Lenders Playbook. Episode 20
The exciting business of Mixed Martial Arts with Isaac Rosen, Owner of Waverly Sports Agency
Learn from one of the brightest up-and-comers in the MMA sports management and agency business with Isaac Rosen. Isaac Rosen, CEO of Waverly Sports Agency, combines deep industry experience with a lifelong dedication to combat sports to steer the fastest-growing agency in the combat sports world. Learn the inspiration behind starting a business at such an early age, the fighters he currently has, his mindset, and so many valuable gems from this.
Contact Info
Instagram https://www.instagram.com/waverlysportsagency/
Website https://waverlysportsagency.com
You’ll Learn
How to use your inexperience as a new entrepreneur in your favor
What it takes to go from 0 to 1000
The mindset of what discipline equals freedom really means
The inside business of MMA
Books and Resources Mentioned
Jocko Willink Podcast
Discipline Equals Freedom, by Jocko Willink
Please Share this episode with your friends if you found value in this! Like, Subscribe, Comment. Thank you!
Lenders Playbook. Episode 19
The Power Of “No”
You will learn a technique I have used to help you go from possibly hating rejection to embracing it! Not only that, but your overall sales and marketing results will be much greater. I hope you enjoy this. Be sure to let me know how this strategy ends up working for you!
Lenders Playbook. Episode 18
How to snowball your capital raising efforts with Jason Balin
Welcome to Episode 18! Today, we're excited to be joined by Jason Balin, a seasoned real estate private lender based in Columbia, Maryland. Jason is as a partner at HardMoneyBankers.com, where he dedicates his efforts to various real estate asset classes, including private notes, residential, office, multi-family, and self-storage projects.
During our conversation, Jason shares his pivotal 'Aha' moment from his initial loan experience, which catalyzed the growth of a highly profitable lending company. We'll dive into actionable insights on leveraging social media effectively, the significance of podcasts, and how the snowball effect plays a crucial role in capital raising.
Grab your pen and paper, as Jason Balin shares invaluable practical business wisdom that you won't want to miss!
Contact Info
www.hardmoneybankers.com
Jason@hardmoneybankers.com
You’ll Learn
How to start and grow raising capital
The importance of having your own funds over someone who has no control
How having “base hits” are much more effective in the long term
The snowball method to the point where checks keep coming in
An insight into Jason’s favorite books
How to get onboard getting funding from them!
Books Mentioned
The Snowball: Warren Buffett and the Business of Life
Am I being too subtle? by Sam Zell
$1Million Dollar Offers by Alex Hormozi
$1Million Dollar Leads by Alex Hormozi
Please Subscribe, Like, and Comment!
Lenders Playbook. Episode 17
How to go from $300k to $1.9m with Bill Fairman
In this podcast episode, private lending and fund manager Bill Fairman shares strategies of taking someone's assets from $300k to $1.9 million using the power of compounding interest. He discusses his journey from the 2008 market crash to today and some of the very exciting things he is teaching others. Whether you're an investor, lender, or entrepreneur, this episode offers valuable insights into wealth building and achieving financial goals. Bill Fairman is a best-selling author, national speaker, and serial entrepreneur who has been in the mortgage banking industry for 30+ years.
Contact Info
Make sure to get your free gifts!
Ebook on equity investing in mortgage pool funds
10 questions to ask a Fund Manager
You’ll Learn:
How to take a $300k investment and, by compounding interest and turn that into $1.9million
How Bill transitioned from having to start over in 2008 to where he is today!
How core values shape the course of a successful business
What Bill would have done differently looking back when he was younger.
Quotes from the episode
“Do the right thing even if God is the only one watching.”
“Where there is a race to the bottom- you just stick to your basic underwriting guidelines.”
Books Mentioned
Lenders Playbook. Episode 16
How to dominate the market with these 3 core steps. My interview with Leonard Rosen. Part 2!
