In this episode, Phil Treadwell sits down with Richard Milligan to explore the mindset and strategies that set top professionals apart. Richard highlights why people follow strong leaders, not just companies, and challenges listeners to take full advantage of the tools at their disposal. They also discuss the traits of the most valuable loan officers, the role of AI in the mortgage industry, and how to cut through the noise to stand out. Ultimately, Richard reminds us that your greatest value lies in who you are, not just what you do.

Richard's leadership journey began with the challenge of recruiting a team with little training or resources. Determined to improve, he immersed himself in books, podcasts, and industry insights. After building over 20 teams in the mortgage industry, he felt a deeper calling to help others in similar situations. In 2017, he founded 4C Recruiting, a consulting firm dedicated to empowering recruiting leaders. A sought-after speaker, Richard has been featured in Scotsman Guide and, in 2022, published How to Dominate Recruiting in the Digital World.

00:20 Meet Richard

05:40 To be Dynamic You Must Evolve

11:00 Success Principles are Uniform

14:25 People Join Leaders, Not Companies

19:05 Go Use Your Logins

23:20 Most Valuable Loan Officer

28:50 Embrace AI

33:40 Don’t Drown in the Noise

38:35 Your Value is You

Connect with Richard: LinkTree

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In this episode, host Phil Treadwell collaborates with Todd Scrima who shares his journey to success, highlighting the importance of hard work, continuous learning, and consistent effort. Todd stresses the value of connecting with the right people and that real growth comes from developing new skills. He encourages listeners to provide genuine value rather than just seeking help, as people pay for solutions, not problems. Balancing emotional and tactical approaches is essential, and Todd’s core message is clear: success comes from taking consistent, strategic action.

Todd Scrima has built his career on helping people grow and achieve financial success. As the founder of one of the nation’s largest mortgage coaching programs, he has mentored over 600 loan officers to seven-figure earnings. He leads multiple companies, including Summit Funding, Jolt Mortgage Marketing, and The Mortgage Podcast, while also managing eight other businesses. An industry thought leader, Todd shares his expertise through his books Dare to Sell and The Loan Officer’s Roadmap to $1 Million.

00:20 Meet Todd

05:15 Go Out and Do the Work

07:30 No One Cares About the Past

10:10 Grow Your Skills

13:00 Call on the Right People

16:10 Building from the Bottom

18:00 Be Honest with Yourself

20:25 What are You Effective at?

24:35 Be Valuable, Not a Beggar

29:10 People Pay for Solutions

32:15 Opportunities are Out There

36:25 Phone Calls Work

38:05 Both Emotional and Tactical

39:05 Are You Taking Action?

Connect with Todd

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In the episode, host Phil Treadwell meets with Justin Ulrich, VP of Marketing at Evocalize. Justin shares insights on effective marketing strategies and emphasizes the importance of investing in content that converts, engages audiences authentically, and feeds social media algorithms for better reach. The discussion covers the power of networking, building in public to foster trust, and leveraging AI tools like ChatGPT to enhance productivity. Don’t miss this episode for powerful strategies on marketing, networking, and using technology to elevate your business!

Justin is a seasoned marketing leader known for his creative expertise and innovative go-to-market strategies. With experience across B2B and B2C industries like software, real estate, telecom, and more, he specializes in channel marketing, brand management, and demand generation. His strategic vision and execution drive transformative results.

00:20 Meet Justin

03:30 Marketing and Client Partners

07:30 Putting Money Where the Post Is

11:00 Give Business to Get Business

14:50 Engage Your Audience

17:45 Feed the Algorithm

21:25 Building in Public

24:30 People Work With People

25:45 Lean into the Platforms

27:55 Leverage Technology and AI

31:40 Benefits of ChatGPT

35:00 Don’t Wait, Just Start

Follow Evocalize on LinkedIn | Facebook | Instagram | YouTube | TikTok

Wanting to use Evocalize for your business? Click here!

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In this episode, host Phil Treadwell dives into how the business world is evolving and why success comes to those who take action. Effort, mindset, and strategic thinking are key drivers of growth. Phil breaks down the difference between strategies and plans, emphasizing the power of confidence, conviction, and enthusiasm. Instead of dwelling on the past, focus on what’s ahead—educate yourself, embrace failure as a stepping stone, and recognize that opportunities are everywhere for those willing to go after them.

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:20 Business Has Changed

02:00 Efforts Bring Success

04:00 Are You Taking Action?

