Podcasts about certified mortgage planner

An opportunity to delight people, connect and engage with your community. An effective source of leads and referrals. A powerful way to raise money for a worthy cause.   Events are all this and so much more…   But there's something else events can do - they can create another stream of income. If you can set up an event so good and so special it's worth paying for, you can very easily make a profit many times over.   Why is a charity component so powerful in an event? How do you build momentum and hype between events? In this episode, coach, trainer, lender and founder of NKS Financial, Neal Smith joins me to share the thought process behind and results of his dinner and wine event.    You've got to have a charitable component to your business because it brings people in. It's about “we”, not just the transaction. -Neal Smith     Three Things You'll Learn In This Episode     -Uncaged and ready to engage  How do we make sure we feed people's need for events?   -3 ways to get referrals  If we didn't get any referrals or leads from an event, is there a way to generate them after?   -Not just another auction  How do we make charity events memorable and unique?   Guest Bio Neal Smith is a coach, trainer, lender and founder of NKS Financial. He has been serving the Sacramento area for 29 years as a Certified Mortgage Planner. He has a degree in Real Estate Finance and has worked as a loan officer since 1992. A proud graduate of Jesuit High School, Neal believes wholeheartedly in growing others, as well as sharing gratitude with his community. Through his speaking and coaching work with Michael Maher, Neal has helped others to thrive personally and professionally. NKS Financial also offers and supports numerous events and fundraisers each year in an effort to spread generosity within the community. For more information, head to https://www.teamnks.com/.   Episode: 334 Title: Forget Uber: The Best Side Hustle for Realtors and Lenders! w/Neal Smith Host: Michael J. Maher

An opportunity to delight people, connect and engage with your community. An effective source of leads and referrals. A powerful way to raise money for a worthy cause.   Events are all this and so much more…   But there's something else events can do - they can create another stream of income. If you can set up an event so good and so special it's worth paying for, you can very easily make a profit many times over.   Why is a charity component so powerful in an event? How do you build momentum and hype between events? In this episode, coach, trainer, lender and founder of NKS Financial, Neal Smith joins me to share the thought process behind and results of his dinner and wine event.    You've got to have a charitable component to your business because it brings people in. It's about “we”, not just the transaction. -Neal Smith     Three Things You'll Learn In This Episode     -Uncaged and ready to engage  How do we make sure we feed people's need for events?   -3 ways to get referrals  If we didn't get any referrals or leads from an event, is there a way to generate them after?   -Not just another auction  How do we make charity events memorable and unique?   Guest Bio Neal Smith is a coach, trainer, lender and founder of NKS Financial. He has been serving the Sacramento area for 29 years as a Certified Mortgage Planner. He has a degree in Real Estate Finance and has worked as a loan officer since 1992. A proud graduate of Jesuit High School, Neal believes wholeheartedly in growing others, as well as sharing gratitude with his community. Through his speaking and coaching work with Michael Maher, Neal has helped others to thrive personally and professionally. NKS Financial also offers and supports numerous events and fundraisers each year in an effort to spread generosity within the community. For more information, head to https://www.teamnks.com/.   Episode: 334 Title: Forget Uber: The Best Side Hustle for Realtors and Lenders! w/Neal Smith Host: Michael J. Maher

Pending home sales have hit a record low, and Associated Bank Certified Mortgage Planner and Construction Loan Specialist Ed Currie joins Steve Grzanich to talk about why, as well as pending sales rates dropping and the fall in interest rates.

There is a decrease in demand for mortgage rates, and Certified Mortgage Planner and Construction Loan Specialist at Associated Bank Ed Currie joins Steve Grzanich to explain why this is happening. Later, they discuss why the 7% interest rate is so different now than in the early 2000s.

