
Mortgage Marketing Expert
Podcasts
Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell.
Location:
United States
Genres:
Podcasts
Description:
Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell.
Twitter:
@mortgagemarketingexpert
Language:
English
Contact:
(866) 985-7445
Website:
https://www.philtreadwell.com/
Episodes
239 Stop Overthinking Content, You're Ready with Evan Carmichael
2/4/2026
Evan Carmichael returns to the Mortgage Marketing Expert podcast to talk about what actually matters right now for already-successful mortgage and real estate professionals who feel like they've plateaued: belief, momentum, and service at a higher level. Evan breaks down how to scale impact through content and team, why most industry content feels inauthentic, and doesn't work, and shares a practical strategy for using interviews with your top local referral partners to build trust, create content naturally, and generate real business. They also cover simple one-timer videos to answer common client questions, how to rebuild momentum when motivation fades, and why borrowing belief from the right voices can keep you consistent long enough to win.
Evan Carmichael is an entrepreneur, author, and speaker best known for creating Believe Nation, a personal-development brand and content platform built to help entrepreneurs strengthen belief, build momentum, and scale impact. He's the author of multiple books, including Built to Serve and The One Word, and his entrepreneurial YouTube content reaches a massive global audience of nearly 4.5 million subscribers on YouTube.
00:00 Navigating Change in a Noisy Digital World
02:46 The Power of Service and Impact
05:17 Scaling Your Influence Through Content
08:01 Building Authentic Relationships in Business
10:40 Creating Engaging and Authentic Content
13:13 Overcoming Confidence Barriers in Content Creation
16:17 Gaining Momentum and Belief in Your Journey
21:31 Practical Tips for Mortgage Professionals
Connect with Evan Carmichael: YouTube | Instagram | Website
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the FREE M1A Monthly Mastermind Group
Duration:00:29:15
238 Resilience is the Real Path to Success with Mark Perkins
1/15/2026
In this episode of the Mortgage Marketing Expert podcast, Phil Treadwell sits down with Mark Perkins for an impromptu, wide-ranging conversation. They break down why most mortgage and real estate professionals stall out, not from lack of tactics, but from lack of resilience, belief, and daily execution. They unpack the dangers of waiting for certainty, the difference between trying and being committed, why mindset always precedes results, and how elite producers build referral-based businesses by delivering standout experiences. This episode is a raw look at coaching, accountability, entrepreneurship, and what it actually takes to stay in the game long enough to win.
Mark Perkins is the CEO & Principal Broker of Pivot Realty Group, Commercial value-add real estate investor, and host of The Necessary Entrepreneur podcast. Mark has built one of the fastest-growing real estate companies in the US, based in the Cincinnati, OH area. His relentless drive and passion for changing the lives of his agents has fueled the company to hundreds of agents across multiple states. He created a podcast that inspires industry professionals to shape their own futures by taking action and making the leap into entrepreneurship, one interview at a time.
00:20 The Importance of Quick Business Planning
02:54 Navigating Uncertainty in Business
05:39 The Role of Resilience in Success
08:23 Commitment vs. Trying in Achieving Goals
11:08 Mindset and Its Impact on Performance
13:53 Building Effective Systems for Success
16:24 The Power of Coaching and Accountability
18:57 Overcoming Fear and Self-Judgment
25:33 The Importance of Being Coachable
27:44 Building Daily Habits for Success
29:44 Transitioning from External to Internal Accountability
30:42 The Power of Referral Business
33:25 Creating Value Through Experience
38:22 Willingness vs. Ability in Achieving Success
44:48 Accountability and the Role of Coaches
50:23 Hiring and Retention in the Mortgage Industry
53:08 Recruitment Strategies for Mortgage Brokers
55:04 The Importance of Honest Communication in Teams
57:20 The Entrepreneurial Journey: From Employee to Owner
01:00:46 Self-Awareness and Personal Growth in Entrepreneurship
01:03:59 Qualities of a Successful Entrepreneur
01:06:00 Contentment vs. Ambition in Entrepreneurship
01:11:19 Embracing the Process of Entrepreneurship
Connect with Mark Perkins: Instagram | LinkedIn | Podcast
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the FREE M1A Monthly Mastermind Group
Duration:01:15:03
237 Authenticity Converts, Conversations Close with Justin Freishtat
1/2/2026
In this episode of the Mortgage Marketing Expert podcast, Phil Treadwell sits down with Justin Freishtat, entrepreneur, investor, and sales leader, to discuss what it takes to build modern, scalable businesses. Justin shares his journey of scaling Heartland Foods to over $87 million in revenue before its acquisition by a private equity firm, and how that experience shaped his transition into capital advisory, investing, and personal brand building.
