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Attend Mastery Business Plan and you will learn tips and techniques from real-life loan originators winning in today's tough market. Additionally, you will hear from experts in the fields of selling, motivation, teamwork, and more.
We have some big surprises coming soon, so keep checking back as we add to our list of Mastery Business Plan speakers!
Featured Speakers | Speakers | MSS Speakers/Hosts | MBP Panelists | MSS Faculty
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David Ackert
David Ackert is the President of The Ackert Advisory, a boutique consulting firm in Los Angeles that provides business development solutions to the professional services world. He is the founder of Practice Boomers, a business development e-learning program that helps service professionals get more clients and grow their practice. He has also served as coach and advisor to over 200 CEOs, government executives, and VPs hailing from local companies, as well as global entities like Disney, NBC, and TBWA\Chiat\Day. |
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Sam Chauhan
Sam Chahaun is a Mindset Coach for CEOs, Business Professionals, Celebrities and Professional Athletes. In addition, he has been labeled as the coach to hire to make a comeback in your life or business. His results are so amazing that they have made headlines all over the world, and Chahaun has been talked about on ESPN, Chicago Tribune and Time Magazine. |
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Ed Conarchy
Ed Conarchy is a Mortgage Planner with Cherry Creek Mortgage Co. in Vernon Hills, IL. Ed has been providing personalized mortgage advice for 20 years, and incredibly, has worked for only one mortgage company. He joined Majestic Mortgage in August 1990 and is currently with Cherry Creek Mortgage Co. after a merger with Majestic Mortgage in 2006. Ed has career mortgage closings of over 3,900 loans for over $650,000,000.
Ed is a producing mortgage originator on the frontline educating consumers that a mortgage is not a necessary evil, but a powerful financial tool. The focus of his business is a broader goal of maximizing his clients' wealth, not just getting them a mortgage. He teaches his clients how to handle their money in a very specific four step system so they can achieve the very financial security they seek. He has embraced the wealth principals endorsed most clearly by financial advisor, author, and nationally syndicated radio talk show host Ric Edelman.
Ed is so committed to being a true financial educator and teaching consumers how money works, that he has also formed his own registered investment advisory firm, National Advisors Network LLC. He has passed the FINRA Series 65 test and is a licensed Investment Advisor Representative. Ed created National Advisors Network so mortgage originators across the country have a company they can join with a turn-key solution to becoming a licensed financial advisor. This would now allow mortgage originators to give financial advice to complement their current mortgage planning practices.
Ed is also a Mortgage Success Source contributing faculty member providing mortgage originators with the continual support and fiscal literacy needed to succeed in today's market. He hosts his weekly Conarchy's Corner video segment in Mortgage Market Guide sharing tips, strategies and insights to financially educate mortgage originators so they can educate their clients. |
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Elliot Eisenberg, Ph.D.
Elliot Eisenberg is a nationally acclaimed economist and public speaker specializing in making the arcana and minutia of economics fun, relevant and educational. He holds a Bachelors of Arts degree in economics with first class honors from McGill University, as well as a Masters degree and Ph.D. in public administration from Syracuse University. Dr. Eisenberg is a frequent speaker on topics including: the economic impact of homebuilding; the unintended consequences of government regulations on prices; cost-benefit analysis, how to reduce risk and boost profits using financial derivatives; and many other subjects. He is the creator of the multifamily stock index (the first nationally recognized index to track the total return of public firms principally involved in the ownership and management of apartments), the author of more than 65 industry articles and is frequently a guest lecturer on college campuses. Dr. Eisenberg is often seen on television and heard on radio. His research and opinions have been featured in Business Week, Forbes, Fortune, national and local newspapers, and in many other publications.
His interests include keeping the rate of restoration of his 60 year old house ahead of the rate of deterioration and doting on his daughter. He very much enjoys hiking, alpine skiing and ice hockey and loves to talk economics with crowds large and small! |
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Erik Janeczko
Erik Janeczko has served the financial services industry for over thirteen years. He has closed over 400 loans in only four and a half years and more than 2,600 wholesale originations in only three and a half years, using the sales techniques he now shares with clients.
As a key member of the team that built the Business Planning Tool and the Pyramid of a Complete Loan Officer, Erik's focus is on helping people achieve massive success. His workshops and presentations are based on hands-on research in the areas of proven sales systems and performance acceleration strategies for both individuals and organizations. He shares only truly proven strategies that have been refined in the laboratory environment of coaching several of our industry's top performers.
