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EPISODE 003

Ep# 3: Personal Branding Mastery: Tim Davis

Tim Davis — national sales coach at Movement Mortgage and founder of Personal Branding Mastery · Sat, 19 Mar 2016
Agent ReferralsPersonal BrandingClasses & EventsMindset & Productivity

Tim Davis lays out a full ground-zero market-entry playbook: how to get known fast using a published book, a virtual assistant dialer, and a monthly agent event — without ever leading as a loan officer. Best for LOs who feel invisible in their market and want a concrete blitz strategy to break through. The branding philosophy is paired with hard-nosed productivity principles around daily discipline and activity minimums.

Position yourself as a publisher and educator first — the loan officer identity is the Trojan horse, not the door opener.

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The playbook

  1. Step 1 — Get Known: Identify 3–5 influential people in your existing sphere. Ask each for the names of 3 top real estate leaders they know personally. Call those agents using a warm referral intro, leading with curiosity and mentorship framing — never mention mortgage.
  2. Step 2 — Target the Top Producers: Pull a list of 15–25 agents closing $12M+/year. Call each with the 'book interview' pitch. Goal: secure face-to-face interviews and begin building rapport as a publisher, not a loan officer.
  3. Step 3 — Create Your Content Asset: Write and publish a simple quote book on CreateSpace.com. Use it as your speaking credential and giveaway at all events.
  4. Step 4 — Book Speaking Slots: Hire a VA to call every brokerage and agent association chapter in your market. Goal: 6+ speaking engagements in the first 30 days. Bring your book, deliver a 5-tip motivational talk, collect everyone in your database.
  5. Step 5 — Launch Your Monthly Event: Start Agent Marketing Academy on a fixed recurring date. Partner with home warranty and Cutco reps to fill seats. Cover one growth topic per month. Include a 60-second listing pitch segment for attendees.
  6. Step 6 — Compound the Brand: Repurpose interview content from agent book project into blog posts, social media, and future lunch-and-learn topics. Stack credibility as a media/publishing entity in your local market.

Worth quoting

“The best loan officer doesn't win the business. The best marketer wins the business.”
“Being mediocre is hard too — when you're mediocre, you're broke. So choose your hard.”

Best for

LOs who are unknown in their market and want a specific, aggressive playbook to establish authority and agent relationships from scratch — without cold calling or rate pitches.

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