#16: Today, brace yourself for a treat as we delve into part 2 of my interview with Leonard Rosen. He leaves no stone unturned when it comes to achieving real success in private lending, or any field for that matter. Discover the three fundamental steps anyone can take to dominate the market, along with some incredibly innovative perspectives on industry trends. Prepare yourself for insights from one of the foremost experts in private lending, sharing his very best strategies
Contact Info
WHERE EXPERIENCE MEETS
EXCELLENCE IN THE WORLD OF REAL ESTATE AND PRIVATE LENDING
What You’ll Learn
How to set goals using a value driven approach
3 core steps to success in any business!
What the quote: “You buy the lender, and get the loan for free” really means
Importance of using leverage and how to use it
Do this instead of predicting the future…
Quotes from the episode
“Instead of goals, I set value marks. I want to be the best (fill in the blank) as I can be”
“All of my customers are my partners, I am here to make sure i get the job done for them" ~John Tedesco
“Find a mentor you know, like and trust”
Books Mentioned
Think and Grow Rich, Napoleon Hill
Lenders Playbook. Episode 15
A candid talk about legacy, relationships, and life lessons with the Pitbull himself, Leonard Rosen. Part 1.
Today, we're thrilled to host a true industry powerhouse, Leonard Rosen, founder of the Pitbull Conference and the NPLA - and yes, he's my father. Known nationwide as the Godfather of Hard Money, his wisdom is unmatched.
Get ready for a raw and essential conversation that we've split into two parts. If you're seeking truth and clarity, this episode is for you. Share it with anyone who needs straight talk.
This is part 1 of a 2-part series. Stay tuned!!
Contact Info
What You’ll Learn
How to separate yourself from everyone else
The Key Tenants to Success
How Leonard went from 2 people to over 600 at his conferences
The Mindset involved in dominating the marketplace
What to do if you are brand new to the industry
How developing a “persona” can be the difference-maker
Quotes from the episode
“Find a mentor that you like, who is doing things differently, and who is successful.”
“Many transactional relationships are disguised as personal relationships.”
Books will be mentioned in Part 2
Lenders Playbook. Episode 14
I'm flipping the script and becoming the interviewee in this special episode! Get ready as Mark Cassidy grills me about everything from my roots and upbringing to the wild ride of starting the American Lending Conference and the vision behind it. Mark asks me about books, what I learned from them, what I see in the market, and so much more.
Contact Info
Mark Cassidy mark.cassidy@covious.com
If you are in private lending, Service1st is an amazing option for an AMC! Try them out!
Matt Rosen matt@americanlendingconference.com
(808)741-3700
You’ll Learn
What is the motive and driving force behind the ALC is
Communication skills from How to win friends and influence people
Some of the recent market trends we are seeing from our event
How being consistently persistent can be what determines your success
Books Mentioned
Please Like and Subscribe!
Lenders Playbook. Episode 12
Navigating Self Directed IRA's with Kaaren Hall
In this episode of The Lenders Playbook, we explore the world of self-directed IRAs and private lending, uncovering the great benefits they offer savvy investors. Kaaren Hall helps us explore the freedom and flexibility of self-directed IRAs, which allow you to take control of your retirement savings and explore a wide range of investment opportunities beyond traditional stocks and bonds.
From syndications to private loans, we uncover the diverse landscape of investment options available through self-directed IRAs, shedding light on how these vehicles can ignite wealth-building strategies and diversify portfolios.
You’ll Learn
How to use a self-directed IRA as a private lender or participate in a syndication
The onboarding process and how simple it is
Some of the mistakes a new investor could make and how to avoid them
Great wisdom from a true, seasoned professional, and CEO
Books Mentioned
Buy on Amazon—> Think and Grow Rich
Buy on Amazon—>The Seven habits Of Highly Successful People
Buy on Amazon—>Atomic Habits
Please Like, Subscribe, and Comment
Want to support the show?
We finally have Patreon!
You can support the show and receive additional benefits.
Please visit: patreon.com/LendersPlaybook
Lenders Playbook Episode 11
Book Review: The War Of Art and some pre-conference thoughts
In this shorter 6-minute episode, I share my insights on 'The War Of Art,' a remarkable book that offers valuable strategies to overcome internal obstacles. I also touch upon an upcoming conference happening in a couple of days.
Books Mentioned
Buy on Amazon The War Of Art
Please Like, Comment and Subscribe
Lenders Playbook. Episode 10
Let's talk about construction with Mike Kosmoski, Senior VP of Construction Services at Lender Consulting Services!
Welcome back to episode 10 of the Lenders Playbook podcast! Today, we're joined by Michael Kosmoski, Senior VP of Construction Services at Lender Consulting Services. We'll dive into construction management and consulting in private lending and real estate investing. We do our best to cram in 23 years of experience in 45 minutes. Learn about risk mitigation, Draw inspection, and a cautionary tale of what happens without proper underwriting support.
Contact Details
Email: mkosmoski@lenderconsulting.com
www.lenderconsultingservices.com
You’ll Learn:
How to use LCS in the vetting process with General Contractors for your real estate deals
How Mike consults a lender and truly helps them mitigate a ton of risk in construction
You will learn what is causing GCs to default more often than you might know
How do we get past our extensive time frames in receiving products such as generators and basic construction materials?
Basic rules of thumb to help ensure a successful investment for both the lender and investor
Books Mentioned
Emotional Intelligence, by Daniel Goleman
Please Like, Subscribe, and Comment!
We finally have Patreon!
You can support the show and receive additional benefits.
Please visit: patreon.com/LendersPlaybook
Lenders Playbook. Episode 9
The transformational journey of growing a business with Noel Felix
Join us for an inspiring episode #9 of the Lenders Playbook. Today, we're joined by Noel Felix, a driven Midwest entrepreneur who's launched three companies that are on the rise. From framing to general contracting and real estate investment, Noel's journey is a testament to resilience and ambition. Tune in as we explore the challenges he's faced, personally and professionally, and discover valuable insights for your entrepreneurial path. Plus, hear some gripping bull riding stories that offer incredible business lessons. Don't miss this episode if you're starting in real estate or any business venture. You will relate to him, I promise.
Contact Details
Mobile: 715-207-9593
You’ll Learn
What’s working for Noel as a somewhat new business owner
What challenges he is currently facing in launching and growing 3 companies
How Noel managed to get through some very painful times in life and some of the blessings that are coming from it
The origin story of his Framing Business, General Contractor business and real estate investments
The huge opportunity for new builds in Central Wisconsin.
You will learn that he is right beside you in the trenches.
Books Mentioned
Pschyo Cybernetics
Please Subscribe, Like and Comment
Lenders Playbook. Episode 8
From a receptionist to a key strategist for Steadily Insurance.Trailblazing the insurtech space. Benefits of Steadliy's Landlord Insurance.
Today, we're excited to introduce Sydney Daniels, a trailblazer in the insurtech space. Sydney began her career as a receptionist at State Farm and has skillfully navigated her way to becoming a key strategist in the industry. She's now part of the innovative team at Steadily, where she's driving tech-forward insurance solutions for rental properties nationwide by forging partnerships that make a difference. Sydney's story is a testament to where passion and adaptability can take you, and we can't wait to dive into her insights.
Contact Details
Please visit Steadily Insurance if you are interested in learning more.
Syndey Daniels sydney@Steadily.com
Mile Hi Summers -Some cool Kansas City gear! From T-shirts, hoodies, sweatshirts, and stickers.
You’ll Learn
How and why this technology within landlord insurance can help you close deals much faster and save you a ton of $
Understanding the real threats of having the wrong type of insurance coverage
How simple and easy it is for private lenders to use for instant quotes
How aligning yourself with proper technology can be the difference maker for your success
Books Mentioned
Sorry…I totally missed asking Sydney this question, but I have a book you need to read.
The Power To Change by Craig Groeschel
Please Subscribe, Like, and Comment
Lenders Playbook. Episode 7
Learn how to get in the real estate game with one of Hawaii's top real estate brokers and the owner of Blue Hawaii Loans.
Today, we have special guests, Brandon Lau and Kristina Hinds. With over 22 years in Hawaii's real estate scene, Brandon recently launched Blue Hawaii Loans. Discover the first three steps for investors, insights on 1031 exchanges private lending, and get a glimpse into Brandon's faith. "As a local business, we're proud to serve our community and help our neighbors succeed financially.”
You’ll Learn
1031 Exchanges -how they work, and the thousands of dollars you can save
3 first steps in investing in real estate
What types of investing work in the local Hawaii market and how to approach each
Vision of Blue Hawaii Loans
Productivity and learning to do your most vital projects
Books Mentioned
The Bible (Book of John, Ephesians, Proverbs)
Ikigai: The Japanese Secret to a Long and Happy Life
Please Subscribe, Like and Comment
Lenders Playbook. Episode 6
Practical Steps On Making Huge Money In Private Lending with Beth Johnson
Join us for this special episode featuring bestselling author Beth Johnson, who co-authored the book Lend2Live, as we unpack the essentials of becoming a private lender. From understanding private lending to the financial perks of being a niche broker, Beth shares key insights. Learn the first three crucial steps to getting started, discover the benefits of private lending, and hear what Beth would do if she went back in time and started this business from scratch. Tune in for a practical, inspiring conversation that could shape your journey as a successful lender!"
Beth Pinkley Johnson, along with her husband Matt Flynn, collectively own and operate Flynn Family Lending, a boutique private money lending business based in Renton WA, specializing in creative financing solutions that set them apart from other lenders. Flynn Family Lending’s sister company, Lend2Live Management LLC, also extends opportunities for passive income investments for accredited investors who seek predictable returns secured by tangible real estate assets.
Please use links to reach out to Beth
You’ll Learn
Key private lending definitions
Your first 3 steps in getting started in this industry
The 3 things Beth would do differently if she had to start over
How to underwrite conservatively
Lucrative benefits of being a “niche” broker
How to get started as a passive investor or active lender
Mindset and motivation behind her business
So much more….
Books and Resources Mentions
Scale by by David Finkel
The subtle are of not giving a F%#$% by Mark Manson
The Mountain is you by Brianna Wiest
Lend2Live , by Beth Johnson
Please Like, Subscribe, and Comment! Thank you for listening!
Lenders Playbook. Episode 5
Lenders Playbook Intro! Who we are, who this podcast is for…
Today is our official intro to the Lenders Playbook! In this 15-minute episode, we discuss who we are, who this podcast is for, some of my backstory as your host, and some exciting things coming up. I also share a quick tip to help you on Linkedin and much more.
Matt Rosen (808)741-3700
matt@americanlendingconference.com
National Private Lending Conference
You’ll Learn
What the vision and plan is with the Lenders Playbook
The backstory of how the podcast and event started
Learn a very simple LinkedIn tool that could save you time
How you can be part of a growing community
Stay Tuned For Next Week’s Episode 6! Learn the ins and outs of private lending with best-selling author Beth Johnson!
Lenders Playbook. Episode 4
Real talk with one of the nations leading appraisal executives
Mark Cassidy has over 35 years of experience in the real estate valuation business as a general licensed appraiser, an appraisal company owner, and an appraisal management company executive.
Mark has a bachelor’s degree in management and economics from the University of Illinois.
mcassidy@service1inc.com
Call Mark: 630-377-1904
American Lending Conference
You’ll Learn
How a high touch valuations team can help you with fix and flip and commercial needs
How this appraisal company can serve so well by combining high tech with high touch
How to navigate technology advancements
Benefits of a mid-tier size company working on your behalf
How Mark is an Escotology nerd
Quotes
“Quality stands out in all market conditions.”