Throughout the conversation, they explore why authenticity and emotional intelligence have become the most underutilized skills in sales today, how to flip lead generation from outbound to inbound, and how high performers reframe fear, build resilience, and maintain momentum over the long term.
Justin Freishtat is an entrepreneur, investor, and sales leader with experience building and scaling high-growth companies. After spending over a decade growing Heartland Foods to more than $87 million in revenue before its acquisition in 2022, he now works in capital advisory, fund management, and private investing across real estate and private equity, while helping individuals and businesses grow their brands and drive revenue through modern sales and marketing strategies.
00:20 Introduction to Justin Freishtat
01:30 Scaling Heartland Foods: Lessons Learned
05:08 The Power of Authenticity in Branding
06:18 Building Relationships in Mortgage & Real Estate
08:34 Underutilized Sales Habits for Success
11:33 The Role of Physical & Mental Health in Performance
18:28 Comeback Stories and Long-Term Resilience
19:25 Reframing Fear and Staying in Momentum
22:15 Goals vs. Dreams: What Actually Drives Progress
23:35 Why Daily Actions Matter More Than Motivation
28:21 Curiosity, Learning, and Tactical Leveling Up
29:52 Building a Personal Brand That Creates Inbound Opportunity
32:11 Playing the Long Game in Business
Connect with Justin: Instagram | LinkedIn
If you are enjoying the MME podcast, please take a second to LEAVE US A REVIEW, and JOIN the FREE M1A Monthly Mastermind Group
Duration:00:36:19
236 Unlocking Mortgage Success with Michael Most
11/14/2025
In this episode of the Mortgage Marketing Expert podcast, Phil Treadwell interviews Michael Most, a seasoned mortgage broker with extensive experience in the industry. Michael shares his journey from aspiring lawyer to successful mortgage broker, emphasizing the importance of understanding the 'why' behind processes and decisions in the mortgage industry. He discusses key traits for success, the significance of collaboration, and effective strategies for scaling a mortgage business. Michael also highlights the importance of having meaningful conversations with clients about their financial goals and navigating the current market dynamics. The episode concludes with a focus on building genuine relationships in the mortgage business.
Michael Most is VP / Senior Loan Officer at Most Home Loans and host of The Most Mindset podcast, as well as a 25+ year mortgage veteran. From optimizing closing department systems early in his career to producing over $300M+ annually and more than $4B in lifetime volume, Michael has a proven track record of maximizing results. He knows how institutions quietly capture hidden margin, and he's committed to helping loan officers and originators who are tired of being undervalued and underpaid.
01:02 Introduction to Michael Most's Journey
03:54 Key Traits for Success in Mortgage Origination
06:57 Understanding the Current Market Dynamics
09:49 The Importance of Collaboration in the Industry
13:09 Scaling Your Mortgage Business
15:56 Time Management and Knowing Your Worth
22:05 Navigating Market Conversations with Clients
23:16 Understanding Borrower Mindsets
26:39 Navigating Market Predictions
28:18 The Importance of Personal Connection
31:09 Building Relationships in Business
35:43 Competing in the Jumbo Loan Market
39:55 Overcoming Underwriting Challenges
Connect with Michael Most: https://themostmindset.com
FREE POWER PLANNING SUMMIT - THURSDAY, NOVEMBER 20TH
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Duration:00:32:03
235 Marketing with Meaning with Ray Ellen
7/23/2025
In this episode, Phil Treadwell is joined by Ray Ellen who breaks down what it means to grow through grit. Ray explores how consistent action, willingness to learn, and letting go of control can unlock new levels of success. Whether it's sacrificing time now to create your “spring” later or surrounding yourself with the right cohort, Ray’s message is clear: the people who win are the ones who keep showing up and choosing progress.
Ray Ellen is a seasoned real estate professional, content creator, and team leader with nearly two decades of experience. As the founder of Pixel Properties, an award-winning team brokered by REAL, he’s helped over 1,000 clients and consistently closes more than 100 homes a year. Ray blends smart marketing, high-performance systems, and strong client relationships to drive results. He’s a REAL Mentor and co-host of two national masterminds focused on AI, strategy, and personal growth. A recognized marketing expert, Ray shares his expertise through the tWiRE Podcast and national speaking, helping agents grow through clear strategy and authentic connection.
01:30 Ray Raised His Hand
05:45 The Hard Times are Good Times
09:30 It’s Not the Same Race
11:15 All in the Details
16:50 Let Go to Grow
20:00 Showing Up is a Differentiator
23:30 Capability and Willingness
25:50 Create Your Spring
28:15 Sacrifice the Time
32:00 Find Your Cohort
37:10 There’s Value in Creativity
39:00 Keep Going or Get Out
Connect with Ray: Instagram | LinkedIn | YouTube
Join Ray’s Book Club!
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Duration:00:48:11
234 Engage with Intention with Adam Smith
7/10/2025
In this episode, Phil Treadwell and Adam Smith dive into how less competition in today’s market actually creates more opportunity for those willing to show up consistently. They talk about getting back to basics—having real conversations, picking up the phone, and building authentic relationships. Adam shares that true success isn’t about perfect scripts or aggressive selling, but about listening, asking better questions, and simplifying your message to connect on a deeper level. The conversation is a powerful reminder that mindset, consistency, and genuine engagement are what truly set top professionals apart.
Adam Smith is the President and founder of The Colorado Real Estate Finance Group, Inc., established in 2005, and owner of Just The Tips Coaching. He has originated billions in mortgage and finance deals, helping thousands of clients and coaching sales professionals on lead generation, client retention, and zero-cost marketing. Adam is the author of best-selling sales books, hosts a weekly podcast, and frequently speaks for major real estate and mortgage organizations nationwide. He has been recognized as one of the most connected and influential mortgage professionals in the country multiple times and holds several industry awards. Beyond his business, Adam is actively involved in community service, including leadership roles in charitable organizations and emergency response teams in Colorado.
01:30 Less Competition, More Opportunity
06:25 Is it Back to Basics?
10:20 Have the Conversation
13:15 Engagement Doesn’t Mean Selling
18:15 The Lost Art of Phone Calls
23:00 Let Them Talk
25:40 Craft the Questions
31:50 Don’t Create Problems
36:45 Find the Bite-Sized Piece
40:00 You’re Not the Only One
Connect with Adam: Website | Facebook | Instagram | LinkedIn | YouTube
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Duration:00:41:37
233 Break Through the Plateau
6/12/2025
In this episode, Phil Treadwell shares how to reframe frustration into momentum and push past plateaus. He breaks down the difference between a strategy and a real plan, and why execution, consistency, and mindset are the true keys to progress. Phil reveals parts of his personal playbook for moving forward and encourages listeners to evaluate the ROI of their efforts. As the founder of M1 Academy and a mindset coach, Phil delivers actionable insights to help elevate both you and your business. If you’re feeling stuck, this episode will provide the clarity and motivation you’ve been needing.
00:20 Reframe the Frustration
04:30 A Strategy or a Plan?
07:05 Execution, Consistency, and Mindset
10:30 Phil’s Playbook
13:25 Join the Movement Forward
19:20 What’s Your ROI Worth?
23:35 Have You Plateaued?
