Mortgage Planner Coaching

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...

  1. Year-End Coaching: Finish Strong. Launch Stronger.

    12/16/2025

    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 2025Setting January power lunches and business planning meetingsLeveraging AI for meeting follow-upsFull lead source and closing ratio breakdownYour average loan amount—and what to do with that infoBrad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.

    19 min

  2. 12/12/2025

    Presuppositions

    shifting the way you speak for better results.

    9 min

  3. 12/07/2025

    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 break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting for rates to drop” is the wrong mindset ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work. Let’s maximize the year with: ✅ Daily high-touch actions ✅ Faith-driven momentum ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026? Tag a top performer. Share with your team. Let’s GO.

    54 min

  4. 11/04/2025

    Presenting Keys

    Mortgage Planner Coaching

    15 min

  5. 10/30/2025

    Shifting the Frame

    Mortgage Planner Coaching

    17 min

  6. 10/30/2025

    Activating the Referral Wheel

    Mortgage Planner Coaching

    13 min

  7. 08/12/2025

    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 relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory recall, Brad and the team share proven systems to help you stand out, serve better, and get referred more often. Whether you’re a Realtor, lender, or business partner, this conversation is packed with actionable strategies you can put to work immediately to grow your business and impact.

    1h 29m
  8. Functional Branding

    07/17/2025

    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 creates referral readiness in every client and partner conversation. Are your updates creating frequency illusion? Do your touchpoints make your process feel intentional and referable? Is your branding doing the heavy lifting while you’re working the plan? Let’s get functional—with your message, your process, and your results. Not registerd? Visit www.TuesdayUpdates.com

    11 min
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Ratings & Reviews

4.5
out of 5
4 Ratings

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...

Information

  • Creator
    The Mortgage Planner
  • Years Active
    2019 - 2025
  • Episodes
    172
  • Rating
    Clean
  • Copyright
    © Copyright The Mortgage Planner
  • Show Website
    Mortgage Planner Coaching