PODCAST · business
Mortgage Planner Coaching
by The Mortgage Planner
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
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Cost Segregation 101: The Tax Strategy for Real Estate Investors, with Terry Judge
Brad sits down with Terry Judge, CEO of Core Advisors, to break down cost segregation for real estate investors. What an engineering-based study actually does, how 100% bonus depreciation changes the math, who qualifies, lookback studies for properties you already own, passive activity rules, and...
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What Are You Doing Now? Your Weekly Action Plan
A quick rundown of what you should be doing right now: the calls, the touches, and the pipeline work that matters this week.
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The Service Department: Turning Past Clients Into Referrals
A deeper look into after closing: how your service department generates more deals and repeat clients. Mix your partners into the service review for every homeowner, and turn past clients into your next referral source.
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Power Hour: The Daily Rhythm Top Producers Run
Top producers don't wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here is the full Coaching Rhythm, exactly how we run it. An inconsistent market requires consistent actions. Rates move. Inventory moves. Your rhythm doesn't.
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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 purpose can dramatically increase client trust, referral...
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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 January power lunches and business planning meetings...
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Presuppositions
The words you choose decide what your clients and partners accept as already true. In this December 2025 session, Brad teaches presuppositions: the assumed truths embedded inside your questions and statements, like asking when a client will introduce you instead of if. Small shifts in dialogue...
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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 call. 📽 Listen to the 2025 recap now →🔥 In this episode, I...
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Presenting Keys
Your partner presentation decides whether a realtor, builder, or financial planner ever sends you a client. In this November 2025 session, Brad breaks down the key ingredients to include when you present your business to a new partner: who you serve, how your process protects their clients, and…
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Shifting the Frame
When a conversation stalls, the frame is usually the problem, not the facts. In this October 2025 session, Brad teaches the core principle of shifting the frame from if to how in your everyday dialogue with clients and partners. With real day to day examples, he shows how changing the frame…
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Activating the Referral Wheel
Working by referral only works if the wheel keeps turning. In this October 2025 Tuesday Update, Brad walks through activating the referral wheel: the basic touches inside the transaction and the client experience that generate a wow, create introductions, and keep partners and past clients…
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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 beyond transactions to create lasting, mutually profitable...
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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 about you, refer you, and rely on you. Functional branding...
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🎯 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 implementation We'll dive into: What makes people actually refer…
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Tueday Update Referral Samples
Asking for referrals gets easier when you have heard it done well. In this April 2025 session, Brad role plays real Tuesday Update calls, checking that clients are receiving their weekly updates and that both agents are in the loop, then making the ask at the moment he has exceeded expectations....
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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 dives deep into strategies like frequency illusion, future...
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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 of top producers and mentors who have shaped my career....
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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"—and how faith, persistence, and action can redefine your...
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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 issues. Our upcoming webinar will equip you with the…
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Leftovers anyone?
Last year's pipeline is not finished feeding you. In this February 2025 session, Brad treats the 2024 leftovers like the best part of the meal: working the preapprovals that never bought, and going back to past clients with first quarter communication about what the market has been doing since…
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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
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Who you call now plants seeds for later
When the market goes stale, the calls you make today become the closings you harvest later. In this November 2024 Tuesday Update, Brad shares his team's focus for a slow stretch: more activity, every area of the database covered, and partners brought into the work so the effort compounds. Seeds...
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Building Bridges
Referral business does not run on closings alone. It runs on bridges built long before a contract shows up. In this October 2024 Tuesday Update, Brad takes you behind the scenes of where his team sees a pulse in their business: how they look at partners bringing them deals, where the effort goes,...
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Today's Honey Hole
The best leads in your business are the ones you already have. In this August 2024 Tuesday Update, Brad calls it the honey hole: the leads from six, eight, and nine months ago that were never fully nurtured. He runs the follow up stats on what it takes to work those leads through the transaction...
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Your Presentation Flow Matters!
Watch a real partner presentation happen live. In this July 2024 session, Brad runs his full first meeting flow on a realtor he has never met, starting from the exact text message he uses to book the meeting (he booked four that week) through the Zoom conversation itself. Study the order, the...
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Dance with sombody, morebody!
Want more loans each month? Then look at the two streams of follow through that fill a pipeline. In this July 2024 session, Brad asks what actually attracts business to you: the calls, texts, and routine touches going out, and the follow through that makes you the obvious choice over the lender...
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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.
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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 your business down to the fine points.
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Something besides them just liking you
People do business with people they like, but liking you is not a referral strategy. In this February 2024 Tuesday Update, Brad teaches the missing ingredient in most partner meetings: a formal presentation that lays out your offer in a straight line, whether it is coffee with one partner or a…
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Persuasive Communication
When call volume drops, answering the phone is not enough. You have to consult. In this February 2024 Tuesday Update, Brad teaches persuasive communication: getting to the client's story on every call, and leading a lead to application conversation that builds trust instead of quoting and hoping....
