Vanessa Kerr

Julie is just the real deal. As a leader, coach, and friend, she shows up and stays there. She holds you accountable, pushes when she knows it's too comfortable, always provides the pulse on the business, and reminds us why we get to do what we do and how to be the best for who we serve professionally and our whys personally.

What I love most is how she reads the moment. Sometimes she hands you exactly what you need to walk the path and figure it out yourself, and sometimes she drops the one thing that lights the fire and gets you moving. Either way, you leave knowing something shifted.

Our coaching journey has spanned the hard seasons and the good ones, and through all of it she's the human you want to cheer on as fiercely as she cheers for the rest of us.

Val Rush

Not even exaggerating, Heather has helped me completely level up. I’ve doubled my income this past year, and I know I wouldn’t have done that without her. She keeps me accountable, gives me a plan, and makes everything feel way more doable. It’s like having someone in your corner who won’t let you slack.

I went into 2025 wanting to focus on consistency, and Heather didn’t let me fall off. She kept me accountable and made sure I stayed on top of my daily income-generating activities, and that’s been everything for my growth.

She’s played such a big role in my business, and I honestly credit so much of it to her. The way she makes everything feel personal is what sets her apart. You can tell she truly cares. She’s become more than just a coach to me… she’s a lifelong friend.

Roman Lopez

Here are two takeaways I’m using weekly that I learned from Coach Megan:

• Done is better than perfect. Just post the video or picture and keep engaging on social media
• Do one thing every day that makes you feel confident and moves you toward your goals

Clint Thompson

Before working with Jared, my confidence presenting reverse mortgages was probably a 3 out of 10.

I understood the product, but I wasn’t consistently communicating the value in a way that connected with financial advisors, referral partners, or clients.

Through coaching, especially the real-world stories, communication strategies, and guidance on positioning myself with confidence, I’ve seen a major shift in how I show up professionally.

Today, I’d rate my confidence at a 7 out of 10 — and still growing.

More importantly, that confidence is translating into action. I’m proactively engaging financial advisors, realtors, consumers, and other loan officers with greater clarity, purpose, and credibility than ever before.

I’m having better conversations, opening more doors, and positioning myself as a trusted resource.

Jared’s coaching hasn’t just improved my knowledge — it’s changed how I show up.

Nikki Johnson

Coaching has actually been a blessing to me as well, both personally and professionally. It’s helped me grow in ways I didn’t always expect—pushing me to stay focused, think more strategically, and remain accountable to my goals. 

I’ve really appreciated the balance of encouragement and honest feedback. It’s given me more confidence in how I approach challenges and has helped me stay consistent, even during tougher seasons.

Over time, I’ve seen meaningful growth not just in my performance, but in my mindset and how I show up each day. 

I’m truly grateful for the support and guidance—it’s made a lasting impact on me.