Mortgage Marketing Radio

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.TakeawaysWe Are In A Challenging Market, A Transaction Recession.Mindset Is Crucial For Mortgage Professionals.Soichiro Honda's Story Exemplifies Resilience And Persistence.Connections, Conversations, And Conversions Are Key To Thriving.Focus On Solving Real Problems For Clients And Partners.Building Relationships Can Lead To Strategic Alliances.ASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeSAY THANKS💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

TakeawaysUsing agent classes to differentiate yourself from other loan officers.Approximately one-third of Nate's business comes from agents who attended his classes.Nate believes that presenting to a group is essential for success in sales.Social media is a powerful tool for engagement.Utilize private groups to foster community and learning.Balance in-person and virtual training for effectiveness.Leverage affiliates to expand your reach and audience.Chapters03:02 The Importance of Agent Classes06:04 Challenges and Strategies in Hosting Classes08:56 Leveraging Classes for Business Growth12:08 Social Selling and Engagement Techniques14:55 Tracking Success and Impact of Classes21:38 Overcoming Imposter Syndrome in Teaching22:56 Post-Class Engagement and Follow-Up Strategies25:30 Building Relationships Through Social Media26:41 The Subtle Art of Asking for Referrals29:11 Getting Started with Teaching Classes33:17 In-Person vs. Virtual Training36:09 Leveraging Affiliates for Greater ReachConnect With Nate OnInstagramLinkedInASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeLEAVE US A REVIEW💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals.TakeawaysWhat's old is new again; fundamentals are crucialThe Modern Mortgage Summit offers valuable insights and networking opportunitiesTake action and put yourself in the path of opportunityEngaging with your database can lead to unexpected referralsChapters05:43 The Importance of Fundamentals in a Changing Market10:44 Building Relationships and Asking for Referrals17:15 Preparing for the 100 Calls Challenge25:51 The Modern Mortgage and Real Estate SummitThe Modern Mortgage & Real Estate SummitConnect With Todd Bookspan on Instagram ASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeLEAVE US A REVIEW💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry. TakeawaysBuilding rapport through social media can enhance professional relationships.Transitioning from 2 to 10 loans per month requires a structured approach.Daily activities should focus on learning, lead generation, and fulfillment.Referrals and introductions are key to generating new business.Niche markets can provide unique opportunities for loan officers.Timestamps:00:00 Introduction00:49 Building Rapport in the Digital Age03:09 The Role of Coaching in Loan Officer Success05:54 From 2 to 10 Loans: The Path to Growth08:49 Daily Strategies for Loan Officers10:54 The Importance of Productivity Over Busyness12:12 Knowing When to Say No14:56 Finding Business: The Power of Referrals18:09 Understanding Your Community and Self19:57 Niche Markets: Finding Your Unique Position23:00 Sales Skills vs. Marketing: The Balance25:50 Effective Lead Generation Techniques28:56 Building Relationships with Referral Partners32:08 Mastering Lead Generation and ConversionConnect With Sam on LinkedInASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeLEAVE US A REVIEW💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.TakeawaysWe Are In A Challenging Market, A Transaction Recession.Mindset Is Crucial For Mortgage Professionals.Soichiro Honda's Story Exemplifies Resilience And Persistence.Connections, Conversations, And Conversions Are Key To Thriving.Focus On Solving Real Problems For Clients And Partners.Building Relationships Can Lead To Strategic Alliances.ASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeSAY THANKS💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry. They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. Takeaways:Understanding the balance sheet is key to financial literacy.Homeownership significantly impacts long-term wealth accumulation.Loan officers must adapt to the current transaction recession.Realtors and financial advisors play different but complementary roles.Creating new referral models can enhance business opportunities.Building relationships with financial advisors is essential for loan officers.Timestamps:00:00 Introduction to the New Year and Business Planning07:57 Understanding the Role of a Certified Liability Advisor (CLA)16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors24:04 Building Relationships with Financial Advisors24:25 Building Relationships with Financial Advisors28:58 Expanding Your Network: The Power of Referrals30:51 Creating Value Through Conversations34:15 Non-Correlated Referral Sources38:59 Joining the Community for Continuous LearningWant to connect with Todd Ballenger and go deeper?Join the Certified Liability Advisor Free CommunityASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeSAY THANKS💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025. takeawaysEvaluate your activities to identify what drives revenue.Focus on top-performing activities to build momentum.Streamline or eliminate underperforming initiatives.Analyze conversion rates to identify bottlenecks.Maximize relationships with referral partners for better results.Become top of mind through consistent visibility.Consider your methods for lead generation and branding.Engage in bold conversations with referral partners.Understand the importance of being well-known in your market.Take actionable steps toward your 2025 goals.ASK GEOFF A QUESTION❓ Ask Your Question Here***WHEN YOU'RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeSAY THANKS💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation.Episode Resources:ASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeRATE THIS PODCAST💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

Welcome to the ShowIn this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast.What You’ll Learn in This EpisodeAI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output.Practical Use Cases: Learn how to turn transcripts, PDFs, YouTube videos, and more into podcast episodes, study guides, and FAQs.Maintaining Authenticity: Strategies for using AI without losing your unique brand voice.Webinar to Podcast Workflow: Geoff’s step-by-step process for repurposing a webinar into an AI-driven podcast episode.Episode HighlightsNew Content Goals: Geoff announces his plan to release two episodes per week, including shorter “Voice Notes” style episodes.Deep Dive on Notebook LM:Upload any content (transcripts, documents, videos) for instant summaries and insights.Use AI to generate interactive conversations, study guides, and more.Geoff’s real-world example: transforming a webinar transcript into a 14-minute conversational podcast.Episode Resources:Google Notebook LMLearn More About myAgent ClassesASK GEOFF A QUESTION❓ Ask Your Question HereWHEN YOU’RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeRATE THIS PODCAST💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION❓ Ask Your Question Here***WHEN YOU'RE READY✅  Get Your Realtor Referral Score💰 Join myAgent ClassesCONNECT📸 Connect on Instagram💼 Connect on LinkedIn📹 Subscribe on YouTubeSAY THANKS💜 Leave a review on Apple Podcasts🟢 Leave a rating on Spotify