Todd Duncan

Todd Duncan

Todd Duncan is the founder and CEO of the Todd Duncan Group, the most sought after coaching, training and events company for the top mortgage and sales professionals, a NYT bestselling author with over 17 books, and was a top 1% Loan Originator financing over 5,000 transactions in 12 years.

2022 marks the 20th anniversary of Todd Duncan’s NYT Bestselling book “High Trust Selling” and it’s his life mission to reach and impact the lives of every mortgage professional in the industry through his proven method of High Trust Selling.

2022 also marks the 30th anniversary of The Sales Mastery event!

You can make a living with transactions, but a fortune with RELATIONSHIPS!

Linda Davidson

Linda Davidson

Co-Host

Linda Davidson, Branch Manager/ Sr Residential Mortgage Loan Originator with Fairway Independent Mortgage Corporation began her career in 1997. Growing up in government housing, Linda understands firsthand how blessed that she is to create homeownership for hundreds of families every single year. Linda is known for her commitment to industry excellence, and her proven systems and mentoring has increased her and the branch Loan Officers’ production year after year. In Linda’s desire to share her passion for knowledge, Linda has served over the years on a number of industry boards, and has been on the Sales Mastery planning team and a content creator for The Todd Duncan Group for over fifteen years.

Linda has been included in the DMagazine Best Mortgage Professional list for multiple consecutive years, ranks yearly in the national publication of Scotsman Guide in families served, has been voted best Mortgage Team (by readers of a local newspaper) consecutively for the past 24 years and was honored by Mortgage Professional America to be among 50 Women Who’ve Made Their Mark On The Industry.

Interesting details about Linda that most people don’t know is that she is a licensed minister, used to direct a 100 voice choir and her first job at age sixteen was selling Avon products door to door. Linda credits her faith and perseverance to valuable lessons that she learned from her mother. Married to her husband, David, she is the proud mom of four sons, and grandmother of eleven.

Sue Woodard

Sue Woodard

EQ + CX = CFL - The Winning Formula for Today’s Market

Along with her signature passion for people, Sue Woodard brings over thirty years of financial services and fintech experience to her roles as an independent consultant, Senior Advisor to the STRATMOR Group and industry “Evangelist At Large!” Sue started her career at the ground level in financial services, became a top producing mortgage loan originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and fintech executive.

Nulla Tenaci Invia Est Via - translation: to the tenacious, no road is impassable

Mark Miller

Mark Miller

Win the Heart: How to Create a Culture of Full Engagement

Mark Miller is a business leader, best-selling author, and communicator. Mark started his Chick-fil-A career working as an hourly team member in 1977 and today leads as Vice President of High Performance Leadership.

He began writing almost twenty years ago, and he just released Smart Leadership- his tenth book. With over one million books in print in more than twenty-five languages, Mark’s global impact continues to grow.

In addition to his writing, Mark enjoys encouraging and equipping leaders. Over the years, he’s traveled to dozens of countries teaching for numerous international organizations.

Married to Donna, his high school sweetheart of forty years, they have two sons, Justin and David, a daughter-in-law Lindsay, and three amazing grandchildren Addie, Logan, and Finn.

Daniel Harkavy

Daniel Harkavy

The Top Lessons of Living a Life On-Purpose

Daniel Harkavy has been coaching business leaders to peak levels of performance, efficacy, and fulfillment for more than 25 years.

In 1996, he harnessed his passion for coaching leaders and teams to found Building Champions, where he serves as CEO and Executive Coach. Daniel and his team of coaches have worked with thousands of clients and organizations to improve the way they lead and live.

Daniel is a sought-after author and speaker, most recently authoring The 7 Perspectives of Effective Leaders which released in October 2020. His book Living Forward, a national best seller, was published in March 2016. Daniel also authored Becoming A Coaching Leader: The Proven Strategy for Building Your Own Team of Champions in 2007.