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Fan the Flame
Momentum in a referral business works like a fire: it grows when you fan it and dies when you ignore it. In this February 2024 live Tuesday Update, Brad gets into the details of fanning the flame with partners and clients, the small consistent touches that get the week in motion and keep your…
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Top 100 Breakdown
Your database is only as valuable as the list you actually work. In this December 2023 session, Brad breaks down the Top 100: how to build the list of your best clients and partners, what qualifies someone for it, and how to get the list together and start moving on it. A short session with a…
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The Ultimate Client Check
What does your past client call actually sound like? In this December 2023 session, Brad walks through the ultimate client check: the key points to cover when you call past clients, from how their loan is performing to what has changed in their life and plans, so the call creates value, reviews,...
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Give it if you want it!
Referrals flow toward the people who give them. In this December 2023 session, Brad teaches the three part client experience and a simple test for every call you make: how many people and services did you recommend on that call? If you want introductions, start by giving them, generously and on...
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Keep going, it might just run towards you!
Slow markets ask a hard question: where is your source? In this session from November 2023, Brad talks about the willpower and faith it takes to keep going when business feels like it is walking with a limp. Stay consistent in the work and the opportunity you are chasing may start running toward...
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Be Present
Having a presentation is key, but the door stays locked if you do not see the door. In this November 2023 session, Brad goes back to basics that go deeper than they look, starting with being present: in your presentations, your partner meetings, and your client conversations. Presence is what…
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Live Training with The Mortgage Planner
Thirty years of loan files in one live training. In this October 2023 session, recorded with a room of originators, Brad runs through the basics of presenting that built his career, from standing out as a newer loan officer to running a team through high volume years. A full run through of how…
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It’s Coming! Where you looking from?
Change is coming to your market whether you are ready or not. The question is where you are looking from. In this September 2023 session, Brad teaches perspective as a business skill: how your point of view shapes your day, your team, and your decisions, and how to choose a vantage point that...
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Gimme that Change!
Change in the market can be good, bad, and good again, sometimes in the same season. In this September 2023 session, Brad works through the right attitude for grabbing hold of change in your business instead of resisting it, drawing on lessons from his own family's seasons of change. What you do...
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Fill the Gap
Most loan officers are one shift away from keeping more of what they already earn. In this September 2023 session, Brad hunts for the gap: the part of your process you are missing that could take your business up by double digits simply by keeping more of what you are getting. Find the leak in…
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Tuesday Update- put more thought into it!
The Tuesday Update is the most important sales discipline in the mortgage business, and most loan officers rush it. In this August 2023 Tuesday Update, Brad goes deeper into the sales side of the call: the dialogue to prepare, what to listen for in a partner meeting, and how thirty years of reps...
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You got enough jars?
Do not underestimate your daily work. In this August 2023 session, Brad talks about staying diligent in the waiting and stocking the shelves while you wait: the extra two or three touches, conversations, and follow ups that grow quietly until the season turns. The originators who fill jars in…
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While you wait
Waiting is part of this business, for your clients and for you. In this July 2023 session, Brad digs into what to do while you wait: how to serve clients standing in line, how to structure the downtime in your own day, and how to turn seasons of waiting into seasons of preparation instead of...
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While you wait...preapprovals
A preapproval is a client standing in line, and how you treat the wait decides whether they stay. In this July 2023 session, Brad lays out a plan of action for staying active with preapproved buyers: the touches, updates, and attention that make being your client while they wait better than...
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Attitude matters!
Deals get complicated. That is the job, not a surprise. In this July 2023 session, Brad teaches attitude as a daily discipline: how yours affects the partners and team members around you, and why the loan officer who stays steady through appraisal issues and documentation problems is the one...
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Steadfast Stones- "A Stone Throw" Final Series Episode
The Steadfast Stones series closes where it always pointed: your sphere. In this final episode from June 2023, Brad ties the series together around the people closest to you, your database, and making sure they know how to help your business. Trust the process, dig into the work, and use the...
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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, fun and relationships to the center.
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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.
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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 strategic planning for future results.
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Basics to The Mortgage Planner
What are the basics of building a business the Mortgage Planner way? In this May 2023 session, Brad breaks down the philosophies gathered over thirty years in the business and work with top producers: getting a plan in place, systemizing what works, and getting the most out of every day. Start…
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ABOUT THIS SHOW
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...
HOSTED BY
The Mortgage Planner
CATEGORIES
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Frequently Asked Questions
How many episodes does Mortgage Planner Coaching have?
Mortgage Planner Coaching currently has 177 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Mortgage Planner Coaching 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...
How often does Mortgage Planner Coaching release new episodes?
Mortgage Planner Coaching publishes regularly with 177 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Mortgage Planner Coaching?
You can listen to Mortgage Planner Coaching on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Mortgage Planner Coaching?
Mortgage Planner Coaching is created and hosted by The Mortgage Planner.
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