Todd Duncan's Sales Mastery 30th Anniversary

October 11 – 14, 2022 | Palm Desert, CA

Celebrating 30 Years of Sales Mastery
Play Video about Sales Mastery 2022 Palm Desert CA

From the Desk of Todd Duncan

For the last 30 years, I’ve been coaching mortgage professionals just like you to produce more while working less.

Each year—through it all—my students have prospered by becoming 100% recession-proof.

That’s why I want to invite you (and your entire team!) to the most important event you will ever attend: the 30th Anniversary of my Sales Mastery event.

This event will directly address the changing conditions in today’s mortgage industry: namely decreasing inventory and rising rates. The most prosperous mortgage pros GROW when the industry is down…and I will show you how.

Want proof this event works? Read some of the many success stories from people just like you who took a chance on this event and now they’re crushing it.

Grab your seat before we sell out because this is one event you’re not going to want to miss out on. So enroll now and I’ll see you in Palm Springs.

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Your Host

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! His mantra is “you can make a living with transactions, but a fortune with RELATIONSHIPS!”

Follow Todd Duncan on Facebook, YouTube, Instagram, LinkedIn and all the socials at @ToddDuncanOfficial or visit ToddDuncan.com

Todd Duncan

Sales Mastery 2022 Speakers

Keynotes

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.

High Performance Speakers

Check back for more speaker announcements

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.”

Brad Hacker

Brad Hacker

The Difference Between a Mortgage Originator and a Mortgage Advisor

Brad Hacker is a Senior Mortgage Planner in Lexington KY. He has worked in the mortgage industry for 19 years and has been recognized for being in the Top 1% of Mortgage Originators in Mortgage Executive Magazine in 2019, 2020 & 2021. His primary focus is helping his customers make a smart financial decision when they buy, sell or refinance real estate. Brad also works with various Realtors and Real Estate offices to help them continue to gain knowledge on how to better serve and educate their customers to build clients for life.

“To know and not to do is the same as to not know.”

Kelli Beckel

Kelli Beckel

How to Fund 1,000 Units a Year

With over 20 years of experience in the mortgage industry, I bring a wealth of knowledge, experience and leadership to the mortgage industry, I recognize the importance of offering loans that meet the needs of today’s families and first time home buyers. I am 100% committed to my clients’ success and dedicated to making the mortgage process as simple and stress-free as possible.

Strive not to be a success, but rather to be of value.

Tim Broadhurst

Tim Broadhurst

Becoming!

I believe in helping my customers achieve debt free home ownership in an efficient manner with clear communication throughout the entire process. Every loan is important and deserves to close on time. My commitment to you is honesty, reliability, and accountability.

Tim is SVP of Loan Officer Development to further Churchill’s goals of engaging employees with its meaningful workplace culture and building a world-class production team.

Tim continues to develop his own individual book of origination business, as well as work with the national sales team to design strategies that fuel production across 46 states. His over 20 years of experience serves as a valuable asset as the Churchill team continues to guide thousands of families onto a smarter path of home ownership, equipping borrowers for a brighter future.

Cody Hardridge

Cody Hardridge

Mastering Todd Duncan’s High Trust Interview – the Holy Grail of Sales Influence

When my team and I meet most of our customers for the first time, many of them think that we are simply in the business of providing mortgages. We see things a little differently.

We consider ourselves to be in the business of adding value to the lives of our customers. My goal is to demonstrate this to you by providing a high level of attention and service throughout the loan process.

I am a Native Oklahoman and Citizen of the Muskogee-Creek Nation. I was born with a fraternal twin named Starr Hardridge, who is a renowned Native American Artist. I am also proud to have served a successful tour in the United States Marine Corps. When I am not following my passion of creating excellence in my profession, I am spending time with my wife, Vannessa, and three children, Caden, Bella and Caley.

