Listen to this exclusive webinar with Michael Wall and Steve Snowden as they share the powerful IRS strategies the wealthy use to significantly cut their tax bills.

They’ll break down complex sections of the IRS code into simple, actionable insights and reveal advanced tactics designed to maximize your savings in 2025 and beyond. This is your chance to gain insider strategies and take control of your financial future!

To connect with Michael or Steve, visit leanonthewall.com. Include your name, best time to chat, and estimated income range.

About Michael Wall

Since 2002, Michael Wall has been a leading advocate for helping families build wealth, reduce taxes, and live with purpose. He has held CEO positions across various financial firms and has shared his expertise on prominent national media platforms, including CNBC, Fox, and Bloomberg. Michael is the host of two popular podcasts, The Invest Well Show and The Michael Wall Show, and has delivered keynote addresses to universities and organizations nationwide.

Michael's groundbreaking process, The Efficient Portfolio, was inspired by his in-depth research into the endowment models of Harvard and Yale in the early 2000s and is now a cornerstone of the services provided to the families he supports. With a commitment to coaching over 120 advisors, Michael has also significantly enhanced their practices, ensuring they deliver exceptional value to their clients.

About Steven Snowden

With five years of industry experience, Steve has been instrumental in significantly reducing taxes for affluent families, leveraging the principles established by founder Michael Wall to deliver outstanding service. A Penn State University graduate with a focus on Business Management and Entrepreneurship, Steve is dedicated to cultivating meaningful relationships and uncovering off-market opportunities that drive financial growth.

His early career mentorship from multimillion and billion-dollar business owners has equipped him with a wealth of knowledge and expertise, allowing him to provide exceptional guidance and support to his clients.

Future-Proof Your Finances: Expert IRS Strategies for 2025 and Beyond

In today’s episode, Megan Anderson explores how AI is transforming the way loan officers approach content creation. She breaks down simple strategies to stay consistent on social media without spending hours behind the camera. Listeners will learn how these tools can free up time while helping them show up as trusted experts in their market.

Megan's AI Avatar: https://vimeo.com/1121293510/a59c4479a5?share=copy

Learn more about CMA: https://becomecma.com/

Consistency Made Easy with AI

Listen as Barry Habib, Tim Braheem, and top industry experts discuss strategies and tactics in this high-impact webinar designed to help you capture today’s refinance opportunities. You’ll learn how to position yourself as the go-to advisor in a shifting rate market.

Download the “Marry the Home, Date the Rate” slide shared during the webinar: https://3775999.fs1.hubspotusercontent-na1.net/hubfs/3775999/10-year%20treasury.png

Sign up for The Loan Atlas: https://go.theloanatlas.com/membership-cma-refi-masterplan-tim-mbs

Schedule a consultation with The Loan Atlas: https://go.theloanatlas.com/book-a-consultation

What To Do Now To Maximize Refi Opportunities

In today’s episode, Megan Anderson breaks down how loan officers can navigate client communication during times of uncertainty, such as a government shutdown. She shares practical ways to stay informed, lead with confidence, and provide clarity when the market feels uncertain. Listeners will learn how small moments of guidance can strengthen trust and set them apart as true advisors.


Turning Uncertainty Into Opportunity

Stop Chasing Cold Leads – Start Owning Your Past Clients

Tired of past clients forgetting your name and Realtors gravitating toward whichever loan officer is giving them attention this week? You’re not alone. But there’s a better way.

Learn how top producers Josh Mettle, Scott DiGregorio and Daryn Fillis have built high-referral businesses using Home Report – a powerful tool that sends monthly, cobranded home finance reports to your clients with you and your Realtor partner front and center.

Home Report helps you:
• Stay top of mind with past clients – automatically
• Keep your Realtor partners visible and engaged
• Position yourself as a long-term financial guide – not just a transaction

In this free training, you’ll learn exactly how to use Home Report at the point of sale and beyond to create loyal clients, “sticky” Realtor relationships, and a steady stream of warm leads.

Choose your option to get started!

• The Loan Atlas + Home Report: https://checkout.theloanatlas.com/premium-membership-home-report/

• Home Report only: https://www.highway.ai/presentations/the-loan-atlas

•CMA only: use code TLA: https://becomecma.com/

Highway + The Loan Atlas Exclusive Webinar: Home Report Training

In today’s episode, Megan Anderson explores how shifting mobility trends and years of pent-up housing demand could reshape opportunities in the mortgage industry.

When Staying Put Creates Future Opportunity

In this episode, Diana Bajramovic explains why it’s often wiser for customers to act now rather than wait for a lower rate to purchase their home.

"Marry the Home, Date the Rate" is Still a Good Strategy

What if every agent you met saw you as a marketing expert, not just a lender?

In this webinar, The Loan Atlas team will show you how to use ListReports to provide real value and build stronger, more productive agent relationships – all using tools already at your fingertips.

You’ll walk away with:

• Strategies to identify agent opportunities fast
• One-click open house flyers, sign-ins, and lead capture forms that make • agents look polished with zero extra work
• Follow-up scripts to turn every report into a conversation starter that agents can copy and paste
• Market snapshots and tools to help agents reconnect with past or farm new clients

Sign up for The Loan Atlas: https://checkout.theloanatlas.com/loan-atlas-premium-member-listreports/

Highway + The Loan Atlas Exclusive Webinar: ListReports Training

In today’s episode, Tori Fortino explains why a simple 5–10 minute morning market update can transform your professionalism. When you understand what’s happening in the financial and mortgage markets, you show up better, more confident, and ready to provide real value to your clients.

Try MBS Highway free for 14 days: https://hubs.la/Q03Vgnc50  

Turning Uncertainty Into Opportunity

On The Highway