05:15 Strategies vs. Plans

07:10 Mindset is Key

09:40 Conviction, Confidence, and Enthusiasm

11:30 Look Forward, Not Backward

13:15 Educate Yourself

14:00 Embrace Failure

17:00 Opportunity is Out There

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In this episode, host Phil Treadwell welcomes Michael Sweigert, mortgage professional and fellow podcast host. Michael shares insights on connecting with audiences, leveraging social proof, and using multiple engagement methods beyond just a website. The discussion debunks podcasting myths, emphasizing that social media and podcast success doesn’t require expensive gear—just a phone, a mic, and a willingness to start. Don’t miss this episode filled with tips and tricks to build your reputation from the screen to in-person!

Starting out in lending at the ripe age of 24, Michael quickly earned the moniker of the Bearded Banker, becoming a customer favorite known for his expertise, transparency, and enjoyable sense of humor. Starting out in the mortgage industry completely on his own, he started using unconventional methods to develop referral partnerships - with one of those being his podcast. 

00:20 Meet Michael

02:50 Going in Blind

05:30 From Transactional to Relationships

08:15 Changing Your Strategy

09:50 Connecting With Content

13:20 Think Like a Consumer

14:45 What is Your Social Proof?

18:40 It’s Not Just the Website

20:35 Build an Arsenal of Methods

22:20 The Myths of Podcasting

24:00 Only a Mic and a Camera

27:25 More Than Just a Podcast

30:10 Podcasting and Sphere of Influence

34:45 Your Phone is Enough

38:50 Podcast Success Stories

43:20 Just Do It

Connect with Michael and his podcast! Instagram | Website

Bluetooth microphone set

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In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi’s conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi’s experience in different parts of the mortgage world brings great insight and strategies to make building one’s database smooth and simple. Don’t miss this episode filled with tactics and strategies to better your business!

Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals.

00:20 Meet Jimi

01:25 A Lot of Effort, But Not a Waste

04:15 How Much is Attention Worth?

06:40 Leads Come From Conversations

08:00 Balance Trust and Attention

10:30 Social Media is Necessary

14:00 Be Relevant Enough So People Answer

16:50 41 ½ Second Sale Strategy

21:05 Winning with Shape 

25:40 Lead Management vs. CRM

26:30 Prioritize Your List

28:00 Did All the Work, Now What?

31:00 The Three E’s

33:25 Own Your Database

Connect with Jimi: Facebook | Instagram | Linkedin

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In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest!

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:10 New Year, New Goals

02:11 Building Your Habits

03:04 Marketing is Getting Someone’s Attention

04:50 What Content is Best For You?

09:21 Tactical Resources

10:30 Lead Generation

11:55 A Grandma Statement

12:40 Start the Conversation

17:55 From Acquaintance to Client

20:55 What is THEIR Focus?

22:10 Be Respectful of Their Time

23:50 Let Yourself Be Seen

25:35 Have Intentionality

26:30 Putting it All Together

29:45 Consistent and Persistent

GET FREE RESOURCES TO ELEVATE YOUR BUSINESS

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In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success!

Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships.

Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy.

00:20 A Change in Host

02:45 Meet Christina and Taylor

06:10 Don’t Forget the Millenials

07:45 Acronym Trivia

12:40 Just Saying It Isn’t Actually Knowing It

15:45 A Picture is Worth a Thousand Words

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In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals!

With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business.

00:20 Meet Scott

01:45 Alternative Valuation Options

05:05 Property Data Report Collection Myths

09:20 ACE, PDR, UPD, and More

13:35 Not Just One and Done

15:50 Bettering Appraisal Practices

20:45 Potential Biased Words and Phrases

24:00 UAD Redesigned

29:45 Appraisals = More Objective

31:25 Thorough, Complete, and Data-Driven 

35:50 Timeline to the Finished Product

39:00 Talk to Your Appraiser

Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad

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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!

Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.

01:15 Meet Brian

03:00 A Need for a Coach

06:00 Role Evolution

08:45 Hungry for Information

10:00 Play the Long Game

13:00 Find the Magic Number

14:25 Think Outside the Box

16:20 Take More Action

17:45 Catalyst for Extra Effort

19:05 How to Find New Excitement

22:45 It All Comes Back to Conversations

24:45 Brian’s Top Tactic

26:40 There’s No Secret Sauce

30:00 Double Down

CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community

TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/

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