Episodes
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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.
Takeaways
We 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
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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 Planning
07:57 Understanding the Role of a Certified Liability Advisor (CLA)
16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors
24:04 Building Relationships with Financial Advisors
24:25 Building Relationships with Financial Advisors
28:58 Expanding Your Network: The Power of Referrals
30:51 Creating Value Through Conversations
34:15 Non-Correlated Referral Sources
38:59 Joining the Community for Continuous Learning
Want to connect with Todd Ballenger and go deeper?
Join the Certified Liability Advisor Free Community
ASK GEOFF A QUESTION
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WHEN YOU’RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
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SAY THANKS
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Missing episodes?
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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.
takeaways
Evaluate 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
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WHEN YOU'RE READY
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CONNECT
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SAY THANKS
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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
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WHEN YOU’RE READY
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Welcome to the Show
In 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 LM
Learn More About myAgent Classes
ASK GEOFF A QUESTION
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WHEN YOU’RE READY
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RATE THIS PODCAST
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ASK GEOFF A QUESTION
❓ Ask Your Question Here
***
WHEN YOU'RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
📹 Subscribe on YouTube
SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
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In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies.
Connect With Kelly on LinkedIn
ASK GEOFF A QUESTION
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***
WHEN YOU'RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
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SAY THANKS
💜 Leave a review on Apple Podcasts
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Timestamps
00:00 The Challenge of Wearing Many Hats
02:54 The Importance of Personal Branding
06:03 Time Management and Relationship Building
08:59 Effective Relationship Building Strategies
11:46 Evaluating Content Creation Efforts
14:57 Operational Efficiency in Content Creation
18:08 The Balance of Content and Fundamentals
20:59 Creating Relevant and Engaging Content
24:10 Building a Personal Brand in the Mortgage Industry
26:54 Confidence and Authenticity in Sales
30:00 Final Thoughts on Content and Relationships
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In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024.
The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration.
Timestamps:
00:00 Introduction to Jane Floyd and Her Journey
03:02 The Importance of Passion and Mindset
05:58 Skill Set vs. Mindset: What Comes First?
08:57 Handling Mistakes with Integrity
11:55 Building Relationships with Realtors
15:01 Sources of Business and Community Engagement
17:59 Strategies for Attracting New Realtors
23:50 Attracting Like-Minded People
25:17 The Importance of Open Houses
26:51 Building Relationships with Realtors
30:06 The Power of Reputation and Reach
32:06 Adapting to Market Changes
35:16 Creating Engaging Social Media Content
39:29 Innovative Marketing Strategies
41:44 Planning for Future Success
Connect With Jane
Instagram
LinkedIn
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In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:
Why understanding your customer's journey is key to success.How to build trust and add value to Realtor partnerships.The importance of preparation and intentionality in sales meetings.Using social media to connect authentically with referral partners.Long-term marketing strategies for 2025 and beyond.Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.
Episode Resources:
Listen to Kelly's Podcast
Take the Realtor Referral Quiz
Learn More About myAgent Classes
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In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation.
The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.
Key Takeaways:
LinkedIn is a powerful platform for generating revenueEngagement rules differ significantly on LinkedInFinding referral partners on LinkedIn requires a tailored approach.Video content is gaining traction but written content still performs well.Episode Resources:
Connect With Dan on LinkedIn
Join the Podcast Private Community
Leave Us a Review
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In this conversation, Nicole Perrone shares her extensive experience in the mortgage industry, emphasizing the importance of adapting to market trends, diversifying product offerings, and leveraging technology to build relationships.
Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service.
The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business.
Connect With Nicole:
LinkedIn
Instagram
YouTube
Review the Podcast
Ready to Double Your Agent Referral Without Cold-Calling or Chasing Agents? Learn more about myAgent Classes here.
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In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively.
Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships.
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In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching.
He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends.
Regan also shares insights on his podcast, Building Bigger Lives, and his passion for songwriting, highlighting the intersection of personal and professional growth.
Episode Resources:
Listen to Michael's Podcast
Building Champions Coaching
Double Your Agent Referrals in 90 Days
Leave Us a Review
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In this conversation, Dan Rawitch, CEO of University of Options, discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation.
The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth.
