners get the right touches at the right time....1694falsefull30 days inhttps://www.spreaker.com/episode/30-days-in--22242517https://api.spreaker.com/episode/22242517Thu, 30 Jan 2020 19:30:57 +0000The Mortgage PlannerThirty days into the new year, it is gut check time. In this January 2020 session, Brad reviews the first month honestly: what the activity actually was versus what the plan said, and where the focus goes for next month. A simple monthly review rhythm...314themortgageplannerfalsefullGrowth Planhttps://www.spreaker.com/episode/growth-plan--21751167www.BradRocheCoaching.com/goalsetting for more information on this podcast.
    Member access only. #themortgageplanner]]>    https://api.spreaker.com/episode/21751167Thu, 16 Jan 2020 16:23:04 +0000The Mortgage PlannerStart the new year with a clear plan of action in all areas of your life! Visit www.BradRocheCoaching.com/goalsetting for more information on this podcast. Member access only. #themortgageplannerwww.BradRocheCoaching.com/goalsetting for more information on this podcast.
    Member access only. #themortgageplanner]]>    2917themortgageplannerfalsefull    Run the RACEhttps://www.spreaker.com/episode/run-the-race--21678106https://api.spreaker.com/episode/21678106Tue, 14 Jan 2020 14:59:36 +0000The Mortgage PlannerA recorded webinar from January 2020 on starting the new year right. Brad teaches the RACE framework for setting the year in motion: reviewing where you are, aiming at the right targets, and committing to the activities that carry a full year of...2585falsefullReminders 2019 to 2020https://www.spreaker.com/episode/reminders-2019-to-2020--20893882https://api.spreaker.com/episode/20893882Thu, 19 Dec 2019 18:16:27 +0000The Mortgage PlannerWhat are the few things you need to step up in 2020 as you look back? Better pre-app to contract ratio, better client touch points? Listen in on Brad's team focus going into the new year.479bradroche,marketing,mortgage,themortgageplannerfalsefullTurbo Booster into 2020https://www.spreaker.com/episode/turbo-booster-into-2020--20484332https://api.spreaker.com/episode/20484332Wed, 04 Dec 2019 18:42:06 +0000The Mortgage PlannerWhat do you have set and ready for the new year? In this December 2019 session, Brad runs the year end checklist, including sending closing disclosures and thank yous to past clients who closed this year, and asks what else belongs on yours. A turbo...279themortgageplannerfalsefullRelationship Bankruptcyhttps://www.spreaker.com/episode/relationship-bankruptcy--20286178https://api.spreaker.com/episode/20286178Tue, 26 Nov 2019 14:27:45 +0000The Mortgage PlannerAre you taking care of your relationships and focused? It is time to line up the focus and get serious about your inner circle and making deposits.326bradroche,themortgageplannerfalsefullOrganic Introhttps://www.spreaker.com/episode/organic-intro--20168441https://api.spreaker.com/episode/20168441Thu, 21 Nov 2019 17:29:05 +0000The Mortgage PlannerCold calling is not the only way to start conversations. In this November 2019 session, Brad uncovers quick ways to grow off every conversation you are already having: the organic introduction, where a good client or partner conversation naturally...360falsefullPower of Partneringhttps://www.spreaker.com/episode/power-of-partnering--19972204https://api.spreaker.com/episode/19972204Mon, 11 Nov 2019 14:29:58 +0000The Mortgage PlannerBrad and Angela Roche team up for this November 2019 session on the power of partnering. Together they talk about what makes a partnership actually produce: shared clients served well, honest communication, and showing up for each other between...2197falsefullPartner Performacehttps://www.spreaker.com/episode/partner-performace--19871979https://api.spreaker.com/episode/19871979Tue, 05 Nov 2019 17:45:50 +0000The Mortgage PlannerMeeting partners is one thing, meeting partners and getting deals is another. How does your walk look when a partner comes in? This podcast we dig in and do a gut check to how the office plays together.375themortgageplannerfalsefullWhat’s the