Mortgage Planner Coaching
By The Mortgage Planner
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Episodes: 174
Description
Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.c...
| Episode | Date |
|---|---|
|
Breaking Tuesday Updates
|
Feb 16, 2026 |
|
Year-End Coaching: Finish Strong. Launch Stronger.
|
Dec 16, 2025 |
|
Presuppositions
|
Dec 12, 2025 |
|
Goal Setting Planning- A look back at 2025
|
Dec 07, 2025 |
|
Presenting Keys
|
Nov 04, 2025 |
|
Shifting the Frame
|
Oct 30, 2025 |
|
Activating the Referral Wheel
|
Oct 30, 2025 |
|
Partners & Value: Elevating Your Referral Game
|
Aug 12, 2025 |
|
Functional Branding
|
Jul 17, 2025 |
|
🎯 Unlock the Top 7 Referral Asks That Actually Work
|
Jun 30, 2025 |
|
Tueday Update Referral Samples
|
Apr 21, 2025 |
|
Embracing Unforgettable- Live Monroe, GA
|
Apr 17, 2025 |
|
Habits of Highly Effective Originators Audio
|
Apr 07, 2025 |
|
Brickwalls vs Open Doors
|
Mar 03, 2025 |
|
Create the Dialog don't run from it
|
Feb 11, 2025 |
|
Leftovers anyone?
|
Feb 01, 2025 |
|
Get in front of it…
|
Nov 26, 2024 |
|
Who you call now plants seeds for later
|
Nov 11, 2024 |
|
Building Bridges
|
Oct 15, 2024 |
|
Today's Honey Hole
|
Aug 13, 2024 |
|
Your Presentation Flow Matters!
|
Jul 24, 2024 |
|
Dance with sombody, morebody!
|
Jul 12, 2024 |
|
Working the downtime
|
Jun 03, 2024 |
|
Mortgage Planner Masterclass- Tuesday Updates
|
Mar 20, 2024 |
|
Something besides them just liking you
|
Feb 20, 2024 |
|
Persuasive Communication
|
Feb 13, 2024 |
|
Fan the Flame
|
Feb 06, 2024 |
|
Top 100 Breakdown
|
Dec 09, 2023 |
|
The Ultimate Client Check
|
Dec 09, 2023 |
|
Give it if you want it!
|
Dec 08, 2023 |
|
Keep going, it might just run towards you!
|
Nov 12, 2023 |
|
Be Present
|
Nov 04, 2023 |
|
Live Training with The Mortgage Planner
|
Oct 04, 2023 |
|
It’s Coming! Where you looking from?
|
Sep 23, 2023 |
|
Gimme that Change!
|
Sep 20, 2023 |
|
Fill the Gap
|
Sep 09, 2023 |
|
Tuesday Update- put more thought into it!
|
Aug 27, 2023 |
|
You got enough jars?
|
Aug 08, 2023 |
|
While you wait
|
Jul 26, 2023 |
|
While you wait...preapprovals
|
Jul 18, 2023 |
|
Attitude matters!
|
Jul 15, 2023 |
|
Steadfast Stones- "A Stone Throw" Final Series Episode
|
Jun 30, 2023 |
|
Steadfast Stones Series- The Resilient Rock
|
Jun 23, 2023 |
|
Steadfast Stones -Unmoved: The Stone of Steadfastness
|
Jun 12, 2023 |
|
Steadfast Stones Series- Unshaken Understanding
|
Jun 04, 2023 |
|
Basics to The Mortgage Planner
|
May 03, 2023 |
|
How well do you know your deal?
|
Apr 30, 2023 |
|
The Mortgage Planner Podcast_ Sherry Riano Part II
|
Feb 27, 2023 |
|
The Mortgage Planner Podcast- Sherry Riano Part I
|
Feb 27, 2023 |
|
How's the details....
|
Feb 08, 2023 |
|
Step Up or Miss out
|
Nov 30, 2022 |
|
Don't choose to sit on the bench...
|
Nov 28, 2022 |
|
Thanksgiving Push
|
Nov 22, 2022 |
|
I wasn't done yet...
