Mortgage Planner Marketing: Recent Episodes
The Mortgage Planner
Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.com
In 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 transactions to create lasting, mutually profitable relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory recall, Brad and the team share proven systems to help you stand out, serve better, and get referred more often. Whether you’re a Realtor, lender, or business partner, this conversation is packed with actionable strategies you can put to work immediately to grow your business and impact.
Are 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, 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
Most 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 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.
Looking to improve your client referrals during the process? Checkout 5 samples of how to ask for referrals when you exceed the clients expectations.
🚀 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 into strategies like frequency illusion, future pacing, and leveraging connections to build a thriving business. But beyond business, Brad gets personal—sharing wisdom on balance, faith, and overcoming challenges. This episode is packed with insights, inspiration, and unforgettable stories that will change the way you approach success.
Habits 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 producers and mentors who have shaped my career. Whether you're a seasoned loan originator or just starting out, these habits are designed to help you break through the ordinary and achieve extraordinary results.Throughout this journey, we’ll explore the foundational habits that drive high performance, from mastering daily priorities and building lasting client relationships to leveraging technology and creating systems that work seamlessly. These are the real-world strategies that I’ve used to navigate the challenges of the mortgage business, from low leads to rising stress, and turn them into opportunities for growth.But this isn’t just about professional success. At its core, this audiobook is about alignment—aligning your work with your values, your actions with your goals, and your purpose with the impact you want to create. It’s about becoming not just an effective loan originator but a leader in your field, a trusted partner to your clients, and a source of inspiration to those around you.So, whether you’re looking to double your production, build stronger referral networks, or simply find clarity in a fast-paced industry, you’re in the right place. Let’s dive in and discover the habits that will transform not only your business but also your life.
Join 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 faith, persistence, and action can redefine your path to success.
Exclusive 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 upcoming webinar will equip you with the strategies to prevent fallout and ensure your success.
Join 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.com
The Mortgage Planner reviews stats to gain more applications in todays market. TuesdayUpdates.com 8.13.24
what 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.
Join 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 business down to the fine points.
THey say a partner refers you becasue they like you and people do business with who they like....ok, well is that it?
It is time to move it in gear with the details. Join Brad on this Live Tuesday Update to get the week in motion!
How does your call go with past clients? Check out the update and key points to cover to maximize the calls.
Are you getting or giving the most out of every conversation? How many people or services do you recommend on the calls you are having?
In this market, where is your source? It takes will power and faith to walk with a limp.
Ever feel like your point of view is off or maybe your perspective? How big a factor does that play into our day today?
What part do you miss that might take your business up 10-15% with a shift to keep more of what your getting.
This Tuesday Update Brad goes deeper into the sales side of the business. Follow us on apple podcast and other places you listen!
https://podcasts.apple.com/us/podcast/mortgage-planner-marketing-coaching/id1476331162
Don't under estimate your daily work, stay dilligent in your waiting and make the extras 2-3 that grows.
We dig deeper into the waiting not only for our clients but in our day to day business.
And today’s market attitude definitely matters how are you working through your partners and your team members who surround you?
Trust the process, dig into the work and use the talents you have been blessed with. Are you being effective...
The 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 relationships to the center.
Second 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.
Steadfast 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 planning for future results.
Getting the most out of your business and systemizing it. What does it mean to get the plan in place?
In this episode we deal with real market conditions and exploding all efforts into the cross-sell. 13 spokes reviewed
You slip a little during the refi boom? Bringing it together for a mortgage referral business focus.
Wow what a market! Are you getting ditracted or focused on what matters now in today's market?
Are you ready with products, calls, texts, face to faces and thank you's! Visit www.MortgagePlannerMarketing.com to download best seller Mortgage Storm!
Coaching member of the month Joshua Dean shares his ride over the past year to overcome a chaning market and hit goals!
You have to drive in today's market and the push it up to you! The market is not the same- are you?
Are 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!
The Mortgage Planner Brad Roche reviews getting the one on one with partners and clients. #knowyourdeal
Key focus to getting your team in the right mindset to maximize volume in an awesome market.
What is the look right now? Team meeting and focus check on this podcast with The Mortgage Planner
Start 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. #themortgageplanner
Recorded webinar on starting the new year right! www.BradRocheCoaching.com/runtherace for more information on this podcast.
Member access only. #themortgageplanner
What 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.
Are 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.
Cold calling? Growing off every conversation is part of great sales- checkout this podcast where Brad uncovers some quick ways to get it done!
Meeting 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.
Dr. Fred Gross, International Real Estate Sales Coach shares the importance of dollar productive time and how to gain more.
Are 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.
Checkout all the Mortgage Planner Podcast at www.MortgagePlannerMarketing.com Subscribe to more podcasts for only $29.97 per month, cancel anytime at www.MPM-HUB.com
The 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.