cost?https://www.spreaker.com/episode/what-s-the-cost--19477159https://api.spreaker.com/episode/19477159Sat, 12 Oct 2019 18:57:25 +0000The Mortgage PlannerEvery shortcut in this business has a price tag. In this short session from October 2019, Brad asks what it really costs when you skip the follow up call, the partner visit, or the annual review: not just the lost loan, but the lost introductions...116falsefullDollarizationhttps://www.spreaker.com/episode/dollarization--19356421https://api.spreaker.com/episode/19356421Fri, 04 Oct 2019 17:37:12 +0000The Mortgage PlannerClients do not buy rates. They buy value they can count. In this October 2019 session, Brad teaches dollarization: showing the consumer, in actual dollars, the value of doing business with you, from the plan you build to the mistakes you help them...470falsefullMilk Run...https://www.spreaker.com/episode/milk-run--19057894https://api.spreaker.com/episode/19057894Tue, 10 Sep 2019 13:59:46 +0000The Mortgage PlannerNeed more face to faces? Do the milk run. In this September 2019 session, Brad teaches the simple route that builds them: stop in, ask, present, and follow back, again and again with the partners in your market. Familiarity breeds referrals, and the...280falsefullDr Fred Gross Unplugged with Dollar Productive Timehttps://www.spreaker.com/episode/dr-fred-gross-unplugged-with-dollar-productive-time--18849451https://api.spreaker.com/episode/18849451Sun, 18 Aug 2019 16:03:32 +0000The Mortgage PlannerInternational real estate sales coach Dr. Fred Gross joins Brad unplugged in this August 2019 session to talk about dollar productive time: the hours in your week that actually produce income, why they are rarer than you think, and how to gain more of...747falsefullPlanning, Pricing and PMI with Barry Habibhttps://www.spreaker.com/episode/planning-pricing-and-pmi-with-barry-habib--18849436https://api.spreaker.com/episode/18849436Sun, 18 Aug 2019 16:03:09 +0000The Mortgage PlannerBrad Roche and Barry Habib work the market together in this August 2019 session: planning, pricing, and PMI, and how a loan officer turns those topics into advantages for buyers in any market. Two experienced voices on presenting numbers as a plan...2903falsefullFloyd Wickman Master the Salehttps://www.spreaker.com/episode/floyd-wickman-master-the-sale--18849402https://api.spreaker.com/episode/18849402Sun, 18 Aug 2019 15:45:38 +0000The Mortgage PlannerA session with a master of real estate sales. In August 2019, Floyd Wickman joined Brad Roche to talk about mastering the sale: the fundamentals of persuasion, presentation, and follow through that have worked across every market cycle either of them...2128falsefullRefinance Basics and Runhttps://www.spreaker.com/episode/refinance-basics-and-run--18844201https://api.spreaker.com/episode/18844201Sat, 17 Aug 2019 18:09:43 +0000The Mortgage PlannerAre you doing the basics to grow your application rate today in the market? Time to get the basics in line with your team to run.238falsefullTurning Themes Activehttps://www.spreaker.com/episode/turning-themes-active--17490991https://api.spreaker.com/episode/17490991Sun, 31 Mar 2019 19:46:21 +0000The Mortgage PlannerA theme on a poster does nothing. A theme turned active runs your week. In this March 2019 session, Brad teaches how to take the theme day system off the wall and into daily action: assigning each day its work, and holding the activities that belong...500themortgageplannerfalsefullStart selling on purposehttps://www.spreaker.com/episode/start-selling-on-purpose--16780585https://api.spreaker.com/episode/16780585Mon, 21 Jan 2019 14:37:12 +0000The Mortgage PlannerMost loan officers sell by accident: whoever calls, gets served. In this January 2019 session, Brad teaches selling on purpose: choosing your activities, your audience, and your conversations before the week chooses them for you. Purpose is the...478falsefullFollow Back Opportunitieshttps://www.spreaker.com/episode/follow-back-opportunities--16600091https://api.spreaker.com/episode/16600091Mon, 31 Dec 2018 16:21:39 +0000The Mortgage PlannerThe opportunity is rarely