|
Nov 09, 2022 |
|
Theme Day- Team Day
|
Nov 09, 2022 |
|
Holy S%iT the BPS are swinging!
|
Oct 05, 2022 |
|
Take the punch!
|
Aug 09, 2022 |
|
Bring it to the table!
|
Aug 08, 2022 |
|
Mortgage Storm
|
Jul 28, 2022 |
|
The Call List- unplugged conversation
|
Jul 27, 2022 |
|
Making Gains
|
Jul 19, 2022 |
|
Coaching Unplugged EP. 3
|
Jul 12, 2022 |
|
Interview with Top Producer Joshua Dean
|
May 09, 2022 |
|
You got to drive...
|
Apr 20, 2022 |
|
Pull me up please!
|
Mar 13, 2022 |
|
Tech Lunch and Learn Live
|
Jan 14, 2022 |
|
Faith Friday- "Runners, to your mark"
|
Oct 29, 2021 |
|
30% Increase!
|
Oct 20, 2021 |
|
Market Wave
|
Sep 20, 2021 |
|
Let me explain...
|
Aug 09, 2021 |
|
RING RING- Referring your client from cross-selling
|
Jun 26, 2021 |
|
RING RING- Financial Planner/ CPA referred call
|
Jun 26, 2021 |
|
RING RING- Employer Cross-sell
|
Jun 26, 2021 |
|
RING RING- After closing call
|
Jun 26, 2021 |
|
RING RING-Prior to closing
|
Jun 26, 2021 |
|
RING RING- Underwriting call 2
|
Jun 26, 2021 |
|
RING RING- Underwriting Call 1
|
Jun 26, 2021 |
|
RING RING- Tuesday Update 5
|
Jun 24, 2021 |
|
RING RING- Tuesday Update 4
|
Jun 24, 2021 |
|
RING RING- Tuesday Update 3
|
Jun 24, 2021 |
|
RING RING- Tuesday Update 2
|
Jun 24, 2021 |
|
RING RING- Tuesday Update
|
Jun 24, 2021 |
|
RING RING- Preapproved 3
|
Jun 24, 2021 |
|
RING RING- Preapproved 2
|
Jun 24, 2021 |
|
RING RING- Preapproval Call
|
Jun 24, 2021 |
|
RING RING- Lead Call 4
|
Jun 24, 2021 |
|
RING RING- Lead Call 3
|
Jun 24, 2021 |
|
RING RING- Lead Call 2
|
Jun 24, 2021 |
|
RING RING- Lead Call
|
Jun 24, 2021 |
|
Episode 128- Two Reasons you promote a product
|
May 26, 2021 |
|
Episode 127 - Missed it?
|
May 25, 2021 |
|
Why send you business?
|
May 05, 2021 |
|
Whatcha doing with all those pre-approvals?
|
Apr 14, 2021 |
|
February Challenge
|
Feb 16, 2021 |
|
Check the process and how you present!
|
Feb 01, 2021 |
|
New Year Prep
|
Jan 10, 2021 |
|
70% One on One's
|
Sep 15, 2020 |
|
Not just refinance...
|
Aug 02, 2020 |
|
Commitment, Longevity & Opportunity
|
Jul 21, 2020 |
|
The Mortgage Planner Unplugged- 2
|
Jul 16, 2020 |
|
The Mortgage Planner Unplugged
|
Jul 15, 2020 |
|
Fat Pipeline System Focus
|
Jun 10, 2020 |
|
You got the Eye?
|
May 06, 2020 |
|
Business is changing...are you and your frame_
|
Apr 01, 2020 |
|
Episode 111 - MPM- Mindset Reason
|
Mar 12, 2020 |
|
Episode 110 - MPM Mindset + Behavior vs Behavior alone
|
Mar 12, 2020 |
|
Team Huddle
|
Feb 20, 2020 |
|
Database
|
Feb 05, 2020 |
|
30 days in
|
Jan 30, 2020 |
|
Growth Plan
|
Jan 16, 2020 |
|
Run the RACE
|
Jan 14, 2020 |
|
Reminders 2019 to 2020
|
Dec 19, 2019 |
|
Turbo Booster into 2020
|
Dec 04, 2019 |
|
Relationship Bankruptcy
|
Nov 26, 2019 |
|
Organic Intro
|
Nov 21, 2019 |
|
Power of Partnering
|
Nov 11, 2019 |
|
Partner Performace
|
Nov 05, 2019 |
|
What’s the cost?
