Podcasts about Carl White

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White explores the world of Facebook and Instagram ads with social media expert Chelsea Gardner, who specializes in helping loan officers maximize their online presence. Chelsea shares valuable insights on the effectiveness of targeted advertising, the importance of understanding your audience, and how to measure the success of your campaigns. They discuss the nuances of ad formats, the significance of storytelling in ads, and the best practices for engaging with real estate agents and past clients. Whether you're new to social media advertising or looking to refine your strategy, this episode is packed with actionable tips and expert advice to elevate your marketing game. Don't miss out on the opportunity to learn how to become the "Oprah" of your industry! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares a heartfelt story about a rowboat and the lasting impact of encouragement from his grandfather, illustrating how positive reinforcement can shape our beliefs and abilities over decades. He emphasizes the importance of surrounding ourselves with supportive people who uplift us, especially in challenging times, and discusses the detrimental effects of negative influences. Join Carl and Kristen as they explore the power of self-belief, the significance of maintaining a positive mindset, and practical ways to protect our mental well-being. Tune in for an inspiring message that encourages you to row your own boat and stay focused on positivity! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

There are marketing budgets and thoughtful marketing budgets. What's the difference? The thought put in! Not every marketing tactic works for every situation. Even the appropriately chosen marketing tactics need to be executed well. My guest today helps dental practices build thoughtful marketing plans and budgets, and we'll tell us what he thinks.Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is a Key Opinion Leader for various dental marketing companies. Since 2013, Jake has personally consulted more than 5,600 dentists nationwide on their marketing strategies and sales skills to reduce unnecessary spend while increasing collections. Jake founded GOAT Dental Marketing Consultants in early 2023, providing marketing strategy and sales coaching for dental offices across the country. Jake, with his wife and two daughters, enjoy living and playing in the mountains of Northern Utah.In this episode Carl White and Jake Goates discuss:The core elements of a thoughtful marketing budgetHow a practice can get to what's good to include in a marketing budget and what's notWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Jake Goateshttps://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host Carl White and Chris Johnstone dive into the exciting world of AI and its transformative impact on the mortgage industry, featuring the latest advancements from Google's Gemini and how it changes the way we search for information. They discuss the shift from traditional search results to AI-generated answers, the implications for loan officers and lead generation companies, and strategies to position yourself as an expert in this new landscape. Discover practical tips on leveraging AI tools like ChatGPT to enhance your customer interactions, create valuable content, and ultimately build your brand in a rapidly evolving digital environment. Don't miss out on this essential conversation about adapting to the future of AI in the mortgage business! Visit LoanOfficerBrand.com to access our free guide featuring seven essential prompts to kickstart your journey with AI. Go to LoanOfficerCRM.ai/offer to take advantage of our special offer! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with brothers Greg and Jim Malamut, who share their journey in the mortgage industry, following in the footsteps of their father, Bill Malamut. Discover how they transitioned from corporate jobs to thriving as co-branch managers, achieving impressive numbers even in challenging market conditions. They discuss the dynamics of working together, their innovative marketing strategies—including creative social media content and community engagement—and the importance of building strong relationships with real estate agents. Tune in to learn how they balance their professional and personal lives while aiming to double their business and continue their father's legacy. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

There's new technology in revenue cycle management, and it's designed to make your RCM more effective and more profitable. My guest today runs a successful RCM business. He spends a good amount of time keeping up on new tech in RCM, and he'll tell us what's exciting to him.Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At Medical Billing Wholesalers, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.In this episode Carl White and Vinny Sankaran discuss:AI developments in RCMAutonomous codingBotsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Vinny Sankaranhttps://www.linkedin.com/in/vinodsankaran/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP) Program, to explore the unique niche of divorce mortgage planning. Jody shares insights on how loan officers can effectively engage with divorcing clients, emphasizing the importance of integrating mortgage planning early in the divorce process. They discuss innovative strategies for loan officers to not only close more deals but also get compensated for their consulting services, even if a loan isn't finalized. Tune in to learn how to build valuable relationships with attorneys and other professionals in the divorce space, and discover how this approach can create a sustainable and profitable business model in an ever-evolving market. For more information, visit GetCDLPcertified.