in the first conversation. It is in the follow back. In this December 2018 session, Brad teaches following back on the people you already met: the partner who got busy, the client who said not yet, the lead that went quiet. A...244falsefullExpired Profitshttps://www.spreaker.com/episode/expired-profits--16600049https://api.spreaker.com/episode/16600049Mon, 31 Dec 2018 16:11:51 +0000The Mortgage PlannerExpired listings are somebody else's missed opportunity and possibly yours. In this December 2018 session, Brad talks about the profit sitting in expired and withdrawn business: the sellers who still need to move and the agents who need a lender who...180falsefullPre-Approval Effectivenesshttps://www.spreaker.com/episode/pre-approval-effectiveness--16600041https://api.spreaker.com/episode/16600041Mon, 31 Dec 2018 16:08:19 +0000The Mortgage PlannerA preapproval is only as good as what happens after it. In this December 2018 session, Brad measures preapproval effectiveness: how many of yours turn into contracts, how you stay in front of those buyers while they shop, and what your agents say...238falsefull3 Keys to implimenting quicklyhttps://www.spreaker.com/episode/3-keys-to-implimenting-quickly--16366486https://api.spreaker.com/episode/16366486Sun, 02 Dec 2018 21:24:29 +0000The Mortgage PlannerGood ideas die in slow implementation. In this December 2018 session, Brad shares three keys to implementing quickly: how to take a new system, script, or activity from a training like this one into your actual week before the motivation fades. Speed...476falsefullThe start to goal settinghttps://www.spreaker.com/episode/the-start-to-goal-setting--16296009https://api.spreaker.com/episode/16296009Fri, 23 Nov 2018 21:11:26 +0000The Mortgage PlannerGoal setting does not start with a number. In this short session from November 2018, Brad lays the foundation: where real goals come from, what they have to connect to in your life, and why most January goals are abandoned by February. Start here...121falsefullApproach the partner with passionhttps://www.spreaker.com/episode/approach-the-partner-with-passion--16071363https://api.spreaker.com/episode/16071363Sat, 27 Oct 2018 18:57:03 +0000The Mortgage PlannerPartners can tell the difference between a lender who wants their business and a lender who believes in the work. In this October 2018 session, Brad teaches approaching the partner with passion: the energy, preparation, and genuine interest that make...333falsefullBetter than the resthttps://www.spreaker.com/episode/better-than-the-rest--15968245https://api.spreaker.com/episode/15968245Mon, 15 Oct 2018 18:19:52 +0000The Mortgage PlannerEvery lender in your market says they are different. In this October 2018 session, Brad asks what actually makes you better than the rest: the specific proof, in your process and your follow through, that a client or partner can point to. Different is...391falsefull0-5, 5-10, 15+ Daily Basicshttps://www.spreaker.com/episode/0-5-5-10-15-daily-basics--15700376https://api.spreaker.com/episode/15700376Wed, 12 Sep 2018 14:46:26 +0000The Mortgage PlannerBrad's daily basics, scaled to where you are. In this September 2018 session, he lays out the daily activity standards at three production levels, from your first five loans to fifteen plus a month, so you can see what the day has to contain at your...536falsefullConnect the dot!https://www.spreaker.com/episode/connect-the-dot--15598854https://api.spreaker.com/episode/15598854Wed, 29 Aug 2018 17:23:18 +0000The Mortgage PlannerYour next loan is usually connected to someone you already know. In this August 2018 session, Brad teaches connecting the dots: tracing the line from a past client to their sphere, from a partner to their clients, and asking for the introduction that...321falsefullDaily grindhttps://www.spreaker.com/episode/daily-grind--15457582https://api.spreaker.com/episode/15457582Thu, 09 Aug 2018 18:10:11 +0000The Mortgage PlannerThere is no version of this business without the grind. In this short session from August 2018, Brad talks about the daily grind honestly: what