Mortgage Marketing Expert Phil Treadwell

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don’t miss this inspiring episode or the next as we talk with Juan’s Co-Founder, Shane Miller!
00:25 - Meet Juan Rodas
01:40 - Juan’s Mortgage Journey
04:30 - A New Story
06:00 - It’s Not How Long You’ve Been in the Business
08:30 - Don’t Be Afraid to Fail
12:25 - Opportunities in Every Market
15:50 - Juan’s New Story
22:05 - Building a More Relevant Mortgage Industry
28:35 - Incentivizing Affordability
36:15 - Do It Old-School
38:35 - Connect with Juan & New Story: NewStoryLending.com | @thejuanrodas
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In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field.
Episode Breakdown:
00:20 - The Business of Success
05:50 - How Mark Perkins Defines Success
09:25 - Where Fulfillment Fits In
11:30 - A “Why” is Important
13:40 - Success is Hard
16:45 - Commit to Your Outcome When You Start
17:50 - Life Doesn’t Go to Plan
20:30 - Entrepreneurship Advice
24:15 - Intraperneurs
26:20 - Going All In, While Going All Out
28:35 - What the Uncommon Have in Common
33:30 - Can Greatness Be Taught
37:05 - You Win or Your Learn
41:20 - The Role of Failure
46:05 - No Regrets
49:25 - Would You Have Done It the Same Way?
51:45 - How Mark’s Why Evolved
54:05 - Do the Work
60:05 - Believe in the Outcome
62:50 - Care About Other People More than Yourself
Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast
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In this episode, host Phil Treadwell sits down with Nicole Giamundo to discuss her inspiring career journey and deep passion for the mortgage industry. Nicole shares insights from her professional experiences and announces an exciting new venture: Professionally She, a dedicated support group and community for women in the mortgage industry and beyond! Join us as we explore Nicole's vision for empowering women, fostering professional growth, and creating a supportive network for female professionals. Don't miss this conversation filled with valuable advice and inspiring stories.
Episode Breakdown:
00:25 - Meet Nicole
01:35 - A Calculator Kid
03:40 - Nicole Finds Mortgage
05:00 - Making the Numbers Easier to Understand
07:10 - When Phil Met Nicole
11:35 - ProfessionallyShe
14:05 - Why Women Make Better Loan Officers
15:15 - What to Expect
17:10 - We’re a Bitch Free Zone
19:20 - A Community for Women Like Me
21:40 - We’ve All Been There
23:30 - TikTok Famous
31:40 - The Bottom Line Effect
35:55 - Ignore the Trolls
41:25 - Connect With Nicole - @nicolegiamundo
42:10 - Just Keep Swimming
Join Professionally She
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In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all while continuing to build your personal brand and network. 
Episode Breakdown:
00:20 – Intro
01:00 – FREE workshop invite
03:31 – We choose marketing, brand chooses us
05:59 – You can’t have a relationship with a company
08:18 – Personal Brand vs. Company Brand
10:21 – People pay for solutions to their problems
13:50 – Increase referrals with social proof
15:57 – You must be RELEVANT
16:29 – Adding Lead Gen to Attraction Marketing
18:30 – Your Net Worth is tied to your Network
22:07 – Motivation vs. Drive
25:05 – Change your perspective about circumstances
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In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.
 
00:25 - Meet Marjorie Adam
01:55 - NAR Lawsuit
05:30 - What the Lawsuit is NOT
07:25 - Is This Good For the Industry
14:20 - Who Falls Outside of this Settlement
15:45 - Are Buyers Agents Gone Now
21:55 - Where is the $ Coming From For Settlement
26:30 - One Tip For Mortgage Pros to Help Realtor Partners
27:45 - Connect with Marjorie
29:25 - Dustin Brohm, The Massive Agent
31:45 - This is NOT a Speed Bump for the Industry
35:00 - Buyer’s Compensation
38:55 - Educating the Agents & Consumers
39:55 - Strengthening Relationships Between Mortgage Pros and Agents
45:35 - Make Sure You Have it RIGHT
47:30 - Connect with Dustin
48:00 - Mark Perkins
49:10 - What Will This Lawsuit Do to the Industry
54:10 - How Real Estate Culture Is Going to Change
57:10 - Loan Officers Need to Level Up Too
01:00:30 - How Do You Teach Greatness
01:05:00 - It’s Okay To Not Be Great, But…
01:06:40 - Connect with Mark
 
Connect with Marjorie:
@themarjorieadamteamrealtors
MarjorieAdamTeam.com
Real Estate Unscripted Podcast
 
Connect with Dustin:
Massive Agent Podcast
@massiveagent
 
Connect with Mark:
The Necessary Entrepreneur
@markperkinsprg
 
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In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.
Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…
 
02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck
04:55 - Mindset is In Our Control and Shapes our Outcomes
08:00 - Challenges Create Choices, Which Create Opportunity
10:15 - We are Built Emotionally
12:35 - Progress, Not Perfection
15:10 - The Gap and the Gain
17:35 - Confidence is a Skill We Learn
20:25 - From Motivation to Momentum
23:00 - Finding Your Action Steps
27:10 - How to Get More Business
30:50 - People Connect with People, Not Product
32:30 - Focus on the Process, Not the Outcome
35:00 - Daily Ozone Planner
36:00 - Focus on Your Process
37:30 - Connect with Craig: Instagram | LinkedIn
Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/
 
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