On this episode Sean Z discusses the importance of checking in with yourself especially when making an important decision. Sean also discusses how you got to have the right stories you tell yourself, you have to be appreciative, you have continually look at where you are, so you are moving the needle forward in your mind and business. 1:31 Taking a minute to check-in with yourself 4:18 Principals of CEOs 7:21 Being the best 11:00 Appreciate where you are 14:42 Actions that matter Takeaways: You ...
Sep 20, 2022•17 min•Season 1Ep. 163
On this episode Michael Fischer joins KT to talk about how to debunk VA myths by becoming educated and educating others. Michael also discusses specific VA myths, how a community can help you grow the right way, knowledge based marketing, and his path to becoming a the best VA mortgage pro you can. 1:50 VA lending challenges 5:40 VA myths 13:45 Knowledge based marketing 19:20 Finding a community 22:45 How to become a knowledgeable VA loan professional Takeaway If you want to be an expert, you ne...
Sep 16, 2022•35 min•Season 1Ep. 162
On this episode Tyler Hodgson joins Sean Z to talk about how he has created a culture of ownership by inviting his team to share in the growth of his brokerage. Tyler also discusses becoming a coach in Next Level, how processes guide execution, and why his company made the Inc 5000 list two years in a row. 3:15 Next Level journey 5:00 NXT business growth 7:05 Being a coach 9:20 Allowing team ownership 13:00 Processes 15:55 Keys to Tyler’s success Takeaways: Coaching helps you but coaching helps ...
Sep 13, 2022•25 min•Season 1Ep. 161
On this episode Ashley Courville joins Shane to talk about overcoming the challenges of the last 12 months. Ashely talks about being a mortgage mom, finding balance, finding your way back from a low point, and what actions she takes to keep her business at the level she needs. 2:50 Intro to AR 5:33 12 month reflection 10:14 Finding your way back 14:41 Processes vs outcomes 22:50 Ashley’s ATMs Takeaways: Having a team is a great asset to your business but it is also a great asset when you need pe...
Sep 08, 2022•34 min•Season 1Ep. 160
On this episode Sean Z talks about why most 12 month goals won’t work and why Power 90 is the answer. Sean talks about his 90 Day Season and how it allows him to better achieve his goals and course correct when necessary. 1:25 Why 90 days 6:20 Actions That Matter 9:02 The path 16:14 Planning your season Takeaways: Planning a goal list for the entire year is a great way to forget about it. Break your goals down to make them more achievable. 90 day seasons allows you to course correct when you are...
Sep 06, 2022•20 min•Season 1Ep. 159
On this episode Lee Nguyen joins Shane and KT to talk about his journey from the Navy to Mortgage. Lee also discusses the importance of balance, how teaching classes level up his business, and how a hyper-focus on working his ATMs gave him a great path to success. 3:30 Intro to Lee 5:40 Finding balance 9:28 Lee’s ATMs 13:03 Homebot strategy 15:10 Highest and best use of time 17:46 Details matter 21:00 Education is the opportunity Takeaways: You have to have balance in what you do otherwise you w...
Sep 01, 2022•27 min•Season 1Ep. 158
On this episode Linda Shinpaugh joins Sean Z to talk about how she runs her business and manages her branch from the road full-time. Linda also discusses her activities and processes that allow to her to find success even in a challenging market. 1:30 Working on the road 3:33 Intro to Linda 11:10 Linda’s ATMs 18:30 Find your tribe 20:40 The power is in the group Takeaways: If your business depends on working with agents, you better make sure you are scaling your business to match theirs. You hav...
Aug 30, 2022•24 min•Season 1Ep. 157
On this episode Fredo Rivera joins Shane and Sean Z to talk about how he has built a monster brand by being authentic. Fredo discusses how his ATMs drive his business growth, how he chooses to have a good attitude, and how being consistent is the ultimate brand amplifier. 3:15 Intro to Fredo 6:00 Enjoying what you do. 7:35 Looking back 9:30 Where should you focus your efforts 13:42 Replace vs supplement 16:10 Building a solid brand 20:16 Fredo’s ATMs 24:15 Being passionate Takeaways: You have to...
Aug 26, 2022•29 min•Season 1Ep. 156
On this episode Alysha Boles joins Sean and Kellen to give her three top strategies for growing your business in a new market. Alysha also talks about doing business in two very different states and the benefits of getting plugged in with your local schools. 1:30 Intro to Alysha 3:28 Starting a new market 9:48 Multi-state business 13:02 Making the community small 18:05 Getting plugged in Takeaways: Start out quickly in a new market by visiting open houses. Join local community networking groups ...
Aug 24, 2022•20 min•Season 1Ep. 155
On this episode mortgage broker and video marketer Ryan Ehler, joins Sean and Shane to talk about how Loan Officers can produce video success for their business. Ryan gives a breakdown of how to get started, what type of content matters, and tactical advice for beginners. 2:15 Introduction to Ryan 5:44 Brand through video 8:36 Advice for beginners 13:05 Working hard and smart 17:55 Video that matters 22:00 Be on brand Takeaways: If you aren’t meeting in person with clients, video will be even mo...