it consists of, why the producers respect it instead of resenting it, and how the grind quietly separates...166falsefullRate Shopping or Patternshttps://www.spreaker.com/episode/rate-shopping-or-patterns--15011541https://api.spreaker.com/episode/15011541Sun, 10 Jun 2018 14:15:27 +0000The Mortgage PlannerClients who rate shop are following a pattern somebody taught them. In this June 2018 session, Brad teaches reading the patterns instead of fighting the shopping: what a rate shopper is really asking, how to change the conversation to planning and...320falsefullApril Weigh Inhttps://www.spreaker.com/episode/april-weigh-in--14357581https://api.spreaker.com/episode/14357581Thu, 22 Mar 2018 13:21:13 +0000The Mortgage PlannerTime to weigh in. In this March 2018 session, Brad runs the April weigh in: a first quarter check of the numbers that matter, production, pipeline, and activity against the plan, while there is still time in the year to correct. Weigh in early and...309falsefullMarket Awareness!https://www.spreaker.com/episode/market-awareness--13978455https://api.spreaker.com/episode/13978455Mon, 05 Feb 2018 21:30:34 +0000The Mortgage PlannerYour clients think you watch the market for a living. Do you? In this February 2018 session, Brad teaches market awareness as a professional duty: knowing what is moving, why it matters to buyers and partners, and being able to say it in plain...222falsefull2 Steps ahead...https://www.spreaker.com/episode/2-steps-ahead--13889214https://api.spreaker.com/episode/13889214Thu, 25 Jan 2018 22:22:29 +0000The Mortgage PlannerGood originators react to the file in front of them. Great ones work two steps ahead. In this January 2018 session, Brad teaches anticipating the next two steps in every deal and every relationship: the condition before underwriting asks, the...306falsefullMoving on...https://www.spreaker.com/episode/moving-on--13749459https://api.spreaker.com/episode/13749459Mon, 08 Jan 2018 17:33:22 +0000The Mortgage PlannerSome deals, partners, and seasons are simply over. In this January 2018 session, Brad talks about moving on: recognizing what is finished, releasing it without dragging it into the new year, and pointing your energy at the work in front of you. A new...558falsefullAnnual Review Email-Replyhttps://www.spreaker.com/episode/annual-review-email-reply--13334120https://api.spreaker.com/episode/13334120Wed, 15 Nov 2017 18:38:11 +0000The Mortgage PlannerDo the review. In this short session from November 2017, Brad talks about the annual review email and the replies it generates: why a structured yearly check in with past clients produces refinance conversations, referrals, and goodwill, and how to...177falsefullDeligation Swiftlyhttps://www.spreaker.com/episode/deligation-swiftly--13315478https://api.spreaker.com/episode/13315478Mon, 13 Nov 2017 21:34:38 +0000The Mortgage PlannerYou cannot grow past the work only you can do if you keep doing all of it. In this November 2017 session, Brad teaches delegating swiftly: deciding what leaves your plate, handing it off cleanly the first time, and resisting the urge to take it back....476falsefullLead Report Reason?https://www.spreaker.com/episode/lead-report-reason--13315001https://api.spreaker.com/episode/13315001Mon, 13 Nov 2017 20:18:54 +0000The Mortgage PlannerWhy do you run a lead report? In this November 2017 session, Brad gives the reason: the report is not paperwork, it is a mirror. It shows where your leads actually come from, which sources convert, and where the holes are. Originators who know their...233falsefullShaking the Treehttps://www.spreaker.com/episode/shaking-the-tree--13257514https://api.spreaker.com/episode/13257514Mon, 06 Nov 2017 16:27:53 +0000The Mortgage PlannerYour database is a tree, and some of it is ripe. In this November 2017 session, Brad teaches shaking the tree: a deliberate round of touches through your database designed to bring down the opportunities that have quietly matured, the move, the...381falsefullAccountability Trackerhttps://www.spreaker.com/episode/accountability-tracker--13150661https://api.spreaker.com/episode/13150661Sat, 