Latest / Mortgage Marketing Radio / Rethink Networking: The New Blueprint for Building Authentic Relationships in a Tech-Driven World
Transcript
- 0:00Hello, my friend. Let me tell you a story about Mitch. Mitch is a loan officer in our My
- 0:04Agent Classes community who just had a major win worth celebrating. Mitch hosted a networking
- 0:10event for real estate agents, but this wasn't just another meet and greet. Mitch took an
- 0:13intentional targeted approach inviting only top producers. And what was the topic and the
- 0:17conversation all about? Well, Mitch shared strategies and ideas and resources to help the agents
- 0:23with lead conversion, even talked a little bit about DSCR loans and even tips for optimizing
- 0:29the agent's Google business profiles. And here's the key. Mitch didn't need to be an expert
- 0:34on any of the topics because he's a member of My Agent Classes in our community where we equip
- 0:39loan officers like Mitch with the tools and resources and training to help him host networking
- 0:43events just like this. And even more, he used Chachi BT to help conduct Google audits for agents.
- 0:50And that value first approach led to four booked meetings, six Google business profile audits,
- 0:55a listing video invite from an agent who said come be in my listing video, Mitch. And Mitch
- 1:00was also invited to a brokers open where he was introduced to two new agents. Mitch had never
- 1:05met before. Andy scheduled two appointments with each of those agents as well. All of this from
- 1:11one strategic networking event. Why does this matter? Because this is what real networking looks like
- 1:16today. It's not about shaking hands and handing out business cards. It's about showing up
- 1:21intentionally offering real value and building authentic relationships that move your business
- 1:25forward. And if you want to scale your agent awareness engagement and referrals, the way Mitch has
- 1:31done without call calling chasing or paying for leads, this is exactly what we help loan officers do
- 1:36inside my agent classes. Want to learn more? Check the link in the show notes to watch a quick
- 1:41video and book a time to talk with me or just head on over to go.myaginclasses.com. You're listening
- 1:48to mortgage marketing radio where we help loan originators who want to grow their business
- 1:51safe time and make more money. I'm Jeff Zimfer your host and today we're talking about rethink
- 1:56everything you know about networking. A brand new book and I'm joined by Lindsey Meyer,
- 2:01Jen Pietman and Philip Mancuso, three of the 25 contributing authors behind this new book,
- 2:06rethink everything you know about networking. This book is not just another collect business cars
- 2:11and hope or referrals. It's a fresh modern framework for building meaningful long lasting
- 2:15connections that align with your values and your goals. So whether you're a mortgage pro or a
- 2:19real estate agent, you're a business owner or a leader, this book will help you connect with
- 2:23purpose, lead with generosity and grow your network the right way. So you're going to hear from
- 2:28three of the contributing authors today, but this book is packed with wisdom from 25 different
- 2:33authors across mortgage, real estate and business. If you're ready to leave old school networking
- 2:37behind and create real momentum in your business through relationships, this episode is for you.
- 2:42Hey, and don't forget, check the show notes for a link to grab the book on Amazon
- 2:46today. Pick up a copy for yourself and maybe even a few extra copies to share with your referral
- 2:51partners. Enjoy the episode. Let's get into this week's show.
- 3:06Lindsey and Jen, welcome to the show. Hey, we're excited to be here. Thanks for having us.
- 3:11My pleasure. Let's take care of some housekeeping first. People want to know who's who
- 3:15attach the identity with the voice. So Lindsey, what do you want to share with the listeners or
- 3:20viewers about who you are and what you do? Hey, y'all, thanks for tuning in and Jeff,
- 3:24thanks so much for having both Jen and I on. We have a week until we're launching our book. We
- 3:30think everything you know about networking and that will be the foundation of our conversation
- 3:37today. Jeff, I love speaking and catching up with you a few weeks ago and I know you have a lot
- 3:41to say. So I'm currently outside Chicago, born and raised at EPM wholesale and I love it there.