Adam Constantine

Adam Constantine

How To Scale With Game Changing Video

From professional basketball player to the (probably) world’s tallest social media guru, Adam Constantine has been a creative pioneer in many industries. This led to the launch of ACE Creatives, a social media and full-scale production agency. With clients from MrBeast to Interstate Batteries and various other verticals, his goal for each is to effectively position them in front of their audience to maximize ROI and understanding. He’s been on the national speaking circuit for several years, teaching the importance of a personal brand, as well as hosting workshops on how to build a dynamic social media presence. Serving as both an event MC and social media thought leader, his unique skill set of simultaneously entertaining while educating a crowd is rivaled only by his 6’8″ frame, impressive beard growth and ever-growing collection of shoes.

Leave them needing you more than you need them. – Edward Constantine (Father)

Alec Hanson

Alec Hanson

How To Scale With Game Changing Video

Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman’s Guide. Every subsequent year, Hanson landed on Scotsman’s Top 200 Originator list finishing his best year at $185M. From there, Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received Housing Wire’s Rising Star award both in 2017 and 2019 and currently serves as Senior Vice President of Production for loanDepot for the Pacific Southwest Division, overseeing approximately $4B in annual production. A dynamic coach and thought leader, Hanson believes in leading and coaching within the trenches of the mortgage business. He is the author of loanDepot’s Modern Lending Playbook: a strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professional’s skill sets into the modern era. Alec is also the author of “Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer,” which details a systemic approach to help Mortgage Professionals succeed in the digital world. Alec is married to his beautiful wife of 16 years, Erica, and is the proud dad of Phoenix (10 years old) and Scarlett (8 years old).

John Manglardi Jr. & Joseph Manglardi

John Manglardi Jr. & Joseph Manglardi

The Legacy of Leadership: Father, Sons and Company

Leading a team allows brothers Joe and John Manglardi to take courageous steps forward, strategic steps back, listen to those who influence their business and become better every day.

Joe, now senior vice president of mortgage lending at Cross Country Mortgage, changed companies for the first time in his eight-year career to partner with his brother, John, who established a successful team there in 2019. “We are developing an extraordinary team of talented professionals as we work to expand our name and legacy,” says Joe, who ranked in Scotsman Guide’s top 1% of mortgage lenders in 2019 and 2020 and made CrossCountry’s platinum all-star team (Top 100). John made Scotsman’s 2021 list of top lenders in the nation and grew his production from $25 million annually to almost $50 million in 2020. He is currently developing and recruiting a team now projected to close more than $100 million in production in 2021.

Extremely focused on the success of each client, the Manglardis educate them up front about the mortgage process, from a pre-application consultation, to an application and loan-structure review, all the way through the end of the homebuying journey. “Our main goal is to teach clients rather than just sell them,” John says. “They feel 100% informed and truly understand both their financing terms and the process itself.”

The Manglardi’s father owned a successful mortgage company, but they never planned to follow his lead. Before they entered the mortgage business, Joe worked in aeronautics, and John was a talent agent/manager and concert producer. Dissatisfied with their careers, however, they remembered their amazing childhoods, made possible by their dad’s career in lending, and decided to go for it. “Of course, we close loans, and it’s a priority to do so on-time,” they say. “But we try to stand out by offering top-tier customer service and open and honest communication throughout each transaction.”

Erica Floro

Erica Floro

Building a World Class Origination Team

I am a Certified Sr Mortgage Advisor on Team Hubbard in Albany OR. I have been on this amazing team for 4 years now and I love each and every one of them unconditionally. When I am not helping families finance their dreams, I am busy with my own family. I have 3 amazing children who keep me busy with sports and activities. I also have 2 rescue pups who are basically children as well. In my free time I love playing and coaching volleyball. I also love everything summer, give me the sunshine and I am a happy camper!

