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All Episodes

Mortgage Planner Coaching — 177 episodes · page 1 of 2

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Title
1

Cost Segregation 101: The Tax Strategy for Real Estate Investors, with Terry Judge

2

What Are You Doing Now? Your Weekly Action Plan

3

The Service Department: Turning Past Clients Into Referrals

4

Power Hour: The Daily Rhythm Top Producers Run

5

Breaking Tuesday Updates

6

Year-End Coaching: Finish Strong. Launch Stronger.

7

Presuppositions

8

Goal Setting Planning- A look back at 2025

9

Presenting Keys

10

Shifting the Frame

11

Activating the Referral Wheel

12

Partners & Value: Elevating Your Referral Game

13

Functional Branding

14

🎯 Unlock the Top 7 Referral Asks That Actually Work

15

Tueday Update Referral Samples

16

Embracing Unforgettable- Live Monroe, GA

17

Habits of Highly Effective Originators Audio

18

Brickwalls vs Open Doors

19

Create the Dialog don't run from it

20

Leftovers anyone?

21

Get in front of it…

22

Who you call now plants seeds for later

23

Building Bridges

24

Today's Honey Hole

25

Your Presentation Flow Matters!

26

Dance with sombody, morebody!

27

Working the downtime

28

Mortgage Planner Masterclass- Tuesday Updates

29

Something besides them just liking you

30

Persuasive Communication

31

Fan the Flame

32

Top 100 Breakdown

33

The Ultimate Client Check

34

Give it if you want it!

35

Keep going, it might just run towards you!

36

Be Present

37

Live Training with The Mortgage Planner

38

It’s Coming! Where you looking from?

39

Gimme that Change!

40

Fill the Gap

41

Tuesday Update- put more thought into it!

42

You got enough jars?

43

While you wait

44

While you wait...preapprovals

45

Attitude matters!

46

Steadfast Stones- "A Stone Throw" Final Series Episode

47

Steadfast Stones Series- The Resilient Rock

48

Steadfast Stones -Unmoved: The Stone of Steadfastness

49

Steadfast Stones Series- Unshaken Understanding

50

Basics to The Mortgage Planner

51

How well do you know your deal?

52

The Mortgage Planner Podcast_ Sherry Riano Part II

53

The Mortgage Planner Podcast- Sherry Riano Part I

54

How's the details....

55

Step Up or Miss out

56

Don't choose to sit on the bench...

57

Thanksgiving Push

58

I wasn't done yet...

59

Theme Day- Team Day

60

Holy S%iT the BPS are swinging!

61

Take the punch!

62

Bring it to the table!

63

Mortgage Storm

64

The Call List- unplugged conversation

65

Making Gains

66

Coaching Unplugged EP. 3

67

Interview with Top Producer Joshua Dean

68

You got to drive...

69

Pull me up please!

70

Tech Lunch and Learn Live

71

Faith Friday- "Runners, to your mark"

72

30% Increase!

73

Market Wave

74

Let me explain...

75

RING RING- Referring your client from cross-selling

76

RING RING- Financial Planner/ CPA referred call

77

RING RING- Employer Cross-sell

78

RING RING- After closing call

79

RING RING-Prior to closing

80

RING RING- Underwriting call 2

81

RING RING- Underwriting Call 1

82

RING RING- Tuesday Update 5

83

RING RING- Tuesday Update 4

84

RING RING- Tuesday Update 3

85

RING RING- Tuesday Update 2

86

RING RING- Tuesday Update

87

RING RING- Preapproved 3

88

RING RING- Preapproved 2

89

RING RING- Preapproval Call

90

RING RING- Lead Call 4

91

RING RING- Lead Call 3

92

RING RING- Lead Call 2

93

RING RING- Lead Call

94

Episode 128- Two Reasons you promote a product

95

Episode 127 - Missed it?

96

Why send you business?

97

Whatcha doing with all those pre-approvals?

98

February Challenge

99

Check the process and how you present!

100

New Year Prep