This episode features Tony Blodgett, EVP of retail sales at New American Funding, reflecting on his career journey from loan originator to executive leadership while discussing his experiences with Clubhouse and podcasting during the COVID-19 pandemic. Tony shares insights about his approach to leadership, personal branding, and the challenges of transitioning from a top-producing loan officer to a non-producing executive role, while also discussing his recent lifestyle changes including quitting alcohol. The conversation concludes with Tony's predictions about the future of the mortgage industry, emphasizing the importance of digital transformation and personal branding for loan officers, and his advice for adapting to industry trends and changes.

Building Bigger Lives Podcast-

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In this episode of Building Bigger Lives, Geoff Zimpfer shares his experience in the mortgage industry and discusses the importance of platform building and training others. Geoff shares his background, including his experience as a sales trainer with Tony Robbins and his transition into the mortgage industry in 2003. He explains that the inspiration for his book "Disrupt or Die" and his Mortgage Marketing Institute came from his desire to help others succeed in the mortgage industry by sharing his knowledge and experiences.

He emphasizes the value of leveraging unique skills, creating value through education, and maintaining a beginner's mindset when teaching. Geoff also stresses the significance of adaptability in the face of industry changes, encouraging professionals to embrace new technologies while staying true to their authentic selves and maintaining strong referral relationships.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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Kathryn and Michael attended the HousingWire Gathering Conference, where they engaged with top industry leaders, discussed strategic shifts, and explored the implications of AI and recent mergers like Rocket acquiring Mr. Cooper and Redfin. They noted a sense of calm and confidence among attendees about the future of the mortgage and real estate industries, emphasizing that AI will play a significant role in transforming delivery systems. The event provided valuable networking opportunities and insights, with leaders expressing optimism about competition and innovation in the housing sector. Kathryn and Michael plan to share these insights in future podcast episodes and explore potential guest appearances from conference attendees.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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Craig Davis, an experienced coach in the housing industry, joins Michael and Kathryn to discuss his background, leadership approach, and coaching philosophy. He shares insights on personal branding, setting proactive objectives, and diversifying referral categories to advance one's business in the mortgage industry. Craig highlights his passion for coaching and his unique approach to leadership, which he calls "fractional leadership." The conversation also touches on the importance of understanding one's value proposition and raising the value of clients, referral partners, and teams through a consultative approach. The three discuss their upcoming meeting at the HousingWire conference and the importance of building relationships within the industry.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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In this episode of the Building Bigger Lives podcast, Michael and Kathryn discuss the importance and process of conducting quarterly business reviews. They recommend scheduling reviews 7-10 days after the end of each quarter, blocking out a half-day for the review, though it typically takes about 90 minutes. The review process involves gathering relevant data, scorecarding the previous quarter's focus plan, and applying the KISS filter (Keep, Improve, Start, Stop) to determine what to continue, adjust, begin, or cease in the upcoming quarter.

They emphasize the importance of aligning quarterly plans with annual objectives and sharing the new plan with stakeholders. Furthermore, they stress the importance of reviewing and adjusting one's quarterly plan, identifying ingrained habits to make room for new habits and daily disciplines, and the value of teaching others as a way to improve oneself. Finally, they stress the need to reflect any changes in the calendar to ensure proper prioritization.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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In this episode of Building Bigger Lives, our guest Roy Meshel introduces a new video series with the theme "Nobody wants a mortgage, they want the moment." The series focuses on the idea that life is a collection of moments, and people seek mortgages as a means to create meaningful experiences. Roy shares that he has been hearing amazing stories from people in response to this concept.

Michael expresses interest in discussing this theme further, as he believes it captures the heart of why people truly seek mortgages beyond just rates and loans. The conversation is set to explore some of the stories Roy has collected and the impact of this perspective on the mortgage industry. Roy discusses the importance of focusing on the human moments behind mortgage transactions rather than just the financial details. He explains how his company started sharing client stories to remind staff of the real impact of their work. Now they create video testimonials where past clients share meaningful moments in their homes.

Roy recounts some powerful stories, including a veteran surprising his kids after deployment and a family celebrating a loved one's life. He emphasizes how these stories re-energize the team by highlighting the profound human experiences they help facilitate, beyond just processing loans. The initiative has changed how Roy views and describes his work - from simply doing mortgages to helping create meaningful moments for families.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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Contact Kathryn Pedersen-

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Michael and Kathryn discuss the time tracking tool, a spreadsheet that breaks down a day into 15-minute increments to log activities. They explain that the purpose is to create awareness of how time is actually spent, which often differs from perception. The tool can reveal inefficiencies, distractions, and opportunities for improvement in time management. They suggest using the data to identify high-value activities, group similar tasks, eliminate distractions, and create more effective time blocks. The goal is not micromanagement, but rather to gain insights that can lead to increased productivity and better work-life balance.

Building Bigger Lives Podcast-

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage