In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry.

They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment.

Takeaways:

• Understanding the balance sheet is key to financial literacy.
• Homeownership significantly impacts long-term wealth accumulation.
• Loan officers must adapt to the current transaction recession.
• Realtors and financial advisors play different but complementary roles.
• Creating new referral models can enhance business opportunities.
• Building relationships with financial advisors is essential for loan officers.

Timestamps:

00:00 Introduction to the New Year and Business Planning

07:57 Understanding the Role of a Certified Liability Advisor (CLA)

16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors

24:04 Building Relationships with Financial Advisors

24:25 Building Relationships with Financial Advisors

28:58 Expanding Your Network: The Power of Referrals

30:51 Creating Value Through Conversations

34:15 Non-Correlated Referral Sources

38:59 Joining the Community for Continuous Learning

Want to connect with Todd Ballenger and go deeper?

Join the Certified Liability Advisor Free Community

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025.

takeaways

• Evaluate your activities to identify what drives revenue.
• Focus on top-performing activities to build momentum.
• Streamline or eliminate underperforming initiatives.
• Analyze conversion rates to identify bottlenecks.
• Maximize relationships with referral partners for better results.
• Become top of mind through consistent visibility.
• Consider your methods for lead generation and branding.
• Engage in bold conversations with referral partners.
• Understand the importance of being well-known in your market.
• Take actionable steps toward your 2025 goals.

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation.

Episode Resources:

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

RATE THIS PODCAST

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast.

1. AI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output.
2. Practical Use Cases: Learn how to turn transcripts, PDFs, YouTube videos, and more into podcast episodes, study guides, and FAQs.
3. Maintaining Authenticity: Strategies for using AI without losing your unique brand voice.
4. Webinar to Podcast Workflow: Geoff’s step-by-step process for repurposing a webinar into an AI-driven podcast episode.

• New Content Goals: Geoff announces his plan to release two episodes per week, including shorter “Voice Notes” style episodes.
• Deep Dive on Notebook LM:
• Upload any content (transcripts, documents, videos) for instant summaries and insights.
• Use AI to generate interactive conversations, study guides, and more.
• Geoff’s real-world example: transforming a webinar transcript into a 14-minute conversational podcast.

Google Notebook LM

Learn More About myAgent Classes

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

RATE THIS PODCAST

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies.

Connect With Kelly on LinkedIn

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Timestamps

00:00 The Challenge of Wearing Many Hats

02:54 The Importance of Personal Branding

06:03 Time Management and Relationship Building

08:59 Effective Relationship Building Strategies

11:46 Evaluating Content Creation Efforts

14:57 Operational Efficiency in Content Creation

18:08 The Balance of Content and Fundamentals

20:59 Creating Relevant and Engaging Content

24:10 Building a Personal Brand in the Mortgage Industry

26:54 Confidence and Authenticity in Sales

30:00 Final Thoughts on Content and Relationships

In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024.

The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration.

Timestamps:

00:00 Introduction to Jane Floyd and Her Journey

03:02 The Importance of Passion and Mindset

05:58 Skill Set vs. Mindset: What Comes First?

08:57 Handling Mistakes with Integrity

11:55 Building Relationships with Realtors

15:01 Sources of Business and Community Engagement

17:59 Strategies for Attracting New Realtors

23:50 Attracting Like-Minded People

25:17 The Importance of Open Houses

26:51 Building Relationships with Realtors

30:06 The Power of Reputation and Reach

32:06 Adapting to Market Changes

35:16 Creating Engaging Social Media Content

39:29 Innovative Marketing Strategies

41:44 Planning for Future Success

Connect With Jane

Instagram

LinkedIn

Leave Us a Podcast Review

Double Your Agent Referrals! Learn More About myAgent Classes

In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:

• Why understanding your customer's journey is key to success.
• How to build trust and add value to Realtor partnerships.
• The importance of preparation and intentionality in sales meetings.
• Using social media to connect authentically with referral partners.
• Long-term marketing strategies for 2025 and beyond.

Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.

Episode Resources:

Listen to Kelly's Podcast

Take the Realtor Referral Quiz

Learn More About myAgent Classes