Description

Host: John Thompson

Guest: Val Miller

In this special episode of Nurturing Success, host John Thompson chats with Val Miller, a rising talent in the mortgage and financial advice space. With a background in marketing and a bold leap into full-time production, Val represents a new generation of professionals redefining what it means to be a Mortgage Advisor. She shares her career evolution, the value of mentorship, how she’s building a business around community, and her mission to bridge the gap between mortgage and financial planning for next-gen clients.

💡 What You'll Learn:

• Why the mortgage industry needs a fresh, creative perspective

• The power of financial literacy and how it shapes opportunity

• How Val is building her practice from the ground up—with intention and impact

• How real estate, mortgage, and financial advice intersect

• What makes a great partnership between mortgage professionals and financial planners

• Why younger professionals should consider careers in mortgage or financial advice

⏱ Timestamps:

[00:00] John introduces Val Miller and her background
[01:30] Val’s unique journey: from marketing to mortgage production
[03:00] What sparked Val’s leap into becoming a Mortgage Advisor
[04:00] Val shares what she’s grateful for—collaboration and mentorship
[05:30] What it means to give real mortgage advice, not just quotes
[07:30] Building community and masterminds: Val’s creative marketing strategy
[10:00] Remote work, flexibility, and growing a national practice
[12:00] How Val is planning to work with financial advisors
[14:00] Explaining the “three-sided balance sheet”
[16:30] Partnering with advisors to help clients win
[18:00] Advice for other young professionals entering the industry
[20:00] Entrepreneurship and redefining success in financial services
[22:00] Val’s personal story of financial literacy, safety nets, and taking risks
[24:00] Final thoughts: impact, intention, and the power of being proactive

🔗 Resources & Mentions:

• Neo Home Loans (Val’s company)

• Trevor Hammond (Mentor & Branch Leader)

• Borrow Smart, Repay Smart Philosophy

• Three-Sided Balance Sheet (Assets, Liabilities, Real Estate)

Connect with Us:
Please reach out to Val with any questions or feedback. Contact Val Here

Follow us on social media for the latest updates and additional insights. @smplmortgage

If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to jack@smplmortgage.com to schedule a time.