“Be the change you with to see in the world” -Mahatma Gandhi

Elise Bowman

Elise Bowman

Building a World Class Origination Team

I am a Certified Mortgage Advisor and have been in this industry with PacRes Mortgage for 6 years. I graduated from Oregon State University with a Bachelor of Science in Managerial Economics. While attending OSU, I was on the Cheerleading & Dance Team while also putting myself through school. These experiences taught me an immense appreciation for hard work, commitment, customer service and excellence. I understand the power of a team and am honored to have gotten my start and mentorship in the industry underneath Melissa Stashin, Founder/President of PacRes Mortgage. Throughout my time at PacRes, my drive for excellence and being part of an elite team continued to grow which led me to the incredible Kristina Hubbard, Branch Manager/Sr. Mortgage Advisor in Albany, OR. I fundamentally believe in the power of hope, joy and opportunity. I also believe that my job as your Mortgage Advisor for Life is to show you how you can receive that same hope, joy and opportunity through the acquisition of real estate. I believe in approving your dreams, daily! Outside of work, I enjoy spending time with my family and friends, soaking in the sunshine, traveling and being involved with my church. Cooking, making our house into a home, golfing and spending time with my soon-to-be husband is the cherry on top of my beautiful life. Also, I’ll never pass up a spa day! I feel incredibly blessed to live and work in Oregon.

“See, I am doing a new thing! Now it springs up, do you not perceive it? I am making a way in the wilderness and streams in the wasteland.” – Isaiah 43:19″

Marc Nungester

Marc Nungester

Coaching to High Trust Team Culture

Prior to working in the real estate and mortgage industry, Marc spent the first 7 years of his career as a mechanical engineer designing automation equipment in the coil winding and diaper industries. During his time as an engineer, he developed a passion for real estate and built a small portfolio of rentals as a side hustle. Marc married his realtor, Meagan, and was fortunate enough to join the Shannon Rollings Real Estate team as their operations manager.

In 2019, the real estate broker opened Motto Mortgage Simplified and Marc was part of the team that launched the business and created connection between the real estate broker and the mortgage broker. His engineering background helped solve problems and develop systems to grow and scale quickly from a one LO office to a team of 10.

Marc lives in North Augusta, South Carolina and is married to his beautiful wife Meagan. Together they have a two year old son Matthew and they enjoy classic cars, live music, and spending time with family.

“Look at the birds of the air; they do not sow or reap or store away in barns, and yet your heavenly Father feeds them. Are you not much more valuable than they?” Matthew 6:26

Kristina Hubbard

Kristina Hubbard

Building a World Class Origination Team

Starting from when I entered the mortgage industry in 1995, my way of serving clients has never changed: whether a first time home buyer or seasoned real estate investor, every client gets my full attention on every detail of their transaction from start through closing. I believe in intentional relationships and open communication so that when we are done, my client walks away knowing they are a client for life. I strive to help every client create generational wealth through the power of Real Estate. As an investor myself, I can help them navigate the incredible opportunities that are in our market. I’ve seen firsthand how Real Estate has impacted my life and I’m passionate about teaching others to do the same.

I am proud to be the Branch Manager and one of the Senior Mortgage Advisors for the Albany location of Pac Res Mortgage. Pac Res is a company you can feel good doing business with. We are recognized throughout the Northwest for our outstanding 5 star service!

I’m married to a gorgeous man that served his country for many years. His love for our country and for veterans has become my passion as well. My husband Christopher and I along with our two children love to explore the Northwest mountains and coast whenever possible. Sunriver is a favorite local getaway while Hawaii and Mexico are favorites for a long-distance adventure. Team Hubbard loves to be involved with our incredible community and we lend our support in any way we can. My desire by engaging in these activities is to help instill joy in people’s lives, a desire also carried over to my profession.

“What ever you must do today, do it with the confidence of a four year old in a Batman cape!”

John White

John White

Pivoting to the Financial Services Vertical

Through his twelve years of industry experience, John has built a nationally recognized financial planning practice predicated on helping business owners, entrepreneurs, and executives protect, grow, and manage their wealth.

Through his work, John has been named the Atlanta Advisor of the Year by the National Association of Insurance and Financial Professionals, has twice been recognized as a national Top-20 Advisor by Northwestern Mutual, as well as “Top of the Table” by the international life insurance association: Million Dollar Round Table.

John’s practice, RockWealth Advisors, serves clients across the country with net worth levels of “rising affluent” to families with multigenerational wealth.

John lives in Suwanee, Georgia with his wife of fourteen years, Carrie, and their three children.

