Mortgage Planner Coaching

🎯 Unlock the Top 7 Referral Asks That Actually Work

Jun 30, 202500:08:38Tap to summarize

Most loan officers ask for referrals the wrong way—vague, generic, and forgettable. That’s why I’m hosting a powerful, tactical webinar:"The Top 7 Referral Asks That Get Results"🔹 Proven scripting🔹 Real examples🔹 Immediate implementation We'll dive into:What makes people actually refer youHow to shift from “do you know anyone” to “who’s downsizing now?”The exact language that activates memory and trustThis is about getting specific, becoming referable by design, and using psychology-backed methods like the Frequency Illusion and Triangle of Trust to earn business consistently.

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Tueday Update Referral Samples

Apr 21, 202500:04:57Tap to summarize

Looking to improve your client referrals during the process? Checkout 5 samples of how to ask for referrals when you exceed the clients expectations.

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Embracing Unforgettable- Live Monroe, GA

Apr 17, 202500:42:45Tap to summarize

🚀 Embracing Unforgettable – A powerful conversation with The Motgage Planner and business coach Brad Roche. With 30+ years in the industry, Brad shares the keys to success in marketing, pipeline management, and referral-based growth. He dives deep into strategies like frequency illusion, future pacing, and leveraging connections to build a thriving business. But beyond business, Brad gets personal—sharing wisdom on balance, faith, and overcoming challenges. This episode is packed with insights, inspiration, and unforgettable stories that will change the way you approach success.

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Habits of Highly Effective Originators Audio

Apr 7, 202500:11:03Tap to summarize

Habits of A Highly Effective Loan Originator, a guide crafted from over 30 years of experience in the mortgage industry. This audiobook is not just a collection of tips—it’s a blueprint for success, inspired by the qualities and practices of top producers and mentors who have shaped my career. Whether you're a seasoned loan originator or just starting out, these habits are designed to help you break through the ordinary and achieve extraordinary results.Throughout this journey, we’ll explore the foundational habits that drive high performance, from mastering daily priorities and building lasting client relationships to leveraging technology and creating systems that work seamlessly. These are the real-world strategies that I’ve used to navigate the challenges of the mortgage business, from low leads to rising stress, and turn them into opportunities for growth.But this isn’t just about professional success. At its core, this audiobook is about alignment—aligning your work with your values, your actions with your goals, and your purpose with the impact you want to create. It’s about becoming not just an effective loan originator but a leader in your field, a trusted partner to your clients, and a source of inspiration to those around you.So, whether you’re looking to double your production, build stronger referral networks, or simply find clarity in a fast-paced industry, you’re in the right place. Let’s dive in and discover the habits that will transform not only your business but also your life.

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Brickwalls vs Open Doors

Mar 3, 202500:09:54Tap to summarize

Join Brad as he dives into the latest insights, strategies, and reflections to help you break through barriers and unlock new opportunities in your business. Brad shares a powerful perspective shift—turning "brick walls" into "open doors"—and how faith, persistence, and action can redefine your path to success.

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Create the Dialog don't run from it

Feb 11, 202500:12:03Tap to summarize

Exclusive Webinar on TuesdayUpdates.com: Prevention Gaps - Filling in the Fall out Holes** 🌟 Are you ready to tackle the unseen challenges in your business? Discover how to identify and plug those crucial gaps before they become major issues. Our upcoming webinar will equip you with the strategies to prevent fallout and ensure your success.

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Leftovers anyone?

Feb 1, 202500:06:58Tap to summarize

Starting 2025 with the set up to success with a plan for first quarter.

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Get in front of it…

Nov 26, 202400:12:28Tap to summarize

Join us as we explore how going the extra mile and filling the needs of our partners can open doors to new opportunities and drive more leads. It’s time to excel and deliver results! Not registered? Visit www.TuesdayUpdates.com

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