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Duration:00:27:01
232 Solutions, Not Excuses with Sean Herrero
6/5/2025
In this episode, Phil Treadwell sits down with Sean Herrero to explore how mindset is the foundation for success in both business and life. They break down the difference between excuses and real obstacles, highlighting how personal responsibility shapes outcomes. The conversation encourages listeners to shift their focus to solutions, stay rooted in their “why,” and make the most of the tools and resources they already have. It’s a powerful reminder that the right mindset unlocks the full potential of everything around you.
Sean Herrero is a leading mortgage advisor in the Bay Area with over 20 years of industry experience. After spending 15 years supporting mortgage advisors behind the scenes, he began working directly with homebuyers in 2017 and quickly rose to rank among the nation’s top 500 mortgage advisors. He is dedicated to empowering real estate professionals and guiding homebuyers to make confident, informed decisions. Beyond his own production, Sean mentors Loan Officers through his MNDST Event, where he teaches the mindset and strategies needed to build a successful business.
01:30 Catching Up with Sean
04:20 Excuses are not Reasons
08:15 People Pay for Wisdom
12:30 Now what?
14:45 Solution-Focused Lending
19:00 Don’t Be a Taker
23:45 Define the Why
27:40 Override Your Thoughts
31:30 Mindset Before Tactics
35:55 Use the Tools You’re Given
39:00 Find Your People
Connect with Sean: Instagram | Website
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Duration:00:40:40
231 Modern Leadership Mindset with Michael Brennan
5/21/2025
In this episode, Phil Treadwell talks with Michael Brennan about redefining leadership and making intentional impact. Michael emphasizes that leadership is a verb, not a noun; it’s about taking action, not holding a title. He encourages listeners to "lead up" regardless of their role and to say yes to opportunities that create growth. They discuss how consistency builds trust over time and how small actions, like a thoughtful text, can make a big difference.
Michael Brennan is the president of Nationwide Mortgage Bankers (NMB), overseeing sales and operations across 47 states. He leads the NMB Affinity Platform, a financial wellness initiative built on strategic partnerships. Previously, he was president of Movement Mortgage, where he helped grow the company to 5,600 employees and $33 billion in annual volume. Michael is also active in philanthropy, supporting global nonprofits and serving as a key partner in John Maxwell’s EQUIP Foundation.
01:30 Meet Michael
06:20 It’s Not How It’s Always Been
10:15 Lead Up
13:20 Leadership is a Verb
16:55 Never Say No
22:05 Consistency Compounds
24:50 Part of the Impact
32:20 Send That Text
Connect with Michael: Website | LinkedIn
BE IN THE ROOM WHERE GROWTH HAPPENS: M1A Mastermind Group
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Duration:00:34:25
230 Turning Passion into Purpose with Caleb David
5/14/2025
In this episode, Phil Treadwell sits down with Caleb David for a real and motivating conversation about what it means to show up with purpose. They dive into the power of being in the right rooms, asking instead of assuming, and listening to what’s not being said. Caleb shares how aligning passion with purpose and checking in with yourself can lead to meaningful growth. A must-listen for anyone who wants to lead with purpose and show up more powerfully in life and business.
Caleb David is a top commercial real estate broker in Colorado Springs, known for his people-first approach and expertise across multiple sectors. As an investor and owner, he brings strategic insight to advising clients locally and globally. He hosts the Commercial Real Estate Unfiltered podcast and founded The Table Initiative to foster meaningful community connection. Caleb’s mission—whether in business or philanthropy—is to create space where people feel seen, heard, and valued.
00:20 Meet Caleb
03:40 Be in the Right Room
5:45 Ask, Don’t Assume
10:15 Listen to What People Don’t Say
14:45 Turn Passion into Purpose
18:00 All In Wherever You Are
21:15 Stop, Breathe, What Do You Need
24:30 Are You Capable and Willing?
28:50 Celebrate Every Win
30:50 Show Up Every Day
Connect with Caleb: Instagram | Facebook | LinkedIn | Website | Email
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Duration:00:32:29
229 Rooted in Consistency with Bryan McKee
5/7/2025
In this episode, Phil Treadwell is joined by Bryan McKee, mortgage professional, and founder of Resilient Warrior, for a real conversation about what it truly takes to grow—mentally, physically, and professionally. They discuss how discipline, daily habits, and doing the hard things you resist are essential for lasting change. Bryan shares why success isn’t instant, how setbacks shape us, and why your standards must match your goals.
Bryan is a mindset advocate, mortgage professional, and real estate investor with over a decade of experience in leadership, entrepreneurship, and personal development. A former executive chef turned entrepreneur, he now leads the coaching platform Resilient Warrior and hosts the Behind the Breakthrough podcast, where he empowers others to take ownership of their health, habits, and mindset. After overcoming seasons of depression, anxiety, and burnout, Bryan draws from personal experience to help people rebuild from within and live with purpose, discipline, and integrity. His mission is clear: to guide others through the inner work that leads to lasting breakthroughs.
00:20 Meet Bryan
01:35 Start the Day Right
04:00 Take Care of Yourself
07:15 The Satisfaction of Putting in Work
10:45 90 Days till Results
15:40 It’s Not Just About the Numbers
21:30 Bryan’s Main Habits for Success
24:20 Discipline is a Skill
28:45 Match Standards with Expectations
31:30 Move Through the Mistakes
37:35 Give Your Full Attention
40:20 Life is Not Supposed to be Easy
43:05 Do What You Don’t Want to Do
Connect with Bryan: Instagram
BE IN THE ROOM WHERE GROWTH HAPPENS: M1A Mastermind Group
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Duration:00:44:47
228 Think Bigger, Sell Smarter with Nick Friedman
4/30/2025
In this episode, Phil Treadwell interviews Nick Friedman, President of Homes at HomeLight, about how real estate professionals can elevate their conversations and stand out in a crowded market. Nick emphasizes the importance of going beyond surface scripts to build real connections and deeper conversations with clients. They explore how AI can boost speed and efficiency, helping agents do more in less time. Nick also shares strategies for reaching hard-to-contact clients and encourages constantly asking, “Is there a better way?”
Nick Friedman is the President of Homes at HomeLight, where he spearheads the development of new growth channels and strategies for the company’s flagship financial product, Buy Before You Sell. Previously, Nick was the Co-Founder and COO/CRO at Accept.inc, a Denver-based proptech company that was acquired by HomeLight in June 2022. Under Nick’s leadership, Accept.inc led the company to nearly 30x growth in 2 years and raised over $100MM in debt & equity capital.
01:30 Meet Nick
03:45 Don’t Be a Broken Record
06:50 Have Deeper Conversations
09:55 AI = Speed and Efficiency
16:30 Reach Out to the Unreachable
20:55 Is There a Better Way?
25:45 Buy Before You Sell
31:10 Learn Everything You Can
Connect with Nick: LinkedIn | Website
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Duration:00:32:47
227 Markets and Mindsets with Rob Pieklo
4/23/2025
In this episode, Phil Treadwell welcomes Rob Pieklo, President and CEO of AFR. Together, they dive into how mortgage professionals can better educate and guide their clients. Rob and Phil explore the impact of UMBS and the 10-Year Treasury, and discuss the limitations of market forecasting. Rob emphasizes clear communication, honesty, and recognizing early market shifts as tools for building client trust. It's a valuable listen for those looking to enhance both their market knowledge and their client approach.
Robert Pieklo, President and CEO of AFR, brings a wealth of experience and leadership to the role, having previously overseen lending, revenue, capital markets, and strategy at the company. During his time away, he successfully ran his own brokerage, gaining hands-on insight into the industry. Rob’s extensive knowledge across broker, correspondent, and retail channels uniquely positions him to drive AFR’s next phase of growth. A respected industry leader, he remains actively engaged with numerous trade associations, reinforcing his commitment to advancing the mortgage space.
02:20 Be the Expert
06:15 The World of UMBS
11:00 The Ten Year Treasury
13:50 A Broken Crystal Ball
17:15 Lock It In
19:40 Pay Attention to the Whispers
22:50 Transparency is Key
27:10 The Truth is Easier Than a Lie
31:10 Less Talking, More Mistrust
32:35 Take the Good with the Bad
35:30 The Pounds of Results
39:40 Use the Macros to Your Advantage
Connect with Rob: Instagram | AFR Website
BE IN THE ROOM WHERE GROWTH HAPPENS: M1A Mastermind Group
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
Duration:00:42:53
226 Elevate Your Standards with Alexis Valladares
4/16/2025
In this episode, Phil Treadwell chats with Alexis Valladares about embracing growth, resilience, and purpose-driven success. Alexis shares how choosing excitement over fear and setting higher personal standards can create momentum in life and business. He highlights the importance of solving problems, tapping into emotions, and adopting the “as if” mindset to align with your goals. From the urgency of a “drowning person’s focus” to learning what not to do, Alexis offers powerful mindset shifts. He reminds listeners that failure is a part of success—and that the journey itself is where the real value lies.
Alexis Valladares is a real estate sales coach and entrepreneur who started his business journey at 14. After 12 failed ventures, he became a licensed real estate agent in 2020 and found success, closing over $150 million in transactions by mastering FSBOs and expired listings. He now leads Valladares Real Estate Academy, training over 10,000 agents worldwide in cold calling, objection handling, and sales mastery. With 200+ live events and 3,000+ active students, Alexis is passionate about helping agents become top communicators and closers.
01:30 Meet Alexis
04:25 Excitement over Fear
07:40 Set New Standards
11:05 Find Opportunities to Grow
14:20 Look for the Problems
19:25 It’s Not About You
25:10 Tap into the Emotions
30:30 The “As If” Mindset
33:00 A Drowning Person’s Focus
36:40 Fail to Succeed
39:10 The Journey is Everything
42:30 Knowing What NOT to Do
45:20 Be Courageous
Connect with Alexis: Instagram | Website
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If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
Duration:00:47:24
225 Value in Every Action with Erin Bradley
4/9/2025
In this episode, host Phil Treadwell welcomes back Erin Bradley to share strategies for building strong business relationships through generosity and value-driven actions. She explains how to identify opportunities to connect and how professionals can refine their communication to be more effective. The conversation also covers the importance of having a strategy tailored to your strengths rather than following a one-size-fits-all model. Erin’s insights offer both clarity and direction. The episode gives listeners a push to take action and shift from “I wish I could…” to “I’m doing it.”
Erin Bradley is a dynamic speaker, bestselling author, and host of the Pursuing Freedom podcast, dedicated to empowering real estate professionals. With firsthand experience navigating the challenges of entrepreneurship, she transformed her business to align with her vision of fulfillment. Now, she teaches others how to overcome overwhelm, create freedom, and build a life they don’t need a vacation from. Erin’s philosophy centers on mindset, effective systems, and strong support networks, proving that success is achievable with the right approach.
01:30 Welcome Back, Erin
04:20 Be a Go Giver
12:10 What is Value?
16:45 Opportunity Alerts
20:30 Develop Your Own Strategy
24:20 Conversation 101
28:30 Take the Work Hat Off
31:10 You Have to Take Action
33:50 “I Wish I Could…”
Listen to Erin’s podcast, Pursuing Freedom
Connect with Erin: Email | Instagram | LinkedIn
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Duration:00:37:01
224 No Excuses, Just Results with Mark Perkins
3/26/2025
In this episode, host Phil Treadwell travels to Ohio to sit with Mark Perkins, CEO of Pivot Realty. Mark and Phil discuss the mindset and habits that drive success, emphasizing personal responsibility, discipline, and eliminating excuses. They explore how AI enhances efficiency for top performers while entitlement and inaction keep others stuck. Taking consistent action compounds over time, leading to extraordinary results, while simplifying tasks and focusing on daily execution create momentum. Success isn’t about talent or luck—it’s about mindset, discipline, and showing up. Those who commit to doing the work will always come out ahead.
00:21 A Special Episode
04:35 Get Rid of the Excuses
08:45 Attitude or Actions?
12:10 Are You Going To or Not?
17:00 What the Uncommon Have in Common
26:20 Feelings are Feedback
30:18 Worth It
36:45 Do It as if You Own the Business
41:45 It’s a Sense of Entitlement
47:30 The Opposite is Responsibility
51:40 The Word that Belonged to 2024
55:50 AI = Replacing Professionals?
59:55 Ordinary with a Little Extra
01:03:00 Owning vs. Renting
01:12:40 The Philosophy of Phil
01:16:10 Urgency Combined with Pace of Work
01:20:20 Listen and Contemplate
Listen to Mark's Podcast: The Necessary Entrepreneur
Connect with Mark: LinkedIn | Instagram
LEARN MORE ABOUT M1 ACADEMY COACHING
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
Duration:01:24:56
223 Enhancing Productivity with AI
3/19/2025
In this episode, host Phil Treadwell prepares for a new quarter with a focus on increasing productivity and making the most of the hours in a day. He explores key strategies like time-blocking, AI-driven strategies with ChatGPT, and content techniques that capture attention. These insights help mortgage professionals streamline their workflow, improve marketing efforts, and strengthen client relationships. By applying these tactics, you can work more efficiently, attract the right clients, and elevate your business. This episode is packed with actionable insights to help you stay ahead in a competitive market.
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.
00:21 New Quarter, Increasing Productivity
02:30 Efficiency with Timeblocking
07:10 The Marketing Formula
09:50 To the Point with ChatGPT
13:30 Get Their Attention
16:35 10-10-10 Strategy
21:00 More to Come
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Duration:00:22:10
222 Mindset Shifts for Success with Nicole Giamundo and Alex Giampietro
3/12/2025
In this episode, Phil Treadwell is joined by Nicole Giamundo and Alex Giampietro as they share their unique perspectives on the mortgage and real estate industry, diving into the differences between their roles and experiences. Both ladies discuss how shifting environments require a shift in mindset and the daily habits and non-negotiables that keep them grounded and successful. The conversation highlights the importance of finding fulfillment in your work, building strong referral relationships, and consistently adding value to clients. Alex and Nicole emphasize the power of authenticity in business—staying true to yourself is the key to long-term success.
As a Producing Branch Manager at Gila Valley Mortgage in Safford, AZ, Alex has built a successful business on the foundation of referral relationships and meaningful connections. Since 2011, Alex has been guiding families through the mortgage process with trust, care, education, and a personal touch. As a wife and mother to two energetic boys, she embraces adventure and change—both in life and in business. For Alex, serving her rural community is more than just work; it’s a passion.
With a heart for service and a passion for real estate and finance, Nicole helps clients navigate the loan process with ease and confidence. As a mother of twins, she understands the importance of reducing stress and making home financing a smooth experience. Beyond her work, she empowers women in business through M1 Academy and Professionally She while advocating for mental health awareness. Her love for travel and diverse experiences allows her to connect with clients from all backgrounds. A multi-year recipient of Denver’s Rising Star Award, Nicole is dedicated to helping families achieve their homeownership goals.
00:20 Meet Alex and Nicole
03:25 Difference in Sides
07:55 Shifting Environments, Shifting Mindsets
11:00 Daily Habits and Non-Negotiables
17:15 Find Your Fulfillment
21:50 Referrals and Adding Value
27:05 Keep Going with Authenticity
Interested in Professionally She? Register for calls here!
Connect with Alex: Facebook | Instagram
Connect with Nicole: Website | Instagram
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Duration:00:29:00
221 Stand Out and Lead with Richard Milligan
3/5/2025
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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Duration:00:41:26
220 From Decline to Confidence with Todd Scrima
2/26/2025
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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Duration:00:42:19