Tania Murray

Tania Murray

How to Fund 1,000 Units a Year

Tania Murray is a mortgage industry veteran who devotes herself to helping individuals and families establish the dream of homeownership. In 2015, she joined New American Funding where she serves as the Southwest Regional Manager for five offices across Texas and New Mexico, all of which log $300 million in production a year. Tania is the #1 producer (by unit and volume) in El Paso, Texas where she had her most recent record high in 2020 at $90 million, a total production that doubles that of the contender in the #2 spot. She is a preferred builder for El Paso’s Top 10 Builders, ranks in the top tier of the Top 250 Mortgage Loan Officer list by NAHREP, and is in the 1% of the nation’s top -producing mortgage originators according to Scotsman Guide. Throughout her impressive her career, Tania has founded her own mortgage company, held a Vice President position at First National Bank of Fabens, and worked in leadership roles at several mortgage lending companies.

Tania is actively involved at her church and local organizations such as the El Paso Hispanic Chamber of Commerce, Greater El Paso Association of REALTORS (GEPAR), and the Women’s Council of Realtors. Tania is a devoted wife and loving mother to two young women.

“My yeses are yeses and my nos are nos”

Bill Bodnar

Bill Bodnar

Reading the Market

Bill Bodnar is Chief Revenue Officer of Tabrasa and Chief Market Analyst for their Mortgage Market Guide product.

A lifelong student of the financial markets, his extensive fundamental and technical analysis skills have been helping thousands of mortgage loan originators and realtors for over two decades.

He is also a partner in The Bourbon Room an 80’s themed nightclub in Los Angeles.

Dave Savage

Dave Savage

Celebrating Advice

DAVE SAVAGE, the Chief Innovation Officer of Mortgage Coach and Sales Boomerang is an innovator and change agent known for how he turns mortgage advice into a competitive advantage for lenders and loan officers and a valuable for consumers and borrowers. Dave has been leveraging YouTube, Facebook and LinkedIn as a sales training platform for over 15 years and has recorded over 1,000 interviews with top loan officers and industry leaders, making the Mortgage Coach YouTube channel Netflix for loan officeres. Through his lifelong passion as an entrepreneur, Dave also achieved this goal with SmartReply, a company he co-founded in 2000, which was one of the first three US companies to ever win a Mobile Marketing Award in 2005.

Lorrie Rasmussen

Lorrie Rasmussen

Coaching Your Way to ELITE

Lorrie is a mortgage professional and business owner. While finding strategic financial solutions for her customers, she thrives on building raving fans. Building trust is a daily commitment and she is enthusiastic about growing personally and learning new skills. She values genuine human connections and loves helping her partners build their success stories. She is a big believer in finding problems to solve and loves listening to podcasts and reading educational books. Two of her favorite books are the Marketing Rebellion, by Mark Schaefer and The Compound Effect, by Darren Hardy. Her favorite podcast is Todd Duncan.

Built. Not bought. Earned. Not Given. Hustled. Not handled. Rare. Not Average – Warren Buffet

Derek Goulette

Derek Goulette

Back to Basics – Blocking and Tackling

Derek Goulette (The Loan Whisperer), Manager with Finance of America has been in the mortgage industry for over 20 years. He built a brilliant business model that has ensured growth and allowed his team to navigate with success, the stressors, and strains of difficult markets. He views a down market as “an opportunity to grow like never before”.

He has been honored to personally serve hundreds of families with responsible and affordable home financing.

Strategic planning, a heart to keep learning and teaching, along with strong execution has made Derek stand out as a notable Savant amongst his peers. Derek attributes his success to his faith, learning from his mentor and father Robert Goulette and the never-ending strength and support of his gorgeous wife Lauren Goulette. Faith and Family, the two pillars of his success.

A successful man is one who can lay a firm foundation with the bricks others have thrown at him – David Brinkley

Michael Morrison

Michael Morrison

The Fortune is in the Follow Up

Mike was introduced to the mortgage industry in 2003 and since then has been blessed with immense success at every step. He attributes this to incredible mentors, unparalleled communication, processes and systems that work, and of course lots of hard work.

