Beste Loan Team Training Podcasts (2024)

1
Everybody is Fascinating with Hamilton Lao 1:01:08

3d ago1:01:08

1:01:08

In this episode, I’m joined by Hamilton Lao, Business Development Rep for the Jin Mortgage Team, to explore how he’s turned “call reluctance” to “call acceptance” and is helping people everyday by building relationships. Hamilton shares his approach to building relationships and discovering the unique stories behind every client and colleague he me…

1
Mastering Cross-Selling with Carson Porter 41:17

8d ago41:17

41:17

Shoot Us A Message! In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, of…

1
What kind of measurable results and ROI have agencies seen from using TeleFunnels? 9:54

15d ago9:54

9:54

Shoot Us A Message! Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead …

1
Insider Tips for Scaling Insurance Agencies with Telefunnel Mastery | The Insurance Dudes 3:40

17d ago3:40

3:40

Shoot Us A Message! Craig Pretzinger delves into the intricacies of creating a predictable, consistent, and profitable agency sales machine. Kicking off with a reflection on the importance of strategic investment and the pitfalls of a DIY approach, the episode centers around the transformative power of telefunnels. Craig describes the journey from …

1
How should agencies hire and train effective dialing specialists | The Insurance Dudes 4:27

21d ago4:27

4:27

Shoot Us A Message! In this illuminating episode of The Insurance Dudes podcast, host Craig Pretzinger dives into the intricacies of building a successful insurance agency using telefunnels. With a blend of personal anecdotes, hard-earned lessons, and actionable strategies, Craig provides a blueprint for agencies looking to streamline their dialing…

1
What are some common pitfalls to avoid when implementing a TeleFunnel | The Insurance Dudes 8:58

24d ago8:58

8:58

Shoot Us A Message! Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you. G…

1
Masterclass Compilation: Highlights from René Rodriguez, Tyler Osby, Alyson Rixner and Dr. Shad Helmstetter 41:31

25d ago41:31

41:31

In this special "Masterclass Compilation" episode of Loan Officer Team Training, I’ve gathered some of the most powerful and insightful moments from my conversations with four exceptional experts: René Rodriguez, Tyler Osby, Alyson Rixner, and Dr. Shad Helmstetter. Each segment is packed with actionable advice and strategies, covering topics like e…

1
How Does Technology Integrate with Human Touch in TELEFUNNEL SYSTEM | The Insurance Dudes 3:51

29d ago3:51

3:51

Shoot Us A Message! Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolve…

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What's the role of dialing specialists in a TeleFunnel | The Insurance Dudes 9:25

1M ago9:25

9:25

Shoot Us A Message! In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters…

1
Outsource or In-House: The Telemarketing Dilemma Solved 5:23

1M ago5:23

5:23

Shoot Us A Message! Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shar…

1
Understanding the Dunning-Kruger Effect for Insurance Success 7:35

1M ago7:35

7:35

Shoot Us A Message! Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding lig…

1
Making Smart Decisions with Insurance Lead Generation 7:31

1M ago7:31

7:31

Shoot Us A Message! Craig Pretzinger's journey in the insurance industry has been marked by significant challenges and learning experiences. In the early years of his career, Craig struggled with consistency and faced obstacles in understanding realistic expectations. He invested heavily in innovative yet unproven methods, such as spending six thou…

1
What is a telefunnel? ft. Craig AI 6:44

2M ago6:44

6:44

Shoot Us A Message! Hey there, Insurance Dudes listeners! Craig here, flying solo for this episode while Jason is out enjoying some quality camping time. In today's show, we're diving into the concept of the telefunnel - the secret sauce that has helped us grow our agencies in a predictable and profitable way. I'll be breaking down exactly what a t…

1
Passing On Your Knowledge with Ginger Bell 37:43

2M ago37:43

37:43

In this episode, I sit down with Ginger Bell to discuss the profound impact of using video to share knowledge and build a lasting legacy. Ginger and I explore how Loan Officers, Real Estate Agents, and professionals across industries can harness the power of video to educate, inspire, and connect with their audience and client base. We'll share pra…

1
Harmonies of Hope: An Opportunity to Give Back 25:02

2M ago25:02

25:02

In this special episode of Loan Officer Team Training, I’m joined by my grandson, Aaron Christensen, to discuss Harmonies of Hope, an inspiring charity fundraising event benefiting the Grief Center of New Mexico. Aaron shares the heartfelt mission behind the event, which aims to provide support and resources to those coping with loss. We'll delve i…

1
Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2 21:09

2M ago21:09

21:09

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at th…

1
Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 1 15:30

2M ago15:30

15:30

Shoot Us A Message! Welcome to another exciting episode of "The Insurance Dudes"! Today, we're thrilled to have the ever-dynamic Jorge Carbonell join our hosts, Jason Feltman and Craig Pretzinger. In this insightful episode, Jorge shares his journey and expertise in building a successful insurance agency, highlighting the importance of hiring the r…

1
The Man Who Saved My Life, Who Might Save Yours: Dr. Russell Teames 40:59

2M ago40:59

40:59

In this heartfelt episode, I share the incredible story of Dr. Russell Teames, the man I genuinely credit for saving my quality of life and who just might save yours as well. We explore his groundbreaking work, his approach to patient care, and the lessons I've learned from my personal experience with him. Dr. Teames discusses his innovative techni…

1
The Five Languages of Appreciation in the Workplace 26:14

3M ago26:14

26:14

In this solo episode, I delve into "The Five Languages of Appreciation in the Workplace" and how understanding and implementing them can transform your team's dynamics. Drawing from the popular book, I explain each language of appreciation—words of affirmation, acts of service, tangible gifts, quality time, and physical touch—and provide practical …

1
Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 2 15:46

3M ago15:46

15:46

Shoot Us A Message! Welcome to another insightful episode of **The Insurance Dudes**, where Craig Pretzinger and I, Jason Feltman, are joined by the dynamic insurance expert, Matthew Murray. In today's conversation, we dive deep into the often daunting topic of life insurance and final expenses. Matthew shares his profound wisdom on navigating thes…

1
Thriving in the Cyclical Loan Industry with Youssef Abdelhalim 40:34

3M ago40:34

40:34

In this episode, I have an enlightening conversation with Youssef Abdelhalim about thriving in the ever-changing, cyclical loan industry. Youssef brings his wealth of knowledge and experience to discuss strategies for staying resilient and adaptable through market fluctuations. We’ll cover how to get out of a downward emotional spiral, build system…

1
Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 1 22:38

3M ago22:38

22:38

Shoot Us A Message! Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and un…

1
How AI is Transforming Content Creation, Marketing, and Sales PART 2 24:26

3M ago24:26

24:26

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

1
How AI is Transforming Content Creation, Marketing, and Sales PART 1 33:21

3M ago33:21

33:21

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

1
How Do You Hire a Great Loan Partner with Irene Duford 19:08

3M ago19:08

19:08

In this episode of Loan Officer Team Training, I guide you through the crucial steps of hiring a great Loan Partner. Drawing from my extensive experience as an Originator and Loan Officer Coach, I'll share the key qualities to look for, effective interview techniques, and tips for creating an onboarding process that sets your new team member up for…

1
How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook 10:23

4M ago10:23

10:23

Shoot Us A Message! In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients …

1
Consistency Creates Success with Glenn Geraci 37:59

4M ago37:59

37:59

In this episode, I sit down with Glenn Geraci to explore the powerful impact of consistency on achieving success in the mortgage industry, and beyond. Glenn shares his expert insights and personal experiences on how maintaining consistent habits, practices, and communication can drive your team toward excellence. We'll discuss actionable strategies…

1
8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook 13:46

4M ago13:46

13:46

Shoot Us A Message! Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing…

1
ChatGPT Determines Your Insurance Career? 10:16

4M ago10:16

10:16

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in t…

1
No One Expects Perfect, But We Can Strive for Awesome with Roberto Monaco 48:40

4M ago48:40

48:40

“In America you can do just about anything you want to do (for a career), so you should love what you do!” Today's guest has had a profound impact on me and my family, and I’m excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend who’s got so much to share with each of you. We open up with the event that…

1
AI Takeover? Will You Be Blockbuster or Netflix? 20:58

4M ago20:58

20:58

Shoot Us A Message! Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of a…

1
The Structure of a Good Loan Team with Kenny Duford 32:55

4M ago32:55

32:55

In this episode, I'm joined by my son, Kenny Duford, to delve into the essentials of building a successful loan team. We'll share insights on the key roles that make up an effective team, how to ensure seamless communication and collaboration, and the strategies we've implemented to foster a culture of excellence. Whether you're just starting to bu…

1
Referrals Are the Gravy | Insurance Agency Playbook 12:39

4M ago12:39

12:39

Shoot Us A Message! Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't…

1
Insure Tech Specs to Avoid Wrecks | Insurance Agency Playbook 13:59

4M ago13:59

13:59

Shoot Us A Message! Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role…

1
Crypto, Eggs, and UVP | Insurance Agency Playbook 10:05

5M ago10:05

10:05

Shoot Us A Message! Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is…

1
Scaling Your Agency with Intention and Purpose | Insurance Agency Playbook 8:26

5M ago8:26

8:26

Shoot Us A Message! Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staf…

1
Insurance Agency Problem Hacks | Insurance Agency Playbook 9:50

5M ago9:50

9:50

Shoot Us A Message! Welcome to another episode of "The Insurance Dudes," where today we'll be diving into the art of effective problem-solving within insurance agencies. Our guest, Jason Feltman, brings a wealth of experience to unpack strategies that not only streamline agency operations but also empower teams to tackle challenges head-on. Jason e…

1
Let’s Fire An Insurance Agent | Insurance Agency Playbook 10:02

5M ago10:02

10:02

Shoot Us A Message! Discover the delicate balance of nurturing a thriving work environment while making the tough calls in our latest episode, where we venture into the art of firing with a heart. Uncomfortable as it may be, saying goodbye to a team member can be a necessary step towards preserving a robust agency culture. We walk you through the i…

1
Behind the Scenes of NAMB with President Valerie Saunders 34:32

5M ago34:32

34:32

In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and…

1
Activate Your Active Listening Activity | Insurance Agency Playbook 6:50

5M ago6:50

6:50

Shoot Us A Message! Are you truly listening or just hearing?👂 Welcome back to another episode with the listening guru Craig Pretzinger! On today's episode Craig talks teaches the techniques to master the powerful art of listening actively. Did you know that people usually retain only around 25% of what they hear? The other 75% of the information ju…

1
In-And-Out Burger, That's What P&C's All About! | Insurance Agency Playbook 13:23

5M ago13:23

13:23

Shoot Us A Message! The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock th…

1
Beyond the Method with Michelle Berman 42:03

6M ago42:03

42:03

In this episode, we’ve got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michel…

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Sales Seduction Secrets For Insurance Mastery | Insurance Agency Playbook 9:19

6M ago9:19

9:19

Shoot Us A Message! Welcome back wizards, to an episode of psychological tips and tricks for insurance sales mastery with the two best insurance wizards in the game! 🪄 Grasp the importance of understanding prospects' thoughts, emotions, and communication styles to build rapport and trust beyond traditional sales scripts. Learn the best techniques l…

1
No Excuse with Kevin Brierton 49:22

6M ago49:22

49:22

Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, it’s about more than mortgage though, it’s all about personal growth. So grab your notepads, …

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Top 5 Psychological Sales Principals | Insurance Agency Playbook 18:55

6M ago18:55

18:55

Shoot Us A Message! Insurance sales principles backed by science?! That’s right! In today’s episode, our insurance gurus talk about 5 sales principles that are powered by psychology and can help you build rapport, credibility, and trust with prospects, ultimately leading to more successful sales outcomes. The duo emphasizes the importance of unders…

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Insurance Brass Tactics 3 Ways To Thrive | Insurance Agency Playbook 19:58

6M ago19:58

19:58

Shoot Us A Message! What are the right marketing strategies for your agency?? Jason and Craig break it down in a really fun and lively episode of the Insurance podcast today! The duo discusses various marketing strategies focusing on real-time internet leads as the most effective approach. They compare live transfers and direct mail, highlighting t…

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Insurance Brass Tactics To Avoid Failure | Insurance Agency Playbook 13:58

6M ago13:58

13:58

Shoot Us A Message! It's Insurance marketing 101 day and we are going to learn about the tactics that are a no-go for new P＆C agents!!! Jason and Craig break it down, quite literally with a funny and catchy jingle, how cold calling, generic email marketing, and relying on social media marketing and advertisements is not a fruitful strategy. 📢 Tune …

1
Processing the Power of Data with Luke from Angel AI 32:09

6M ago32:09

32:09

In this episode of "Loan Officer Team Training," I have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI and how it is helping us serve our customers and clients better through the power of data. We also dis…

1
Hiring Hell In The Insurance Agency 13:35

6M ago13:35

13:35

Shoot Us A Message! What is the biggest mistake agency owners might be making when it comes to hiring? Waiting for a vacancy to open up! Welcome back to another candid and funny episode of the playbook, today our hosts get #VeryReal and #VeryHonest with their hiring strategies. Jason and Craig evaluate an article by Amy C and give their insights on…

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Nobel Prize Framework For Easy Insurance Sales | Insurance Agency Playbook 9:07

6M ago9:07

9:07

Shoot Us A Message! Fasten your seatbelts, as the Insurance dudes take you for a fun and exciting ride through the world of quantum physics today. That’s right! Jason and Craig sit together to discuss and deconstruct Richard Feynman’s infamous theory and create the ultimate Insurance Simplification Framework to help break down intensely complex ins…

Podcasts, die es wert sind, gehört zu werden

Loan Team Training Podcasts

Podcasts, die es wert sind, gehört zu werden

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