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In this episode I have a conversation with my friend Shannon Milligan, and we talk about the power of nostalgia in content, why to invest in rookie real estate agents, and what it takes for Realtors to trust you with their clients. She gives incredible advice on what to implement, and specific daily activities, to reach new levels of success. Shann…
 
In this episode I talk with NYC luxury real estate broker Sean McPeak. We discuss innovative selling strategies in today's market environment, ways to solidify referral partner relationships with agents, and how close we are to cryptocurrency and tokenization of properties in real estate. Sean McPeak is the Founder of the McPeak Team at SERHANT in …
 
In today’s episode I have a conversation about making an impact on social media with my new friend and growth powerhouse, Giselle Ugarte. We discuss common misconceptions about Clubhouse; the availability of free, live master classes; and being intentional with objectives when using social media. You’ll also hear about keys to building connections,…
 
In this episode I have my good friend Brian Covey as a guest, and he and I discuss the need for companies to implement new business models after the changes in business practices COVID required this past year. We focus on what specific branches should have for their teams and integrating modern life into modern business. We also get into the detail…
 
In this episode I get to talk with Lou Diamond about the value of consistent communication patterns, how to use communication bridges to connect with people & getting your message across without wasting others' time. Lou Diamond is the Master Connector. He has over a quarter century of experience in sales, relationship management, business developm…
 
In this episode I have a conversation with Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results. Steve Castaneda has been in the real estate and mortgage industry since 2004, closin…
 
This episode is a unique conversation that I get to have with former mortgage fraudster & current true crime writer, Matthew Cox. We discuss how he went from mortgage broker-owner to being convicted to almost a quarter of a century in prison! He shares details on how he was able perpetrate one of the largest mortgage frauds in history; his perspect…
 
In this episode I chat with a new friend from Australia, that I recently met on Clubhouse, Jackson Millian. We chat about how Clubhouse is changing the social media landscape; the importance of shifting focus from vanity metrics to long-term relationships when using social media to build your business; and creating a benchmark of earning $400,000, …
 
In today's episode I have a super interesting conversation with Dan Rawitch about what he sees coming for the housing market and the broader economy. He shares why housing will stay strong in 2021, as well as his thoughts on other parts of the financial markets. He also gives his advice on how industry professionals should use and leverage some of …
 
In this episode CEO Scott Harris shares details behind the recent SocialSurvey re-brand to Experience.com, and we dive deeper into why it's so important be in tune with the customer's voice throughout the sales process, not just at the end. He also spills details that 'haven't been shared on any other podcast' including the name the company almost …
 
I’m so excited to share episode 100 of the podcast! We are doing a compilation episode of 10 guests from some of our most downloaded and engaged episodes. We cover a variety of topics from social media to market conditions to 2021 to what to focus your business on in the wake of so many changes over the last year. Check out the guest list and their…
 
In this episode I have a fun conversation with my good buddy Alec Hanson. We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today. We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them. Alec Hanson is a contemporary leader within the…
 
In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion. We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021. Dale and I also break down both high-level and tactical tips that will take your business to the next level! For ne…
 
In today’s episode I get to interview Chris Sauerzopf, creator of SafeWire. We talk about how fraudsters threaten mortgage & real estate transactions, as well as the ways that it can easily be prevented. We also discuss the best ways to leverage technology in your business and how to move forward in a post-COVID era. Chris is the co-founder and cre…
 
On today's episode I get to chat with the LinkedIn expert herself, Judi Fox! We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook. We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates som…
 
On today's episode I have a conversation with Roland Cochrun on how he makes more visible progress while simplifying his task lists. He explains the negative aspects of the go-getter mentality in our industry and details easy ways we can find freedom from stress, lack of time, and systems constraints while adding to the monthly pipeline. Roland Coc…
 
In today's episode I have a fun conversation with Stefanie Lugo as she spotlights specific things mortgage professionals need to know when trying to partner real estate agents, as well as how to create more relationships with clients and Realtors through Lifestyle Marketing. Stefanie is a top producing real estate agent in Scottsdale who, along wit…
 