Welcome to another valuable episode of Loan Officer Freedom, the top-rated podcast for mortgage professionals in the industry.  In this most recent episode, host Carl White delved into the art of story selling with Gibran Nicholas, of Certified Mortgage Planner. Story selling is a powerful technique that utilizes the elements of storytelling to enhance the effectiveness of sales pitches. By understanding the different archetypes of potential customers and crafting compelling narratives that resonate with them, loan officers can better connect with their clients and increase their conversion rates. If you're a loan officer looking to stay ahead of the game, be sure to subscribe where you listen to Loan Officer Freedom for new episodes every Monday and Wednesday. Learn from experts like Carl White, Steve Kyles, and the leading voices in the mortgage industry. With their insider tips and industry insights, you'll be well on your way to success in FREEDOM in no time. Don't miss out on this valuable resource - subscribe today and start building your skills! BONUS OFFER: 60-Minute Free Coaching Call. Click Here.

It’s a mixed picture with the current Chicago Housing Market Forecast. Certified Mortgage Planner and Construction Loan Specialist at Associated Bank Ed Currie joins Steve Grzanich to share the positive overall picture Chicago is holding. Later, they discuss the pain points within the residential housing market.

Hey Uncommon leaders, welcome back!What an inspirational and encouraging guest for today's episode!  Chris Welton is a Certified Mortgage Planner in Lake Mary, FL, but he is SO much more that.  Chris is a leader who has learned to run toward and overcome adversity… overcome a tough childhood, overcome a limb difference, overcome loss of family, including a newborn son.   Chris has learned that the challenge doesn't define WHO you are and that he has gained strength from the adversities he faced.Be sure to have your pen and notebooks ready as Chris drops all kinds of powerful words of wisdom, hope and faith for us to learn from Chris is one Uncommon leader and person.  His ability to go toward adversity and “become a better person on the other side of that adversity” is one that many of us can learn from today.  Give Chris a follow on Instagram (@onehandatatime) You will not be disappointed.Thanks for listening in to the Uncommon Leader Podcast.  I am sure there was value in it for you and I am confident that you know someone who needs to hear this message as well, so PLEASE, hit the subscribe button, leave me a review, and share this podcast with someone else who needs to hear it!Until next time Uncommon leaders,  Go and Grow Champions!!

Mortgages application are on the decline while rates remain high, Certified Mortgage Planner and Construction Loan Specialist at Associated Bank Ed Currie joins Steve Grzanich to talk about how the market in Chicago is holding up and what refinancing looks like right now.

Associated Bank Certified Mortgage Planner and Construction Loan Specialist, Ed Currie joins Steve Grzanich to talk about the rising cost of building materials including concrete and paint. Then, they talk about the climing mortgage rates and how the housing market is responding to it.

On Today's Monday Motivation, Corry discusses Competition with Rusty Mendoza. Rusty Mendoza is a Certified Mortgage Planner for Movement Mortgage. He has been passionately serving homeowners in California since 2001 and has been a top producer for his company for the past 20 years. Growing up, Rusty was diagnosed as legally deaf in the second grade. He had a difficult childhood being raised by a single mother and Grandma on a 300-acre ranch outside a small town in Northern California. Rusty is a father of two and loves basketball, golf, tennis, and long-distance running. Last year he completed his first marathon, and he has a goal to someday complete an IronMan and 50k marathon.

As 2021 comes to a close, Ed Currie  is back on our Thought Leader Conversation to recap 2021. Ed is a Certified Mortgage Planner and Construction Loan Specialist at Associated Bank. He joined Steve Grzanich to talk about what we saw in 2021 and what he thinks we will see in 2022.