- 3:49I've been there for a little over seven months as VP of this dev and then my passion project
- 3:55rethink everything you know about networking which we have nicknamed Raycan and it's been such
- 4:02an adventure and now we're just launching and hope to help all of you and feel free to reach out
- 4:08to any of us anytime to learn a little bit more after our conversation. Absolutely. Okay,
- 4:12Lindsey, thank you for that. Jen, you know what the game is now. What do you want to share?
- 4:16Well, I'm Jen Peachman. I am VP and Director of Strategic Lending at GVC Mortgage. I'm sitting
- 4:22in our headquarters today which quite honestly doesn't happen all that often. I do work remotely.
- 4:26I'm based out of Cleveland but our IMB is based out of Indianapolis. So I'm here welcoming a new
- 4:32branch to join us and I'm excited to start off the first of a series of podcasts that I'll be
- 4:37joining this month to talk all about our book, rethink everything you know about networking and
- 4:42talking about how you can create real long-lasting human connection along the way. So excited to get
- 4:47started. I love that you said that real long-lasting human connection along the way. I think that's
- 4:52relevant based on the flow and volume that's coming at us all with tech and AI particularly.
- 5:01Automate everything, outsource this, outsource that, don't have to talk to people, push button,
- 5:07get resolved. Like, tell me, tell me where's that landing for you guys in the whole premise of
- 5:13what was the motivation to write this book which by the way, it's more than a book, it's a movement
- 5:18so who wants to take that first? Jen, go for it girlfriend. Listen, I think Lindsey asked me to
- 5:24participate in this book and I know Lindsey from networking on the conference circuit and quite
- 5:28frankly say a lot of times I feel like I conference for a living sometimes because I might
- 5:33have so many different events throughout the year and yes, conferencing is a word I've made it up
- 5:37but I think to your point you know we live in a human-based industry. I'm sorry and there's
- 5:45tech that enables us but the human connection is something that first time home buyers are craving.
- 5:50I thank us in this post-COVID world. I think the value of human interaction is super important
- 5:56and I have some friends that are neuroscientists and I've asked them, you know,
- 6:00how does your brain treat zooms versus in person and they're like completely different? It's not
- 6:05the same. Your brain is wired for human connection and you know I talk a little bit about three
- 6:11melodies that we'll talk about here a little bit but things that I think are super important,
- 6:15the three top things that I find are most important in networking and I've really made my living
- 6:21in and have the position I have at TBC because they were former clients of mine. So every
- 6:28job I've been offered over the years in the past I'd say 10 years in this industry at the level
- 6:32that I'm at has been through connections and relationships so I think that speaks a lot of
- 6:38volumes just there and itself but you know I'm seeing more and more you know really are focused
- 6:43on hyper localized lending in our industry and I think you know being the mortgage gal or the
- 6:49mortgage gal or the guy in your area is more important now than ever. There's a lot of information
- 6:56out there right but folks are really looking for people that they dig they trust and can give them
- 7:01helpful information and resources along the way and yeah we've got a great tech stack and everybody
- 7:06it does right but I think the difference is the person that you are. Are you saying that
- 7:14in today's tech forward tech heavy noisy world that it's more important than ever to have those
- 7:20communication those in-person communications those authentic. I really think it does mean
- 7:26personally you know I have been on a little movement of my own this these past three months and
- 7:32I've really taken a lot more time to pick up the phone and call my connections yeah I can text you
- 7:38yeah I can email you but man when someone calls you and says hey I've been thinking about you and
- 7:42it's been a couple of weeks since we chatted and whatever blah blah blah like that means more
- 7:48than any text message or email or auto dialed response that you're going to receive
- 7:54from my perspective. There's just something about human connection that I really believe in and
- 8:00I feel like whether it's building your business or your brand or your connections like that's
- 8:05at the heart of it all. Yep I would agree. I want to take a pause for a second then we see that
- 8:09Phil has joined us Phil we'll come to you in a few minutes you can do your brief intro and share
- 8:14what your kind of chapter is from the book in a moment. Lindsay we're going to go over to you.
