Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.c...
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October 15, 202642 min
Cost Segregation 101: The Tax Strategy for Real Estate Investors, with Terry Judge
Brad sits down with Terry Judge, CEO of Core Advisors, to break down cost segregation for real estate investors. What an engineering-based study actually does, how 100% bonus depreciation changes the math, who qualifies, lookback studies for properties you already own, passive activity rules, and the mistakes that get investors in trouble. Educational only, not tax advice. Always loop in your CPA.
September 21, 20268 min
What Are You Doing Now? Your Weekly Action Plan
A quick rundown of what you should be doing right now: the calls, the touches, and the pipeline work that matters this week.
September 3, 202635 min
The Service Department: Turning Past Clients Into Referrals
A deeper look into after closing: how your service department generates more deals and repeat clients. Mix your partners into the service review for every homeowner, and turn past clients into your next referral source.
July 30, 20267 min
Power Hour: The Daily Rhythm Top Producers Run
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 is the full Coaching Rhythm, exactly how we run it. An inconsistent market requires consistent actions. Rates move. Inventory moves. Your rhythm doesn't.
February 16, 202614 min
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. It’s about transferring confidence. 🔑 What You’ll Learn: ✅ Why Tuesday should be treated as a relationship builder, not a status obligation ✅ How to shift from checklist updates to authority-driven confidence transfer ✅ The 4-step Tuesday structure: Check the emotion before the information Deliver a concise, directional update Remove uncertainty Focus on outcomes — not tasks ✅ How to slow your updates down by 30% to increase clarity and trust ✅ Specific CCR (Current Client Referral) questions that trigger memory recall ✅ How to reinforce your role as the calm, confident guide in the transaction 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: Short, reassuring 20-second directional updates Emotion check first: “How are you feeling about everything today?” Specific referral language (not vague asking) Authority positioning without pressure Clear next-step framing to eliminate uncertainty This is execution-level coaching — not theory.
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: Top referral partners by closed loans in 2025 Setting January power lunches and business planning meetings Leveraging AI for meeting follow-ups Full lead source and closing ratio breakdown Your average loan amount—and what to do with that info 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.
December 12, 20258 min
Presuppositions
The words you choose decide what your clients and partners accept as already true. In this December 2025 session, Brad teaches presuppositions: the assumed truths embedded inside your questions and statements, like asking when a client will introduce you instead of if. Small shifts in dialogue guide perception, build trust, and make the referral ask feel natural. More at mortgageplannercoaching.com.
December 7, 202553 min
Goal Setting Planning- A look back at 2025
🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting for rates to drop” is the wrong mindset ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work. Let’s maximize the year with: ✅ Daily high-touch actions ✅ Faith-driven momentum ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026? Tag a top performer. Share with your team. Let’s GO.
November 4, 202514 min
Presenting Keys
Your partner presentation decides whether a realtor, builder, or financial planner ever sends you a client. In this November 2025 session, Brad breaks down the key ingredients to include when you present your business to a new partner: who you serve, how your process protects their clients, and the follow through that earns the next deal. Build a presentation partners remember and repeat to others. More at mortgageplannercoaching.com.
October 30, 202517 min
Shifting the Frame
When a conversation stalls, the frame is usually the problem, not the facts. In this October 2025 session, Brad teaches the core principle of shifting the frame from if to how in your everyday dialogue with clients and partners. With real day to day examples, he shows how changing the frame changes how you speak, how you act, and how people respond to you. More at mortgageplannercoaching.com.
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