Best Level Loan Officers Podcasts (2024)

1
Building a Genuine Personal Brand on LinkedIn 53:47

3d ago53:47

53:47

Raquel Borras, is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature. Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlight…

1
How Realtors Can Set Themselves Up to WIN! 23:42

2h ago23:42

23:42

This week is a strange episode. One where I didn't quite know what to say, or how to say it. The morning before I recorded the episode, I had a phone call with a brand new agent. She was asking her goals should be for her first year as a Realtor. My response is probably not what you expect. And something she told me about her first year expectation…

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

5h ago1:30:01

1:30:01

Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four pr…

1
AI: Your New Best Friend 22:20

6h ago22:20

22:20

Send us a Text Message. Register for 5 AI Secrets to Skyrocket Your Business Webinar: https://bit.ly/RegisterAIWebinar In this episode of The Collective Podcast, Shane and Kyle dive into practical strategies for implementing new business ideas, with a focus on leveraging AI tools. They discuss their experiences with Perplexity AI, stress the import…

1
The Ultimate Event Playbook 34:49

1h ago34:49

34:49

Send us a Text Message. In this episode of The Collective Podcast, Shane teams up with special guest Jeramy Poole. Jeramy’s journey from mortgage lending to founding Poole Media is nothing short of inspiring. They dive into how he’s mastered the art of high-end real estate events and killer video marketing. If you’re looking to learn how to turn yo…

1
Embrace THIS Crucial Step in Building Your Real Estate Business 19:33

2d ago19:33

19:33

Growing too slow as a Realtor? You're not making enough mistakes!! In this episode of the Massive Agent Podcast, host Dustin Brohm emphasizes the importance of making mistakes and learning from them in order to grow and succeed in business. He shares personal experiences and insights on how mistakes are an essential part of the learning process. Du…

1
Endure and Thrive! Finish 2024 Strong 54:25

3d ago54:25

54:25

Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market. Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful c…

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

4d ago1:30:00

1:30:00

Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…

1
From New Agent to CEO w/ Jonathan Campbell 1:07:59

9d ago1:07:59

1:07:59

It's not every day you get to hear from the leader of the #5 team leader in the U.S. and hear how they built it. Today you'll hear from Jonathan Campbell, leader of the number five team in the country, the Jon Campbell Team w/ Real Broker. He shares his insights on building a successful real estate team from the very beginning. He emphasizes the im…

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

12d ago1:30:01

1:30:01

Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…

1
Dominating the New Construction Market 23:31

21d ago23:31

23:31

Send us a Text Message. In this episode of The Collective Podcast, Shane and Kyle are joined by special guest Michael Nasserfar, VP of the Texas Builder Division at Movement Mortgage. With over 22 years in the mortgage industry, Michael shares his journey into new construction lending and how he's thriving while others struggle. Tune in to hear Mic…

1
How to Make Social Media Easier 50:58

24d ago50:58

50:58

In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content. We talk about Josh’s new Shredit app, which simplifies the video editing pr…

1
Why TOUGH LOVE Equals More Business for Realtors 22:57

16d ago22:57

22:57

Want to get hired more as a Realtor? Become comfortable telling prospective buyers and sellers what they DON'T want to hear. When you as a professional deliver "bad news", it builds trust. People are so used to being told whatever they want to hear. But the moment a real estate agent tells them something they may not like, it actually brings the pr…

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

18d ago1:28:54

1:28:54

Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…

1
Mastermind Summit Key Takeaways 16:40

1M ago16:40

16:40

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in fron…

1
The CHEAT CODE to Sell More Homes 22:15

26d ago22:15

22:15

Looking for a cheat code or hack to sell more homes as a real estate agent? Well, there is one. And it's probably not what you think. The cheat code for Realtors to sell more houses, make more money, and grow their business comes down to one word: Proximity. The cheat code is the power of proximity, and consistently getting into rooms with people w…

1
Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff 1:36:58

28d ago1:36:58

1:36:58

Brent Carnduff is the Founder of Advisor Rankings, a marketing firm based out of Idaho that specializes in search engine optimization for financial advisors. Brent's firm uniquely assists advisors by enhancing their organic SEO through targeted content creation, designed to attract prospects with specific planning needs, and also boosts advisors' l…

1
Building a Memorable Brand 51:45

1M ago51:45

51:45

In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos. **Top 5 Keys You'll Learn** …

1
Proximity: The Simple HACK to Sell 3x More Homes 19:59

1M ago19:59

19:59

Here's a little secret HACK for you real estate agents wanting to 3x your home sales. But first, a secret you may not know. The thing you're trying so hard to do? Uhh yeah, it's been done. It's been figured out already. By tens of 1,000's of agents. You're not trying to do something that hasn't been figured out already. Which leads me to the HACK t…

1
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg 1:30:01

1M ago1:30:01

1:30:01

Mark Berg is the Founder of Timothy Financial Counsel, an RIA based out of Illinois that's on track to generate $5 million in annual revenue this year serving 800 households. Mark's firm stands out for its rapid growth, scaling from $1.8 million to $5 million in revenue within just six years while maintaining a 25% profit margin, achieved entirely …

1
Identifying Your Niche 28:39

1M ago28:39

28:39

Send us a Text Message. In this episode of The Collective Podcast, Shane and Kyle are breaking down the power of niche marketing and how it can skyrocket your business. They're sharing real stories of how niching down leads to massive success and dropping practical tips on identifying your niche by focusing on the problem, the person, and the place…

1
How to Become a More Confident Loan Officer 13:18

2M ago13:18

13:18

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback. We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals. Episode…

1
Avoid This HUGE Sales Mistake Many Realtors Make 16:27

1M ago16:27

16:27

My BIGGEST pet peeve I have that I see real estate agents and salespeople make way too often is not communicating what's in it for the prospect or viewer. Instead, Realtors are saying lazy crap like "I'd love to jump on a zoom with you!" I'm sure you would. But what the hell is in it for me!? In this episode, Dustin Brohm lays out one of his pet pe…

1
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde 1:29:09

1M ago1:29:09

1:29:09

Freeman Linde is the cofounder of La Crosse Financial Planning, an RIA based out of Wisconsin that oversees nearly $50 million in assets under management for 73 clients. Despite industry norms suggesting the need for tens of millions in assets to go independent, Freeman launched his own RIA with just $7M in AUM, shared with a business partner. Leve…

1
VA Home Loans: Myths and Truths 17:38

2M ago17:38

17:38

Send us a Text Message. In this episode of The Collective Podcast, host Kyle Draper welcomes Jason Stier, a top VA loan originator and educator from Envoy Mortgage. They tackle why realtors and lenders see VA home loans so differently and why it's crucial to spread the word about this awesome benefit for veterans. Tune in for some eye-opening insig…

1
The Blueprint for Funding $50 Million in Today's Market 53:25

2M ago53:25

53:25

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year. She has a very structured process for identifying the r…

1
Are New NAR Rules About to Change Again? 15:41

2M ago15:41

15:41

Just when we think we have our heads wrapped around the new NAR Rules from the NAR Settlement, the U.S. Government comes in and throws a monkey wrench into everything. Well, potentially. The U.S. DOJ recently said that they don't think that offers of buyers agent compensation should be offered... *checks notes*... ANYWHERE! Excuse me? Uhh no. That'…

1
Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella 1:30:55

2M ago1:30:55

1:30:55

Today we're joined by Jenny Martella, Principal and Wealth Manager at Modera Wealth Management, whose unique journey in the financial advisory world saw her and her partner achieving remarkable success in growing their firm from $19 million to $250 million in assets under management within 7 years. Jenny and her previous partner were so successful …

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