Mastermind Summit Top Producer Panel
A live panel with three of the industry's most recognized producers and coaches, recorded for the Mastermind Summit. They cover what referral partners and consumers need right now, how to use education to attract better agents, and how to stay productive in a down market. Best for LOs who want tactical moves they can execute this week.
When you educate, you attract — LOs who lead with education pull in the right agents and clients without chasing.
Takeaways you can run this week
- Within 3 weeks of any major industry event affecting agents (like the NAR settlement), plan a 250-person agent event with a guest speaker who teaches them how to respond — Shant pulled this off on the NAR lawsuit and filled it without a big lead time.
- Send a short, plain-text 'I'm available this weekend' email to your agent list every Friday with your direct contact info and a link to apply — Shant takes 40-45 full loan applications every weekend from this alone.
- Every time you close a loan or capture a new contact, add that person to your Instagram, Facebook, and LinkedIn. Post consistently — Shant has 120,000 people in his email list and 40%+ open rates by treating every closed file as a social media growth opportunity.
- Call 10 past clients on Tuesday and 10 on Thursday every week — ask whether they have a financial planner, CPA, or insurance agent. If yes, call that professional and say 'Sally, I work with John Smith — he raved about you. I'd love to learn about your practice.' If no, offer to connect them with one of yours. Cindy credits this for 20-30% of her annual income year over year.
- Create a realtor questionnaire that documents each agent partner's top strengths, then reference those strengths on every call with a borrower they refer — this is Cindy's specific system for edifying partners and deepening the relationship.
- Build a 'value bomb library' — a saved collection of educational content (videos, email snippets, market data) organized so you can pull from it for first meetings with new agents, objection follow-ups, or re-engagement campaigns via email, text, or video.
Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.
GET FREE ACCESSThe playbook
- 1. Identify a timely market topic affecting agents (e.g., NAR settlement, buyer agency changes).
- 2. Within 3 weeks, book a venue and recruit a subject-matter speaker to coach agents on that topic.
- 3. Invite agents via text (Reach app) and email — Shant filled 250 seats in 3 weeks this way.
- 4. At the event, teach IPC structuring, max financing, buyer agency communication — things 99% of agents don't know.
- 5. Follow up with attendees: offer to come to their office weekly to continue the education.
- 6. Refer consumer leads to agent partners who attend — send at least one referral before asking for one.
Worth quoting
“When you educate, you attract. When you inform, you motivate.”
“The harder things get, the better it is for us as professionals, because it makes us much more valuable.”
Best for
LOs who are active but scattered — doing some agent outreach and some database touches but without a repeatable weekly system tying it all together.