Ed Currie is a Certified Mortgage Planner and Construction Loan Specialist at Associated Bank. He joined Steve Grzanich to talk about how the markets are telling us that Mortgage rates are not going up and remaining relatively flat and the impact on the market as a whole. Later in the conversation the Steve and Ed talk about the […]

Ed Currie is a Certified Mortgage Planner and Construction Loan Specialist at Associated Bank. He joined Steve Grzanich to talk about Mortgage Forbearance, repurchasing and refinancing their home, Forbearance programs, eviction concerns and more. Towards the end of the Associated Bank Thought Leader conversation, Ed discusses hints from the Federal Reserve about inflation and if the Federal Reserve could move […]

Ed Currie is a Certified Mortgage Planner and Construction Loan Specialist at Associated Bank. He joined Steve Bertrand (in for Steve Grzanich) to talk about the recent rise in mortgage rates, and their impact on the market as a whole. Steve and Ed then discussed the pro’s and con’s of reverse mortgages. Towards the end […]

Earlier this week, President Joe Biden extended a ban on housing foreclosures to June 30 to help homeowners struggling during the coronavirus pandemic. Ed Currie (a Certified Mortgage Planner & Construction Loan Specialist at Associated Bank) joined Steve Grzanich to explain what that means for consumers, and shares the advice he’s giving his clients. As […]

In the final Associated Bank Thought Leader conversation of 2020, Ed Currie (a Certified Mortgage Planner & Construction Loan Specialist at Associated Bank) takes the time to talk to Steve Grzanich about the year that was. He also looks ahead to 2021, and projects whether we’ll continue to see record-low mortgage interest rates.

As we head into the home stretch of 2020, a record number of consumers are choosing to refinance their mortgages and take advantage of historically low interest rates. Ed Currie (a Certified Mortgage Planner & Construction Loan Specialist at Associated Bank) joined Steve Grzanich to share some the refinance options that he has discussed with […]

Many people think that it’s never good to say no to a potential partner or client, but in reality, you need to choose who you deal with carefully. As an aspiring loan originator, this is critical and Jennifer Otto, a Certified Mortgage Planner, joins Jen Du Plessis in this episode to explain her methods for choosing the best fit for you and your business. She gives away what she believes to be the secret sauce behind her success as a loan officer, and that’s getting yourself the right coach that will resonate with you. She talks about the different benefits of having a coach in this field and why it should be the first step you need to take. Learn why you don’t have to chase after every realtor’s business and how building the right relationships is much better.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Mortgage Lending Mastery Community today:kineticsparkconsulting.comBecome a MLM Gold Member!MLM Membership

Ed Currie is a Certified Mortgage Planner & Construction Loan Specialist at Associated Bank. He joined Steve Bertrand (in for Steve Grzanich) to discuss the record low mortgage interest rates, and how long these rates might last. Steve asks Ed whether it’s worth withdrawing money from retirement funds to finance a home purchase. Later in […]

In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd.  We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable. Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive Mortgage.  She has been voted one of D magazines top mortgage professionals for 4 straight years.  She is a top 1% originator in the US, as well as a Certified Mortgage Planner. In 2006, Denise received her Series 6 and Series 63 investment licenses so that she could further help clients position themselves in a better financial position.  She’s a native Texas and graduate of Texas A&M and lives in the Dallas area. Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme Check out the Loan Officer Hub: bit.ly/2NNgGKA Watch the Mortgage Nerd & Mortgage Geek webinar: https://bit.ly/3gai71E JOIN the MME TEXT COMMUNITY: 214-225-5696. And if you are enjoying the podcast, please take a second and LEAVE US A REVIEW.  MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.

How Can a Reverse Mortgage Help Seniors? With JD Dinnocenzo Podcast Host Marina Ramirez Owner Assisting Hands Home Care Palm Beach 561 829-3080 https://www.assistinghands.com/34/flo... Podcast Guest: JD Dinnocenzo Certified Mortgage Planner, Certified Senior Advisor, Reverse Mortgage Specialist, NMLS118902 901.553.6957 Social Media: Link-In JD Dinnocenzo is a Certified Mortgage Planner, Certified Senior Advisor, HECM (Reverse Mortgage) Specialist and Licensed Mortgage. His undergraduate degree in Management and Accounting was earned at Thiel College in Greenville, Pennsylvania and he graduated from The University of Houston in Houston, Texas with an MBA. Dinnocenzo is a nationally licensed loan officer and holds with individual state licenses in Florida, Pennsylvania, New York and Connecticut. JD Dinnocenzo is also a member of the Board of Directors of the Palm Beach Florida Guardian Association and Designee to the State Board of Florida Guardians for the Palm Beach Chapter.