|
Oct 12, 2019 |
|
Dollarization
|
Oct 04, 2019 |
|
Milk Run...
|
Sep 10, 2019 |
|
Dr Fred Gross Unplugged with Dollar Productive Time
|
Aug 18, 2019 |
|
Planning, Pricing and PMI with Barry Habib
|
Aug 18, 2019 |
|
Floyd Wickman Master the Sale
|
Aug 18, 2019 |
|
Refinance Basics and Run
|
Aug 17, 2019 |
|
Turning Themes Active
|
Mar 31, 2019 |
|
Start selling on purpose
|
Jan 21, 2019 |
|
Follow Back Opportunities
|
Dec 31, 2018 |
|
Expired Profits
|
Dec 31, 2018 |
|
Pre-Approval Effectiveness
|
Dec 31, 2018 |
|
3 Keys to implimenting quickly
|
Dec 02, 2018 |
|
The start to goal setting
|
Nov 23, 2018 |
|
Approach the partner with passion
|
Oct 27, 2018 |
|
Better than the rest
|
Oct 15, 2018 |
|
0-5, 5-10, 15+ Daily Basics
|
Sep 12, 2018 |
|
Connect the dot!
|
Aug 29, 2018 |
|
Daily grind
|
Aug 09, 2018 |
|
Rate Shopping or Patterns
|
Jun 10, 2018 |
|
April Weigh In
|
Mar 22, 2018 |
|
Market Awareness!
|
Feb 05, 2018 |
|
2 Steps ahead...
|
Jan 25, 2018 |
|
Moving on...
|
Jan 08, 2018 |
|
Annual Review Email-Reply
|
Nov 15, 2017 |
|
Deligation Swiftly
|
Nov 13, 2017 |
|
Lead Report Reason?
|
Nov 13, 2017 |
|
Shaking the Tree
|
Nov 06, 2017 |
|
Accountability Tracker
|
Oct 28, 2017 |
|
Planning 10's, 25's and 100's
|
Oct 28, 2017 |
|
Runway Gains
|
Oct 26, 2017 |
|
Perspective
|
Aug 31, 2017 |
|
Team Member Marketing
|
Aug 06, 2017 |
|
Lead Tracker Check Up
|
Jul 22, 2017 |
|
Systems as you get busy
|
Jul 22, 2017 |
|
Lead Follow Up
|
Jul 15, 2017 |
|
$20,000 savings for Michael
|
Jun 25, 2017 |
|
Habits 1-3
|
May 01, 2017 |
|
April Preapps bring May flowers
|
Mar 24, 2017 |
|
2017 Network and Calls Out!
|
Jan 29, 2017 |
|
Dollar Productive Time
|
Dec 28, 2016 |
|
Preparing for the New Year
|
Dec 22, 2016 |
|
Loan Partner Role Interview
|
Nov 09, 2016 |
|
Networking Leader
|
Apr 26, 2016 |
|
Tuesday Update- Take 3
|
Mar 22, 2016 |
|
Tuesday Update- Take 2
|
Mar 22, 2016 |
|
Tuesday Update Call- Take 1
|
Mar 22, 2016 |
|
Closing Follow Up
|
Mar 22, 2016 |
|
Before, During, After Marketing
|
Mar 15, 2016 |
|
CCR- When, What, How to Ask
|
Mar 15, 2016 |
|
Building a Brand
|
Mar 15, 2016 |
|
why get a coach
|
Mar 11, 2016 |
|
Intro to Cross-Selling
|
Mar 11, 2016 |
|
Email templates in use
|
Mar 11, 2016 |
|
You got a Database?
|
Mar 11, 2016 |
|
Tracking your Leads
|
Mar 10, 2016 |