28 Oct 2017 18:35:17 +0000The Mortgage PlannerWhat gets tracked gets done. In this October 2017 session, Brad introduces the accountability tracker: the simple scoreboard his coaching members use to log the daily activities that produce loans, so a week is judged by the work, not by feelings....315falsefullPlanning 10's, 25's and 100'shttps://www.spreaker.com/episode/planning-10-s-25-s-and-100-s--13150582https://api.spreaker.com/episode/13150582Sat, 28 Oct 2017 18:15:50 +0000The Mortgage PlannerMake the most of every day by planning it in blocks. In this October 2017 session, Brad teaches planning in tens, twenty fives, and hundreds: a simple way to organize your calls and touches so the important people get reached in the right numbers,...406falsefullRunway Gainshttps://www.spreaker.com/episode/runway-gains--13132683https://api.spreaker.com/episode/13132683Thu, 26 Oct 2017 13:03:03 +0000The Mortgage PlannerMomentum does not appear. It builds, like speed down a runway. In this October 2017 session, Brad talks about getting the momentum to swing: the early, unglamorous pushes that feel slow and then suddenly are not. Keep pushing while it still feels...371falsefullPerspectivehttps://www.spreaker.com/episode/perspective--12697190https://api.spreaker.com/episode/12697190Thu, 31 Aug 2017 17:01:38 +0000The Mortgage PlannerA short session on the cheapest advantage in sales: perspective. In August 2017, Brad talks about stepping back from the deal, the month, and the market to see your business the way it actually is, not the way a bad week makes it feel. Perspective...256falsefullTeam Member Marketinghttps://www.spreaker.com/episode/team-member-marketing--12515010https://api.spreaker.com/episode/12515010Sun, 06 Aug 2017 13:49:59 +0000The Mortgage PlannerWhat two tasks do your team members do to help bring in more business? In this August 2017 session, Brad teaches team member marketing: giving everyone on the team a simple, defined role in generating business, so marketing is not a department of one....313falsefullLead Tracker Check Uphttps://www.spreaker.com/episode/lead-tracker-check-up--12410710https://api.spreaker.com/episode/12410710Sat, 22 Jul 2017 18:43:40 +0000The Mortgage PlannerBack to the closing ratio review. In this July 2017 session, Brad runs a lead tracker check up: reading your conversion honestly, stage by stage, to find exactly where leads are leaking out of your process. You cannot fix a stage you refuse to look...256mortgageplannermarketing,themortgageplannerfalsefullSystems as you get busyhttps://www.spreaker.com/episode/systems-as-you-get-busy--12410632https://api.spreaker.com/episode/12410632Sat, 22 Jul 2017 18:29:14 +0000The Mortgage PlannerYou have to have the systems in place when you get busy. It multiplies. In this July 2017 session, Brad teaches building your systems during the climb, not at the peak, so volume multiplies your income instead of your errors. The busy season reveals...271mortgageplannermarketing,themortgageplannerfalsefullLead Follow Uphttps://www.spreaker.com/episode/lead-follow-up--12360354https://api.spreaker.com/episode/12360354Sat, 15 Jul 2017 17:19:59 +0000The Mortgage PlannerHow many times do you call? In this July 2017 session, Brad answers the lead follow up question with a standard: how many attempts, across how many channels, over how long, before a lead is allowed to rest. Most originators quit two touches before the...211falsefull$20,000 savings for Michaelhttps://www.spreaker.com/episode/20-000-savings-for-michael--12208944https://api.spreaker.com/episode/12208944Sun, 25 Jun 2017 12:35:01 +0000The Mortgage PlannerA client story worth studying. In this June 2017 session, Brad walks through how a planning conversation saved his client Michael a substantial amount of money over the life of his loan: the questions asked, the options compared, and why a mortgage...389falsefullHabits 1-3https://www.spreaker.com/episode/habits-1-3--11760805https://api.spreaker.com/episode/11760805Mon, 01 May 2017 19:50:38 +0000The Mortgage PlannerExplore the first three habits