Ditch Your Year-Long 2024 Business Plan

12/18/23 • 35 min

If you're a Mortgage Professional, you've probably created a year-long, 2024 business plan. You've set goals you want to reach, created milestones so you know you're on the right track and are welcoming the new year with a plan to make it happen.
The problem is, we often wait until the year is over to look back on if we were successful or not - what if we shortened that timeframe to 90 days and reflected on our success 4 times throughout the year? By creating a goal for your next quarter rather than next year, it allows you to adjust and recalibrate in order to reach, and exceed, your business goals.
Tune in to this episode of Mortgages. Money. Life. and get started on your 90-day business plan today!

Previous Episode

Redefining Success as a Mortgage Advisor When Times are Tough

"I'm focusing on doing the activities while the market is tough, when business shifts, I'll be in good shape." - Every Loan Officer that doesn't have a plan
During a market when business is slower than usual, how are you keeping your confidence up while still measuring your success? This is the message you NEED to hear right now - redefining what success is, could save your business and your sanity. It's about focusing on the activities, while measuring the success of those activities and readjusting accordingly. It's not going blindly through a dark tunnel in hopes that there's light at the end of it, while you had a flashlight in your hand the whole time.
During this episode, Trevor talks about how he's coaching his Mortgage Advisors through this time in order to set them up for wins that bring confidence, while they're doing the activities that yield more business.
Thanks for joining us for Mortgages. Money. Life. This is the podcast for the Mortgage Professional who wants it all!

Next Episode

Finding Your Genius Zone and Delegating the Rest

Are you in the weeds of your business and not focusing on the high-level things that you should be as a leader trying to grow a business? This is a pain point of Mortgage Professionals everywhere as they try to maintain control of their business while also trying to focus on growth. Until today...
In this episode, Trevor talks about what it takes to find your "genius zone;" The area that gives you the most return on both investment and energy within your business. How can you identify that for yourself? What's the process to delegate the rest and work toward a business model where that's the ONLY activity you focus on?
Tune in to this episode of Mortgages. Money. Life. to find out for yourself and work toward a better version of yourself!