As a featured speaker, Erik has helped create the incredible success that loan originators have come to expect from attending Mastery Business Plan Online. |
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Fred "Chip" Kron
Fred "Chip" Kron, founder of Educate2Earn had a vision of helping Originators become more than just an order taker, to become a true Champion. Chip started and ran the largest mortgage company in Arizona grossing in excess of a Billion dollars per month with 90 branches and several thousand Loan Originators. To be paid like a Champion, you have to run with Champions and that is what Edcuate2Earn does for Loan Originators. |
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David Kuiper
David Kuiper started in the mortgage industry in 1990 and has been consistently recognized as one of the top-producing loan officers in the United States by Mortgage Originator Magazine. He has closed over 5,000 loans totaling in excess of $850,000,000 at this point in his career, in a small, Midwest market.
In addition to managing a busy mortgage practice, David is a nationally-recognized author, speaker and trainer in the mortgage industry. David writes regularly for a variety of industry publications and Bankrate.com. He is known as the expert on first impressions and building client intimacy.
He also regularly hosts monthly site visits, where mortgage professionals from around the country spend a day of learning and experiencing first-hand the operations of his highly productive mortgage practice. |
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Mark Madsen
Nationally recognized in the mortgage industry as an authority in Search Engine Marketing for loan originators, Mark Madsen is a Las Vegas Real Estate Professional with over 10 years mortgage lending experience.
Primarily focusing on First-Time Home Buyers, Mark has been publishing articles online about home ownership education since 2006, and he has built a powerful network of high traffic industry sites that continue to generate over 90% of the new purchase and investor business for his team of real estate agents.
Mark is also the co-founder of the grass-roots Mortgage Revolution conference which helped raise over $50,000 for charity in 2010.
Other leadership organizations Mark dedicates his time to locally include the Las Vegas Young Professionals Network, where he serves as Social Media Chair, and Real Estate BarCamp LV, which he started as a way to bring the positive industry professionals together for networking and education.
When he is not speaking at conferences or building new web sites for his teams of agents and loan originators, Mark spends most of his time playing hide and seek with his 15 month-old twin daughters and teaching his 5 year-old daughter karate. |
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Khai McBride
Khai McBride is a loan officer with Skyline Home Loans and business coach for the mortgage industry.
A former IT database specialist, Khai built a successful $300 million loan production business utilizing database marketing and systemized client retention strategies. In addition to originating loans, he also coaches a select group of mortgage professionals, helping them breakthrough barriers and plateaus they may be struggling with. Khai is a strong believer that your success is determined by your mindset and behaviors, so many of the systems he uses and teaches leverage efficient behaviors that are more natural to the way our minds and clients' minds work. He believes that you can achieve more with less if you are efficient, which has allowed him and his coaching clients to work sub 40-hour work weeks while still achieving success in their business and personal lives.
Khai has been a contributing faculty member for the Mortgage Success Source since 2007, and he regular trains and speaks at many of the industry's popular events. |
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Roberto Monaco
Roberto Monaco arrived in America in 1995 with no money, no connections, no friends, and more importantly, with no English. By 2002, he was a full-time speaker, coach and trainer, and today he has conducted more than 3,000 presentations for corporate America and over 100 presentations in Brazil. He has worked with the Anthony Robbins Companies for 6 years and from 2004-2007, he was the top producer and revenue generator in the country. From 2005-2008, Roberto also coached and trained all the other Peak Performance Strategists at the Anthony Robbins Companies. Today Roberto is the Co-founder of InfluenceOlogy, a coaching and training firm that teaches influence, presentation and marketing skills to sales professionals, entrepreneurs and executives. |
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Rene Rodriguez
Rene Rodriguez heads up sales, marketing and brand strategy for PrimeSource Mortgage, a publicly traded mortgage bank. In his current position, he is responsible for all aspects of the firm’s bottom line revenue generation capabilities.
Previously, Rene was called on to serve as CEO of MortgageDashboard™, one of the U.S. home finance industry’s leading mortgage technology firms. His unique approach to leadership and branding guided MortgageDashboard™ as it has innovated through the recent economic downturn and a complete rebranding of the company.