of highly effective loan originators. In this May 2017 session, Brad begins the Habits series: the foundational behaviors that separate originators who produce in every market from those who ride the market's mood. Start...453habits,originatorsfalsefullApril Preapps bring May flowershttps://www.spreaker.com/episode/april-preapps-bring-may-flowers--11473028https://api.spreaker.com/episode/11473028Fri, 24 Mar 2017 20:02:32 +0000The Mortgage PlannerSpring production is planted in March, not found in May. In this March 2017 session, Brad teaches working your April preapprovals so they bloom: the touches, updates, and agent communication that carry a preapproved buyer into a spring contract. What...365falsefull2017 Network and Calls Out!https://www.spreaker.com/episode/2017-network-and-calls-out--10415814https://api.spreaker.com/episode/10415814Sun, 29 Jan 2017 15:48:13 +0000The Mortgage PlannerA longer session from January 2017 on starting the year connected: Brad lays out the networking and calls out plan, the events to be in, the people to call, and the rhythm of outreach that fills a first quarter pipeline. Your year is built by who you...868falsefullDollar Productive Timehttps://www.spreaker.com/episode/dollar-productive-time--10198184https://api.spreaker.com/episode/10198184Wed, 28 Dec 2016 21:26:34 +0000The Mortgage PlannerNot all hours are worth the same. In this December 2016 session, Brad teaches dollar productive time: identifying the activities in your week that actually produce income, measuring how much of your day they really get, and cutting or delegating the...361falsefullPreparing for the New Yearhttps://www.spreaker.com/episode/preparing-for-the-new-year--10161444https://api.spreaker.com/episode/10161444Thu, 22 Dec 2016 15:59:10 +0000The Mortgage PlannerA ten minute reset before the calendar turns. In this December 2016 session, Brad walks through preparing for the new year: reviewing what this year taught you, deciding what carries forward, and setting the first actions of January before the year...588falsefullLoan Partner Role Interviewhttps://www.spreaker.com/episode/loan-partner-role-interview--9835874https://api.spreaker.com/episode/9835874Wed, 09 Nov 2016 17:23:57 +0000The Mortgage PlannerWorking with loan partners to sell and sell more. In this November 2016 interview session, Brad explores the loan partner role from the inside: what a great loan partner owns, how the hand offs work, and how the partnership multiplies what one...706falsefullNetworking Leaderhttps://www.spreaker.com/episode/networking-leader--8354278https://api.spreaker.com/episode/8354278Tue, 26 Apr 2016 18:47:48 +0000The Mortgage PlannerShowing up to networking events is attendance. Leading in them is business. In this April 2016 session, Brad teaches becoming the networking leader in your market: the follow up, the introductions you give first, and the reputation that makes the room...351falsefullTuesday Update- Take 3https://www.spreaker.com/episode/tuesday-update-take-3--8072662https://api.spreaker.com/episode/8072662Tue, 22 Mar 2016 15:15:11 +0000The Mortgage PlannerTake three. From March 2016, the third of Brad's earliest recorded Tuesday Update practice sessions, part of the set where the team worked out the weekly update call on tape. Listen to the series in order and hear the call take shape: structure, tone,...110falsefullTuesday Update- Take 2https://www.spreaker.com/episode/tuesday-update-take-2--8072630https://api.spreaker.com/episode/8072630Tue, 22 Mar 2016 15:08:00 +0000The Mortgage PlannerTake two. From March 2016, the second of Brad's earliest recorded Tuesday Update practice sessions. Another rep of the weekly in-process update, recorded so the team could hear what works and fix what does not. The Tuesday Update system was built...149falsefullTuesday Update Call- Take 1https://www.spreaker.com/episode/tuesday-update-call-take-1--8072192https://api.spreaker.com/episode/8072192Tue, 22 Mar 2016 13:56:28 +0000The Mortgage PlannerWhere the Tuesday Update system started on tape. From March 2016, this is take one of Brad's practice