WeeklyroadMAP: Inside the Strategy Room

WeeklyroadMAP
  • 0,0 (0)
  • Zakelijk nieuws

This is where the best in the mortgage industry share how they actually win. WeeklyroadMAP: Inside the Strategy Room features the guest speaker portion of our Friday sessions—giving you direct access to top operators, leaders, and innovators shaping the market in real time. Each episode is focused, tactical, and built for execution. No fluff. No theory. Just real strategies, playbooks, and perspectives you can apply immediately. From lead conversion and AI to market positioning and business growth, these are the conversations happening behind closed doors—now available to you. If you’re serious about staying competitive, this is where you learn from the people who are doing it at the highest level.

  1. 3 dgn geleden ·  Video

    Stop Explaining Mortgages. Start Solving Problems. | Jennifer Butcher on Messaging Clarity, Realtor Differentiation & Relationship-First Selling

    The best loan officers aren't communicating more. They're communicating more clearly. In this episode of WeeklyroadMAP: Inside the Strategy Room, Brian Hale sits down with Jennifer Butcher, top 3% loan originator nationwide and founder of the She Talks Money podcast, for a masterclass on messaging clarity. Jennifer breaks down why most mortgage content fails before it even starts, how to turn every client conversation into five pieces of content, the exact reframe that stops rate objections cold, and why the next decade belongs to loan officers who build ecosystems instead of just transactions. If you have ever felt like you were saying the right things but not getting traction, this episode is for you. New here? Visit weeklyroadmap.live to explore membership and join us live every Friday at 9 AM Pacific.

    37 min.

  2. 16 jun ·  Video

    The Art and Science of Being Game Ready: Vision and Practice with Todd Duncan

    What separates the top 10% of mortgage originators from everyone else? According to Todd Duncan, founder and CEO of HiTrust and Fuel, it comes down to two words: vision and practice. In this episode of WeeklyroadMAP: Inside the Strategy Room, Todd joins Brian Hale for one of the most direct and data-driven conversations on peak performance in the mortgage industry. Drawing from nearly 27,000 loan officer surveys over a decade and 33 years of coaching experience, Todd reveals why fewer than 1 in 10 originators are truly vision-driven and what that gap is costing them in income, confidence, and career trajectory.   You will hear Todd break down: The four questions every originator must be able to answer to build a real vision (not just a production goal) Why 88% of loan officers have no concrete plan to reach what they say they want The difference between repeating something and actually practicing the right thing How expert-guided practice, not talent or experience, is the single biggest accelerator of performance Why top producers spend an hour or more preparing for a single phone call, and what that means for your conversion rate The mindset shift that turns a hard market into an advantage This episode will challenge you to take an honest look at the gap between where you are and where your potential says you could be. If you are ready to close that gap, this conversation is your starting point. New here? Visit weeklyroadmap.live to explore membership and join us live every Friday at 9 AM Pacific.

    42 min.

  3. 9 jun ·  Video

    Vision, Mindset, and the One Thing That Actually Separates the Top 1%: Rose Marie David on Leading Through Any Market

    Rose Marie David has done it all in this industry. Originator. Broker owner. Senior executive. And through nearly 40 years, she's identified the common thread that runs through every level of success: it's not the tactics. It's the foundation underneath them. In this conversation, Rose Marie sits down with Brian Hale to unpack what she calls the real game changers: a documented vision that people can connect to, values alignment as a non-negotiable filter for your clients, partners, and team, and the kind of mindset that lets you clear the slate after every setback and show up ready again. She references the Stockdale Paradox, Jack Nicklaus, Patrick Lencioni, and her own experience taking an operation from $1.5 billion to $10 billion, not to impress, but to illustrate what becomes possible when the fundamentals are actually in place. If you're focused on tactics and wondering why you're not getting to the next level, this conversation is for you. New here? Visit weeklyroadmap.live to explore membership and join us live every Friday at 9 AM Pacific.

    42 min.

  4. 3 jun ·  Video

    Build Your Own Vertical: How Originators Win in a Consolidating Market with Randell Gillespie

    The mortgage industry is consolidating fast. Rocket. Redfin. Mr. Cooper. Guild. Lakeview. The deals keep coming, and a lot of originators are wondering what that means for their business. Randell Gillespie, President of LeaderOne Financial, has seen every market cycle in his 30 years in the industry, and his message is clear: the best originators have always won by building their own verticals. In this conversation, Randell and Brian Hale break down what a vertical actually is, why the mega-mortgage model has a natural glass ceiling, and what the top producers are doing right now to protect and grow their pipelines. From taking personal applications to scripting your referral sources, the tactics are proven. The only variable is execution. New here? Visit weeklyroadmap.live to explore membership and join us live every Friday at 9 AM Pacific.

    38 min.