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White and Kristin Simpson dive into the importance of decisiveness in sales, emphasizing the mantra "I'd rather have a quick no than a long maybe." They discuss the significance of tracking conversion rates, the value of asking for business directly, and how to handle rejection with confidence. With insights drawn from Carl's extensive experience in the mortgage industry, they explore strategies to speed up the decision-making process and clarify situations rather than convincing potential clients. Tune in to learn how to transform your approach to sales and boost your success! Want to learn more? Schedule a strategy call with Kristen at getmoreloans.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

If you own a practice, want to sell it one day, but have never sold a practice before, this episode is for you. A practice sale is a complicated sale. Lots of moving parts. It's easy to make mistakes in complicated sales of entities you've never sold before. My guest today helps his clients grow their physical therapy practices and sell them, and his advice will help you no matter what type of practice you own.Dr. Jamey Schrier, PT is a best-selling author, speaker and CEO of Practice Freedom U, a business training and coaching company designed for physical therapists. Jamey is a former private practice owner and his book, The Practice Freedom Method has helped scores of practitioners treat less, earn more, and enjoy the life they deserve. Soon after he sold his practice, he began teaching other practice owners and their teams his proven business building methodology to help them create successful private practices. Jamey has helped hundreds of private practice owners successfully grow their business achieving financial prosperity and freedom, and is on a mission to help hundreds, if not thousands more.In this episode Carl White and Jamey Shrier discuss:What Jamey means by “the sale” – just the transaction or what happens before and after it alsoWho should be on a practice owner's advisory team when sellingThe proper role an owner should have during a saleSome of the common and uncommon costly mistakes Jamey has seenWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Jamey ShrierPractice quiz: https://bit.ly/PFUPTPracticeQuizCalendly: https://bit.ly/DiscoveryCallwithJameyLinkedIn @jameyschrierFB @jameyschrierIG @jameyschrierpfuYoutube @practicefreedomuConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White breaks down the crucial distinction between being famous and being familiar in the world of marketing, emphasizing the importance of building genuine connections over chasing viral fame. Discover the 7-11 principle, which outlines how to create trust through consistent exposure across multiple platforms, and learn about the three common mistakes that can hinder your marketing efforts. He also shares practical social media do's and don'ts to help you engage effectively with your audience. Don't miss out on this valuable information that can help you build lasting connections and grow your business! For more information and to access our training, visit getmoreloans.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White chats with Luke Shankula, a missionary kid turned expert in AI applications, about the importance of prompt engineering and practical ways to leverage AI tools like ChatGPT to enhance productivity and marketing efforts. They discuss the rapid evolution of AI technology, the potential for automation in the industry, and the need for authenticity in a world increasingly driven by digital interactions. Whether you're a loan officer, branch manager, or simply curious about AI, this episode is packed with valuable information and practical tips to help you stay ahead in a rapidly evolving landscape. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Google Ads are a proven, powerful tool for practice owners to reach more new patients. Google does not sit still with its Ads platform. There are new features regularly. My guest today runs a marketing agency that specializes in Google Ads, and he'll tell us what's new in the platform.Jim Bilello is President of US Marketing, a Google Ads agency that has specialized in Google Ads for well over a decade. Jim has over 20 years of sales and marketing experience and has represented key Hollywood Studios, e.g. Paramount, Fox, New Line, Disney, Miramax, Lions Gate for ancillary distribution to colleges and universities, started a college cinema cable network, Account Executive for Clear Channel Entertainment / Live Nation and represented Latin Grammy artists for Hispanic marketing for the Texas Rangers, the Arizona Diamondbacks, Verizon Wireless and Chase Bank. He has a Masters in Education and Marketing from Southern Illinois University - Carbondale and a Northwestern University Kellogg Graduate School of Business Executive Certificate in New Product Development.In this episode Carl White and Jim Bilello discuss:Local Service Ads (LSAs)Changes with cookiesPromax CampaignsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Jim Bilellowww.usmarketing.bzhttps://www.linkedin.com/in/jimbilello/https://www.facebook.com/USMarketingChicagohttps://goo.gl/maps/emxGbx4NWt4njHZs7Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Kristin Simpson dive into the concept of "shiny whistle syndrome" and share practical strategies to maintain focus in a world filled with distractions. Drawing inspiration from a powerful basketball analogy, they discuss the importance of having a written plan, using a "parking lot" for new ideas, and the value of accountability partners. With eight actionable tips, including limiting inputs and prioritizing discipline over dopamine, this episode is packed with insights to help you stay on track and close more loans. Tune in to discover how to cut through the noise and achieve your goals! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee dive into the latest developments surrounding the Consumer Financial Protection Bureau (CFPB) and its significant changes under new leadership. They discuss the ongoing court battles regarding drastic staff reductions, the implications of these changes for the mortgage industry, and the uncertainty that comes with potential regulatory shifts. With insights into the political dynamics at play and the challenges of rulemaking, this episode offers a comprehensive look at how the CFPB's future could impact consumers and industry professionals alike. Tune in for an engaging discussion on the evolving landscape of financial regulation! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White sit down with Frank Seidman, a loan officer who shares his inspiring journey from struggling with zero closings to achieving four units in a month. Frank discusses the pivotal changes he made in his daily routine, including the implementation of a structured schedule and the power of accountability through group calls. He emphasizes the importance of building relationships with realtors, overcoming call reluctance, and the significance of having a strong "why" to drive success. Tune in to discover actionable insights and motivation that can help you elevate your loan officer career! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Most practice owners develop a bad relationship with paying themselves. When they're new they pay themselves very little because that's all there is. As the practice grows they can pay themselves more and graduate up to paying themselves what they need. Most stay there, but what they need is almost always less than what they're worth. My guest today helps her clients break through that barrier and realize the compensation they should get.Michelle O'Connor, a believer in following one's dreams, has risen from an inner-city community to a life of abundance. With corporate expertise in Strategic Planning and Execution, she helps entrepreneurs achieve their goals. Michelle supports organizations through strategic processes, coaching entrepreneurs to develop action plans for success. She has facilitated Strategic Planning Retreats in Jamaica, Trinidad & Tobago, and the Dominican Republic, and reached hundreds through her Purpose Driven Conference. Her current mission is to help Medical Private Practice Owners create sustainable practices. As a wife and mother, she strives for a brighter future, motivated by the philosophy “Ad Astra Per Aspera.”In this episode Carl White and Michelle O'Connor discuss:How common it is for practice owners to underpay themselvesWhat drives practice owners to underpay themselvesWhat it takes for practice owners to break through this barrier and pay themselves what they're worthWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Michelle O'ConnorLinkedIn - https://www.linkedin.com/in/successbiznessclub/Facebook - https://www.facebook.com/successbiznessclubInstagram - https://www.instagram.com/successbiznessclub/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Kristin Simpson dive into the fascinating world of teamwork through the lens of Belgian draft horses and Clydesdales, exploring how these powerful animals can pull significantly more weight together than alone. They discuss the importance of collaboration and support in achieving success, drawing parallels to the dynamics of high-performing teams and the benefits of working alongside others. With inspiring stories and insightful analogies, including the teamwork of geese and the effectiveness of African painted dogs, this episode emphasizes that we are indeed better together. Join us as we uncover the magic of teamwork and how it can elevate your personal and professional life! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White addresses a common misconception among loan officers: the search for a magical lead source that will transform their business. He emphasizes that the true key to success lies not in finding the next big thing but in mastering the art of follow-up and consistency. By sharing a compelling story about a loan officer who doubled his business by focusing on what already works—building relationships and following up with past clients and referral partners—Carl encourages listeners to take action and prioritize prospecting. Don't miss this insightful discussion that could change the way you approach your loan officer career! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Many of us are aware of some of the tax benefits of owning a practice. Few of us know about the tax benefits of employing your kids in your practice. My guest today provides tax, accounting, and business advice to her clients, and she'll open our eyes about these tax benefits.Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she's the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master's degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That's why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.In this episode Carl White and Alexis Gallati discuss:Some of the more common tax benefitsExamples of lesser known tax benefits (ex: when leasing equipment)Good vs. bad practices when taking advantage of these tax benefits, for example, can  your children be too young?Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Alexis GallatiResources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltaxCerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademyPersonal LinkedIn: https://www.linkedin.com/in/alexis-gallati/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares a personal story about overcoming a childhood speech impediment and the pivotal moment that changed his life—his ability to say his friend's name, Rory. He reflects on the importance of perseverance, mentorship, and taking uncomfortable actions to break through barriers in both personal and professional life. Join Carl and Kristin as they challenge listeners to identify their own "Rory moments" and take that first step towards growth, reminding us that imperfection can be a powerful catalyst for success. Don't miss the call to action at the end, where Kristen shares a powerful message that could change your perspective! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee dive into the latest updates on the mortgage industry, focusing on the recently introduced trigger lead bill in Congress. Owen shares key highlights from the Mortgage Bankers Association's advocacy conference, revealing strong bipartisan support for the bill aimed at regulating trigger leads. They also discuss the implications of this legislation, the role of AI in the industry, and the potential timeline for its passage. Don't miss this engaging conversation that sheds light on the future of mortgage lending! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares valuable insights on how loan officers can tap into the often-overlooked resource of credit unions for referrals. Inspired by a question from Glenn, a successful loan officer from Long Beach, California, Carl discusses the importance of building partnerships with credit union leaders and offers a strategic approach to help them protect their member relationships. Discover how to position yourself as a trusted mortgage partner, the benefits of reaching out to credit unions, and actionable steps to create a steady stream of referrals that can feed your pipeline for years. Don't miss this opportunity to learn how to do things differently and achieve more in your loan officer career! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

I get it. All you want to do is treat patients. Thing is, you're also the owner of the practice, and because of that, you must also lead it and manage it. If you don't, then it will manage itself. Usually, those practices fall off the rails. My guest today is often called in to get practices like that back on the rails, and he'll make the case that you cannot abdicate management.Daniel Tribby is a healthcare provider, effective business growth strategist, award winning author, top keynote speaker with a vision to help healthcare entrepreneurs build a practice that serves it's patients and sustain profitability for the long term.In this episode Carl White and Daniel Tribby discuss:Why so many practitioners abdicate managementThe tell-tale signs to a practice owner that problems due to lack of management are setting inThe differences between practitioners who make good managers / leaders vs those who do notWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Daniel Tribbyhttps://www.linkedin.com/in/iamdanieltribby/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with Eric Levin, co-founder of ModelMatch, as they explore the world of data-driven business development for loan officers and real estate agents. They discuss the importance of efficient prospecting, the value of accurate data, and how ModelMatch can help you identify and connect with top-producing agents in your market. Discover how to leverage powerful insights to grow your business, streamline your efforts, and ultimately close more deals. Plus, learn about the unique features of ModelMatch that set it apart from other platforms, including its affordability and user-friendly interface. Don't miss out on the opportunity to transform your approach to business development! Check out ModelMatch: MMAModelMatch.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares his insights on why having data alone isn't enough for loan officers and branch managers looking to build successful relationships with real estate agents. He introduces Model Match, a powerful tool that scores agents based on their compatibility with your business and provides actionable steps for outreach, making it easier to connect and generate referrals. Tune in to discover how to work smarter, not harder, and unlock the potential of your referral network! Try Model Match for FREE for 14 days! Visit MMAModelMatch.com to get started and take advantage of a special discount. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

If you buy a disability insurance policy, if there's one piece of advice to take away from this episode it's this: make sure it's current. That means much more than making sure the premiums are paid up, and my guest today is going to fill in the blanks for us.Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn't work with any investment or insurance company, which means he's able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.In this episode Carl White and Drew Powers discuss:What keeping your disability insurance policy current really meansThe triggers that drive the need to update your disability insuranceWhether or not everyone needs disability insuranceWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Drew Powershttps://powersfg.com/https://www.linkedin.com/in/powersdrew/https://www.facebook.com/PowersFGhttps://twitter.com/Powers_FGhttps://www.instagram.com/powers_fg/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White interviews Brian Stevens from Mortgage Shots, diving into the fascinating world of the mortgage industry. They discuss the dynamics of Shark Tank investments, the importance of building rhythms in business, and the impact of AI on the mortgage landscape. Brian shares insights on the current state of the industry, the challenges faced by loan officers, and the necessity of adapting to change. With a mix of humor and valuable information, this episode is a must-listen for anyone in the mortgage business or interested in the evolving landscape of real estate. Check out Brian's daily videos at MortgageShots.com for your daily dose of mortgage insights! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee discuss the recent developments in the mortgage industry, including the impact of tariffs and the current market dynamics. They reflect on their recent State of the Mortgage Industry address, where they broke Zoom with over 1,000 attendees! They also dive into how tariffs can influence inflation and recession, and what that means for loan officers navigating these changes. With expert insights and real-time market analysis, they emphasize the importance of prospecting and being prepared for the upcoming opportunities in the mortgage business. Don't miss out on valuable information that could help you navigate the mortgage landscape! For more details and to access the full recording of our recent State of the Mortgage Industry address, visit StateofTheMortgageIndustry.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White share a personal story about his early experiences with webinars, where he faced the challenge of presenting to empty rooms. Despite initial discouragement, Carl emphasizes the importance of consistency, discipline, and showing up for others, regardless of immediate results. He outlines three key lessons learned from his journey: speak as if the room is full, persistence trumps talent, and results take time to manifest. This episode is a powerful reminder for anyone feeling overlooked or discouraged in their efforts, encouraging listeners to keep pushing forward and laying the groundwork for future success. Tune in for motivation and practical advice that can transform your approach to challenges in your career! For more resources and to connect with Carl and his team, visit GetMoreLoans.com. Don't forget to check out the upcoming State of the Mortgage Industry address at StateofTheMortgageIndustry.com for valuable insights into the current market! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Doctors and dentists measure their patients' health to a great degree. Why not do the same for your own practice? Those metrics are called KPIs, and it's critical to have a core set of them. With them, you can make sure your practice gets healthy, stays healthy, and gets stronger. My guest today helps practices define and measure KPIs, among other things, and she'll help us get started in this episode.Katie Nunn, MBA, CMPE, provides training and coaching for healthcare leaders and their organizations on process improvement, financial optimization, and cultural transformation. Leveraging extensive experience with financial and operational turnarounds, she is a valuable advisor for an organization experiencing rapid expansion or change. With over 20 years' experience in healthcare leadership, her broad areas of expertise include practice assessments, process improvement, financial management, IT implementations, telemedicine, strategic planning, providers on-boarding, and cultural transformation.In this episode Carl White and Katie Nunn discuss:The must-measure KPIs no matter what type of practice you operateThe essential ingredients to implementing KPIs and using them for the long haulThe objections Katie hears from clients and how she overcomes themWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Katie Nunnhttps://www.linkedin.com/company/bright-ideas-medical-consulting/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White dive into the goldmine of first-time homebuyers, who make up a staggering 35% of all mortgage transactions. Discover why this often-overlooked group is crucial for building a successful mortgage business and how to effectively serve their needs. Carl shares valuable insights on what first-time homebuyers truly want—clarity, confidence, and a calm voice—along with practical strategies to attract and support them. He also addresses common objections and provides a cheat sheet to help you navigate their concerns. Don't miss out on the opportunity to connect with this vital demographic and turn them into loyal clients for life! Get your FREE cheat sheet with the top 10 objections and rebuttals at 1stTimeHomeBuyerCheatSheet.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White share crucial information about the upcoming State of the Mortgage Industry 2025 live Zoom session. This interactive meeting, hosted with industry expert Owen Lee, will cover essential topics such as interest rate projections, housing inventory, refinance opportunities, and the impact of AI on loan officers. Don't miss out on this opportunity to gain clarity and a game plan for 2025! The live session takes place on April 2nd at 12 noon Eastern. Make sure to register and log in early to secure your spot!

