In this episode of Growth Notes, Frazier shares a game-changing insight from TAG 2025, courtesy of Chris Vinson, CEO of Windsor Mortgage: stop treating your database like a list—start treating it like a portfolio.

Your past clients, leads, and contacts aren’t just names and numbers—they’re assets. And just like a financial portfolio, your job is to manage, nurture, and maximize their value.

Frazier breaks down how to shift your mindset and your actions: use your CRM, build relationships, and create long-term value instead of just chasing new leads. This isn’t lead gen—it’s equity building.

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