- 8:20Why do you think that networking and by the way let's do this what does that mean networking right
- 8:27are we talking about I'm going to a network event you know I'm shaking hands and kissing babies
- 8:32like can we put some definition around networking and because I think you talk about
- 8:37intentionality so go ahead and jump on that from there if you would. Yeah networking is a really
- 8:41tough word I think it has a lot of negative connotation to it and I think there's a lot of different
- 8:47ways to say that we're having human interaction or human and tech interaction which is happening a
- 8:54lot these days I think networking really is just getting a face-to-face and communicating and using
- 9:01your five senses and body language in order to do so body language makes up 55% of the communication
- 9:07prides process which is pretty crazy. I think if you are open to talking to people whether it's your
- 9:13family your best friend you have conversations that challenge you I mean we were all born to connect
- 9:20and to communicate in different ways so start with that we already have the the power within us
- 9:28to just get started and to go and I think writing this book we hope that it provides a go-to-to-help
- 9:34individuals looking to find their way looking for better tips in order to master their confidence
- 9:40through connection whatever it may be so I think it's really just get started and reach out to
- 9:46people to help you. Hmm okay hey are you tired of cold calling realtors and feeling like you're
- 9:51getting nowhere with my agent classes you don't have to chase agents anymore we hand you a done
- 9:56for you system of ready to teach presentations plug-and-play marketing and even 200 producing
- 10:02agents to invite so you can double your agent referrals in 90 days or less plus you'll get weekly
- 10:07coaching and a community of loan officers sharing exactly what's working right now here's a quick
- 10:12win from one of our members I joined it because I was tired of doing business the way that regular
- 10:17loan officers have been doing it in my market which is just making the the core calls every Monday
- 10:23and Friday checking with reals agents I had done that for years and seemed like everybody was
- 10:27doing that I need something different and I wanted to find a way that I could work with the agents
- 10:32that I want to work with I wanted to find a way that I could have a captive audience every month
- 10:37every couple weeks where I could find agents that were like-minded and that wanted to work with me
- 10:41as well so it's probably brought in I'm just guessing here but it's probably brought on in the
- 10:46three years I've been back with the program is probably brought on it's probably say about 40
- 10:51million dollars in volume since then right and it's led us some massive relationships
- 10:56and I wouldn't be able to do those things without this program the value of these Friday calls
- 11:02are so incredibly valuable for all of us I get upset if I miss it on a Friday the cost of this
- 11:08program is what is worth it just because of these Friday calls that were on where we help coach
- 11:12each other we're just here to help each other add value to our real trip partners are you ready to
- 11:17stop chasing and start attracting agent referrals on demand book a call at mortgage marketing
- 11:22.pro or hit the link in the show notes now back to our show good I'm going to come back to you two
- 11:27ladies in a moment I want to get to you fill up what we were doing here is if you want to go
- 11:33and unmute yourself I think I can do that right here there you go give us a brief brief background
- 11:41who are you what do you want to tell the audience about yourself well I'm Phil Mancuso
- 11:46president chief investment officer of EPM been in the business since 1988
- 11:55and having encompassed many roles from sort of start to finish within the mortgage
- 12:00industry started out in sales so when you talk about networking know a little bit about that
- 12:06um that's about it um well your chapter in the book if I'm correct is built different a call
- 12:15to rethink resilience stop romanticizing misery and choose excellence that is a juicy title
- 12:25like what do you want to accomplish what do you want what here's the question I ask all these
- 12:30everything everything author chapter contributors what were you hoping to accomplish with your
- 12:34chapter you know I I had an interesting conversation in an uber of all places uh and you know
- 12:43I should remember the guy's name he had a really sort of unique name so you think it would stand
- 12:48out but he was a part-time uber driver and like a part-time psychoanalyst or something like that
- 12:54and you know he brought up this really interesting thought that our brains are wired for survival
- 13:00not success and you know I don't that wasn't a unique thought for me but I felt like he
- 13:05articulated it in a really intelligent and thoughtful way and it was sort of around the time that I
- 13:13did a keynote at our annual event and you know and then it sort of dovetailed into writing this