Usually, the happiest and most successful practice owners have a mission and purpose for their practice, a vision for it's future, and values that guide the behaviors everyone follows. Mission, vision, purpose, and values take some work, but the work is worth it, and my guest today helps her clients figure them out for their practices.Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence.In this episode Carl White and Lisa Levesque discuss:What's in a mission, vision, purpose, and valuesThe characteristics of practices that believe in their importance vs. those that do notHow to get started in determining what these should be for an individual's practiceWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Lisa Levesquewww.linkedin.com/in/llevesqueVideo Resources Lisa Levesque Mentioned in this EpisodeHelp with a vision statement: https://www.youtube.com/watch?v=dZShbB59giMHelp with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Steve Kyles unpack the journey of starting a business and leveraging technology to generate leads through targeted Facebook ads. Discover how Steve and his wife leveraged their existing network of contacts to generate leads and close deals with minimal effort. Learn about the simple yet effective strategies they used, including creating engaging ad graphics and utilizing a small budget to reach potential clients who already know and trust them. If you're looking to activate your own network and boost your business, tune in for valuable tips and a call to action that could transform your approach to marketing! If you're interested in learning more about targeted ads and how to effectively farm your network, visit FreedomPlanningCall.com for more information and resources! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee take a closer look at the significant news of Rocket Mortgage's recent acquisition of Redfin for $1.75 billion, exploring the implications of this merger for the mortgage industry. They discuss how this purchase is not just about financial gain but a strategic move to leverage Redfin's vast data on homebuyers, allowing Rocket to proactively reach potential clients before traditional loan officers even have a chance. With insights on the importance of adopting technology in the mortgage business, they emphasize the opportunities available for loan officers to enhance their practices and stay competitive in a rapidly evolving market. Tune in to discover how you can harness these advancements to boost your success! For more information on how to leverage technology in your mortgage business, visit GetMoreLoans.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares invaluable insights on how to think like a millionaire loan officer, emphasizing the mindset shifts that differentiate successful loan officers from those who struggle. Drawing from the principles in the book "The Top 10 Distinctions Between Millionaires and the Middle Class," Carl reveals key strategies for building long-term relationships, focusing on net worth, embracing change, and continually learning. He introduces his new free resource, the LO Moneybook, designed to help loan officers transition from merely chasing paychecks to creating lasting wealth. Tune in to discover how you can apply these powerful concepts to elevate your business and achieve financial success! Don't forget to grab your free copy at LOMoneyBook.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

You want to own your own practice. Should you start from scratch or buy someone else's practice? Each has their pros and cons generally, and each has their pros and cons for you. My guest today helps his clients get to the answer that makes the most sense for them, and he'll give us a taste for how can do it, too.Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients' operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that's why Joe's commitment to his clients' needs and his customer service is what he prides himself on.In this episode Carl White and Joe Lessard discussThe pros and cons of starting your own practiceThe pros and cons of buying an existing practiceHow to decide what's best for you if both are good choicesWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Joe Lessardhttps://www.linkedin.com/in/joelessardpbm/https://www.instagram.com/thedoctorscpa/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White unpacks the transformative power of making real connections through phone calls, emphasizing that sales is fundamentally a relationship business. He recaps the recent Call Stars Blitz, where loan officers across the nation committed to having meaningful conversations with potential referral partners, resulting in impressive outcomes like numerous referrals and appointments. Carl also shares inspiring success stories from participants and highlights the importance of incorporating calls into your daily routine, alongside leveraging technology and social media. If you're ready to take action and grow your mortgage business, visit GetMoreLoans.com to learn more and secure your spot. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee discuss the impact of AI on loan origination, the importance of technology in staying competitive, and how loan officers can future-proof their businesses. Key topics include: The evolving landscape of the mortgage industry and the necessity for loan officers to adapt to new technologies. How AI can enhance lead generation and improve client interactions. The importance of monitoring your database and understanding consumer behavior in a tech-driven market. Whether you're a seasoned loan officer or just starting in the industry, this episode is packed with valuable insights and actionable strategies to help you thrive in a rapidly changing environment. Don't forget to visit GetMoreLoans.com for more information on the AI technology discussed in this episode and how it can benefit your business! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White cuts through the noise and delivers real, actionable strategies to help you boost your income in 2025. Carl explores five essential steps to transform your approach: 1. Cut the Time Wasters: Identify and eliminate busy work that doesn't contribute to your bottom line. 2. Own Your Mornings: Learn how top producers start their day focused on income-producing activities. 3. Start Attracting: Discover how to attract leads through meaningful conversations and effective social media strategies. 4. Follow Up Like a Closer: Understand the importance of relentless follow-up and how it can significantly increase your conversion rates. 5. Build a Referral Machine: Find out how to create a system that generates high-quality, low-cost leads through referrals. Challenge yourself to implement these strategies, and watch your income explode! For more resources and to schedule a call, visit GetMoreLoans.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White dives into the one simple move that can instantly increase your loan closings! Carl shares the powerful formula that top producers use consistently: More Conversations = More Closings. Discover how to set a daily conversation goal, use effective referral hooks, and connect with the right people to boost your business. If you're a loan officer looking to close more loans, make more money, and gain freedom in your business and life, this episode is for you! Join the Call Stars at GetMoreLoans.com for real-time accountability and support! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White dives deep into a game-changing strategy for mortgage professionals: growing and leveraging your database. Do you know that your database is your goldmine? With at least 300 contacts in your phone, social media, and past clients, you have a wealth of potential referrals at your fingertips. Carl shares eye-opening statistics that reveal how effectively marketing to your database can lead to significant increases in closed loans and income. Carl also discusses the importance of consistency in your marketing efforts and shares practical tips on how to keep track of your outreach. If you're ready to transform your pipeline and see massive results, this episode is for you! Get your exact scripts for outreach at getmoreloans.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with Liz Copeland, a mortgage lender based in Virginia Beach, who shares her journey from working in wealth management to establishing her own lending business focused on builders and realtors. Liz discusses her move from Charlottesville to Virginia Beach, motivated by a love for the beach and a desire to grow her business. She emphasizes the importance of building relationships with builders, highlighting her approach of understanding their needs and providing tailored solutions, such as adjustable-rate mortgage products during rising interest rates. Whether you're a seasoned loan officer or just starting in the industry, Liz's experiences and insights will inspire you to take your business to the next level. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee dive deep into the best business advice they've received throughout their careers. With over 25 years of experience in the mortgage industry, they share insights from personal mentors, industry leaders, and even lessons learned from unexpected sources like NASCAR. Join them as they discuss: The importance of focusing on revenue-generating activities Hiring before you feel ready and the impact of team dynamics The power of relentless follow-up and how it can lead to increased referrals Surrounding yourself with the right people and the value of masterminds Whether you're a seasoned loan officer or just starting out, this episode is packed with actionable tips and wisdom to help you thrive in the competitive mortgage landscape. Want to get the full list of the top 10 business advice pieces discussed in this episode? Email us at support@themarketinganimals.com or check the show notes for a link to receive it directly! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White unveils the game-changing Call Stars Blitz event! If you're a loan officer looking to boost your closings and income, this episode is a must-listen. Carl shares the details of the Call Stars Blitz happening on Tuesday, March 4th, where top-producing loan officers will come together on a Zoom call to make 50 conversations in one day. This unique opportunity provides accountability, proven scripts, and a supportive community to help you generate referrals and re-engage past clients. Discover how this event can reset your expectations and elevate your prospecting game. With a focus on high-impact networking and skill sharpening, you'll leave with the confidence and consistency needed to thrive in today's competitive market. Don't miss out on this chance to transform your business! Visit getmoreloans.com to learn more and secure your spot. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with the incredible Sue Meitner, a top-producing branch manager who led her team to close an impressive $220 million in 2023! Sue shares her journey, the secrets behind her team's success, and how she cultivates a winning culture within her division. Discover how Sue has managed to have four of her team members rank in the top seven of a large company and learn about the strategies she employs to attract and develop top talent. From the importance of building relationships with realtors to the power of accountability and goal-setting, Sue provides valuable insights for both new and seasoned loan officers. They also dive into the significance of Lunch and Learns, community engagement, and the mindset needed to thrive in the mortgage industry. Don't miss out on this opportunity to learn from one of the best in the business! Connect with Sue Meitner: Website: suemeitner.com Instagram: @suemeitner Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White dives deep into a common misconception that could be sabotaging your productivity as a loan officer. Are you spending too much time on social media trying to build relationships with real estate agents through a lengthy multi-step plan? Carl argues that this approach is often just a form of "creative avoidance" and distracts you from what truly matters: making the phone call. Join Carl as he shares a straightforward, effective strategy to connect with agents and close more loans. Discover how to: Identify qualified agents. Make impactful phone calls. Deliver value and set up meetings. Stop wasting time on social media and start taking action today! If you're ready to ditch the distractions and learn the exact script that can help you get agents referring deals to you quickly, visit getmoreloans.com for more information. Schedule a one-on-one free coaching

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White dives into a crucial question: Should loan officers market to renters at apartment complexes? While understanding the market is interesting, Carl emphasizes that your marketing strategy is what truly dictates your success in closing loans. He shares insights from a recent conference and explains why targeting renters can be a challenging and time-consuming approach. Instead, he advocates for focusing on motivated buyers who are already ready to take action. If you're ready to start attracting the right kind of business and want to learn simple techniques to build your own well of steady referrals, visit wantmoreloans.com to schedule a call with Carl and his team. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with VA loan expert Mr. Michael Fischer to dive deep into the world of VA loans and debunk some common misconceptions. Michael highlighted the phrase "don't FHA my VA," which refers to the tendency of some loan officers to apply FHA guidelines to VA loans unnecessarily, potentially hindering veterans' access to homeownership. He explained that VA loans allow veterans to convert their primary residence into a rental without needing extensive documentation, have no flip rule, and do not require a minimum distance for relocation. He also noted that anyone can gift funds for a VA loan without stringent sourcing requirements, and there are no age restrictions on the roof's life. Whether you're a seasoned professional or new to the industry, this episode will equip you with the knowledge to stand out in the market. If you enjoyed this episode, please leave us an honest review at 5starcarl.com. Your feedback helps us improve and reach more listeners! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee dive deep into the current state of the Consumer Financial Protection Bureau (CFPB) and its implications for the mortgage industry. With rapid changes happening in Washington, we discuss the origins of the CFPB, its intended purpose, and how it has evolved over the years. They unpack the recent buzz surrounding Elon Musk's provocative post about the CFPB and what it could mean for loan officers and the industry at large. They also explore the pros and cons of potential changes to the CFPB, including the impact of funding cuts versus complete dissolution. Whether you're a loan officer, branch manager, or simply interested in the financial landscape, this episode provides valuable information and actionable steps to stay informed and engaged. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.