Aug 16, 2022•26 min•Season 1Ep. 154
On this episode Kellen and Sean go over three winning strategies that will loan officers win business today and tomorrow. The guys get tactical to help you separate yourself in a time when standing out is a major key to get deals. 2:45 Blessing from the market pain 4:27 Seller guarantee strategy 12:10 Financing presentation 18:22 Client updates Quotes: “With the 10k seller guarantee, you are just separating yourself from the other offers.” “It is the little things that matter and sometimes the l...
Aug 10, 2022•22 min•Season 1Ep. 153
On this episode Shane and Kellen go into detail about how being non-negotiable on money making activities can triple your business. The guys also discuss practical examples and the one simple thing that separates average LOs from great LOs. 1:55 ATMs explained 6:45 ATM rules 9:20 Practical examples 15:17 Secret sauce 19:35 The stories you tell yourself 22:05 Realtor playbook Quotes: “ATMs are non-negotiable.” “During your ATM time, you executing your activities.” “You write the top five things y...
Aug 05, 2022•26 min•Season 1Ep. 152
On this episode Shane and Sean talk about how the divide and conquer strategy is critical for your growth. They also break down how to delegate your duties, setting expectations, and how to set up your first critical hire. 1:30 The divide and conquer conversation 6:30 Delegation 10:05 Your first hire 14:45 Don’t compare yourself to others 18:00 Set expectations and upsell your staff Quotes: “Right now is a great time to reset the talent on your team.” “Your first hire should always be a loan par...
Jul 26, 2022•21 min•Season 1Ep. 151
On this episode Kellen and KT talk about why it is critical to know your numbers in this business. The guys also discuss how to calculate your worth so that you can invest your time in money making activities and grow a successful business. 2:00 Knowing your numbers 4:55 Planning to get to your number 9:18 Executing on your plan 14:00 Finding out what your worth 20:37 It is hard to get out of your business Quotes: "If you understand this business, you can have a wildly successful and long career...
Jul 19, 2022•28 min•Season 1Ep. 150
On this episode Shane and Sean talk about how to get a true ROI from being focused on what matters. The guys also talk about activity tracking, being able to adjust, and being focused to work on your business. 2:00 Activity Tracking 4:25 Focused actions 8:25 You have to adjust 12:20 Return on time investment 16:43 Think as a business owner Quotes: “In order to understand where you want to get to, you have to know what you are doing with your day right now.” “How much of your day are you spending...
Jul 06, 2022•19 min•Season 1Ep. 149
On this episode Shane and Kellen discuss the secret to getting google reviews from your customers. The guys also talk about the business that is generated from online reviews and how to stay on top of the customer’s mind. 1:20 Magic Window 4:45 Review strategies 8:55 Intentionality with reviews 14:00 Don’t fight the roller coaster 17:33 Recap Quotes: “Yes, the industry is changing, but there is money to be made.” “We closed half a dozen deals this year just from our reviews.” “We are going to as...
Jun 22, 2022•22 min•Season 1Ep. 148
On this episode Sean Z and Kellen discuss the actionable tactics that you will take away from the LO Lifeline virtual event. The guys also talk about getting out of your own way and be real with where you are. 1:30 LO Lifeline 3:25 Negativity kills 5:15 Change your perspective 7:48 Positive actions 12:53 It is easy to find excuses 15:00 Actionable tactics 20:00 You have to do the work Quotes: “What you focus on, multiplies.” “It is very easy right now to have some self doubt.” “As a loan officer...
Jun 09, 2022•21 min•Season 1Ep. 147
On this episode Alba Lizarraga joins Sean and Kellen to talk about how she balances being a local originator in two different states. Alba shares how covid shaped her pivot in her business and talks about how to be successful in originating for two very different locations. 2:55 Intro to Alba 6:30 Multi-state lending 12:00 Originating in a new market 19:35 intentional effort Quotes: “We have to love who we work with.” “If you’re fluent in another language there is a huge opportunity in the midwe...
Jun 02, 2022•22 min•Season 1Ep. 146
On this episode Jerry Merrick joins KT and Kellen to discuss how he community, education, and growth drives his business. Jerry also discusses how he differentiates himself in his market, and how his team has enabled him to get out of his own way. 2:30 Intro to Jerry 4:40 Building a business 9:05 Working on structure 14:05 Rainmaker for the team 19:00 Next Level difference Quotes: “Next Level has given me an opportunity to create a growth strategy for myself.” “I do loans that differentiates me ...
May 26, 2022•25 min•Season 1Ep. 145
On this episode, Arthur Miguez joins KT and Kellen to talk about how he has managed to grow his business in a down market. Arthur also talks about how he got started and what he focuses on to help him stand out. 3:00 Intro to Arthur 9:15 What actions allow you to be up in production 13:52 Advice to stuck LOs 19:20 Challenges of creating processes Quotes: “Being an assistant was probably the best thing that ever happened to me, because it allowed me to speed up my learning curve.” “My biggest cha...