Rachel Lambert

Rachel Lambert

The Neurology of the 1%

"Rachel, Founder and Owner of Braincode Centers, studied Psychology at Baylor University where she earned her undergraduate degree. She went on to earn her Master's in Clinical Mental Health Counseling from Denver Seminary. Rachel is a Licensed Professional Counselor and she is also Board Certified in Neurofeedback. Rachel is very passionate about the mission of Braincode Centers and wants everyone to have the opportunity to learn about the power of creating a resilient brain. Rachel has grown the largest Neurofeedback in the country with 7 clinics, 26 employees, and serves 600+ clients a week. She loves consulting/coaching and speaking and having impact on many!

Rachel is an avid golfer, mountain biker, horseback rider and loves traveling. She enjoys spending time with her husband, son, and family. Rachel would tell you that Braincode Centers is her other baby and that she cares for it as such."

Angie Noack

Angie Noack

The Neurology of the 1%

Angie currently serves as the vice president of business development for BrainCode Centers. She earned a bachelors degree in behavioral science and music performance, then went on to earn a masters degree in counseling. She also holds licensure and clinical mental health. She also has clinical experience in treating addiction dependence, domestic violence, anxiety, depression, concussion recovery, and peak performance. Angie has helped Grove Braincodecenters to one of the largest Neurofeedback practices in the US. She also specializes in consulting with a smaller Neurofeedback companies To help them grow through the art of business development and sales. She has a passion for helping companies grow and scale to their full potential. Angie is known for being a dynamic speaker and bringing the Art of storytelling to every keynote engagement.

David Osborn

David Osborn

Navigating the Shift

After sticking out his thumb and traveling the world, David returned home to Austin, Texas broke and unemployed, at the age of 26. Though his travels may have not yielded wealth, they instilled the key motivation that he brings to every part of his life to create it…freedom.

Through this intention, David began to test his entrepreneurial merits alongside his business partner mom in the world of real estate. The results were nothing short of remarkable. In less than 10 years, David would go on to build what today is the 8th largest real estate brokerage in the US, founding over 50 companies, and becoming a New York Times bestselling author.

Yet, more than anything else, this freedom awards him the time to focus on the importance of what truly matters most: being a proud father of two beloved daughters, a son and a husband to the wonderful and talented Traci Osborn.

Rooted in his boundless sense of adventure, David continues to travel the world not only to be enlightened by new experiences, but to share his insight and expertise with others so they, too, can truly be free.

Design your life and believe it can happen.

Nick Vujicic

Nick Vujicic

Attitude is Altitude

Aussie-American Nick Vujicic is an entrepreneur, internationally known speaker, and author, who has traveled the globe sharing his life story to inspire millions of people. He motivates and equips people of all ages to dream big and never give up, as he shares his faith, values, and the principles of how he transformed his life from a life without limbs into a life without limits!

As a teenager Nick began trading stocks and options, and bought his first real estate investment at age 19. At 21 he graduated from college in Australia with a double major in accounting and financial planning. In his mid twenties Nick moved to the USA. He co-founded multiple non-profit organizations including Life Without Limbs (lifewithoutlimbs.org), and through his passion to fight against bullying he, with partners at Noble Education Initiative, developed a full comprehensive, academic, social-emotional learning curriculum for public and private schools and students of all ages (AIAcurriculum.org).

Nick has written 6 books, which have sold over 3 million copies in 30+ languages, and has had the opportunity to address 10 national governments, as well as meet 21 Presidents, Vice Presidents, and Prime Ministers. Corporations that have had Nick motivate their teams include Google, Keller Williams, JP Morgan Chase, Remax, FranklinCovey, NuSkin, Young Living, Monat, Isagenix, Plexus, USANA, Cisco, and countless more. Through his speaking he has shared the platform with people like Tony Robbins, John Maxwell, and Les Brown. Nick has given multiple Ted Talks and been on Oprah Life Class, as well as many other television shows and documentaries.