“We’re going to take the high road.”
Books and Resources Mentioned
Bible
Presentation Secrets Of Steve Jobs
Please Like, Subscribe, and Comment! Thank you for listening!
Lenders Playbook Podcast. Episode 3
How to multiply your results outsourcing with Brian Flaherty
Brian is the CEO of Global Strategic, a company that helps businesses focus on their core competencies by providing effective and quality outsourcing solutions. Brian is also the President of the Denise Marie Flaherty Memorial Foundation. The foundation started out as a grassroots effort that began in 2003 by Brian Flaherty as a way to pay back, and really pay forward, the support the Flaherty had received from MSKCC not only by prolonging Denise's Life but also by forgiving a large amount of outstanding bills at the time of her passing. Our mission is to provide funds for cancer research to continue MSKCC's mission as a leading provider of Cancer Care and also to support families dealing with the huge financial burden of fighting this disease, families just like the Flahertys all those years ago. We believe no one should have to worry about the mortgage when they are in the fight of their lives.
Visit online at GlobalStrategic.com
Connect with Brian on Linkedin
You’ll Learn
What if you could spend your time doing your most important and productive tasks?
How Brian’s company takes Business Process Outsourcing to levels no one has seen before.
Game-changing financial advice he was given when first starting out
How to use history and examine what went wrong to improve
and sooo much more…..
Books and Resources Mentioned
Atlas Shrugged by Ayn Rand
Who is John Galt by Ayn Rand
Please Like, Subscribe, and Comment! Thank you for listening!
Lenders Playbook Podcast. Episode 2
How to be more efficient, remove headaches, and close more deals with Shaye Wali
Today's episode is with Baseline's founder, Shaye Wali. If you are a private lender, this show is a must-listen. If you are getting into the industry and looking for a software solution, Baseline is a comprehensive loan servicing and origination software platform for private lenders. Their cutting-edge technology streamlines the inefficiencies associated with private lending. From document generation, payment automation, and custom report generation, Baseline covers all the bases in a single software platform. We talk about business, tennis, his favorite books, and more...
Todays Guest
Shaye Wali
Founder and CEO of Baseline, a technology platform private lenders use to manage their loans, borrowers, investors, and more.
Baseline is a comprehensive loan servicing and origination software platform for private lenders. Our cutting-edge technology streamlines the inefficiencies associated with private lending. From document generation, payment automation, and custom report generation, Baseline covers all the bases in a single software platform.
Visit online at BaselineSoftware.com
Connect with Shaye on Linkedin
Wali@baselinesoftware.com
You’ll Learn
How Shaye found a solution as a private lender to solve his own problem
How this specific software can streamline a private lender business
How to become a master of origination and sourcing capital as a private lender
Books and Resources Mentioned
The fish that ate the whale
American Lending Conference
Please Like, Subscribe, and Comment! Thank you for listening!
Welcome to the Lenders Playbook Podcast! Episode 1
Creating the best closing experience with Michelle Esparza
Michelle Esparza started in the title industry in 1993 after a successful 8-year banking journey with one of Texas’s largest banks. In her current role as SVP at Apex Closing Services (Apex), her goal is to make my clients’ closing experience the best it can be. Relationships expand beyond the scope of a business transaction. It’s about what we can do to help and how we can add value to our relationship. She says she’s been lucky to work with some incredible people in the industry, and when you enjoy what you do, it’s not work!
Visit online at apexclose.com
Connect with Michelle on Linkedin
michelle@apexclose.com
You’ll Learn
Why you should close all your deals with Michelle
Value of building relationships over time
How to build trust over time regardless of market conditions
Understanding the closing process for LLC’s and investors
Books and Resources Mentioned
Selling to Big Companies by Jill Konrath
The Power of Sales Analytics by ZS Associates
Kolter on Marketing – How to create, win and dominate markets by Philip Kolter
How to win friends and influence people