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Trusted Advisor Mortgages and More
by Russell McDonaldIn this podcast we discuss mortgages and financial services as well as entrepreneurship and all aspects of marketing for your small business
Copyright: Russell McDonald
Episodes
Jose Zavala @ztxadvisors - talking business - Trusted Advisor Mortgages and More Podcast S1 Ep6
36m · PublishedFor Episode 6 of the Trusted Advisor Mortgages and More Podcast we have Jose Zavala of ZTX Advisors. Jose is a financial services and business expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019
To reach out to Jose online:
https://www.ztxadvisors.com/
Instagram: https://www.instagram.com/ztxadvisors/
Facebook: https://fb.me/jzavala03
LinkedIn: https://www.linkedin.com/in/jzavala03/
Twitter: https://twitter.com/jzavala03
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmcdonald
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormortgage
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Zain Gaziani - Team GaryVee - How he got his dream job as a community leader - you've seen the video
59m · PublishedFor the FIFTH Episode we are talking to Zain Gaziani from Team GaryVee. If you are fans of Gary Vaynerchuk's then Zain's name and face should be familiar to you. He is the guy who told Gary during a Q&A at a keynote speech that he would like to come work for him as a community manager and Gary asked him in front of everyone if he wanted to come to New York... and the rest, as they say, is history!
This is a FASCINATING story - you need to watch! Zain also has a lot of information that can help you in your business and can inspire all of us to do what we love!
To reach out to Zain you can find him on:
LinkedIn: https://www.linkedin.com/in/zaingaziani/
Instagram: https://instagram.com/Zain.Gaziani
See his famous scene at the end of DailyVee Episode 545 here:
https://youtu.be/-oz-PTRdHJo?t=444
He wrote a detailed article on LinkedIn which you can read here:
https://www.linkedin.com/pulse/journey-my-dream-job-resident-gary-vaynerchuk-zain-gaziani/
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmcdonald/
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormortgage/
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Joshua Jenson aka JJ the CPA® - not a CPA, THE CPA - Trusted Advisor Mortgages & More Podcast S1 Ep4
1h 30m · PublishedFor our fourth episode of the Trusted Advisor Mortgages and More Podcast we have Joshua Jenson aka JJ the CPA who is a CPA, Entrepreneur, Social Media Marketing Expert, CPA Educator, Published Author and has just released his first single on iTunes! He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019
To reach out to JJ the CPA online:
Facebook: https://www.facebook.com/joshua.jenson.35
Instagram: https://www.instagram.com/jjthecpa/
LinkedIn: https://www.linkedin.com/in/jjthecpa/
YouTube: https://www.youtube.com/channel/UCq6pedUxZMTt9fkq9YCX8Kg
His new single "Money Never Sleeps"
https://music.apple.com/us/album/money-never-sleeps-single/1489034981
Buy his book:
https://www.amazon.com/CPA-HERE-Questions-Insurance-Experience/dp/169829980X
Read my review of his book:
https://www.amazon.com/gp/customer-reviews/R1ACO5V4SML90C
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmc...
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormort...
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Jaime Resendiz - Realtor and Social Media Expert - Trusted Advisor Mortgages & More Podcast S1 Ep3
54m · PublishedFor our third episode of the Trusted Advisor Mortgages and More Podcast we have Jaime Resendiz who is a Realtor and an absolute pro when it comes to using social media marketing tools to improve his real estate practice. He has done such a fantastic job with this that he has tons of YouTube videos up and available now to help you learn to use these tools in your business!
To reach out to Jaime online:
Instagram: https://www.instagram.com/jaimersndz/
LinkedIn: https://www.linkedin.com/in/jaimersndz12/
Facebook: https://www.facebook.com/jaimersndz12
YouTube: https://www.youtube.com/channel/UCa9ZOQ8WvMvr4ssmD-3w1ew
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmcdonald
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormortgage
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Juan Garcia, the CPA Marketer – How we got here – Trusted Advisor Mortgages & More Podcast S1 E2
1h 10m · PublishedFor our second episode of the Trusted Advisor Mortgages and More Podcast we have Juan Garcia, THE CPA Marketer, who founded Goldlake Media. Juan is a social media marketing expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019
To reach out to Juan online:
Instagram: https://www.instagram.com/goldlakemedia/
LinkedIn: https://www.linkedin.com/in/juangelite/
YouTube: https://www.youtube.com/channel/UCRpUHDQDxxD3ObKwjdaZZ_Q
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmcdonald
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormortgage
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Justin McAuliffe, CPA, @CPAJMAC, Founder of CPA.ENTERPRISES - The Origin Story - Trusted Advisor Mortgages and More Podcast S1E1
1h 13m · PublishedFor our premier episode of the Trusted Advisor Mortgages and More Podcast we have Justin McAuliffe who is a CPA, entrepreneur, published author and social media marketing expert. He is one of the founding members of the JX4 Masterminds podcast which is now well into its second season and he was also one of the stars at the first Accounting and Social Media Symposium held in Oklahoma City in August, 2019
To find his book:
https://www.amazon.com/Are-Reconciled-Yet-Accounting-Questions/dp/1689388099
To reach out to Justin online:
https://www.cpa.enterprises/
Instagram: https://www.instagram.com/cpajmac/
Facebook: https://fb.me/cpajmac
LinkedIn: https://www.linkedin.com/in/jmaccpa/
Twitter: https://twitter.com/cpajmac
More about your host:
My name is Russell McDonald and my company’s name is TRADMOR. TRADMOR stands for Trusted Advisor Mortgages and I chose this name for my company because my focus in mortgage lending is working with CPAs, Enrolled Agents, Financial Planners and any other Trusted Advisor Financial Professionals to help them provide home loans for their clients. I’ve been a mortgage broker in the San Francisco Bay Area since 1992 and also founded a software company in 1994 which is still up and running.
I have invented several different software systems that have been brought to market with varying levels of success over the years. My two most productive projects are called Cypher and RateAnalyzer and these systems have been used by more than 500 different independent financial professionals to provide thousands of home loans for their clients over the past 20 years or so.
In 1998 I applied for several patents for these and other systems, as well as seeking patent protection for the ways we anticipated the technology progressing down the road. I actually applied for patents covering online mortgage loan application systems before the first online mortgage application was done in the United States. I wrote all the original Provisional Patent Applications myself and started seeking competent legal help a little less than a year later. Since that time I’ve been awarded six patents for the systems and methods I invented and to be honest it is a miracle that I was able to write the Provisional Patent Applications on my own (using a NOLO PRESS book) that were able to turn into something useful. I would never advise an independent inventor to take on that task on their own.
You know the common belief that practicing something for 10,000 hours makes you an expert? I’ve been doing this all day plus nights and weekends for more than 10,000 DAYS and this has made me an expert in mortgage finance, real estate and credit issues.
Where to find me online:
https://tradmor.com
Apply online: https://apply.tradmor.com
LinkedIn: https://www.linkedin.com/in/russellmcdonald
Facebook: https://fb.me/tradmor
Facebook: https://fb.me/Monacho
Instagram: https://www.instagram.com/tradmormortgage
Twitter: https://twitter.com/tradmormortgage
Russell McDonald
Broker CalRE: 01150730
NMLS: 290837
TRADMOR.COM, INC.
CalRE: 02037742
NMLS: 1637088
Trusted Advisor Mortgages and More has 6 episodes in total of non- explicit content. Total playtime is 6:24:41. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on April 8th, 2024 08:43.