- 13:20chapter and you know when you think about it and I've been saying this from you know the first
- 13:25sales training that I may be ever did uh you know was you know the human condition is very much
- 13:32like Pavlov's dog you know the the more you experience failure the more you become adverse to it
- 13:38and of course I wouldn't pick up the phone again or knock on another door if I knew it was going to
- 13:44be hung up on me or slammed in my face and and that's you know just something that we're kind of
- 13:50tend to be wired with unless we're not or unless we can sort of train ourselves uh you know to
- 13:57not be so you know trying to grab the collective sales force of the world and maybe shake them by
- 14:05the shoulders a little bit and say this isn't easy and you know no one wants to hear your complaints
- 14:12I certainly don't uh you know and and obstacles are opportunities for winners and excuses for losers
- 14:21and so that's really the thought and the mindset is um you're gonna fail you want to fail
- 14:29the most successful people use that failure as a rallying cry as a catalyst and I think that's
- 14:36ultimately the message um that not only would I want to convey in the chapter but but just really
- 14:45uh in in the communication of what I we uh us stand for um okay yeah I think that's a good we
- 14:53always need to be reminded of that right resiliency especially in this business right here
- 14:57what's the old saying by less brown that it's not if you get knocked down fall on your back because
- 15:02if you fall on your back and get back up something like that all right Jen back to you
- 15:09in your chapter we're gonna kind of go round robin here um you talk about the three traits for deep
- 15:17lasting human connection do you want to unpack those yeah um you know in coming up with topics
- 15:22when I was working with Lindsay and Liz I thought immediately to intentionality and networking
- 15:28I feel like networking to network is one thing but doing it intentionally is a whole
- 15:33another different ballgame um I know that this word the little bit played out I feel like authenticity
- 15:39but I also feel like people can smell a fake and can sniff out BS really really quick right so
- 15:45if you're not who you are 100% of the time you're not gonna show up authentically um and I talk
- 15:51a little bit about vulnerability too um I feel like I'm one of those people that kind of when I
- 15:58know you I know you and I'm not gonna forget the details um some of that comes along with being
- 16:03intentional and with the folks that I'm reaching out to to either chasing clients or prospects or
- 16:10folks that I really admire in this industry like I will chase you down and find you because I want
- 16:14to know you and I'm doing it intentionally along the way um you know authenticity I think for me
- 16:21is one of those things that is super duper important how you show up and how you stand out and how
- 16:26people will remember you is bigger than anything else out there so you know I'm not shy about
- 16:32I love hiking because I'm stressed out and I need to go you know clear my brain in nature and
- 16:36I dig waterfall chasing because I like the energy that I received from it and I wear peach a lot
- 16:43because my last name's peach bin and people call me peach or peaches right and I talk a little bit
- 16:48about vulnerability um right now I'm in the process of being evaluated to give my daughter a kidney
- 16:55and it is a story that not most people didn't know until about 10 years ago when I was with a client
- 17:03and they wanted to see a picture and I showed her my girls and they could see obviously that one
- 17:08daughter was very different than the others right and at that time I could hit it right I've
- 17:13leaned into it um along the way you know she has a disease that only 500 people in the United States
- 17:18are infected with so it's ultra rare but in telling my story I've connected with other people
- 17:25in our industry that are impacted by the same disease that don't necessarily talk about it
- 17:29or folks that have given a kidney or their kids has had their second or third kidney transplant
- 17:34so it's to me I'm just a big fan of human connection and the relationships that come along with
- 17:41connecting with people that you know you're vibing with right away um and that's what I talk about
- 17:46in chapter 9 is just the importance of authenticity and intentionality and vulnerability because I
- 17:53think those are the three things that lead to real long lifetime relationships I mean 10 years ago
- 17:59nobody knew who the heck I was right and now when I walk in a room most people know who I am a little
- 18:04that's branding a lot of that's networking and I give some tips and tell some stories along the way
- 18:09and for me you know I've had such incredible opportunities the opportunities in this industry to
- 18:14tell my story to raise money and hundreds of thousands of dollars for charity to you know being