Episode Resources:
University of Options
Double Your Agent Referrals in 90 Days
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In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals.
Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners.
Takeaways
Building relationships with real estate agents is crucial.Diversifying your sources of business is essential for success.Personal branding can help attract more referrals.Hosting classes can introduce you to new agents.You need a larger network of referral partners.The average loan officer has too few agents on their roster.Using proven processes can yield significant results.Engagement and conversations are key to building business.Combining traditional and modern methods is effective.Success stories from the community can inspire action.Episode Resources:
Brians Website
Action Plan Facebook Group
Connect With Brian on LinkedIn
CoLab Lending Franchise
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In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com.
He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions.
The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility.
Takeaways
Plan for the remaining 58 working days of the year.Invest in learning from industry leaders like Alex Hormozi.Identify and mitigate value detractors in your business.Understand the risks associated with key customers and channels.Diversify your sources of business to reduce dependency.Measure your key performance indicators to improve conversions.Focus on solving the primary constraints in your business.Allocate resources effectively to address business challenges.Build relationships with real estate agents for referrals.Aim to become a well-known figure in your local market.Episode Resources:
Acquisition.comAcquistion.com
Alex Hormozi YouTube
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In this episode, we're sharing a behind-the-scenes listen into our private community of Loan Officers. Every week we meet up for coaching, accountability, and developing our skills and mindset.
Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman, recognized as one of the top Instagram experts worldwide.
Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags for both Instagram and Google search engine optimization (SEO).
Learn why posting frequency, quality content, and specific hashtags can make all the difference in reaching your audience.
Key Takeaways:
Reels for Reach & Engagement:
Short Reels (<30 seconds) are key for reaching new audiences, while longer ones engage current followers. Always include a headline or text in the first second to capture attention.New Instagram Metrics:
Instagram now prioritizes views, but reach (unique viewers) is still the most reliable metric for growth and content analysis.Hashtags & SEO:
Use 20-30 relevant hashtags in captions to boost Instagram and Google rankings. Focus on specific, niche tags over broad ones like #realestate.Quality Posting Strategy:
Post three to five times a week, mixing Reels, feed posts, and carousels. Quality matters more than quantity, so ensure content resonates with your audience.Boosting Google SEO:
Enable settings to make Instagram posts searchable on Google, and use keyword-rich captions to improve discoverability on both platforms.Episode Resources:
Follow Jenn Herman on Instagram
Learn More About Our Private Community & Coaching
Double Your Agent Referrals in 90 Days
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In this conversation, Jonathan Mast and Geoff Zimpfer discuss the practical applications of AI, specifically ChatGPT, in various business scenarios.
They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style.
Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan emphasizes the importance of getting started with AI early to gain a competitive advantage.
Connect With Jonathan
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James Dwiggins, CEO of NextHome, discusses the impact of the NAR settlement on the real estate industry. He shares that companies that were prepared and ahead of the changes have been able to navigate the new rules effectively. However, many are still struggling to understand and adapt to the changes.
Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer compensation upfront and instead considering all offers based on net proceeds. He also highlights the role of loan officers in helping buyers finance agent fees when the seller is not paying.
There may be a 20-40% exodus of real estate agents due to the decoupling of compensation.Educating sellers on the benefits of not offering buyer compensation upfront can lead to better net proceeds.Loan officers play a crucial role in helping buyers finance agent fees when the seller is not paying. Collaboration and education are key in the real estate industry to address confusion and provide clarity to consumers.Buyers should be educated about the changing landscape and the options available to them, including the role of buyer representation and the potential risks of being unrepresented.Providing value and a full-service experience to buyers is crucial in today's market, and offering additional services and convenience can differentiate agents.New business models, such as flat fee services, may gain market share depending on how well buyers agents explain compensation and the value of a full-service experience.Episode Resources:
Connect With James on LinkedIn
Learn More About Rayse
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Katie Grimes is the #1 Female Loan Officer in Kansas and a Top 100 Female Loan Officer in the Nation. She emphasizes the importance of authenticity and creating deep connections with referral partners.
While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents.
Katie also discusses the NAR situation and how she supports agents through the changes. Check the links below for resources mentioned in the podcast.
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Episode Resources:
Connect With Katie on Instagram
Katie's Website
GO Coaching
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