Mortgages. Money. Life.

There's no better feeling than crossing something off of your "to-do" list; Or is there?

Creating a "NOT to do" list could be the freedom you need in your business to focus on the things that are the highest and best use of your time. Whether it means eliminating these items altogether, or collaborating with someone else in order to get it off your plate, it's well-worth the time and effort to grow your business. 

During this episode, we'll talk about how to identify something that should be on your NOT to do list, and the process to create freedom by removing it. Thanks for listening!

We hear it as Mortgage Advisors all the time...

- I'm trying to be debt free
- I'm trying to be mortgage free 
- I'm working toward financial freedom

What is the goal of any of these objectives? It's to increase our net worth. When we look at decisions that our clients, and even some of us, are making, many times they are not leading us to increase our net worth. They're trying to avoid paying interest on one thing, when they could be making a greater return somewhere else. Or they're putting all their money toward a mortgage, so it sits there and generates no return. 

Let's dive in to the "money games" and common decisions that people are making that may NOT be the best decisions to get them to where they want to go. We need to be the ones to guide and advise them to get there. 

Thanks for listening?

Partnering with Financial Advisors can be a very lucrative route that produces high-quality leads for your business. The problem is, not many have done it at a level that actually produces value for both you and the Financial Advisor. 

In this episode, we walk through what these professionals value in a relationship, how to speak their language and relate to their business in a way that creates connection and ultimately how to create more stickiness for a partnership that benefits all parties involved. This was a fun one!

If you liked this episode, leave us a review and we'll read it live on the next podcast! Thanks for listening. 

- Trevor and Val

Welcome to the nebulous world of KPIs! Key Performance Indicators show you the most important figures in your business and if you're doing the work necessary to keep growing and improving. 

The challenge is, what do we measure when there are SO many metrics in our business? These are the 4 most important things I've discovered will accurately measure your success as a Mortgage Advisor. 

Act. Measure. Repeat.

Thanks for listening!

Less folks wanted to buy homes, WAY less wanting to refinance, so where do you, as a Mortgage Professional, focus your time? 

If you want to drive more conversations, be more of an advisor for your clients and set yourself up to be the go-to for all things Finance and Real Estate - talk about MONEY. In this episode we talk through the conversations you should be having with your prospects, past clients and Realtor partners to continue educating and having a reason to reach out to anyone, even if they're not in the market to buy or refinance. 

As always, thanks for listening!

- Trevor & Val

In a position where you're not guaranteed a paycheck, it's crucial to manage your income in a way that gives you a cushion for when times are tough. If you find yourself in this market stressed about money, use the 3-Bucket Technique to not only prepare yourself, but also learn how to teach your clients how to prepare for the unexpected expenses that life brings. 

Thanks for listening to Mortgages. Money. Life. If you find value in the content, leave us a review and we'll share it on our next episode! 

- Trevor & Val

Do you feel so "in the weeds" of your business, with no freedom to take weekends or vacations off? You deserve time away from the day-to-day to truly rest and recharge in order to be the best version of yourself.

In this episode, we dive into the key hires that you can make to take work off of your plate and give you freedom to 1) focus on your "genius zone" and 2) have the freedom to step back while your business continues to run smoothly. 

Listen as we break down the 3 hires that will make your business infinitely scalable.

Thanks for joining us as always, if you enjoy the content, be sure to leave a review and we'll read it LIVE on the podcast!

The Mortgage industry is notorious for working into the ground until there's no proof of a social life that existed for any Mortgage Professional. What if we told you it doesn't have to be that way?

Trevor has been taking 150 unplugged days off for the past 10 years, some of which he was running the top branch in the country. There has to be intentionality behind this in order to keep your business running well, and part of that starts with structuring your weeks to set you up for success. 

We talk through Trevor's time management system to get more done in less time, and have the ability to unplug from your business. Whether it's a free day, a busy day or a buffer day, make everyday count with this time management system!

Thanks for listening!

- Trevor & Val

You probably hear on a regular basis "just 1% every day" or content around setting small goals to eventually achieve big results. What if we told you growing your business or getting better by 10X is easier than improving it by 10%?

In this episode we talk about what it takes to rethink everything in your business including the way that you set goals for yourself. Getting in this mindset will make you question every decision, every partnership, process, etc. currently in place for your business. 

Thanks for listening! 

The Mortgage space is one of the most emotionally-driven industries out there. You're helping clients make one of the biggest financial decisions of their lives while their emotions are out there searching for a place to call home for their family. It's a recipe for disaster if their emotions win and logic takes a back seat. 

The concept of "house vs. home" take a very complex concept and makes it simple for the consumer to understand. When they begin thinking in terms of "home" when they're in "house" territory, it becomes very easy to reign them in and keep their logic front of mind. 

Listen to the full episode to learn how to implement this concept for yourself!