In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.

Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…

02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck

04:55 - Mindset is In Our Control and Shapes our Outcomes

08:00 - Challenges Create Choices, Which Create Opportunity

10:15 - We are Built Emotionally

12:35 - Progress, Not Perfection

15:10 - The Gap and the Gain

17:35 - Confidence is a Skill We Learn

20:25 - From Motivation to Momentum

23:00 - Finding Your Action Steps

27:10 - How to Get More Business

30:50 - People Connect with People, Not Product

32:30 - Focus on the Process, Not the Outcome

35:00 - Daily Ozone Planner

36:00 - Focus on Your Process

37:30 - Connect with Craig: Instagram | LinkedIn

Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/

LEARN MORE ABOUT M1 ACADEMY COACHING

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In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his expertise and insights, offering practical tips and strategies on leveraging tech tools to enhance efficiency and drive business growth. This episode is a must-listen for mortgage professionals seeking to harness the power of technology in their business.

01:50 - Meet Ben Smidt

03:35 - Opportunities in 2024

05:45 - Leveraging Tech to Create More Business

09:30 - We’re Going to Have to Do Things Differently

12:15 - Uplist

15:00 - Creating a New Conversation

17:00 - Why is There So Much Resistance to Innovation in Mortgage

19:20 - Technology Won’t Replace You, But a Loan Officer that Leverages Technology Can

21:15 - There’s Always Time, If You Make the Time

24:40 - Past Client Loan Reviews

27:30 - Your Digital Footprint

29:50 - Regaining Your Time

31:15 - Don’t Be Afraid To Try New Things

32:20 - Connect with Ben

EXTREME EFFICIENCY WORKSHOP

GetUplist.com

Ben on LinkedIn

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In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all.

Kyle shares his insights on the importance of solving problems, effectively eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry.

Episode Breakdown:

00:50 - From Orthodontics to Mortgage

04:15 - What it Takes to Produce in THIS Market

06:50 - You Have to Learn How to Do Everything

08:55 - Kyle’s Current Product Mix

10:45 - “You Don’t Need a Backup When You Work With Me”

12:20 - “I WAS the Expert”

16:50 - Conquering Fears

22:45 - Problems to Solve

27:40 - Get Better Than the Other Guy

34:05 - You’ve Got to Do Everything

42:15 - Where People Found Their Lenders

46:00 - More Conversations = More Business

52:25 - Do You Have the Work Ethic?

55:10 - Taking Action is the Only Cure

59:30 - Outliers

01:00:25 - The Slight Edge

01:01:00 - Find an Activity and Quantify It

01:02:00 - Connect with Kyle

https://www.instagram.com/mrloans.mortgage

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