Speaking & Live Events
Bring The Mortgage Planner to your next event.
With more than $2 billion in closed loans and still producing, Brad gives loan officers the exact systems, scripts, and marketing he uses to build a business that runs on referrals. Attendees leave with things they can use the next morning.
- 30+ yearsas a top producer
- $2B+in closed loans
- 90%of his business from referrals
- 3Amazon best-selling books
Brad’s speaking events at a glance
A quick introduction to how Brad works with audiences and what your attendees will take home.
What Brad speaks on
Each talk can be tailored to your audience, from new originators to seasoned top producers.
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Mastering the client experience
How to create an experience clients talk about and build a brand that real estate agents in your market want to work with.
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Marketing Before, During, and After
The elite marketing system that turns every stage of the loan into a chance for referrals, for new and veteran originators alike.
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From 12 closings to 25
How loan officers double their closings by learning the art of systemized cross-selling with partners and past clients.
See Brad live
A sample from one of Brad’s live sessions, so you know exactly what your audience will get.
About Brad
Brad Roche has been a top producer for more than 30 years and still leads a high-powered mortgage team in the Charlotte, North Carolina region. After 17 years originating in Michigan, he moved to Charlotte in 2010 and closed more than 170 loans in his first year in a brand-new market.
Today his team generates more than 150 leads a month, with about 90% coming from referrals. He built that business on a three-stage marketing system that puts the client experience and cross-selling at the center.
Brad spent 10 years as a Senior Coach with The Core Training alongside Rick Ruby, was voted Coach of the Year, and spent his last two years there coaching the coaches. He has since turned his own marketing and processes into a turnkey system and personally coaches select loan officers.
An Amazon best-selling author
Brad’s books share what he has learned about mortgages, coaching, and investing over more than 30 years.
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Mortgage Storm: Making It Rain by Mastering Your Craft
By Brad Roche, featuring Barry Habib and top-producing loan officers
Brad’s book on mastering the mortgage craft, with contributions from Barry Habib, founder and CEO of MBS Highway, and other top-producing loan officers from across the country who share how they built six- and seven-figure careers.
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Harness the Hurricane Within
Robert J. Roche, with contributions from Brad
Written by Brad’s father, the first generation of the Roche family in the mortgage business, passing his lessons down in print.
Media appearances
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NBC 12
Richmond, book feature
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Fox 19
Cincinnati
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CBS 5
Charleston
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CBS 19
Cleveland
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NBC 12
Richmond, mastermind feature
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Magazine cover
Charlotte real estate
Also featured on CBS 8 San Diego, ABC 6 Providence, ABC 7 Little Rock, Fox 29 Lake Charles, and NBC Myrtle Beach.
See Brad live every month
Join Tuesday Updates Live the first Tuesday of each month at 10 AM Eastern. Brad walks through his team’s current projects and the daily systems that move loan origination forward.
Planning an event for loan officers?
Tell us about your audience, date, and format, and we’ll follow up about bringing Brad in. Or email support@themortgageplanner.com.
