Mortgages. Money. Life.

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...

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 fre...

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 yo...

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...

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...

Our industry is notorious for having the value proposition of "Service, Speed and Low Rates." What if I told you that's your job and not a value that sets you apart? In this episode we break down how to be truly valuable for your clients and solve problems that they might not even know they have. It takes a lot of questions - good questions - and building that trust with your client...

When a client comes to you, are you spitting rates and terms at them, or having intentional conversation around money, strategy and what their goals are?  There's a harsh reality at a very early point in one's Mortgage career that you realize how little our society is taught about real estate, money, mortgages, etc. and if anyone is going to teach it to them, it just might have to be us...

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...

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 timefr...

"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 you...

First things first; What in the world is a Certified Liability Advisor? It's changing the conversations you have with clients from "How much do you want to put down for a home?" to "Here are ways your wealth can be safe, generate a return for you, but also be more liquid and accessible than equity in your home." It's helping them realize that paying more on their mort...

We hear countless titles for Originators in the Mortgage business . What should we be calling ourselves, and more importantly - WHY? What does a Mortgage Advisor do that a Loan Officer doesn't? And who threw Certified Liability Advisor into the mix?  During this episode, we break down the differences between levels of professionals and how they're portrayed to the consumer. Trevor shares...

For the modern Mortgage Professional, all you know is being swept up in the "grind," taking no days off and working for money that makes you increasingly more miserable. What if I told you that doesn't have to be the case? What if I told you there's an entirely different side to the industry that creates MORE freedom, makes you MORE money and leads you to a life that's mor...