- 18:20off of the position that I'm sitting in now because of my networks I'm a big believer in you are
- 18:26who you surround yourself with and you have to be intentional along the way to get there
- 18:31hmm agree with that 100 percent quick question if you don't mind I want to I want to go pull
- 18:37the thread a little bit deeper on the vulnerability piece and then Matthew will say hello to you in a
- 18:41moment um did you struggle with being vulnerable and would you have any tips to share with
- 18:49people or offer up to give them permission to it's okay you know I feel like I don't know if
- 18:56I'm just one of those people's but you can tell when I'm holding back um and when I was younger
- 19:02and probably not in the same position that I'm at right now um professionally yeah I was scared
- 19:08to death man when you're like FMLA eligibility and taking time off and like punching clocks and
- 19:13trying to get everything done hell no I wasn't telling anybody right when I was given the platform
- 19:19um when I kind of got my face first big girl job I would say in this industry I leaned in um and
- 19:26people were amazed I mean the first time I talked about it on stage man I got off stage and
- 19:32like fell down it was like crying like it was all the things right now I can talk about her situation
- 19:39and surgeries and fighting medical professionals and my own journey to to be in a place where I can
- 19:45make some life style changes and and make an impact to her that makes I think for me some people see
- 19:50as my shell can be a little bit hard around that but it's also because I've been given a platform
- 19:55to probably let out a lot of the stuff yeah that I'm dealing with that I probably would have held
- 20:00in if I wasn't vulnerable um I get it some people don't want to talk about health stuff I understand
- 20:07but like the first thing most people say when they see me as hey Jen how's it going how's your kiddos
- 20:12right like how's Morgan right or how's team peach right like we call ourselves team peach right so
- 20:16like people feel like they know me because they do because I'm I wear my heart on my sleeve not
- 20:23everybody does but for me it's been a platform to you know raise a hundred fifty thousand dollars
- 20:28to a foundation and her name and make connections with people that probably just would have been
- 20:33business associates but now I know you have this in your family too like you don't have to talk
- 20:38about it and I'll never say your name um you know what other people's kids are diagnosed with
- 20:43super rare diseases or they're like oh my god can you help me what would you do it just shows that
- 20:49you know all this time and the trench is medically has provided me with a vehicle to
- 20:54support myself and my kid and support others who might be along a similar journey if not the same so
- 21:02that's where the real connection happens man it does yeah and there's purpose in the pain or
- 21:07the struggle you know well because unless you have some some purpose or some meaning or you're
- 21:12able to kind of uh turn that into some way for you to utilize that on a bigger scale or platform
- 21:20or maybe impact other people then then it becomes debilitating you know 100% yeah when you hold
- 21:26it in man I can tell you like the tears will roll down my face like if I'm gonna get in for too long
- 21:30I just got an award on stage and I I came Kardashian cried man because I was holding it in for too
- 21:36long like oh right by the way I don't know it's ugly crying it's what it is yeah it's my friend
- 21:46tells me they're like oh you Kim Kardashian crying you you ugly cry but like well that's that's
- 21:50I'm glad we brought that on a nice transition note into Matthew here um I don't know where we go
- 21:55from that or how you one up the Kim Kardashian crying but um you're talking about networking
- 22:01through education in your chapter teaching and sharing knowledge as the highest form of connection
- 22:07what did you hope to accomplish with your chapter Matt and Jeff you were part of the first
- 22:11book of rethink so yes we're a family we are family absolutely um and so while Matt's
- 22:18getting his audio set up Lindsay I want to come back to you because I haven't asked you specifically
- 22:23this question about what you hope your goal from your chapter to be about um and you talk about
- 22:29the universal power of the wave I'm curious tell me more I do thank you uh I think it just takes
- 22:35one small action for a large result and I used the example in my chapter I described my early years
- 22:43in college pre-facebook and social media where it was you just get out there and connect with people
- 22:50you actually use your two legs and you're walking like I mentioned 10 felt like 10 miles a day on campus
- 22:57just to make sure that I was building myself building my sorority I you know social chair who I
- 23:03you know how I represented myself and then as an adult I came across the Hawkeye wave and it's
- 23:11very well-known if you don't know it there's the QR code in my chapter you can also YouTube it and