Rene also serves as CEO of Volentum, an enterprise education and consulting firm he founded to help business leaders apply the latest brain research in the areas of Employee Engagement, Leadership Development and Sales Mastery. His methodologies deliver practical ways for individuals and groups to grow and renew themselves and achieve breakthrough results even as they engage and profit from recurring change.
Prior to founding Volentum, Rene led a consulting firm that trained over 50,000 people and whose training and tools were named a Best Practice in three Fortune 250 companies. He also served as Chief Learning Officer & Dean of the Corporate University for a national mortgage bank.
Rene is a marketing and brand strategy consultant who has served as a trusted advisor to leadership teams at Coca-Cola, Liz Claiborne, Daimler Chrysler, FORD, Microsoft, ABN AMRO and Bank of America. He is a renowned behavioral and organizational change expert, leadership coach, world-class sales trainer & dynamic keynote speaker.
A captivating, high-energy speaker, Rene is in high demand for annual events, conventions, and keynotes speeches. He has been a featured speaker at the Microsoft Annual Convergence Conference, the Presidents Network, the Business Plan 2008 & 2011 Conferences in Las Vegas and many more.
He is often featured in industry magazines for his work and is a frequent contributor and author to industry publications. |
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Scott Schang
Scott Schang as a branch manager of a California mortgage bank and a mortgage marketing systems expert with a proven track record in both business to consumer marketing and online lead conversion. His specialties include lead systems automation, WordPress as a CMS and creating a user-centric experience designed to educate and empower consumers. Over the past 4 years He has grown readership of HomeownershipUniversity.com to 13k unique visits a month, which generates approximately 130 to 150 leads a month for a team of 6 loan officers. His understanding of online consumer expectations has empowered and converted 100's of home buyers, home owners and real estate agents into clients, partners and raving fans.
Scott lives in Newport Beach, CA with is finance, Boyoung and their dog Pappy. |
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Phillip Schulman
Phillip Schulman is a frequent lecturer for seminar and conferences sponsored by the Mortgage Bankers Association, the American Land Title Association, the National Association of Realtors and other industry-related groups. He speaks on various legal issues involving real estate, title, mortgage banking and consumer finance. He is one of the nation's foremost experts on the Real Estate Settlement Procedures Act (RESPA). |
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Sue Woodard
Sue Woodard, President of Mortgage Success Source, has held many different roles during her nearly twenty years in the mortgage industry. A highly sought-after international speaker, trainer, writer and consultant for the mortgage and real estate industries, Sue and her top-producing team maintain a profitable and thriving origination practice in Minneapolis, Minnesota. Sue had her own successful financial radio show, has been featured on NBC and CBS Live News Radio, and has also been a guest on CNBC's SquawkBox and Jim Cramer's Mad Money. She is a member of her local Mortgage Association and Board of REALTORS®, the Women's Council of REALTORS®, and is on the National Advisory Board for Ellie Mae. She has a teenage daughter...and firmly believes that sleep is overrated. |
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Cindy Ertman
Cindy Ertman is Executive Vice President and National Sales Manager for RPM Mortgage in Manhattan Beach, California. Mortgage Originator Magazine ranked Cindy in the Top 100 Loan Originators by volume for 8 consecutive years. Developing Realtor and referral relationships has been at the core of her loan origination success. Funding just under $200 MM in her largest funding year, Cindy committed 13 years of her career as an in-house lender for the largest privately held real estate company in Los Angeles. "Embracing Change" is her motto and she enjoys the challenge of defining her business model each year to keep pace with the fast changing financial environment.
Cindy believes in teamwork and holds her team to a high ethical and performance standard. Her passion is inspiring and educating loan officers to reach their true potential. Being a Mom is Cindy's most cherished role and she loves spending time with her three children, Britton, Sage and Austin.
Experience, integrity, dedication and the desire for excellence has kept Cindy at the top of her game. But is the genuine compassion for people and the ability to build life relationships with her clients that keeps Cindy's passion for the mortgage industry alive. |
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Jim McMahan
Jim McMahan has been a loan originator in the Dallas market for over twenty-four years. Through the course of his career, his cumulative fundings have gone well over the $1.5 billion mark, making him one of the top producers in both the Dallas-Ft. Worth Metroplex and nationwide.
Jim is a dynamic and compelling industry leader and speaker, committed to helping mortgage professionals maintain and grow their businesses, even in tough markets! Jim also serves as the President for Benchmark Mortgage Company, and as the President of his own company, McMahan Mortgage Consulting.
Additionally, Jim is the founder of Certified Scripts for Success, which is now a part of LoanToolbox and most recently was named the "Director of Training and Education" for LoanToolbox. In this role, Jim shares fresh insights with members, each week, on the critical topics that surround the mortgage industry, in an effort to help originators hone their own dynamic and credible market opinion. |
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Greg Frost
Greg Frost began originating mortgages in 1972 in the Savings & Loan industry. In just 5 years he became the youngest S&L President/CEO in the history of Federal Home Loan Bank Board. During his tenure, the S&L was ranked as the 5th most profitable, in it's asset category, in the U.S.
In 1985 Greg entered Mortgage Banking as a producing Branch Manager at Foster Mortgage. He quickly rose to Top Producer there and at every subsequent company for whom he worked, including BancPlus, CTX, American Home and First Magnus.
In 1999 Mortgage Originator Magazine acknowledged Greg as the mortgage industry's 1st Billion Dollar Originator. What made that distinction most significant was the small size of his Albuquerque, NM market, as well as his relatively small loan balances. Year after year Greg was one of the Top Originators in the industry with loan amounts that averaged less than $110,000!
Greg joined PRMI as a JV Division Partner in 2008. By early 2009, Frost Mortgage Banking Group ranked as PRMI's #1Division.
Greg is also one of the Mortgage Industry's most popular productivity trainers. He has shared his market tested strategies, systems and tactics to thousands of Mortgage Originators in the U.S., Canada, Mexico, Great Britain, Australia and New Zealand. |
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Linda Davidson
Linda Davidson began her career in 1997 and quickly found that her passion was making the dream of home ownership a reality for her clients. Because of this, Linda and each of her team members have their FHA DE underwriter certification, which gives them a unique advantage in the marketplace.
A net branch owner with Service First Mortgage in Garland, Texas, Linda is not only the top producer in the company, she has also been ranked in the top 200 loan officers in the nation in units closed for personal production as well as the top 20 for FHA/VA closings.
A highly sought-after speaker on everything from FHA to reverse mortgages, Linda credits Todd Duncan and Building Champions for much of her success. The proud mother of two sons, two step-sons, and grandmother of six, Linda is also very active in her community and church. |
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Derek Egeberg
Derek Egeberg is a Branch Manager with Academy Mortgage Corporation and has over 10 years of experience in mortgage lending as both a mortgage broker and a mortgage banker in Yuma, Arizona. Derek's passion is helping first time home buyers overcome their fears and misconceptions about necessary down payments and credit history. This passion along with unique personal client touches and systems allow Derek to guide his clients through the home loan process.
National Mortgage Professional Magazine named Derek one of the "top 40 under 40" mortgage professionals in the country. He is an avid networker active in both BNI and Rotary clubs. Derek brings with him a Bachelors Degree in Business Management from the University of Phoenix in which he graduated Cum Laude and is actively working towards his MBA.
Derek and his wife Sheri are the proud parents of 3 boys who have now figured out how to play every video game known to mankind. |
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Aaron Gordon
Aaron Gordon began his career as a correspondent lender nearly ten years ago. In 2007, he joined Bank of America, where he not only maintains his origination business today, but also serves as a Home Loans Manager.
Aaron has been in the top 5% of all mortgage loan officers at Bank of America and his branch is currently ranked as one of the top 20 in the nation in purchase units.
In 2010, Aaron's impressive amount of loan originations designated him as the leader in the state of Nevada in purchase units.
He is very active in local charities and the real estate community and is known for hosting many workshops, seminars, and events. |
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Jason Klaskin
Jason Klaskin is a Branch Manager with Academy Mortgage Corporation overseeing multiple offices in Pennsylvania. His goal is to provide information and education in an easily understandable way to help his customers make informed decisions about their financing options.
Since the late 1990's Jason has helped open two mortgage companies, owned his own mortgage brokerage and now serves his clients as a banker. He has worked on various Legislative and Regulatory projects helping to impact rules that affect our industry. Jason is very involved with BNI, having been a member for over 8 years and starting a new chapter in his market. He also serves on the Board of Directors for Encore Experiences/Harleysville Senior Center and stays active in his local community.
Jason's entire business model is based on the trust and strong relationships developed by providing an exceptional mortgage experience for both his clients and referral partners. |
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Larry Montani
Larry Montani has been featured among the nation's "Top 200" mortgage originators by industry trade journal Mortgage Originator for the last seven consecutive years. An in-demand business speaker, he has shared the stage with such notables as motivational giant Tony Robbins, legendary coach Lou Holtz, and sales guru Jeffrey Gitomer.
For nearly two decades, Larry Montani have led the way as one of New Jersey's most respected mortgage bankers, with more than 80% of loans written for repeat customers and the friends and family they refer. Licensed in 15 states, Larry is known for his refreshingly different approach to mortgages - combining experience with responsiveness to eliminate much of the stress generally associated with the mortgage process. |
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S. John Murray
S. John Murray began originating right after graduating with a degree in Economics from the University of Michigan, over 25 years ago. He quickly adapted his belief in business cycles to his practice and started to originate over 98% of his loans as true no point, no closing cost loans.
He has been the Sr. Vice President in charge of origination for Mortgage Financial, Inc. in Danvers, Massachusetts since 1990 and has personally handled over 8,400 loans with dollar volume exceeding $1.71 billion. For 2001, 2002, 2003, 2004, 2008, 2009, and 2010 John made Mortgage Originator's Top 200 list, which recognizes the leading 200 loan originators in the country.
In April, he was named by Scotsman Guide as the 37th top producing loan officer in the nation. He has been a long time subscriber to both Loan Toolbox and MMG and he can directly attribute much of his success at averaging over $100 million in closed loan volume over the last decade to being able to quickly adopt and apply all the great resources made readily available from Mortgage Success Source. Realizing that current lending environment is going to be a little more challenging than the last couple of refinance boom years, John has already started to apply, swipe, and adapt even more of the tools and social networking systems available at Mortgage Success Source to be able to educate and serve his clients to the fullest. He is confident that once all the dust settles that anyone that is truly passionate about originating loans will not only just survive, but thrive in 2011 and beyond. |
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Marty Preston
Marty Preston is a Partner and Senior Mortgage Planner at Benchmark Mortgage and he truly knows what it takes to deliver excellence in every area of his life. A consistent Top Producer in his 14 years in the industry, Marty brings a wealth of knowledge and experience in the national mortgage banking scene.
Marty became the first Certified Mortgage Planner in 2004 in the state of Kentucky and is still one of less than 20 in the state. In 2009, National Mortgage Professional Magazine recognized Marty as one of the "40 Most Influential Mortgage Professionals Under 40".
He is the Executive Vice President of the Kentucky Association of Mortgage Planners (KYAMP) and also participates as a volunteer for several key organizations. As a representative of KYAMP, Marty recently made trips to Washington, D.C. and met with several elected officials on behalf of the mortgage industry. |
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Karen Swanson
Karen Swanson is a Sr. Mortgage Officer with SAFE Credit Union and has been providing personalized mortgage advice for over 10 years. Karen earned her bachelor's degree in Economics and Political Science from the University of Vermont and has worked in the finance industry since graduating from college. She was a Series 7 licensed sales assistant for Shearson Lehman American Express and also managed the finances for a $2MM budget church in the Maryland suburbs.
Karen is passionate about making a difference in her clients' financial portfolios. She has built her business by referral with a focus on educating her clients on the loan process, helping them understand the products available and the benefits of the mortgage as more than a home finance tool.
A proud mother of two amazing daughters, Karen is working on creating a Fiscal Literacy Curriculum for kids – "Making a Difference with Money" and has been featured on Jim Kramer's Mad Money because of the curriculum. |
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Louise Thaxton
Louise Thaxton is a producing branch manager for Fairway Independent Mortgage Corporation, with satellite offices across Louisiana and Florida. She has been in the mortgage business for over 13 years. In 2010, she also ranked nationally #6 for VA loans, #70 for FHA and #81 for units closed, in the group of Top Originators for Scotsman Guide. She has been a keynote speaker at several industry events, is an avid blogger, and a regular contributor to industry publications.
Because the majority of her clients are now military, Louise and her team have developed a passion for "Serving Those Who Serve". Currently she is one of the sponsors of the "Boot Campaign" a grass roots movement to give back to wounded warriors when they come home. She and her team have begun a "Suits in Boots" campaign encouraging business professionals to contribute to this worthy cause. |
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