The 4 Blind Spots That Keep People from Financial Freedom

09/24/24 • 50 min

Being in an industry where people metaphorically "get naked" for us when it comes to their finances, it's very clear that we have a massive lack of financial education in our society. It can be hard to articulate all of the short comings that many people have in their financial lives, and even harder to instill some of these lessons into your client's minds during the time you get with them.
Trevor has identified 4 "blind spots" that almost everything boils down to, that keep people from reaching their full financial potential, and ultimately, financial freedom. We dive into these 4 blind spots and how to have conversations with your clients that are 10x more impactful.
Listen and absorb the information for yourself, and ask yourself which blind spots YOU experience in your own life. This will make it that much easier to articulate and relate to your clients.
Thanks for listening!
- T & V

Previous Episode

Creating Your 25 Year Plan [And Why You Need One!]

We set BIG goals - everyone likes big goals, right?
But what happens when we don't reach them in the time limit we set for ourselves? We beat ourselves up, we deem it a failure, and we have less confidence than before. What if we aimed to accomplish those goals over a 25 year time span? How would that change our perception of ourselves and our successes?
Of course, we have to set goals within that 25 year timespan, but they're all leading up to our main objective that we decide for our next 25 years.
Listen to this episode if you're feeling too hard on yourself and need a perception shift - that's what we're here for!
- Trevor and Val

Next Episode

Todd Ballenger on Approaching Your Mortgage Business Like a Financial Advisor

For the first time ever, we welcome on a very special guest to join the show, none other than industry legend Todd Ballenger. Todd has been a coach and mentor to Trevor for many years as you'll hear in the beginning of the episode, and someone who has instilled a lot of the concepts that we talk about today into the way Trevor has done business.
Todd joins us and shares his upbringing, how he eventually found his way into the mortgage space, and ultimately the 7 steps he's identified that lead a "Loan Officer" to grow into a Mortgage Advisor and eventually a Certified Liability Advisor.
Listen, learn, implement! Thanks as always for joining us - enjoy the show!
- Trevor and Val
To learn more about Todd's coaching program and becoming a Certified Liability Advisor, visit borrowsmartuniversity.com, or reach Todd directly at [email protected].