Mortgage Planner Marketing

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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

The Mortgage Planner


    • Apr 21, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 10m AVG DURATION
    • 232 EPISODES


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    Latest episodes from Mortgage Planner Marketing

    Tueday Update Referral Samples

    Play Episode Listen Later Apr 21, 2025 4:57


    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- Live Monroe, GA

    Play Episode Listen Later Apr 17, 2025 42:45


    Habits of Highly Effective Originators Audio

    Play Episode Listen Later Apr 7, 2025 11:03


    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.

    Brickwalls vs Open Doors

    Play Episode Listen Later Mar 3, 2025 9:54


    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. 

    Create the Dialog don't run from it

    Play Episode Listen Later Feb 11, 2025 12:03


    Exclusive Webinar on TuesdayUpdates.com: Prevention Gaps - Filling in the Fall out Holes**

    Leftovers anyone?

    Play Episode Listen Later Feb 1, 2025 6:58


    Starting 2025 with the set up to success with a plan for first quarter.

    Get in front of it…

    Play Episode Listen Later Nov 26, 2024 12:28


    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

    Who you call now plants seeds for later

    Play Episode Listen Later Nov 11, 2024 14:35


    Building Bridges

    Play Episode Listen Later Oct 15, 2024 16:21


    Today's Honey Hole

    Play Episode Listen Later Aug 13, 2024 11:47


    The Mortgage Planner reviews stats to gain more applications in todays market.  TuesdayUpdates.com 8.13.24

    Your Presentation Flow Matters!

    Play Episode Listen Later Jul 24, 2024 21:40


    Dance with sombody, morebody!

    Play Episode Listen Later Jul 12, 2024 7:30


    Let's look at the two streams of follow though

    Working the downtime

    Play Episode Listen Later Jun 3, 2024 8:37


    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.

    Mortgage Planner Masterclass- Tuesday Updates

    Play Episode Listen Later Mar 20, 2024 55:13


    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.

    Something besides them just liking you

    Play Episode Listen Later Feb 20, 2024 12:21


    THey say a partner refers you becasue they like you and people do business with who they like....ok, well is that it?

    Persuasive Communication

    Play Episode Listen Later Feb 13, 2024 12:41


    Making sure you get to the story everytime.

    Fan the Flame

    Play Episode Listen Later Feb 6, 2024 15:16


    It is time to move it in gear with the details. Join Brad on this Live Tuesday Update to get the week in motion!

    Top 100 Breakdown

    Play Episode Listen Later Dec 9, 2023 5:44


    Lets get the list together and move.

    The Ultimate Client Check

    Play Episode Listen Later Dec 9, 2023 15:56


    How does your call go with past clients? Check out the update and key points to cover to maximize the calls.

    Give it if you want it!

    Play Episode Listen Later Dec 8, 2023 8:46


    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?

    Keep going, it might just run towards you!

    Play Episode Listen Later Nov 12, 2023 11:16


    In this market, where is your source? It takes will power and faith to walk with a limp.

    Be Present

    Play Episode Listen Later Nov 4, 2023 8:18


    Having a presentation is key, but the door stays locked if you don't see the door.

    Live Training with The Mortgage Planner

    Play Episode Listen Later Oct 4, 2023 59:15


    Let's get after it! Join us for a run through of some basics for presenting!

    It's Coming! Where you looking from?

    Play Episode Listen Later Sep 23, 2023 10:17


    Ever feel like your point of view is off or maybe your perspective? How big a factor does that play into our day today?

    Gimme that Change!

    Play Episode Listen Later Sep 20, 2023 6:03


    Brad works through the right attitude in today's changing market.

    Fill the Gap

    Play Episode Listen Later Sep 9, 2023 15:40


    What part do you miss that might take your business up 10-15% with a shift to keep more of what your getting.

    Tuesday Update- put more thought into it!

    Play Episode Listen Later Aug 27, 2023 18:38


    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

    You got enough jars?

    Play Episode Listen Later Aug 8, 2023 8:41


    Don't under estimate your daily work, stay dilligent in your waiting and make the extras 2-3 that grows.

    While you wait

    Play Episode Listen Later Jul 26, 2023 10:11


    We dig deeper into the waiting not only for our clients but in our day to day business.

    While you wait...

    Play Episode Listen Later Jul 18, 2023 5:22


    Preapproval focus and the efforts to stay active.

    Attitude matters!

    Play Episode Listen Later Jul 15, 2023 7:04


    And today's market attitude definitely matters how are you working through your partners and your team members who surround you?

    Steadfast Stones- "A Stone Throw" Final Series Episode

    Play Episode Listen Later Jun 30, 2023 11:10


    Trust the process, dig into the work and use the talents you have been blessed with. Are you being effective...

    Steadfast Stones Series- The Resilient Rock

    Play Episode Listen Later Jun 23, 2023 15:54


    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.

    Steadfast Stones -Unmoved: The Stone of Steadfastness

    Play Episode Listen Later Jun 12, 2023 11:40


    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 Series- Unshaken Understanding

    Play Episode Listen Later Jun 4, 2023 22:13


    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.

    Basics to The Mortgage Planner

    Play Episode Listen Later May 3, 2023 7:08


    Getting the most out of your business and systemizing it. What does it mean to get the plan in place?

    How well do you know your deal?

    Play Episode Listen Later Apr 30, 2023 6:58


    In this episode we deal with real market conditions and exploding all efforts into the cross-sell. 13 spokes reviewed

    The Mortgage Planner Podcast_ Sherry Riano Part II

    Play Episode Listen Later Feb 27, 2023 29:58


    The Mortgage Planner Podcast- Sherry Riano Part I

    Play Episode Listen Later Feb 27, 2023 40:16


    How's the details....

    Play Episode Listen Later Feb 8, 2023 11:54


    You slip a little during the refi boom? Bringing it together for a mortgage referral business focus.

    Step Up or Miss out

    Play Episode Listen Later Nov 30, 2022 2:10


    Don't choose to sit on the bench...

    Play Episode Listen Later Nov 28, 2022 1:26


    Thanksgiving Push

    Play Episode Listen Later Nov 22, 2022 3:20


    You do it?

    I wasn't done yet...

    Play Episode Listen Later Nov 9, 2022 1:26


    Part 2 - its short but specific minimum bars!

    Theme Day- Team Day

    Play Episode Listen Later Nov 9, 2022 5:54


    It is about your leadership, its about your actions and your plan daily!

    Holy S%iT the BPS are swinging!

    Play Episode Listen Later Oct 5, 2022 10:54


    Wow what a market! Are you getting ditracted or focused on what matters now in today's market?

    Take the punch!

    Play Episode Listen Later Aug 9, 2022 5:09


    Take the punch and get back up! Focus on the stats not the losses.

    Bring it to the table!

    Play Episode Listen Later Aug 8, 2022 5:25


    Mortgage Storm

    Play Episode Listen Later Jul 28, 2022 2:41


    Are you ready with products, calls, texts, face to faces and thank you's! Visit www.MortgagePlannerMarketing.com to download best seller Mortgage Storm!

    The Call List- unplugged conversation

    Play Episode Listen Later Jul 27, 2022 5:15


    Market has and is changing, are you working on your sales?

    Making Gains

    Play Episode Listen Later Jul 19, 2022 3:56


    What you do now....

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