Forget resolutions. In this solo episode, I’m taking you inside the personal mindset shift I’m making for 2026 — one that’s already reshaping how I lead, work, and live.

Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:

👉 Gratitude and Delegate.

These aren’t just nice ideas — they’re essential strategies for cutting through the noise, clarifying priorities, and leading from a place of alignment.

Inside this episode:

1. Why resolutions often fail (especially in the mortgage business)
2. What my recent throat cancer diagnosis revealed about how I spend my time
3. The power of choosing One Word (or Two) to anchor your life and business
4. A 5-question exercise to help you uncover your own guiding word(s)
5. A free GPT tool I created to help you find your word in minutes
6. A deeper reflection on faith, focus, and what really matters

Whether you’re a loan officer, leader, or entrepreneur, this episode will help you pause, reflect, and get intentional about how you show up in 2026.

🎁 FREE RESOURCE:

Need help choosing your One Word?

Use my free GPT-powered tool:

👉 https://tinyurl.com/2026word

P.S. I’m hosting a private workshop where I’ll share what I’ve learned from almost 400 podcast interviews with top mortgage pros — and how they consistently generate high-trust agent referrals without chasing, cold-calling, or begging for coffee meetings.

You’ll get the full referral framework I teach inside the Agent Referral Xcelerator, and if it feels right, you’ll get a chance to join the next cohort.

👉 Join the early interest list here.

CONNECT

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SAY THANKS

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In this powerful episode, Katie Shive reveals how mortgage pros can leverage AI to build visibility, rank in search, and attract real leads online. Katie, a brand strategist and AI marketing coach, breaks down the concept of GEO — Go Everywhere Optimization — and how it’s changing the way consumers find mortgage professionals.

You’ll learn:

1. How to create a "core entity statement" that helps AI recommend you first
2. Why your bio consistency across platforms like LinkedIn and Google is critical
3. The difference between creating content for humans vs. robots
4. How to turn one podcast or blog post into an entire week’s worth of marketing
5. How ChatGPT and other LLMs are now directly referring mortgage professionals to leads and what triggers that

Whether you’re a seasoned LO or just starting to explore AI tools, this episode is a must-watch if you want to be found first and fast in search.

Show Notes:

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Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

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Are you stuck in the same production level year after year, wondering why the needle isn’t moving? It’s not because you’re not capable—it’s likely because you’ve stopped asking the right questions. Imagine if you had a framework to challenge your assumptions, elevate your standards, and scale your business with intention.

Today on the show, we’re diving into a powerful self-audit: What are the 13 questions every loan originator should ask themselves to grow, scale, and lead in 2026?

To help us explore that, I’m joined by Matt Weaver—ranked the #1 mortgage originator in the U.S. by units closed, with over 1,100 loans funded last year alone. Matt leads a team in Florida that runs like a high-performance machine.

In this episode, you’ll walk away with:

1. A blueprint to build standards so strong, your business becomes impossible to ignore,
2. The exact mindset shift that turns agents into loyal, long-term clients,
3. And a fresh perspective on what your brand actually is—beyond social media fluff—and how to build one rooted in performance, purpose, and clarity.

And there’s something deeper we’ll uncover: the hidden role of imposter syndrome—and how it might actually be your greatest asset.

So if you’re ready to raise your bar and redefine what’s possible for your business in 2026, then stick around for this episode.

Learn More about Matt's Coaching

Connect With Matt on Instagram

Matt's YouTube Podcast

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

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SAY THANKS

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In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what’s actually working to get butts in seats and referrals on the books.

You’ll learn:

• Why classes are the most leveraged way to connect with agents at scale
• How to pick topics agents care about (hint: it’s not mortgage guidelines)
• The exact steps to promote your event—even if you’re starting from zero

From investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.

Connect with Connor on LinkedIn

Learn More About myAgent Classes

Like This Episode?

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In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems.

James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human connection remains a competitive advantage for maximum ROI.

If you’re a loan officer or marketing leader looking to stay ahead of the curve while staying authentic, this episode is for you.

Connect with James on LinkedIn

Learn More About Caelum Advisers

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

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SAY THANKS

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In today’s episode of Mortgage Marketing Radio, we’re tossing out the old networking playbook and redefining what real connection looks like in today’s noisy, tech-heavy world. I'm joined by Lindsey Meyer, Jen Peachman, and Philip Mancuso, three of the 25 authors behind the new book Rethink Everything You Know About Networking.

This isn’t about business cards, small talk, or shallow connections. It’s about authenticity, intentionality, and using education and human value as your lead strategy.

We’ll explore how to create a ripple effect through small, meaningful actions, and why vulnerability is one of the most underrated tools in your business toolkit.

1. Intentional networking beats passive presence – Showing up with purpose and a clear message builds trust faster than any cold pitch.
2. Lead with value, not expertise – You don’t need to be a subject matter expert; you just need to offer useful, relevant insights people care about.
3. Vulnerability is a connection multiplier – When you're willing to share your real story, you invite others into a deeper, more lasting relationship.

Order the Book On Amazon

Connect with Lindsey Meyer

Connect with Jen Peachman

Connect with Philip Mancuso

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify