The Collective Podcast

The Collective Coaching•thecollectivecoaching.com

The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.

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Episodes

Advisors vs. Salespeople & How We Can Beat Big Companies at Their Own Game w/Barry Habib

The market is shifting due to the fact that big companies now want a slice from the mortgage industry as well. How can we compete against big firms with big marketing budgets? What is our competitive advantage? And what’s the one thing that can’t be scaled by a big business but can come naturally to us? In this episode, Barry Habib talks about building trust with our clients. Nobody wants a mortgage. They want a home. -Barry Habib Resources Take your mortgage business to the next level. Visit ne...

Nov 22, 2018•37 min

The Power of Consistency & How to Deliver an Excellent Customer Experience w/Jeff Lagoni

In the mortgage industry, everyone is looking for new ways to generate leads and increase conversions. Why should we focus on already proven, consistent actions instead of looking for silver bullets? How can we attract more business from our database? What are the best practices for delivering a top-notch customer experience? In this episode, Jeff Lagoni talks about leveraging a team and how we can enjoy our journey to success. It’s when things go wrong and everyone is in the trenches working ha...

Nov 15, 2018•20 min

Why We Need a Healthy Body to Run a Healthy, Profit-Driven Business w/ Scott Henton

Fitness and business are linked. In order to give our best in business, we need to have our life and health in order. What can fitness teach us about business routines? How can we conquer our fear of failure both in personal and business life? And how is our success or failure affected by the story we tell ourselves? In this episode, Scott Henton talks about why we need to invest in our health in order to succeed in our business. The people who advance the quickest in our gym are the people who ...

Nov 08, 2018•40 min

How to Systematize Success w/Brian Bomar

Many business owners run into trouble when markets shift or when their top producers leave. How can we ensure that our team and systems make our income predictable? Why are leaders the ones responsible for the success or failure of a team? In this episode, Brian Bomar talks about how strong leaders lead their teams, and how we can make success happen even when the market isn’t on our side. Consistency makes people trust you more. -Brian Bomar Resources Take your mortgage business to the next lev...

Nov 01, 2018•38 min

Discovering Your Business Strengths & Tactics to Maximize the Profit From Your Database w/John Burnam

We all want to own a business and step out of production. But do we want this because we’re better at managing our business or because everyone else is trying to get there? When does it make sense to stay in production? In what cases isn’t growth a positive change? And how can we get better at prospecting? In this episode, John Burnam talks about finding our strengths and the tactics he uses to prospect and nurture his database. Three Things We Learned From This Episode More volume doesn’t alway...

Oct 25, 2018•24 min

Built to Lead: Improving Your Life Through Goals and Transformation w/Wes Wyrick

We all have goals in our personal and business lives, but how clear are we about what we want to achieve? Could it be that our current goals aren’t big enough or important enough for us to care and do the work on a consistent basis? How can improving our diet and fitness give us more clarity and focus? In this episode, Wes Wyrick shares the principles of achieving goals and how they've shaped his success. Three Things We Learned From This Episode How our diet and fitness impact our business (08:...

Oct 18, 2018•26 min

How to Get Closer to Your Goal Every Day by Finding Your “Big Why” w/Nate Bailey

Motivation is a hot topic in the business world, but what makes some people more motivated than others? What can we do to find our inner motivation and continue working towards our dreams no matter what happens around us? What are the actions that damage our progress? In this episode, coach Nate Bailey shares on finding your “Big Why” and the tremendous impact it can have on your motivation. Keep it simple, show up, do a little bit every day, and don’t worry about not being perfect. -Nate Bailey...

Oct 11, 2018•33 min

How to Attract Clients from a Younger Customer Base w/ Kristin Messerli

The average loan professional is around 50 years old, and it can be difficult to connect with clients of younger generations. What do millenials value the most? What type of communication do they prefer? How can we build trust with them? In this episode, Kristin Messerli talks about how to attract clients from a younger customer base. Millenials and Gen Z are more likely to work with a company that identifies with a cause. -Kristin Messerli Resources Take your mortgage business to the next level...

Oct 04, 2018•25 min

Growing Sales By 600% & Building a Successful Career w/ Mark Maiocca

Going from $10 million combined in the first 3 years to $18 million in year 4 is no small feat in this business. What are the mindset and behavioral shifts that make such an achievement possible? How can we make our service more integrated with our client’s financial goals, and not just about rates? On this episode 21-year industry veteran, Mark Maiocca, shares how he got 600% sales growth in his first 4 years, and how he’s continued to grow since then. Resources Take your mortgage business to t...

Sep 27, 2018•31 min

How to Generate Repeat Business & Referrals Without Spending a Dime w/ Tim Braheem

We all want to receive repeat business from our past customers, but our efforts to stay in touch with our database may often be ignored. How should we advertise ourselves for our benefit and the benefit of our clients? Is being a jack-of-all-trades actually good for our business? Why is excellent customer service the biggest lead generator, and how can we deliver it? On this episode, Tim Braheem talks about the steps we should take to create a business that can deliver excellent customer service...

Sep 20, 2018•31 min

Leveraging Your Network to Get More Partnerships With Real Estate Agents w/Rick Scherer

Many loan officers compete with each other to get the attention of real estate agents, but they use the same old tactics. In addition to offering good rates to our prospects, what else can we do? What do real estate agents need the most? How can we build a network of people with whom we give and receive referrals? In this episode, Rick Scherer talks about to add real value by leveraging your network. We are teaching real estate agents to stop looking for the fish, and start looking for the fishe...

Sep 13, 2018•32 min

How to Generate Recurring Income from Your Database with One Simple Hack w/Andrew Soss

Many loan professionals make the mistake of constantly chasing the next client while losing the opportunity to deliver an outstanding customer experience to a current one. What do winners in this industry focus on? Why should we put all of our resources into delivering an outstanding customer experience? On this episode Andrew Soss, one of the highest producing loan originators in the country, shares his tactics on what helps his business grow. Three Things We Learned From This Episode Profitabi...

Sep 06, 2018•44 min

The Secrets to Longevity As a Loan Officer w/Jen Du Plessis

For many LOs, the beginning of every year is “Day One” in business. How do we get longevity and steady growth? What are habits and activities necessary for success? How do we break our threshold and grow with systems and leverage? On this episode, we talk to Jen Du Plessis about her incredible 35 years in the business and what she’s learned from this time. We need to be accumulating properties and personal and professional growth year after year so that we can expand our business. -Jen Du Plessi...

Aug 30, 2018•35 min

The Power of Hiring Organically Outside the Mortgage Industry w/Zach Bleznick

Some of the best talent in the mortgage world started in completely different industries. Why are outsiders often better hires than LOs with years of industry experience? Why is it so important to lean on other people in our business? Why is it dangerous to be money focused? On this episode, mortgage expert, branch manager and VP, Zach Bleznick, shares the mindsets and tactics that have been instrumental in his success. A good leader can always identify what people’s strengths are and put them i...

Aug 23, 2018•29 min

The Mission of the Next Level Loan Officers Podcast

May successful mortgage officers find themselves feeling lost because our success isn’t translating into happiness. Why is success about more than just money? How are physicality and spirituality important pieces of this puzzle? On this first episode we talk about what we have in store for the Next Level Loan Officers podcast, and what led us to create this platform. This is going to be a place of knowledge, sharing and transparency. - Kenneth Travis Takeaways & Tactics Good coaching isn’t j...

Aug 23, 2018•19 min

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