In this week’s episode, we invited back my good friend Brittany Hodak to discuss the new generations homebuyers and their impact on the mortgage marketing. We also discuss how to become the lender of choice by understanding how to differentiate yourself, as well as what to automate to make sure your database stays engaged. Brittany Hodak is an inte…
 
This episode is a short presentation that I gave during my company's Virtual Sales Summit in early October. I talk about how to create and increase relevance with a target audience and your social circle or sphere of influence. I share some stats around who the majority of mortgage borrowers are in 2020, as well as where their attention is and how …
 
In today’s episode I get to interview Neal Schaffer, a leading authority on helping innovative businesses through digital transformation and social media marketing strategy, influencer marketing, and social selling initiatives. We talk about his recently published book "The Age of Influence" that is redefining digital influence and the ways busines…
 
In this episode, I get to discuss some of the biggest marketing benefits you have over your competition with the one and only Carl White. He takes one of the best-known elements in the industry, our database, and turns it up a notch by giving specifics on how to get the most out of the best opportunities we have, our past clients. Carl White is the…
 
I'm excited to share this special bonus episode where my fellow Industry Syndicate co-founder Dustin Brohm and I interview Todd Duncan, creator of Sales Mastery. Industry Syndicate has teamed up with Todd Duncan for Sales Mastery, the longest running event in the mortgage industry. For the first time ever the Sales Mastery event is happening VIRTUA…
 
In this episode I sit down with another technology entrepreneur, Nate Joens.  We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process. Nate Joens is the Co-Founder and CEO of Structurely, the leading conversational artificial intelligence…
 
In this episode I interview a technology entrepreneur and recent mortgage borrower, Matthew Black.  We talk about how to create a relevant mortgage experience, the best way to balance price and value, and using technology to replace yourself and automate the process. Matthew Black is the Founder and CEO of Mav. With 15 years in tech, he cut his tee…
 
In this episode I talk with two tech entrepreneurs Spencer Dusebout and Brannon Lee. They are two of the founders of Daily AI, which is a CRM that is changing the way mortgage and real estate professionals contact, follow-up and communicate with clients and referral partners. Spencer Dusebout is an avid entrepreneur and relentless learner at heart.…
 
This is the first of an episode series that I’m going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero We take…
 
In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term. David Krichmar has been in the mortgage industry sin…
 
In this episode I have a fun conversation with content expert, Kate Bradley Chernis. She and I talk about how to take long-form “pillar” content and break it down into smaller pieces of “micro” content to use on social media and across your marketing platforms, as well as the most efficient ways to create marketing content to build your business. K…
 
In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now. Ben Smidt serves as MGIC’s Digital Strategy Di…
 
In this episode I chat with Certified Mortgage Banker, Leora Ruzin. We talk about the collaboration between operations and sales, and how that can help you scale your business, as well as marketing ideas for educating home buyers and Realtors. Leora Ruzin, CMB is Director of Real Estate Lending at Valley First Credit Union & Managing Editor of Mort…
 
In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd.  We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable. Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive …
 
In this episode I interview the top real estate agent in Alabama, Ricky Carruth. We talk about strategies to create new referral partner relationship, working with top producing Realtors, and how staying consistent and persistent over time is ALWAYS how you win. Ricky Carruth is the top real estate agent in Alabama. He started speaking, writing and…
 
In this episode I have a very relevant conversation about gifts with Michael Athens. We talk about how mortgage & real estate professionals can use gifts to create an amazing customer experience and build long-term relationships, as well as how to use them to wow potential clients & partners. Michael Athens has spent the last ten years helping Real…
 
In this episode I have one of my favorite marketing discussions to date with fellow podcaster Bradley Flowers. We talk about the lesser known tactics for mortgage & real estate professionals to focus their marketing efforts on – including a unique LinkedIn strategy, the re-emergence of blogs, and of course podcasting. Bradley Flowers is a nationall…
 
In this episode I have a fun branding & content conversation with Raquel Borras. We discuss how to establish an emotional connection with your audience in your content, as well as how to engage with, and attract engagement from, social media posts. Raquel is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to l…
 
