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Are you trying to reach another level in your business or life? Whether it’s losing weight, developing better relationships, or starting a new business or career; we’ve all encountered glass ceilings! And sometimes we just need a little help or want to stop feeling we are alone in our quest. We are here to help, and you won’t have to lose any more sleep over what or how you can take the next step and break through your current ceiling! Welcome to the Success to Significance podcast, a show t ...
 
The Beyond Mortgage Podcast features inspiring conversations with business leaders in and outside the mortgage industry, sharing how they play hard today, while building the life and business they want decades from now. Hosted by Dan Trinidad, entrepreneur, coach and founder of Partners Mortgage, you'll learn how to play the long game in business and life!
 
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show series
 
Most people want to make a significant impact on the world but few have the means to do it. Financial freedom is, in many ways, a precursor to significance. It allows you to do things that you simply can’t do if you’re stuck living from paycheck to paycheck. Apartment investor Michael Blank made his realization after reading the book Rich Dad, Poor…
 
Real estate is the path towards financial freedom, and multifamily is the holy grail. Time to learn about the space as you ready your business to scale! In this episode, Jen Du Plessis interviews Whitney Sewell, founder and CEO of Life Bridge Capital. Whitney is a former military serviceman and law enforcement agent who pivoted towards real estate …
 
Do you want to get into podcasting but are unsure where to start? Then, you’ve come to the right place! Join Jen Du Plessis as she chats with podcasting expert Matthew Halloran on everything you need to create a podcast. Matthew is the podcast host of Be Your Own Loud and Top Advisor Marketing Podcast. In this episode, he shares valuable and practi…
 
How do you become a successful real estate agent? Reach out to the community and market you’re working in. Jen Du Plessis welcomes Jennifer Tucker, a Real Estate Broker Associate at eXp Realty. Jennifer talks with Jen about how the real estate business is built on relationships. Nothing will replace personal interaction. Even during the COVID pande…
 
Everyone has bad habits, whether it's the food that you're eating or how you spend money. People need to transform their lifestyles so that they can live a healthier life. Remember, a healthy mind equals a healthy body. Join your host Jen Du Plessis and her guest, Josh Hicks, as they talk about why you should change your lifestyle for a healthier l…
 
It's good to know what's happening daily in your industry. That's the only way you can learn and improve. Find out what's happening in the mortgage industry with Covid and all that's happening. Join your host Jen Du Plessis as she sits down with the Correspondent Mortgage Channel Manager for West Gate Bank, Dana Brashear. Listen to what Dana has to…
 
Finding loans for mortgages or for new investors can be difficult. Luckily, there is a new breed of hard money lenders that provide full and ethical service to their customers, helping them with their mortgage loan needs. Jen Du Plessis discusses hard money loan and qualified mortgages with the CEO of Stratton Equities, Michael Mikhail. Michael tal…
 
Imagine driving by houses to find leads but doing it all virtually. With the power of technology, you can do just that by simply accessing the DealMachine App’s free CRM and pull-up lists. To talk more about this technology is the Vice President of Partnerships at DealMachine, Matt Kamp. Join Jen Du Plessis as she sits down with Matt to discuss how…
 
Most of the time, the entirety of the loan process is left by clients for loan officers to accomplish. With this in mind, client experience must always be prioritized in this complex transaction. Jen Du Plessis sits down with Brian Lykins, a Branch Manager in Kentucky, to discuss how to keep customers in touch and not leave them in the dark. He exp…
 
How do we teach our children values? Join Jen Du Plessis as she interviews the mother-daughter duo who wrote a book to help you do just that. Sharon Brown and Heather Hough are the co-authors of A Heart of Gold: The Greatest Gift, a children’s book that aims to introduce and teach values to kids and bring families together. They share the inspirati…
 
To truly achieve financial freedom, it doesn't matter how much your salary is but how much passive income you have. Today, Jen Du Plessis introduces real estate investor and bestselling author of Financial Freedom with Real Estate Investing, Michael Blank. Michael is a leading authority on apartment building investing in the United States. In this …
 
