The Mortgage Planner

Mortgage Planner Coaching

Business EN ↓ 178 episodes

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...

Be sure to visit the podcast's website and support the creator: www.MortgagePlannerMarketing.com

Author

The Mortgage Planner

Category

Business

Latest episode

Nov 3, 2026

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Episodes

Your Presentation Flow Matters! 24.07.2024
Dance with sombody, morebody! 12.07.2024

Let's look at the two streams of follow though

Working the downtime 03.06.2024

what you do while the pipeline is not at a maximum level and even if it is good...we are not full, what we do, build the brand and your content.

Mortgage Planner Masterclass- Tuesday Updates 20.03.2024

Join The Mortgage Planner on this recorded training and get a full grasp on the Tuesday Update.  More than meets the eye...are you getting the most out of your pipeline.  This powerful step by step training breaks down the calls and growing your business down to the fine points.

Something besides them just liking you 20.02.2024

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

Persuasive Communication 13.02.2024

Making sure you get to the story everytime.

Fan the Flame 06.02.2024

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

Top 100 Breakdown 09.12.2023

Lets get the list together and move.

The Ultimate Client Check 09.12.2023

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

Give it if you want it! 08.12.2023

Are you getting or giving the most out of every conversation? How many people or services do you recommend on the calls you are having?

Keep going, it might just run towards you! 12.11.2023

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

Be Present 04.11.2023

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

Live Training with The Mortgage Planner 04.10.2023

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

It’s Coming! Where you looking from? 23.09.2023

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

Gimme that Change! 20.09.2023

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

Fill the Gap 09.09.2023

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

Tuesday Update- put more thought into it! 27.08.2023

This Tuesday Update Brad goes deeper into the sales side of the business. Follow us on apple podcast and other places you listen! https://podcasts.apple.com/us/podcast/mortgage-planner-marketing-coaching/id1476331162

You got enough jars? 08.08.2023

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

While you wait 26.07.2023

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

While you wait...preapprovals 18.07.2023

Preapproval focus and the efforts to stay active.

Attitude matters! 15.07.2023

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

Steadfast Stones- "A Stone Throw" Final Series Episode 30.06.2023

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

Steadfast Stones Series- The Resilient Rock 23.06.2023

The Resilient Rock centers on the importance of structure, accountability, and perseverance in our daily routines and actions. We also discuss effective strategies for lead follow-up and the relentless pursuit of partners to bring value, fun and relationships to the center.

Steadfast Stones -Unmoved: The Stone of Steadfastness 12.06.2023

Second episode, "Unmoved: The Stone of Steadfastness", our second episode, emphasizes the value of resilience and the role of habitual discipline in treating sales as a non-negotiable daily task.

Steadfast Stones Series- Unshaken Understanding 04.06.2023

Steadfast Stones- Episode I- In the inaugural episode, "Unshaken Understanding - The Mortgage Market Today", we delve into the techniques of the world's greatest salesman, ‘experience’ parallels and explore the role of relationship-focused strategic planning for future results.

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