Throughout his career Mike has risen into the top 10 loan officers at every single destination. Beginning in 2019 he ranked in the top 0.5% of loan originators in Scotsman Guide’s national rankings. In his first three years at Movement Mortgage Mike and his team have helped over 1200 families for more than $350M in sales volume.

Mike has called Boise, Idaho home the last 14 years. He’s been married to his amazing wife April for the last 6 years. Life revolves around their two dogs Murphy and Gus. When not watching nieces and nephews at various sporting events they are planning their next trip with friends and family.

You miss 100% of the shots you don’t take

Trevor Hammond

Trevor Hammond

Loans Under Management

Trevor Hammond has become a leader and coach to many in the mortgage industry. Starting his mortgage career in 1998, Trevor quickly grew to be a top originator helping thousands of families finance their homes. Along the way, he discovered his passion for fiscal literacy and has been on a mission ever since to increase fiscal literacy for homeowners and provide them the education, tools, and direction to build wealth and security.

Fast forward to today, Trevor dedicates his time to helping Mortgage Originators move from ‘doing loans’ to building a true mortgage practice that can provide a more consistent, predictable income as well as give them back their life!

As an Area Manager for NEO Home Loans, and a Certified Coach for Todd Duncan Coaching, Trevor coaches Branch Managers and Mortgage Advisors across the country to ask better questions, solve bigger problems, and transform their business into something more meaningful that they may never want to retire from.

Outside of work, Trevor rejuvenates by travelling, camping, exercising, and spending time with his wife, Monet, and two children, Makena and Kyle in Portland, Oregon.

Bonus: Leadership Live Speakers

Check back for more speaker announcements

Todd Duncan's Top Gun Elite
Rick Mount

Rick Mount

Leading Through Crisis: Mindset, Vision and Emotional Safety

Rick Mount is a Managing Partner with Churchill Mortgage for the Pacific Southwest Region since 2018 and has been in the mortgage business for 30 years. Rick and his partner Mike Hardy co- lead a region with production in excess of $500,000,000 in annual production as well as personally originate over $100,000,000 annually through the Mike and Rick team. They were fortunate enough to server over 1400 families in 2021 and have business partners for over a decade now. Rick and his partner Mike work hard each day to serve their team members and equipping them to succeed both professionally and personally. They consider themselves servant leaders and love to helping people grow to their fullest potential. One of Rick’s favorite quotes is

“Have the courage to become the person you were meant to be”

Mark Miller

Mark Miller

SMART Leadership: The Personal Leadership Habits of Top Producers

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.

Mike Hardy

Mike Hardy

Leading Through Crisis: Mindset, Vision and Emotional Safety

Mike’s background includes 20+ years of experience in the securities, real estate, and financing markets. After graduating from Azusa Pacific University and before he began his career in lending, Mike was a respected Financial Advisor. Mike earned the Certified Mortgage Planning Specialist certificate (CMPS), and was recognized as a top 1% Loan Officer nationwide by Mortgage Executive Magazine for the last 5 years. With Churchill Mortgage, Mike and his partner Rick Mount are responsible for the California marketplace, a $250 million annual region. Personally, he has helped over 1000+ families make a smart and healthy financing decision. Mike is also a Certified Performance Coach helping Realtors and Mortgage professionals with personal and financial growth. Outside of work, Mike is also an accomplished athlete and has completed 10 marathons and recently completed his first full Ironman. Mike is a proud father of four children and has been married to his wife, Beverly, for 20 years.

Ryan Hills

Ryan Hills

Celebrating Leadership!

Ryan Hills, as CEO of The RE Source.tv, has dedicated his career to delivering highly relevant video content to the mortgage & real estate industry. Creating best-in-class weekly video content for the last twelve years has made Ryan a highly sought after and well-respected thought leader. Ryan passionately leads a $4.5B region at Movement Mortgage where he masterminds, serves & develops other mortgage professionals to help them create thriving businesses. The dynamic team at The RE Source have built a committed nationwide following with their mix of educational, motivational and comedic shows. Their Masterclass Series highlights inspiring conversations with industry legends such as Todd Duncan, Dave Savage, Barry Habib, Sue Woodard, Neel Dhingra, Garth Graham, Ken Perry, Kristen Messerli, Clayton Collins, Rene Rodriguez, Logan Mohtashami, The Mortgage Nerd, Coach Bill Hart and many others! Follow @theRESourcetv

"You have to fall in love with the 'process' of becoming great!"

