Mortgage Planner Coaching
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...
Episodes
October 15, 2026 • 42 mins
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.
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Mark as Played
September 21, 2026 • 8 mins
A quick rundown of what you should be doing right now: the calls, the touches, and the pipeline work that matters this week.
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Mark as Played
September 3, 2026 • 35 mins
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.
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Mark as Played
July 30, 2026 • 7 mins
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.
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Mark as Played
February 16, 2026 • 14 mins
“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 confid...
It’s about transferring confid...
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December 16, 2025 • 18 mins
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
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December 12, 2025 • 8 mins
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.
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December 7, 2025 • 53 mins
🚨 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 “wai...
🎯 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 “wai...
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Watch
Mark as Played
November 4, 2025 • 14 mins
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.c...
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October 30, 2025 • 17 mins
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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Mark as Played
October 30, 2025 • 12 mins
Working by referral only works if the wheel keeps turning. In this October 2025 Tuesday Update, Brad walks through activating the referral wheel: the basic touches inside the transaction and the client experience that generate a wow, create introductions, and keep partners and past clients sending you business on purpose instead of by accident. More at mortgageplannercoaching.com.
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Mark as Played
August 12, 2025 • 88 mins
In this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyond transactions to create lasting, mutually profitable relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory recall, Brad and the team share...
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Mark as Played
July 17, 2025 • 11 mins
Are you branding for likes—or for loyalty?
This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation.
Are your updates creating f...
This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation.
Are your updates creating f...
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Mark as Played
June 30, 2025 • 8 mins
Most loan officers ask for referrals the wrong way—vague, generic, and forgettable. That’s why I’m hosting a powerful, tactical webinar:
"The Top 7 Referral Asks That Get Results"
🔹 Proven scripting
🔹 Real examples
🔹 Immediate implementation We'll dive into:
"The Top 7 Referral Asks That Get Results"
🔹 Proven scripting
🔹 Real examples
🔹 Immediate implementation We'll dive into:
- What makes people actually refer you
- How to shift from “do you know anyone” to “who’s downsizing now?”
- The e...
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April 21, 2025 • 4 mins
Asking for referrals gets easier when you have heard it done well. In this April 2025 session, Brad role plays real Tuesday Update calls, checking that clients are receiving their weekly updates and that both agents are in the loop, then making the ask at the moment he has exceeded expectations. Five samples you can borrow word for word on your next in-process call. More at mortgageplannercoaching.com.
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Mark as Played
April 17, 2025 • 42 mins
🚀 Embracing Unforgettable – A powerful conversation with The Motgage Planner and business coach Brad Roche. With 30+ years in the industry, Brad shares the keys to success in marketing, pipeline management, and referral-based growth. He dives deep into strategies like frequency illusion, future pacing, and leveraging connections to build a thriving business. But beyond business, Brad gets personal—sharing wisdom on bal...
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April 7, 2025 • 11 mins
Habits of A Highly Effective Loan Originator, a guide crafted from over 30 years of experience in the mortgage industry. This audiobook is not just a collection of tips—it’s a blueprint for success, inspired by the qualities and practices of top producers and mentors who have shaped my career. Whether you're a seasoned loan originator or just starting out, these habits are designed to help you break through the ordinary...
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March 3, 2025 • 9 mins
Join Brad as he dives into the latest insights, strategies, and reflections to help you break through barriers and unlock new opportunities in your business. Brad shares a powerful perspective shift—turning "brick walls" into "open doors"—and how faith, persistence, and action can redefine your path to success.
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February 11, 2025 • 12 mins
Exclusive Webinar on TuesdayUpdates.com: Prevention Gaps - Filling in the Fall out Holes** 🌟 Are you ready to tackle the unseen challenges in your business? Discover how to identify and plug those crucial gaps before they become major issues. Our upcoming webinar will equip you with the strategies to prevent fallout and ensure your success.
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February 1, 2025 • 6 mins
Last year's pipeline is not finished feeding you. In this February 2025 session, Brad treats the 2024 leftovers like the best part of the meal: working the preapprovals that never bought, and going back to past clients with first quarter communication about what the market has been doing since they closed. Leftovers, worked on purpose, become a first quarter pipeline. More at mortgageplannercoaching.com.
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Mark as Played
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