May 18, 2022•23 min•Season 1Ep. 144
On this episode Ravi Patel joins Sean and Kellen to talk about why he has no fear in a down market. Ravi also discusses how he is doubling down on his activities to grab market share, why being consistent is key, and to why approaching each day with a sense of purpose is always a winning strategy. 1:50 Intro to Ravi 4:40 Double down and gain market share 6:30 What are you doing different this year 9:20 Making a name by being consistent 14:35 Team dynamics 19:00 Power of Next Level Quotes: “Our m...
May 11, 2022•22 min•Season 1Ep. 143
On this episode Demar Chapman joins Kellen and Sean to talk about how he has built a business that allows him to travel. Demar also discusses his niche of working with Real Estate investors and how that has allowed him to thrive in the downturn. 2:25 Intro to Demar 6:45 Working with Real Estate investors 9:00 Traveling lifestyle 13:00 Building relationships 18:30 Take the time to enjoy life Quotes: “It was nice to be able to walk down and get fresh seafood right out of the ocean.” “The downfall ...
May 04, 2022•22 min•Season 1Ep. 142
On this episode Frazier joins Sean Z and Kellen to talk about all the opportunities for business that loan officers have in the current market. Frazier also talks about his new role inside next level, how the community was built for this market, and why this isn’t your daddy’s mortgage industry any more. 1:45 Frazier's nnouncement 7:30 The power is in the group 13:45 This is different 16:15 Committing to the process 19:40 Power 90 Quotes: “Next level is a like a real-time dynamic playbook for LO...
Apr 27, 2022•24 min•Season 1Ep. 142
On this episode we feature a new series that we call The Pitch. When we see a new offering to the industry that we feel is noteworthy, we invite the providers on to pitch their product. For this episode, Jamie Ackerman of Keep U Current, joins Sean Z and KT to discuss how her service can help LOs provide a post closing red carpet experience to their clients. Links: Next Level Loan Officers - www.BecomeNL.com Loan Officer Events - loanofficerevents.com Next Level Coaching Call - https://nl.nextle...
Apr 20, 2022•21 min•Season 1Ep. 141
On this episode, Kellen, Sean, and KT recap all the amazing content that happened at the recent Las Vegas mastermind. The fellas talk about what they learned from the top REALTOR panel, how the community helps each other, and how the mastermind will help Next Level members succeed in 2022. 1:25 Mastermind mindset 4:55 Importance of having a community 7:00 Realtor panel 12:15 True value 14:33 Find your tribe Quotes: “There was no fear in that room this weekend.” “We have to take what the market g...
Apr 14, 2022•20 min•Season 1Ep. 140
On this episode Steve Austin joins Kellen to talk about his simple strategy for overcoming objections. Steve also discusses going the distance for his customers, transitioning to the new market, and how education above all is paramount. 2:50 Going the distance for the consumer 8:30 Asking questions 12:15 Education above all 16:20 Transitioning to the new market Quotes: “My first question to the consumer is asking them what they are trying to accomplish.” “It is really powerful to ask that second...
Apr 06, 2022•22 min•Season 1Ep. 139
On this episode, Julie Poulin and Jhanae Laplante join Sean to talk about how they created their team to divide and conquer in their business. Julie & Jhanae also go in-depth about their systems, their processes, and the tools they use to create deep partnerships with their agents. 1:45 Intro to Julie & Jhanae 3:45 Divide and conquer with a team 13:30 Team dynamic 17:10 Nurturing agents 21:30 Goals and accountability 26:10 Be proactive with clients and agents Quotes: “The way I built my ...
Mar 30, 2022•33 min•Season 1Ep. 138
On this episode, Sunnie Baltes joins Kellen and Sean to talk about how she has turned her ATMs into small steps to achieve big results. Sunnie talks about how she structures her actions that matter to focus money making activities, actions she is good at, and tasks that she enjoys doing. 3:05 Sunnie’s actions that matter 10:00 Sharing the results 14:15 Power 90 Quotes: “My ATM rules are simple. Is it a money making activity, is it something we are good at, and it is something we like to do.” “Af...
Mar 23, 2022•19 min•Season 1Ep. 137
On this episode Scott Webster joins Sean Z to discuss how he focuses on strengthening his business by using the tools he has as opposed to going after shiny objects. Scott also talks about his ATMs and how it is better to go all-in with the agents you have as opposed to focusing your time on new relationships. 1:45 Intro to Scott 5:11 Important tools 8:40 Scaling your business 14:30 Take time to shore up your model 17:18 2022 focus Quotes: “Everything that happens in my life, I feel there is som...
Mar 16, 2022•26 min•Season 1Ep. 136
Matt Brady joins Sean Zalmanoff to talk about executing on what he learns to build a process that creates business for him for the future. As a new loan officer, Matt also talks about his ATMs and tools that he uses to compete with seasoned LOs. 2:10 Intro to Matt 9:00 Matt’s actions that matter 11:20 Abundance mindset 14:35 Can’t be an order taker 17:30 Educating your clients 21:45 Agent scripts Quotes: “My best advice to new LOs is, don’t be afraid to talk to REALTORS.” “You don’t want to buil...
Mar 10, 2022•27 min•Season 1Ep. 135
