Podcast appearances and mentions of adriana bates

The following guests sit down with host Justin White:•   Adriana Bates – Clear Mortgage•   Tim Potempa, E Mortgage Capital•   Bryce Bradley, Rosegate Mortgage•   Faris Tadros, Next Chapter Financial•   Stacey Melton, Reasy FinancialClients Who Attended UWM LIVE! Join Us to Talk About How They're Generating BusinessFor the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 2 of this special episode, we catch up with several UWM partners from around the country to find out how they're leveraging technology, social media and more to boost their business.In this episode of the Good. Better. Broker. podcast, you'll hear client interviews from the third annual UWM LIVE! event in Michigan.In this episode, we discuss ...•   0:33 – interview with Adriana Bates•   14:32 – interview with Tim Potempa•   22:16 – interview with Bryce Bradley•   30:32 – interview with Faris Tadros•   37:23 – interview with Stacey MeltonShow Contributors:Adriana BatesConnect on LinkedInConnect on InstagramConnect on FacebookTim PotempaConnect on LinkedInConnect on InstagramConnect on FacebookBryce BradleyConnect on LinkedInConnect on InstagramConnect on FacebookFaris TadrosConnect on LinkedInConnect on InstagramConnect on FacebookStacey MeltonConnect on LinkedInConnect on InstagramConnect on FacebookJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

“If something is important to me, it has to be important enough that I prioritize it on my calendar and make it happen.”Adriana Bates is the owner and founder of Clear Mortgage. She's also a loving wife, mother and a friend I've known and coached for years. I'm excited to share her story and insights with you in this episode.We start talking about motivation, discuss the trials of having a young family and harmonizing them with your work life. We discuss a few inspirational books and podcasts, and then learn how to enjoy every season of our life. This is a great conversation with a dynamic leader, don't miss it!If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Adriana and her team: https://www.clearkc.com/our-team/adriana-bates/Show Resources:Think Positive - Daily AffirmationsDiscipline is DestinyThe E-Myth RevisitedLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - The secret to Adriana's motivation02:45 - Adriana's family life06:30 - “I'm the one that missed out!”09:00 - Adriana's journey to mortgage10:45 - Think Positive: Daily Affirmations podcast13:00 - The role fitness plays in mindset16:00 - Lessons learned through hardship19:15 - Discipline is Destiny by Ryan Holiday21:30 - Giving our families our best26:50 - “Fear comes from a lack of knowing”35:00 - “Nobody has ARRIVED”37:00 - The E-Myth Revisited38:35 - Enjoying every season of life42:40 - “Journeys are hard for me when I'm forcing myself to do something I really hate”43:45 - Encouragement for those in today's market

Clear Mortgage Website Connect with Adriana Bates RTB on YouTube-Adriana Bates Joel Goldberg Website Twitter: @goldbergkc Instagram: @joelgoldbergkc Linkedin:  https://www.linkedin.com/in/joelgoldbergspeaker/ Community America Credit Union

To Growing in the mortgage industry having a great team of referral partners is a must. In this episode Adam talks with Adriana Bates about how you offer a great client experience. Learn more at hirescoaching.com

Ivy League Graduate Adriana Bates knows exactly what she wants. She’s worked her entire career to chisel down and fine tune every process and system to perfection. From prospecting clients to working through her loan pipeline to post-close, Adriana leaves no stone unturned. Tune into this week of Broker To Broker as Adriana shares her secrets to success. Trying to simplify a complicated process, Adriana realized that we think better when we break down everything into tangible pieces. But that’s not possible without KPI’s. With measurable KPIs you can lean into the actions that are working well, and you can put money and support behind those that aren’t. Adriana also hosts weekly 15 minute one on one meetings with her staff, so they can review their KPI’s and make real time adjustments, instead of waiting for quarterly or yearly reviews.  For example, Adriana found that of the clients they lost, most left after applying, but before they found a house, or while they were still crunching refi numbers. As a result, Adriana ramped up and revitalized LO-to-client communication during this time frame. She increased touchpoints and tried different types of communication, including text and social media. Keeping them engaged during this entire process led to stronger client retention.  This doesn’t happen overnight, and no two brokers are the same. Take your time and learn what works best for you, but be purposeful in your actions. Listen to this week’s episode of Broker To Broker to find out how you can customize your processes and systems for optimal success.  Show Notes:  Systems & Process Overview (2:23)Loan Pipeline (18:00)Post-Close (34:06)

Meet Adriana Bates, the driven, hard-charging leader of Clear Mortgage. Find out how she has used her competitive nature and love of data to make her business more successful than ever, even during a pandemic.    Read more about this episode: https://kansasbiztalk.com/podcast/ep-11-you-better-dial-for-dollars-adriana-bates-competitive-data-driven-business-plan/1170/    About our guest: https://clearkc.com/leadership-team    On today's show:  2:05 – Meet Adriana Bates 3:54 – What led her to this profession 10:35 – Starting from the ground up 12:21 – Her biggest pain point for growing the business 13:33 – How she has handled her business during a pandemic 17:31 – How many employees she has 18:36 – How she got customers in the beginning 19:12 – How she reaches her goals 20:33 – Work harder, make more money 21:17 – Strong operating processes 23:43 – Breaking down her process 27:37 – Finding time to work on the business 29:09 – Why she works a lot 29:43 – Her difficult work-life balance 32:07 – What she’s doing to be a strong leader 38:20 – Why some businesses fail 45:39 - What she does when she feels overwhelmed 47:17 – Her advice for young professionals

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we’ll go over in part 2 – • How to deal with the Fear of making a change in your business. • Setting up a backup plan. • How to be transparent about you transition and why it’s better for your clients. • How to really sell your team and promote YOU Inc. We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we’ll go over in part 2 – • How to deal with the Fear of making a change in your business. • Setting up a backup plan. • How to be transparent about you transition and why it’s better for your clients. • How to really sell your team and promote YOU Inc. We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

What happens when you find yourself thinking that it may be time for a change? It may be to another team or a whole new company. Or it may be a change within yourself. How do we know when it’s the right time to jump into action? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we’ll go over in part 1 – • Identifying your ”Why?” • How to make an honest assessment. • Identifying your desired work environment. • Are you self-sabotaging yourself? We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met - and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we'll go over in part 2 – • How to deal with the Fear of making a change in your business. • Setting up a backup plan. • How to be transparent about you transition and why it’s better for your clients. • How to really sell your team and promote YOU Inc. We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

What happens when you find yourself thinking that it may be time for a change? It may be to another team or a whole new company. Or it may be a change within yourself. How do we know when it’s the right time to jump into action? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we'll go over in part 1 – • Identifying your ”Why?” • How to make an honest assessment. • Identifying your desired work environment. • Are you self-sabotaging yourself? We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.