Why do we tend to procrastinate when we have plenty of tasks to do? Join our host Jen Du Plessis as she talks with Wendy Hart to give us all a better understanding of procrastination. Wendy is an international speaker and coach and the creator of The Procrastination Cure. She provides deeper knowledge on how our brain works. Having experienced a dr…
 
Living life with confidence is easier said done. When you’ve gone through the thick of life, it’s hard to push through and come out the other end. But it is possible. Ebony Moore is a powerhouse in motivational speaking, women empowerment, and self-confidence. She is a certified coach, CEO of the Enchanted Reflections Modeling Studio, and host of B…
 
Each customer journey is individual and unique. It’s hard for businesses to keep up with such specific needs when talking about automation. But one person has figured it out! Today’s guest is Joe Welu, CEO and founder of Total Expert, a purpose-built CRM and customer engagement platform. Total Expert is more than just a CRM solution. It uses human-…
 
If you get a hundred leads a month but only close seven, there’s a problem. In this solo episode, host Jen Du Plessis talks about why you need to track conversions. Instead of looking for new business all the time, why not nurture the relationships you already have? The first thing you need to look at is your sales skills. You need to know how to p…
 
Most people struggle with their mortgages because of a lack of proper wealth strategy. Time to end this old and ineffective mortgage approach in favor of a brand new one that actually leads to financial freedom. Joining Jen Du Plessis is Ryan Grant, Division President at NEO Home Loans. He talks about making mortgages more manageable by increasing …
 
You have the gifts you need to succeed. Use the power of choice today to create a defining difference in your life. Jen Du Plessis welcomes Cindy Ertman, the CEO & Founder of The Defining Difference®. Cindy shares how she had to use the power of choice during the darkest moment of her life. She had to go through the pain of divorce and facing her b…
 
How do you create a life of significance as a leadership coach? By helping others become their best. Jen Du Plessis introduces Sabastian Huynh, the Owner at The Leader Within (Consultant). Sabastian sets this episode on fire as he shares his journey from being a Chinese Mafia Boss to becoming a 6-Figure Leadership Coach. His life changed when someo…
 
We all wear masks. But sometimes, these masks can become problematic, and we need to take them off. You need to be authentically you. In this episode, Jen Du Plessis talks with identity coach, trainer and consultant Sabastian Huynh. After surviving the Chinese mafia, Sabastian has channeled his energy into helping others achieve success. He shares …
 
The mortgage is a hard business and it will continue to be hard. You need to condition your brain and be prepared for it. Jen Du Plessis talks with today’s guest Shashank Shekhar about being committed and shifting your mindset to succeed in the mortgage business. Shashank is a regular on the speaking circuit, with frequent keynote talks at mortgage…
 
Everyone has dreams, but what are you doing to stay on track in achieving those dreams? Well, by writing vision letters, you can visualize your dreams in detail and set up a timeline to achieve them. Joining Jen Du Plessis today is nationally recognized speaker, author, entrepreneur, and vision coach, Carey Conley. She specializes in helping women …
 
The mortgage market has been slowing down these past years because of the COVID-19 pandemic. Listen to this episode if you want to know what can you expect from the market rates this coming 2022. Join your host Jen Du Plessis and her guest, Kevin Crichton, on the state of the market and the future of his company. Kevin is President and Chief Operat…
 
Getting into the mortgage business or real estate, or even any business for that matter, and creating long-term wealth takes true accountability and self-discipline. Matt Bramow has been a lifetime athlete playing football and basketball through high school and college. He is now a Mortgage Loan Officer at Alterra Home Loans. Pulling from his exper…
 
Go out there and find your future. It doesn't matter how badly you started your life. Just pick yourself up and follow your dreams. Find what you're passionate about and go with it, ignore the naysayers. This is what Erik Allen did. He doesn't have the brightest of beginnings but he pulled through. Now, he is the owner of Erik Allen Media and has t…
 