recordings of the weekly update call: the proactive call to every in-process client that became the heartbeat of The Mortgage Planner process. Hear...159falsefullClosing Follow Uphttps://www.spreaker.com/episode/closing-follow-up--8072073https://api.spreaker.com/episode/8072073Tue, 22 Mar 2016 13:27:46 +0000The Mortgage PlannerThe closing is not the finish line. It is the starting line of the next loan. In this March 2016 session, Brad teaches closing follow up: the touches in the days and weeks after funding that turn one happy client into reviews, referrals, and repeat...403falsefullBefore, During, After Marketinghttps://www.spreaker.com/episode/before-during-after-marketing--8013971https://api.spreaker.com/episode/8013971Tue, 15 Mar 2016 22:21:37 +0000The Mortgage PlannerOne of the foundational Mortgage Planner sessions, from March 2016. Brad lays out Before, During, After marketing: what you do to attract clients before the loan, wow them during the process, and stay connected after closing, so every client feeds the...566brad,coaching,marketing,mortgage,rochefalsefullCCR- When, What, How to Askhttps://www.spreaker.com/episode/ccr-when-what-how-to-ask--8013896https://api.spreaker.com/episode/8013896Tue, 15 Mar 2016 22:07:53 +0000The Mortgage PlannerCCR, client to client referrals, are the lifeblood of a referral business, and asking for them is a skill. In this March 2016 session, Brad teaches when to ask during the process, what to say, and how to ask in a way that makes it easy for a client to...501brad,bradroche,coach,mortgage,rochefalsefullBuilding a Brandhttps://www.spreaker.com/episode/building-a-brand--8013810https://api.spreaker.com/episode/8013810Tue, 15 Mar 2016 21:50:23 +0000The Mortgage PlannerWho are you in the market, and how do you develop into a brand? In this March 2016 session, Brad teaches brand building for loan officers: the identity clients and partners attach to your name, built one experience and one touch at a time. Your brand...552falsefullwhy get a coachhttps://www.spreaker.com/episode/why-get-a-coach--7973176https://api.spreaker.com/episode/7973176Fri, 11 Mar 2016 02:25:18 +0000The Mortgage PlannerWhy get a coach? In this early session from March 2016, Brad answers the question plainly: what a coach sees that you cannot, why accountability changes behavior faster than information does, and what to expect when you put your business under a...317falsefullIntro to Cross-Sellinghttps://www.spreaker.com/episode/intro-to-cross-selling--7973101https://api.spreaker.com/episode/7973101Fri, 11 Mar 2016 02:14:36 +0000The Mortgage PlannerAn introduction to cross selling, from March 2016. Brad teaches the basics of serving the whole client: listening for the needs beyond the loan in front of you, and making the introductions and offers that deepen the relationship and multiply the...501falsefullEmail templates in usehttps://www.spreaker.com/episode/email-templates-in-use--7972890https://api.spreaker.com/episode/7972890Fri, 11 Mar 2016 01:37:57 +0000The Mortgage PlannerTemplates keep your communication consistent when you get busy. In this March 2016 session, Brad walks through the email templates his team actually uses: the follow ups, updates, and check ins that go out worded the same way every time, so nothing...392falsefullYou got a Database?https://www.spreaker.com/episode/you-got-a-database--7972436https://api.spreaker.com/episode/7972436Fri, 11 Mar 2016 00:17:19 +0000The Mortgage PlannerYou got a database? From March 2016, one of the very first coaching sessions, and still the first question that matters. Brad talks about why your past clients, sphere, and partners are your cheapest source of new loans, and what having a database...276falsefullTracking your Leadshttps://www.spreaker.com/episode/tracking-your-leads--7970123https://api.spreaker.com/episode/7970123Thu, 10 Mar 2016 18:05:16 +0000The Mortgage PlannerThe importance of tracking your leads and how to develop a great system. This is not about a "CRM". This is about getting your conversion rate increased and filling lead source holes in business.369falsefull