  5. 2 jun ·  Video

    From $400M to Rock Bottom — and Back: Nicole Rueth on Purpose, Niching Down, and Building Wealth While Closing Loans

    What does it actually take to rebuild when everything falls apart at once? In this episode of WeeklyroadMAP, mortgage executive and wealth strategist Nicole Rueth pulls back the curtain on one of the most honest conversations you'll hear in this industry. Nicole went from $400 million in production in 2021 to $103 million in 2023 — and had to lay off 33 people while managing a serious back injury that left her unable to walk. This isn't a highlight reel. It's a real account of what the bottom looks like, and more importantly, what the climb back requires. She shares the daily habits and mindset shifts that stopped the bleeding — morning routines, gratitude practices, 90-day goals — and how getting brutally honest with herself became the foundation of her resurgence. By 2024, she was 30% up year over year. By 2025, another 27–28%. Nicole also breaks down the niche strategy that's changed everything for her business: how she positioned herself as the go-to lender for investor and non-QM deals, why you don't need to steal agents from competitors, and how owning 60+ investment properties made her a more credible, more compelling resource for the clients and referral partners she serves. Her challenge to every loan officer listening: stop making excuses. Stop waiting for the market to cooperate. Get clear on your why, own your morning, pick a niche, and drive toward a goal so big it demands your best every day. If you've ever questioned whether this industry is still worth fighting for — Nicole's answer is clear. And she shows up at 3:30 AM to prove it.

    5 sec.

  6. 27 mei ·  Video

    Stop Chasing. Start Attracting. — What Top Real Estate Agents Actually Need from You

    This week on WeeklyRoadMAP: Inside the Strategy Room, we're handing the mic to someone who has been inside the rooms most mortgage professionals are trying to get into. Lacey Newman is a top 1% listing agent, founder of the Elevated Living Advisory at Compass, and the driving force behind the Elevated Agent Collective — a coaching program built to help real estate agents stop burning out and start building sustainable, high-performing businesses. She's also the former host of the Emmy-nominated, Telly Award-winning show The American Dream, with nearly 20 years in the industry and $650M+ in sales since 2020. In this episode, Lacey pulls back the curtain on what's actually going on inside the minds of top-producing agents — and what it genuinely takes for a mortgage professional to earn their attention, their trust, and their referrals. You'll walk away with clarity on: The motivation cycle that stalls most agents by Q3 — and why right now is the most strategic time to show up The two agent archetypes you're likely working with (and which one has the deals) Why the agents whose business you want won't go to lunch with you — and what actually works instead The four things that determine whether an agent refers you or forgets you How to shift from chasing to attracting — and build referral relationships that are built to last Enjoyed this episode? Share it with a colleague who's ready to rethink how they approach agent relationships. And if you're not yet part of the WeeklyRoadMAP community, this is what we do every week — bring you strategy, insight, and conversations that move the needle. Join us at weeklyroadmap.live.

    37 min.

  7. 26 mei ·  Video

    Own Your Brand, Own Your Market: A Masterclass in Mortgage Marketing with Christy Mindell

    hristy Mindell, founder of Radiant Wave Media and former EVP of Marketing at Champions Funding, joins the WeeklyroadMAP to cut through the noise on what actually works in mortgage marketing today. From picking your platform and building content from scratch, to the 3-second hook that stops the scroll — Christy delivers tactical, no-fluff guidance for loan officers who are ready to stop surviving and start showing up. Whether you've never posted a video or you've been dabbling without results, this conversation will meet you where you are. New here? Visit https://weeklyroadmap.live/ to explore membership and join us live every Friday at 9 AM Pacific.

    34 min.

  8. 20 mei ·  Video

    Iron Sharpens Iron: Mastering the Mortgage Business in a Down Market with Amir Syed

    Amir Syed didn't grow up with advantages — he built them. The CEO of Go Coaching, whose members average three times the production of the typical loan officer, joins Weekly Roadmap to share the mindset and skill sets separating those who thrive right now from those who are quietly quitting. From why "known, liked, and trusted" is no longer enough, to the real reason most loan officers oversell a tiny audience, to how 15 loans a month can put you in the top 1% of income earners in America — Amir delivers the kind of direct, no-fluff coaching that has made him one of the most respected voices in the industry. Reputations are made in down markets. This is your moment.

    35 min.
Bekijk alles (16)

Info

This is where the best in the mortgage industry share how they actually win. WeeklyroadMAP: Inside the Strategy Room features the guest speaker portion of our Friday sessions—giving you direct access to top operators, leaders, and innovators shaping the market in real time. Each episode is focused, tactical, and built for execution. No fluff. No theory. Just real strategies, playbooks, and perspectives you can apply immediately. From lead conversion and AI to market positioning and business growth, these are the conversations happening behind closed doors—now available to you. If you’re serious about staying competitive, this is where you learn from the people who are doing it at the highest level.

Informatie

  • Maker
    WeeklyroadMAP
  • Jaren actief
    2K
  • Afleveringen
    16
  • Beoordeling
    Expliciet
  • Copyright
    © Copyright 2026 All rights reserved.
  • Website van aflevering
    WeeklyroadMAP: Inside the Strategy Room
  • Provider