Your mindset drives everything you do in your personal life and business. Join your host Jen Du Plessis as he sits down for a conversation about the entrepreneurial mindset and more with Erik Allen. Erik was raised in a broken home, battled addictions, was jailed at 18, bankrupt at 21 only to turn everything around. As a young man, Erik found himse…
 
Are you doing what you want, or what you think you should do right now? It’s time to own who you are, discover what you want, and create a life of fulfillment and long-term success. Listen to your host Jen Du Plessis as she talks with Melissa Bauknight, a life and business coach, founder of The Ripple Connection, and an Executive Director at Beauty…
 
Being stuck is time-consuming and could drain all the energy you have in you. It’s time to recharge yourself and recognize the opportunities that lie on the path that you should take. Join Jen Du Plessis and Dr. Rolanda Schmidt as they share powerful insights on implementing change, leadership management, and facing adversities. Dr. Ro is an author…
 
Life can put barriers in your path to success. It is up to you how you start hurdling obstacles to success. Our guest this episode knows you need both focus and inner strength if you want more out of life. In this episode, Jen Du Plessis talks to Bernadette Pannier, entrepreneur and founder of Bernadette Pannier Consulting. Bernadette talks about h…
 
If someone asked you to do something that you're afraid to do. Would you do it? You know that by saying yes, your full potential will be reached and you will be able to go after what you want. So don't be afraid to say yes, as long as it benefits you. Learn how to be undeniable with your host Jen Du Plessis and her guest Laura Brandao. Laura is the…
 
Is finding happiness possible in today’s fast-paced, modern life? In this episode, we find out that the answer is yes, we can! Jen Du Plessis sits down for a meaningful conversation with the Mind Whisperer, Dawna Campbell. Dawna and Jen discuss transitions and Dawna shares her own experiences from being a financial advisor to where she is today. Sh…
 
Now that the heavy clouds of the pandemic are starting to lift, what changes will we see in the post-pandemic mortgage market? What fresh challenges will loan originators face? We explore these and more as Jen Du Plessis is joined by the co-founder of Mortgage Coach and returning guest, Dave Savage. Dave and Jen discuss their projections on the mar…
 
Caring for your team is caring for your company. With that perspective, the customer wins in the end because when people are happy, that resonates with your whole organization as well. Founder of Stearns Lending, Glenn Stearns, proves this to us. In this conversation with Jen Du Plessis, he dives into personal and professional success despite chall…
 
Wealth is not just about money because money can't provide us with deep happiness within. It may help us live comfortably, but we need to understand that true wealth could be achieved in different areas of our lives. Join Jen Du Plessis as she talks with the Founder of 46 & 2 Wealth Partners Jesse Todisco about financial management, planning, freed…
 
We all have a passion for certain things, but we don’t know how to use them. We have talents we want to be discovered, but we lack ways to show them to the world. Join Jen Du Plessis and Jerome Myers as they delve into earning money by finding your passion in life. Jerome Myers is the founder and Chief Inspiration Officer of DreamCatchers and The M…
 
Advancements in technology have accelerated the development of most business operations, even in the mortgage industry. Dru Brents is the founder and CEO of PreApp 1003 (now Broker Plus), the mortgage industry’s leading all-in-one Point-of-Sale, LOS, and CRM platform. In this episode, he joins Jen Du Plessis to talk about the possibilities of AI in…
 
Recognizing opportunities during times of uncertainty is a key element in growing a business. Join Jen Du Plessis and The Queen Latina, Melissa Barba, as they delve into adapting in the marketplace during the pandemic and what we should do when challenges come. Melissa is a mortgage expert and the author of Awaken the Queen Within: Creating Your Li…
 
Knowing the ins and outs of the mortgage industry is not enough to achieve success in this particular field. More than that, you must also be a master of efficient communication. Nick Utesch, Mortgage Loan Specialist and President of Progressive Financial Services Corporation, joins Jen Du Plessis to share how this skill made him a $100 million pro…
 