Nick married his beautiful wife in early 2012 and they have four children; two boys, and twin girls. They moved from Southern California to Dallas, Texas in mid 2020, where they currently reside today. Nick has a mission and mandate to change the world for the better- one person at a time; using his life and example as a testimony of hope, helping people to find their value and purpose, and also encouraging them to partner together, with generosity and love, to be the change- one day at a time, using the tools they have been given.

Sharla Ellis

Sharla Ellis

80/20 Focus: The Power of Clarity

Sharla Jolley Ellis is a well-known and deservedly well-respected mortgage professional with a contagious enthusiasm and optimistic outlook toward business and life. Sharla has been in the mortgage industry for 30 years and throughout her career, she has earned numerous awards and accolades and continually places in the top 1% of the industry for volume production. Sharla has always been driven – in the most positive sense, and her business model is dedicated to building relationships and helping her clients successfully build wealth through real estate. Along with her impressive production numbers, Sharla also receives top customer service rankings via client surveys. Sharla is a native of Utah. She is passionately devoted to her family; they love spending time together. In her spare time, Sharla loves creative activities such as writing, playing the piano and baking (she’s a master at her specialty recipe for jumbo chocolate chip cookies!).

When you can’t find the sunshine, be the sunshine.

Rick Ward

Rick Ward

Build a High Performance Veteran Focused Business

Rick Ward is a proud United States Army veteran, spending most of his military career overseas. Rick has spent the last 29 years developing world class customer service, management, and consulting skills. Rick and his team conduct their mortgage business under a 4-H philosophy that includes being Hungry, Humble, Honest, and Happy. With this foundation, Rick continues to grow his healthy referral-based business, keeping him sharp and on his toes to deliver beyond every customer’s expectations. This dedication has earned him top producing honors every year since 2014, ranking in the top 1% in the country.

You can have everything you want in life, if you will just help other people get what they want. Just help others.

Dino Katsiametis

Dino Katsiametis

K.I.S.S. Your Way to $142,000,000 a Year

Dino Katsiametis has close to 25 years of experience and is an expert practitioner in the mortgage, banking and real estate industries. He has a passion for serving clients with a financial planning/ relational approach instead of a “one-time transaction” mindset. Because of this, Dino is truly considered a trusted advisor by his clients, realtors and other financial professionals he works with.

Integrity, attentiveness, availability, insightfulness and strategic thinking are some of the words that clients use to describe Dino, but the proof is in his execution and delivery. When it comes to performing without compromise, timely execution and getting what you were promised with personalized service, Dino Katsiametis and California Coastal Loans are your ONLY choice.

He is a devoted husband and father of four beautiful children. He attributes all the good things he has in life to his faith in God and his family.

“As iron sharpens iron, so one person sharpens another.” Proverbs 27:17

Dan Ancheta

Dan Ancheta

Growing the Business Converting Listing Agents to Buyer Referral Partners

Dan Ancheta is the President of Sequence Mortgage powered by American Financial Network with locations in Petaluma, CA & Santa Rosa, CA. Dan is an experienced lender, business coach, and community leader. He has been a featured speaker at Todd Duncan's High Trust Sales Mastery Event (2019 and 2022) the premier mortgage industry conference as well as multiple mortgage related podcasts. 

Dan is the host of Buy the Bay - a weekly podcast telling stories about the San Francisco Bay Area's real estate market. He is also the owner of Lend an Ear Media, LLC which owns the 707 Media, a growing podcast network.

Dan attended Sonoma State University, graduating with a degree in Business Administration in 2007 and MBA in 2015. 

Dan is a Past President of the Petaluma Area Chamber of Commerce Board of Directors. He was honored by the North Bay Business Journal as a member of the Top Forty Under 40 Class of 2014. Dan lives in Petaluma with his wife Megan and their three amazing children.

Phil Treadwell

Phil Treadwell

The Life of An Executive Gone Sales

Phil Treadwell is a Certified Mortgage Advisor & the DFW Market Leader at Thrive Mortgage. He has 18 years of experience as a top-producing mortgage professional and is the Host of the Mortgage Marketing Expert podcast. Phil has been recognized nationally multiple times as one the “40 Most Influential” & “40 Most Connected” mortgage professionals by NMP Magazine & one of the “Top 20 Mortgage Professionals” by Yahoo! Finance.