The Best Live Event for Lenders, Mortgage, and Real Estate Professionals

Sales Mastery 2022 is returning to where it all started, celebrating its 30th year of continued mastery. This is going to be an epic experience and you’ll want to secure your spot early! We’re returning LIVE to the stage for the first time in 2 years. Join us for this life-changing experience!

Sales Mastery is Todd Duncan’s most popular event of the year because it’s all about giving YOU the easy-to-follow steps to help you make more money, create more time, and achieve the goals you’ve always desired (and deserve).

What People Are Saying About Todd Duncan's Sales Mastery

Denise Donoghue

Denise Donoghue

Owner – The Mortgage Nerd and Mortage Banker

Changed Everything!

“Sales Mastery changed everything. In 2013 I funded $7M. Last year we funded $226M. Incredible to see what can happen in 9 years.”

Chris Hallows

Chris Hallows

Producing Branch Manager
Wallick & Volk Mortgage Bankers

Doubled Sales

“I personally doubled my sales, and I also led my branch to double their volume and profits. I feel confident about the future.”

Holly Engel

Holly Engel

Mortgage Originator
Huntington Bank

Highly Recommended!

“I highly recommend attending Sales Mastery if you are a mortgage professional seeking to advance to the next level of your career. It has been the BEST investment, commitment, and engagement decision I have made professionally. My only regret is I wished I would have done it sooner!”

Lorrie Rasmussen, AMP

Lorrie Rasmussen, AMP

Mortgage Professional / Canada
Mortgage Architects

#1 in Units!

“I attended Sales Mastery in 2019 and knew immediately I wanted Todd Duncan as my business coach. Within the first 2 months of implementing the High Trust interview, I landed 2 home builder accounts which resulted in 155 units of growth that first year alone. We are now ranked #2 in sales volume and #1 in actual units in Western Canada with our company.”

Hovik Shahinian

Hovik Shahinian

Producing Branch Manager
New American Funding

More Productive!

“Sales Mastery has helped me focus on the important, delegate the mundane, and eliminate the unnecessary. I’m more productive, my team is more productive, and last year we helped 400+ Families with loans.”

Kylie Miller

Kylie Miller

Mortgage Originator
Huntington National Bank

$75 Million in Sales!

“Thanks to Sales Mastery, I closed over $75M and also increased my purchase loan percentage dramatically. I was able to expand my team this year and will close over $80M. Thank You!!”

Wally Elibiary

Wally Elibiary

Area Sales & Branch Manager
Fairway Independent Mortgage Corporation

Exceeded $200 Million!

“In partnering with Todd Duncan, we were able to close $200,000,000 for 589 families and we are poised to achieve $300,000,000 this year with over 700 families!”

Sharla Jolley Ellis

Sharla Jolley Ellis

Producing Branch Manager
Fairway Independent Mortgage Corporation

7-Figures MORE Income!

“My volume production is up by 150%, and my personal income is up by nearly 300%! In one year, I’ve added 7 figures more income. I also have more time for myself and my family. I’m working less than 25 hours a week!”

Kristin Hanson

Kristin Hanson

Sales Manager
loanDepot

Doubled Hourly Rate!

“I wanted to run harder and couldn’t have reached my goals without this. I have doubled my hourly rate in 10 months with life balance and grace.”

Travis Gregg

Travis Gregg

Senior Mortgage Loan Officer
Ruoff Mortgage

$25 Million in Sales!

“As a new loan officer, I have achieved the success that seemed impossible. I am going to surpass my goal of $25M (90 Families) my first year in the industry. Sales Mastery was the Game Changer!”

Emily Ingram

Emily Ingram

Mortgage Loan Specialist
New American Funding

Increased Our Income!