About Brian McRae In 2002 Brian left a six-figure executive management positions with an IT Training firm and started a straight commission sales position in the mortgage industry. Brian is a Certified Mortgage Planner and Leader of The McRae Team @ Central Bank Mortgage. He has been recognized in the Top 1% of producers in the mortgage industry. Brian built a “referral based” business and in 2011 decided to help others do so as well and started Mastermind St. Louis, a unique shared learning event for sales professionals and small business owners. The event has attracted over 15,000 attendees and continues to make a positive impact on the way business is done in St. Louis. Brian is passionate about helping leaders emerge at home and work and engages with small business owners and sales professional through his personal Mastermind Group to help them create momentum and significance. In 2015, Brian was named one of the Top 100 People to Know to Succeed in Business. Brian is a recovering fantasy football addict, enjoys playing tennis, and is learning to use chopsticks. He is married to Tracy and they will be celebrating 27 years of marriage this year. They have 3 beautiful daughters and currently reside in Chesterfield Missouri with their dog Trooper   In this episode Virginia and Brian discuss: The value of starting as an “intraprenuer” One simple way to lay the foundation of your networking when you are just starting out How to create VALUE for your clients How to build a “by referral” business First steps in becoming a confident, competent networker SOME REALLY COOL BOOKS! Ho contribution and inspiration play into be coming a master networker How to manage the scarcity monster   Key Takeaways:   Isolation is the enemy of excellence… you have to get out there and connect Provide more value than what you are paid IRS: Inventory of Relational Assets Competence is ASSUMED.  Make curiosity your competitive edge. Uncover a problem and then make the solution your personal brand.     How to reach Brian E-mail: brian@briankmcrae.com Website: www.briankmcrae.com

On this episode, I get to sit down with John Thomas, team leader and branch manager for Team Delaware Mortgage Lenders. He is a Certified Mortgage Planner and 5-star mortgage professional for six years in a row ranked in the top 1% in the country. As an expert in holding first-time homebuyer seminars and Realtor® lunch-and-learns, John shares his success strategies. Tune in to find out more. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Mortgage Lending Mastery Community today: jenduplessis.com Become a MLM Gold Member! MLM Membership

On this episode, I get to sit down with John Thomas, team leader and branch manager for Team Delaware Mortgage Lenders. He is a Certified Mortgage Planner and 5-star mortgage professional for six years in a row ranked in the top 1% in the country. As an expert in holding first-time homebuyer seminars and Realtor® […]

   Today's guest is Mr. Josh Shelton, a Certified Mortgage Planner with Congressional Bank. Previously, Josh was a teacher and a coach and his mother is an assistant superintendent . Josh has made several presentations as well as numerous public speaking engagements, so he has been instrumental in shaping the conversation about Indiana Public schools, and has the ability to look at education from various lens which is very important. Of course, he has been a tremendous asset to public education in Indiana. Let's find out how he views the issues in Indiana Public schools.  

In this episode, I get to sit down with Yvette Clermont, a Certified Mortgage Planner and Accredited Mortgage Professional as designated by MBA. Tune in as Yvette talks about the importance of engagement, and shares some marketing tips to boost your business!   Love the show? Subscribe, rate, review, and share! Here’s How » Join the […]

In this episode, I get to sit down with Yvette Clermont, a Certified Mortgage Planner and Accredited Mortgage Professional as designated by MBA. Tune in as Yvette talks about the importance of engagement, and shares some marketing tips to boost your business! Love the show? Subscribe, rate, review, and share! Here’s How » Join the Mortgage Lending Mastery Community today: jenduplessis.com Become a MLM Gold Member! MLM Membership