Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. <a href="http://www.MortgagePlannerMarketing.com" target="_blank" rel="noreferrer noopener">www.MortgagePlannerMarketing.c...</a>
Mortgage Planner Coaching
Claim This Podcastby The Mortgage Planner
174 episodes
Updated Bi-weekly
Accepts GuestsHas Sponsors
44
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality56
Social0
YouTube0
Engagement81
Podcast Overview
Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. <a href="http://www.MortgagePlannerMarketing.com" target="_blank" rel="noreferrer noopener">www.MortgagePlannerMarketing.c...</a>
Language
🇺🇲
Publishing Since
3/10/2016
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44
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality56
Social0
YouTube0
Engagement81
6
Excellent Areas
1
Good Performance
12
Growth Opportunities
excellent
Episode Length
31 minutes
Performing excellently!
good
iTunes Tags
6.2/10
Recommendations available
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needs improvement
Publishing Consistency
Every 21 days
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Recent Episodes
July 30, 2026
Power Hour Drop Set
Top producers don’t wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here’s the full Coaching Rhythm, exactly how we run it, starting with the one truth it’s built on:<br />An inconsistent market<br />requires consistent actions.<br />Rates move. Inventory moves. Your rhythm doesn’t.
February 16, 2026
Breaking Tuesday Updates
“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can dramatically increase client trust, referral flow, and loan conversions. This is not about checking boxes.<br />It’s about transferring confidence.<br /><br />🔑 What You’ll Learn:<br />✅ Why Tuesday should be treated as a relationship builder, not a status obligation<br />✅ How to shift from checklist updates to authority-driven confidence transfer<br />✅ The 4-step Tuesday structure:<ul><li>Check the emotion before the information</li><li>Deliver a concise, directional update</li><li>Remove uncertainty</li><li>Focus on outcomes — not tasks</li></ul>✅ How to slow your updates down by 30% to increase clarity and trust<br />✅ Specific CCR (Current Client Referral) questions that trigger memory recall<br />✅ How to reinforce your role as the calm, confident guide in the transaction<br /><br />You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes:<ul><li>Short, reassuring 20-second directional updates</li><li>Emotion check first: “How are you feeling about everything today?”</li><li>Specific referral language (not vague asking)</li><li>Authority positioning without pressure</li><li>Clear next-step framing to eliminate uncertainty</li></ul>This is execution-level coaching — not theory.
December 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:<ul><li>Top referral partners by closed loans in 2025</li><li>Setting January power lunches and business planning meetings</li><li>Leveraging AI for meeting follow-ups</li><li>Full lead source and closing ratio breakdown</li><li>Your average loan amount—and what to do with that info</li></ul>Brad 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.
174 total episodes available with 6 transcripts
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Frequently asked questions
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- What is Mortgage Planner Coaching?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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