Mortgage Planner Coaching
Business & Finance
About
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...
Episodes
- Breaking Tuesday Updates
“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with…
- Year-End Coaching: Finish Strong. Launch Stronger.
In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered: Top referral partners by closed loans in 2025 Setting J…
- Presuppositions
shifting the way you speak for better results.
- Goal Setting Planning- A look back at 2025
🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up ca…
- Presenting Keys
- Shifting the Frame
- Activating the Referral Wheel
- Partners & Value: Elevating Your Referral Game
In this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyon…
- Functional Branding
Are you branding for likes—or for loyalty? This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk abo…
- 🎯 Unlock the Top 7 Referral Asks That Actually Work
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 implement…
- Tueday Update Referral Samples
Looking to improve your client referrals during the process? Checkout 5 samples of how to ask for referrals when you exceed the clients expectations.
- Embracing Unforgettable- Live Monroe, GA
🚀 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 d…
- Habits of Highly Effective Originators Audio
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…
- Brickwalls vs Open Doors
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"—…
- Create the Dialog don't run from it
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 iss…
- Leftovers anyone?
Starting 2025 with the set up to success with a plan for first quarter.
- Get in front of it…
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
- Who you call now plants seeds for later
- Building Bridges
- Today's Honey Hole
The Mortgage Planner reviews stats to gain more applications in todays market. TuesdayUpdates.com 8.13.24
- Your Presentation Flow Matters!
- Dance with sombody, morebody!
Let's look at the two streams of follow though
- Working the downtime
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
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…
- Something besides them just liking you
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
Making sure you get to the story everytime.
- Fan the Flame
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
Lets get the list together and move.
- The Ultimate Client Check
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!
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!
In this market, where is your source? It takes will power and faith to walk with a limp.
- Be Present
Having a presentation is key, but the door stays locked if you don’t see the door.
- Live Training with The Mortgage Planner
Let's get after it! Join us for a run through of some basics for presenting!
- It’s Coming! Where you looking from?
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!
Brad works through the right attitude in today's changing market.
- Fill the Gap
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!
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?
Don't under estimate your daily work, stay dilligent in your waiting and make the extras 2-3 that grows.
- While you wait
We dig deeper into the waiting not only for our clients but in our day to day business.
- While you wait...preapprovals
Preapproval focus and the efforts to stay active.
- Attitude matters!
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
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
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, f…
- Steadfast Stones -Unmoved: The Stone of Steadfastness
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
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…
- Basics to The Mortgage Planner
Getting the most out of your business and systemizing it. What does it mean to get the plan in place?
- How well do you know your deal?
In this episode we deal with real market conditions and exploding all efforts into the cross-sell. 13 spokes reviewed
- The Mortgage Planner Podcast_ Sherry Riano Part II
- The Mortgage Planner Podcast- Sherry Riano Part I
- How's the details....
You slip a little during the refi boom? Bringing it together for a mortgage referral business focus.