- 23:18a woman had posted on a Hawkeye group hey we should all turn and wave to the children at the hospital
- 23:26because a new suite had been designed over the field so the first time that the press box as they
- 23:33called it was used uh the moment is recorded and and you know she thought oh I'm just throwing
- 23:39the suggestion out there but it was such a beautiful moment because enough ears had listened
- 23:44and people started turning and waiting to the children the children were prepared with their
- 23:49parents for signs you can just see the motivation and how much inspiration and joy a single or
- 23:56multiple waves and what the impact can make for families that are struggling so learn to gents and
- 24:02just want a happy moment and you know go down your teeth flowing your way. So the Hawkeye wave I just
- 24:09googled it Iowa Hawkeye's athletics when the Kinnick clock hits zero at the end of the first quarter
- 24:1570,000 fans football fans turn and they wave at the kids in the hospital who are watching along with
- 24:23them battling life threatening diseases yeah that's powerful. Did you go to Iowa? I did. The
- 24:30listeners who want to know where and when and how they get the book what who wants to jump on that
- 24:35where and how and when is it Amazon you mentioned audio earlier and we're going to put everything links
- 24:40in the show notes to everybody's linked in profiles but also to how they get access to the book
- 24:44resources somebody take that and tell us where the heck we can get it. Sure it's going to be on
- 24:48Amazon October 15th which is a week from today it will hit bookshelves I would say maybe a quarter
- 24:55after that although we will have some local books bookstores across the nation that will have the
- 25:01Ray Khan book on their shelves and then we will have an audio coming out as well so we're super
- 25:06pumped. Okay so first place to get it is on Amazon October 15th which by the time this goes live
- 25:12is probably it's going to be available so you're listening to this right now go to Amazon and what
- 25:17about for people who want to continue the conversation maybe you've made a connection to somebody
- 25:21here right Matt Jen Lindsay what would be the best way for them to do that. Reach out LinkedIn is
- 25:26great don't get scared if we don't reply back sometimes it's just a lot of messages and you might
- 25:32miss one so jump on an opportunity ask questions connect with our crew and those that are following
- 25:40rethink everything you know about networking like you said we're creating a movement for those
- 25:44people who want to change a lot change their lives change other people's lives use education
- 25:51and and use the power of being an individual to become multiples so fantastic and so it's been
- 25:57a privilege to meet with four of the authors authors in today's conversation from the chapters but
- 26:02there's actually like 25 other chapters from a bunch of different other people so you're going to
- 26:08get nuggets from over 25 people and I guarantee you there's something for you to connect and dive
- 26:13into there on that book hey everybody I appreciate you making time for your busy days this is really
- 26:17a great conversation thank you thank you so much chef the authenticity is your best friend when it
- 26:22comes to success I think that if you believe in yourself and you believe in the product that you're
- 26:28selling then you're really not selling I think sales has more always been more about the networking
- 26:35aspect making the connections and then secondarily communicating what you perceive the benefits are
- 26:42of what it is that you do and you know to try to convince someone to make a decision versus in an
- 26:50educational informative passionate enthusiastic way just simply leading them to that decision
- 26:59that to me is the the way that you can really get the ultimate level achieve the ultimate level of
- 27:08success in sales you know otherwise if you're just fooling people and and trying to you know
- 27:14convince people that might work for a minute but it certainly doesn't work in the long yeah absolutely
- 27:20good point all right maybe we'll call this to the the tornado podcast seek shelter wherever you're at
- 27:26okay that's it for today's episode before we wrap up I just wanted to remind you about my agent classes
- 27:31your proven system to double your agent referrals in just 90 days imagine never having to co-call
- 27:37again instead building real lasting relationships with top-producing agents who want to send you
- 27:43business with done for your presentations marketing automation weekly coaching it's all designed
- 27:48to make growing your business easier and fun so if you're ready to take control of your agent
- 27:54referrals and grow your income visit mortgage marketing dot pro or check the link in the show notes
- 27:58and why you're there don't forget to check out the success stories from other mortgage pros who've
- 28:02already seen incredible results thanks for listening and I'll see you on the next episode
- 28:24you