“To be honest, I wasn’t sure if I wanted to attend. I thought it sounded too good to be true. But I decided to bite the bullet and I’m so glad I did. Mastery has transformed not only my life but the lives of my team members. Now I’m watching my team members exceed their goals, increase their income and it is so REWARDING!”

Trevor Hammond

Trevor Hammond

Branch Manager
Sierra Pacific Mortgage Company, Inc.

125% Growth!

“Our branch volume increased by 83% in the first year alone with the strategies, ideas, and support. Then we grew by 125% to help almost 1,000 families in 2020.”

Susan Hatfield

Susan Hatfield

Senior Mortgage Loan Officer
Benchmark Mortgage

Changed My Life!

“Attending Sales Mastery, working with Marty and signing up for coaching has changed my life. I went from 118 families a year to 270 families a year. I work less hours and I make more money. Oh, and I also lost 100 pounds!”

Tim Loss

Tim Loss

Branch Manager
CMG Financial

$100 Million!

“In the 3 years of coaching, I’ve taken my business from $35 million to $100 million in production.”

Marty Preston

Marty Preston

Branch Manager / Loan Originator
Benchmark Mortgage

$400 Million!

“I am proud to say that our Team has served more than 1600 families achieving $400M in Production for 2020, and we are on pace to meet and/or exceed the same production for 2021.”

Cody Hardridge

Cody Hardridge

Branch Manager / Loan Originator
Cornerstone Home Lending, Inc.

$115 Million in Production

“Over the past several years, I have consistently grown my business in the high-net-worth space, served more than 500 families, and achieved more than $115M in production in 2020 and on track to eclipse this success in 2021.”

Buddy Puckett

Buddy Puckett

Branch Manager
PacRes Lending

Better Delegation!

This helped me win back my time with more efficiencies, better delegation and solid boundaries for the benefit of my personal life!

Nora Guerra, Todd Duncan success

Nora Guerra

Lending Manager
Freddie Mac

Increased Partnerships!

“I reassessed my business partnerships with agents, deepened my impact and added more value. As a results, I increased my hourly rate from $85 an hour to $326 in under 5 months!”

Join Us!

JW Marriott® Desert Springs Resort & Spa

74-855 Country Club Drive, Palm Desert, Ca 92260

Still need a room? Even though our group rate has ended, click the link for JW Marriott Desert Springs Resort below to check availability and rates.

Also, you can check online with Marriott Desert Springs Villas to see availability and rates – see link below:

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Frequently-Asked Questions

Hotel Booking, Agenda, and Tips

This year the event will be at the luxurious JW Marriott Desert Springs Resort & Spa 74855 Country Club Drive Palm Desert, CA 92260, US Use this link to book your room You can also make your reservations via phone by calling Passkey Reservations at 1-877-622-3140. (Tell them you are with the Sales Mastery event) Get your room now. This hotel will sell out fast.

Yes!

  1. Come early and stay late. That way you can give yourself plenty of time to process the information.
  2. Get to the room early to get a good seat.
  3. Network…a lot. There are some big players here who can help you.
  4. Be ready to take notes and ask questions.
  5. Finally…dream BIG! You’re about to find a gear you never knew you had.

You should secure your seat while it lasts. This event has sold out in the past when we maxed the room out for fire regs.
So once we are full, we are full.

Plus, the price keeps going up so you’ll save money by enrolling now.

So don’t sit on the fence. Grab your seat now.

This event will directly address the changing conditions in today’s mortgage industry: namely decreasing inventory and rising rates. I know you’re already seeing less refinances. That will continue. But that doesn’t mean you have to take it sitting down. The most prosperous mortgage pros GROW when the industry is down…and I will show you how.

With all that’s happening in the mortgage industry, you want to drop everything and attend this event this year. There are several strategies you’re going to want to use to combat market forces and I would hate to see you left out in the cold while your competitors prosper. So move what you need to move on your schedule so you can attend LIVE.

Reserve Your Seat Today

Todd Duncan's Sales Mastery

October 11 – 14, 2022 | Palm Desert, CA

$1,295 $995 Limited Time

Free Consultation