Wally Elibiary

Wally Elibiary

Pivoting to the Financial Services Vertical

Wally Elibiary is a leader in the mortgage industry, a presence in the coaching industry, and a huge proponent of creating scalable business with a work-life balance. After being in this industry for 23+ years, he has been through nearly everything. He has worked with some of the greatest loan officers to learn from and teach the most successful methods in his time.

My questions are piercing. My answers are motivating. My presence is commanding. My success is untouchable.

John Israel

John Israel

The Mr. Thank You Project

John Israel is founder and Chief Gratitude officer of Mr. Thank You, a consulting firm focused on client and employee retention. John is one of the most sought after speakers and trainers who teaches real estate professionals how to Become Irreplaceable by creating thriving profitable relationships both inside and outside their organization.

In 2016, John started a personal social experiment around “human connection” that became a world-wide movement, a book, and TEDx talk titled: The Mr. Thank You Project. John’s Mr. Thank You story has been featured on ABC News, Fox News, Good Morning America, and his clients include global brands such as: Square, Sales Force and many others.

John’s goal is to Re-humanize the workplace and marketplace by teaching people how to express authentic gratitude, respect, and appreciation. He lives in Plano Tx with his wife, four children and loyal Chihuahua.

Mastering the Art of Human Connection

Mark Alexander

Mark Alexander

Fast Start: The Power of Coaching as a Rookie

I started in the Mortgage Business in 2014 at 19 years old (I am 27 years old now). Over the last 8 years I have developed a passion for helping families with achieving home ownership and working with my trusted referral partners to help them achieve their business and personal life goals. I quickly realized by the helps of others that I don’t need to be everything to everybody, but to be everything to a select few. I take a different approach than most in our business by using a mortgage planning approach (not transactional) and helping every client understand their own personal financial fingerprint to obtain the best mortgage product for their short and long term goals.

By taking this approach, I have made it a focus to meet with my client’s CPAs and Financial Advisors or refer to my trusted CPA/FA partners to help my clients play offense with their wealth building while I play defense with their liability management.

“People don’t care how much you know until they know how much you care.” – Theodore Roosevelt

Kerry Kalendra

Kerry Kalendra

From Almost Ending My Life To Being On Top Of The World!

Kerry has spent the last 20 years serving families. In 2022 he has clocked up 20 years in the Australian Mortgage Broking Industry and has built up a wealth of experience and industry knowledge. Kerry is now focused on serving his wider community by giving back to his industry and aims to make it a better place for the next generation of mortgage brokers.

Age isn’t how old you are but how old you feel

Jennifer Buckholz

Jennifer Buckholz

Taking Partner Presentations to a Whole New Level!

Jennifer Buckholz joined the lending industry nearly 21 years ago – spending the last 19 years with CMG Financial. Over the past two decades, Jennifer’s unbounded success has taken her to several respectable heights. In 2016, she became a top-producing mortgage lender in CMG’s Western Division. She has continued to earn this recognition in every consecutive year through 2021, as well as a Top 1% Mortgage Originator in America. She has been named a Scotsman Guide Top Originator and Top Woman Originator for many consecutive years as well. Scotsman Guide also named her the #4 Top HELOC Originator in mortgage volume, a title which she earned largely due to her professional relationships with financial advisors, Realtors, and referral partners nationwide.

The success of Jennifer’s business is built upon her dedication to incomparable customer service for her clients. Her personal approach to lending combined with CMG Financial’ s leading position in the marketplace have helped her serve thousands of happy homeowners and buyers. “I feel that each client’s goals need to be factored into the mortgage product that they are placed into. Every client has different financial goals and mortgages are not a one-size-fits-all process,” says Buckholz. “I believe it’s important to listen to the borrower and take those goals into consideration when placing them into a mortgage.”

Free Consultation