Million Dollar Mortgage Experience

Mark Wilson, CPA is an entrepreneur and the founder of CWDL, Certified Public Accountants - a rapidly growing assurance, tax, and entrepreneurial services firm. He is the Managing Partner and is responsible for the vision and direction of the practice. CWDL is the recognized CPA firm leading the mortgage banking industry. Prior to this he founded a privately held mortgage bank and served as a CFO for multiple financial service firms. Mark Wilson works with over 100 mortgage companies and has a good pulse on the current market. During this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux and Mark Wilson discuss the importance of offering the right loan products, making profit as a mortgage company (80% are not!), focusing on relationships that matter the most, the difficult reality of layoffs and why they're necessary in some situations, merger & acquisitions (M&A) in the mortgage industry, how to get referrals from accountants (CPAs), reasons to help your borrowers secure a standalone 2nd mortgage, the future of artificial intelligence (AI) and how it will affect our work and personal life, how to pitch the value of a loan instead of the interest rate, what will happen with all the 2.5% rate mortgage from a few years ago, and why non-QM and jumbo loans make sense for a lot of borrowers. To contact Mark, you can reach him via email at [email protected] or phone at (619) 302-1505. To learn more about FundLoans and our Non-QM product offerings, visit fundloans.com.

On this episode of the Million Dollar Mortgage Experience, Jon Maddux, CEO of FundLoans sits down with sales expert, Andreal Climon. For the past 12 years, Andreal has mastered the art of conversation and is known for his record sales as well as his infectious laugh.

Andreal shares with us some of his cold calling secrets, how to be pleasantly persistent, why you should do your research about your potential client and much more. OH, and did I mention that we had Andreal perform a live cold call? Stay tuned.

Andreal Climon has been working with Z57 for over 12 years as a Senior Marketing Consultant for top real estate agents across the country. What started with a drive for sales success, quickly grew into a passion for not only the industry itself but also the success of each agent he works with.

You will know Andreal by his infectious laugh- he is anything but your average “salesman” as his day-to-day revolves around the genuine friendships and mentoring relationships he builds with agents. Andreal coaches Realtors in a variety of ways to grow their businesses by utilizing social media, branding, and online marketing for lead generation and lead conversion. Andreal was there in the beginning when Z57 took the lead in developing websites for realtors back in 2003. Since then, his efforts within the Constellation Real Estate Group have been a huge asset toward developing new real estate marketing experts, pioneering the future of the industry, and bringing his enthusiasm for success to literally thousands of agents all across the country

*This podcast is intended to aid mortgage professionals*

For more great content, visit our Youtube channel: http://bit.ly/2TTRQOA

Follow us on Instagram: @FundLoans

FundLoans NMLS ID:1202262

If you are in the mortgage industry and are interested in learning more about FundLoans' Jumbo and Super Jumbo Non-QM Mortgage Products, contact us at [email protected] or call 866-234-6981.

Website: http://bit.ly/2ON6SQt

On this episode, Jon Maddux speaks with Jim Puplava about the government shutdown, where he sees the economy going, crypto currency, inflation, and how rents will affect the purchase of homes.

Jim Puplava

Financial Sense® Advisors, Inc.
President
Financial Sense® Securities, Inc.
President
Registered Representative
Financial Sense & Financial Sense Newshour
Author & Host

Mr. Puplava is an asset manager and financial professional who has been interviewed by The Wall Street Journal, Barron's, ABC News: Nightline, The Wall Street Transcript, The Huffington Post, and the documentary film, "The End of the Road: How Money Became Worthless," among other publications and media sources. His experience in financial media began in 1988, with his hosting of Financial Sense Talkradio on various radio stations in San Diego. Today, he continues his weekly Financial Sense Newshour broadcasts and writes thought-provoking commentary for Financial Sense online, and oversees the portfolio management team at Puplava Financial Services, Inc. and Puplava Securities, Inc.

Mr. Puplava graduated cum laude in Political Science from Arizona State University. He then went on to graduate with honors with a Master's Degree in International Management from the American Graduate School of International Management (Thunderbird). Among his many awards and achievements, in 2007 and 2009 Jim was nominated by his clients and professional peers as one of the San Diego area's best wealth managers.

Jim Puplava's professional designations include Certified Financial Planner; FINRA Series 7 and Series 24; and Life, Disability and Variable Insurance licenses. Mr. Puplava has been President of Financial Sense® Advisors, Inc. (FSA) since 1985. For twelve years, James Puplava held a position as Branch Manager for LPL Financial Services, LLC. In 1996, Mr. Puplava established the broker/dealer firm, Financial Sense® Securities, Inc. (FSS) and is its President.

*This podcast is intended to aid mortgage professionals*

For more great content, visit our Youtube channel: bit.ly/fundloansyoutube

Follow us on Instagram: @FundLoans

FundLoans NMLS ID:1202262

If you are in the mortgage industry and are interested in learning more about FundLoans' Jumbo and Super Jumbo Non-QM Mortgage Products, contact us at [email protected] or call 866-234-6981.

Web: www.FundLoans.com

On this episode of the Million Dollar Mortgage Experience, Jon Maddux speaks with Mark Wilson, CPA. Mark is a CPA and managing partner for CWDL, Certified Public Accountants, a firm that specializes in the mortgage industry. Prior to joining CWDL, Mark founded and eventually exited GEMC which is a privately held mortgage bank located in San Diego.

Jon and Mark talk about why some mortgage brokers are thriving while others are drowning, why brokers should focus on Jumbo Non-QM and an effective way to unlock CPA Referrals.

Mark's Bio

Mark Wilson, CPA is responsible for the vision and direction of the practice. Mark is passionate about helping entrepreneurs realize their goals.

Often, this is accomplished by developing key performance indicators (KPIs), tax planning, and providing a clear understanding of business results. He frequently moderates mortgage industry round-table discussions for key industry executives and owners.

Prior to starting the CWDL, CPAs he found and eventually exited GEMC, a privately held mortgage bank located in San Diego, CA. In addition, he has served as a CFO for multiple financial service firms, participated in raising capital and M&A transactions.

Mark’s background as an entrepreneur and CFO provides him with a unique “client sided” perspective that has been proven valuable throughout his career.

Most Recent Recognition

• 2017 CWDL, CPAs – Inc 5000 Fastest Growing Privately Held Company
• 2016 CWDL, CPAs – Top 100 Fastest Growing Privately Held Company, San Diego Business Journal
• 2015 CWDL, CPAs – Top 100 Fastest Growing Privately Held Company, San Diego Business

*This podcast is intended to aid mortgage professionals*

For more great content, visit our Youtube channel: http://bit.ly/2TTRQOA

Follow us on Instagram: @FundLoans

FundLoans NMLS ID:1202262

If you are in the mortgage industry and are interested in learning more about FundLoans' Jumbo and Super Jumbo Non-QM Mortgage Products, contact us at [email protected] or call 866-234-6981.

Website: http://bit.ly/2ON6SQt

On this episode, Jon Maddux sits down with the world famous Jay Abraham. The two sit down and discuss biohacking, Socratic listening, the importance of giving, and much more.

As Founder and CEO of The Abraham Group, Inc. (Los Angeles, California), Jay has spent his entire career solving complex problems and fixing underperforming businesses. He has significantly increased the bottom lines of over 10,000 clients in more than 1,000 industries, and over 7,200 sub-industries, worldwide. Jay has dealt with virtually every type of business scenario and issue. He has studied, and solved, almost every type of business question, challenge, and opportunity.

Here is a short list of clients Jay has consulted for:

Tony Robbins

Daymond John; Star of ABC's "Shark Tank"

Ramit Sethi; Forbes Top 20 "Wealth Wizards" 2013

Dave Asprey; Founder and CEO of 'Bulletproof Coffee'

*This podcast is intended to aid mortgage professionals*

For more great content, visit our Youtube channel: http://bit.ly/2TTRQOA

Follow us on Instagram: @FundLoans

FundLoans NMLS ID:1202262

If you are in the mortgage industry and are interested in learning more about FundLoans' Jumbo and Super Jumbo Non-QM Mortgage Products, contact us at [email protected] or call 866-234-6981.

Website: http://bit.ly/2ON6SQt