Letting yourself remain in a feeling of stuck for a long time will not only kill your productivity but also your source of motivation. Sometimes, it only takes a little bit of courage to take some risks and overcome this challenging phase. Productivity coach Susan Stutzel joins Jen Du Plessis to share her pursuit of a more sustainable life. She exp…
 
There are moments in life where we think that the easiest way to face a problem is by tearing ourselves down. But this should not be the case. Instead, we should learn how to be more kind to ourselves. Jessica Mejia has been through her share of life-changing challenges that, although making breakdowns tempting, helped her see why self-care and lov…
 
Naturopathic medicine is the bridge between the wisdom of nature and the knowledge of science. The show’s guest today is Dr. Mitchell Kershner, the CEO of Healthy Chef Doctor. Dr. Mitchell joins Jen Du Plessis in a discussion about how we can now use science to explain the wisdom we’ve always known, like how garlic helps boost our immune system. Us…
 
Failure is not falling down but refusing to get up, and Marques Ogden knew better than to stay down as he fought his way back to success. He is a former NFL athlete turned keynote speaker and business coach. He joins Jen Du Plessis to tell his story on failure and success and what led him to where he is today as a business consultant helping entrep…
 
Being an entrepreneur and owning your own business can be hard on a marriage, but it doesn’t have to be. How can you put your marriage first without having to sacrifice the business that you have laid all your cards to build? Join Jen Du Plessis as she sits down for a talk with entrepreneur and intimacy expert, Monica Tanner. Monica talks about how…
 
Sooner or later, the millennials and the Gen Z are going to take over the worlds of business and politics. Are they ready? Jen Du Plessis’s guest thinks they are. George Chanos is an author, speaker and is the founder of GeorgeJChanos.com. He is also the former Attorney General for Nevada. Find out how George got into politics, how he started his b…
 
Relationships, like business, need work. Entrepreneurship and marriage may not seem to match, but you just need to do a little extra to make it work. Jen Du Plessis is joined by entrepreneur and marriage and intimacy expert Monica Tanner in a spirited discussion on relationships between entrepreneurs and non-entrepreneurs. Monica discusses what you…
 
When you're dealing with a narcissist, the first thing you should do is cut ties and run. But if you don't have that option, then you need to know how to negotiate with a narcissist. Today's guest is Rebecca Zung, one of the Top 1% of attorneys in the nation. Rebecca discusses with Jen Du Plessis how narcissists have no inner sense of value, so the…
 
As real estate investors or agents, it’s important to invest in the product we’re working with. In reality, many real estate agents and loan officers aren't doing that, mainly because they have a better idea of the risks and what can go wrong. But that doesn’t stop Roger Blankenship. Known as the “Flipping America Guy” and the host of the nationall…
 
The path of personal development is full of many surprises and rewards. By tapping into your inner energies and intuition, one can overcome any struggle and unlock their full potential. For Peggy McColl, she found meaning in her self-development journey through writing. Joining Jen Du Plessis, she shares how she reflected her challenges and dealt w…
 
Entrepreneurs and investors are increasingly opening their eyes to the concept of lifestyle investing, which is built around the idea of building a career around your desired lifestyle. It’s more than just getting out of the 9-5 and building your own business. Unless you can step out comfortably any time and have your business running like clockwor…
 
Most of the time, when we think about autistic children, we worry if they will be able to function in a corporate and work atmosphere. Joining Jen Du Plessis on today’s show to dispel the misconceptions and incorrect stereotypes about autism and autistic people is Jude Morrow. Jude is an autistic author, social worker, motivational speaker, and adv…
 
With enough motivation, strength, and skills, women entrepreneurs can break into male-dominated industries and finally take a leadership role. This is what Kristina Bouweiri did when she became the sole owner of Reston Limousine. She narrates to Jen Du Plessis how a simple company that initially offers shuttle contracts grew in scale and revenue to…
 
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