In this episode I have an awesome conversation with Scott Hudspeth, Founder of Agent Mastermind & Chief Strategist with Mortgage Marketing Animals.  Scott & I discuss referral & lead-capture strategies, as well as taking the fear out of rejection. Scott is the Founder & Chief Strategist of Agent Mastermind, the largest online Real Estate training g…
 
In this episode I get chat with the entrepreneur’s systems coach, Khai McBride.  Khai shares the importance of organizing your process, the value of choosing & utilizing the right system tools, and the power of having the right coach. Khai McBride is an expert in systems, database management, and mindset. He thrives in helping mortgage professional…
 
In this episode I chat with my good friend repeat MME guest, Dave Savage.  Dave shares how to go from a "white belt originator" to a "black belt advisor" as well as the importance of the importance of communicating effectively in your content. Dave Savage is the Founder of Mortgage Coach and the mobile marketing company SmartReply. He has over 30 y…
 
This is a SPECIAL ANNOUNCEMENT EPISODE from Social Survey, with CEO Scott Harris & SVP of Client & Partner Relations Craig Pollock. We announce the Top Performing Individuals & Top Performing Companies from 2019! Awards are announced for the top small, medium, large, and jumbo company sizes, as well as the overall winner and remaining Top 10 from t…
 
In this episode we have another repeat guest, and incredible industry leader, Dale Vermillion.  Dale and I talk about using the check-in, check-up, check-out strategy, as well as the ways mortgage professionals can be the bright spot in today’s new economy . Dale Vermillion has 36-years of industry experience including 25 years as a speaker, traine…
 
In today’s episode I interview a good friend and top producing Loan Officer, Dan Keller.  We talk about the tactics mortgage professionals should use to become a trusted advisor, as well as how to focus yourself and your business to succeed in today's market environment. Dan Keller is a top producing mortgage professional based in Seattle, Washingt…
 
In today’s episode we have another repeat guest and mortgage industry titan, Todd Duncan, and we discuss the mindset that it takes to build a business and create trust in today's market environment. Todd Duncan is a Sales & Leadership Entrepreneur with over 5 million students worldwide, and has written multiple NY Times best-selling books. Todd is …
 
In this episode we welcome back a repeat guest form one of our most downloaded episodes, Steve Sims, who Forbes magazine called the Real-Life Wizard of Oz. Steve and I talk about all that’s happening in our industry with COVID-19 & how mortgage and real estate professionals can seize the opportunities that have presented themselves in today’s world…
 
In today’s episode I get to talk to my friend and fellow mortgage professional Erin Bradley. Erin has found & build a system for a unique way to help both mortgage AND real estate professionals not to be so dependent on leads. Erin Bradley is a mortgage lender, speaker and business coach. She’s also a bestselling author of the book Pursuing Freedom…
 
In today’s episode I sit down with my good friend and fellow Industry Syndicate Co-Founder Dustin Brohm. Dustin is a real estate marketer & Facebook ads expert, and we talk about how mortgage & real estate professionals can take advantage to increased social media attention & engagement caused by so many people staying home due to COVID-19 fears. D…
 
Today's episode is with another good friend of mine, and one of the greatest mind's in the mortgage industry today, Casey Cunningham. We talk about talent: specifically who's succeeding, the tangibles & intangibles originators need to be successful, and who the next wave of competitors is. With more than 30 years of diverse retail mortgage banking …
 
It has been a crazy couple of weeks in the mortgage industry, so my good friend Alex Kutsishin and I decided to do an episode where we discussed not only some tactical things that mortgage & real estate professionals can do during the social distancing going on with COVID-19, but how we can add value to local communities and the businesses we work …
 
This is a SPECIAL MARKET EPISODE with industry leader and award-winning real estate forecaster Barry Habib. He and I discuss the real facts about COVID-19, what has happened in the markets the last few weeks, what the recent Fed announcement means for industry professionals and consumers, and what the market outlook is for the coming months. Barry …
 
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