Welcome back, Mortgage friends!

One thing that Val has been challenged with is approaching partners (specifically agents) in a way that gets their guard down. It feels like you instantly become a sales person, even if you have something really valuable to help their business with.

Trevor talks through how to approach these relationships in a way that shows them not only HOW you can help them, but the results that you can bring them by helping them in the first place.

Thanks for listening to this episode of Mortgages. Money. Life. - send this episode to a friend if you found it valuable and think it might add value to them!

If you're a Mortgage Pro, you have a database (we hope) - but how much are you leveraging it to get new business? Most of us don't look at clients we've worked with as a source of new business, but it absolutely can be.

In this episode, we walk through the 3 different ways that you can leverage your database to generate business for yourself, business for your referral partners and ultimately, put your clients in a better position. By implementing these strategies, you will:

- Send more business to CPAs, Financial Advisors and Estate Planners

- Get connected with more CPAs, Financial Advisors and Estate Planners

- Develop a deeper connection with your clients as you look to simply add value to them while also doing good for your own business.

Listen, learn, implement!

Thanks as always for listening, we appreciate you.

Trev & Val

If it's not obvious already, the Mortgage industry can be a stressful environment. How can we keep ourselves from getting to the point of burnout, when it feels like there's so much to be done in your business?

Coach and Industry Veteran Hope Bourman joins us to break down this topic and help those in the industry cope with and avoid burnout.

• How you can build your team so you're able to unplug
• Ways to change your perspective to not COPE with burnout, but avoid it entirely
• Helping yourself fall back in love with your career in mortgage

Don't get us wrong, this industry is not easy, but there is a path forward and you're most definitely not alone if you feel yourself in this position.

Thanks for listening - if this helps 1 person, we're making the different we want to make.

Cheers!

Trevor and Val

About Hope Bourman

For more than 25 Years, Hope Bourman has established a respected name branding as a savvy and driven leader with extensive background in Commercial Real Estate Finance, Mortgage Banking, and Construction Joint Venture Lending. Throughout her career Hope has achieved success focused on Sales, Leadership and Market Share Growth serving multiple platforms including Wholesale Brokerage, Fortune 500 Companies, as well as Privately Owned Enterprises.

As Founder and CEO of Signature Strategies, Inc., Hope Bourman leads a world class Private Consulting and Coaching Organization and has helped sales professionals, business leaders and executives to define vision and architect strategies to ensure measurable success worth celebrating.

For years in the mortgage industry, there have been two sides of the coin; Fast, easy and cheap vs. local, advice-based lenders. Too many times, uneducated consumers are choosing the online "click-button-get-mortgage" option, because they aren't aware of the value they're missing out on. Those years are coming to an end.

Ryan Grant, Founder and President of NEO Home Loans, joins us this week to talk about the recent partnership between NEO and Better Mortgage. Since it's creation, NEO has been committed to giving consumers the best advice, guidance and ongoing education in order to change the way that mortgages are done. The antithesis of the company is the online, transactional lender.

With the partnership between these two (what seems like) opposites, it begs the question; Why did these two join forces, and what does it mean for the rest of the industry?

New year means you're starting to set all of those big, brave goals around what you want to accomplish by the end of 2025. We're not here to say you shouldn't, but let's go a little bit farther with this one. If we set our THREE year goals, then the progress I make this year is much more likely to be in line with my "down the road" goals.

This episode is not only for our Mortgage Advisors, but also for the clients that they serve. Go teach people how to set and achieve money goals, you'll set yourself apart in no time.

Thanks for kicking off the New Year with us, excited to spend 2025 sharing value with you all!

- T & V

Have you ever heard of the "last mile problem?" The concept is this; When it comes to online sites like Amazon, the most difficult yet most crucial part of the entire experience is the last mile. That's when the customer gets the product in their hands, and realize they're either happy or dissatisfied with the product. It doesn't matter how amazing the process was the create this product, if that last mile is unsuccessful, your product is doomed.

Our last mile in mortgage is the client consultation. When you sit down with a client, are they blown away by the value you're creating for them, or are they just comparing you to the lender down the street?

In this episode, we're joined by Craig Davis, founder of Ascend Xperience to talk about what he's seeing from a coaching perspective. We dive into what Mortgage Advisors are missing the mark on right now, where the industry is headed and his journey from Mortgage Professional to being a successful coaching entrepreneur himself. From battling cancer and losing his leadership position in the industry within 6 weeks of each other, Craig found himself at a crossroads that led him on the impressive journey he takes us on during our time together.

Craig Davis has been in leadership, management, and sales for over 20 years serving the Mortgage Industry. Early in his career, he discovered that focusing his unique talents on helping his clients and team succeed fueled his success. He founded Ascend Xperience with that same purpose and passion as an Executive Coach, Fractional COO, and Speaker who keenly understands how to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…


Connect with Craig on LinkedIn: https://www.linkedin.com/in/craig-davis-ascendxc/
Visit Craig's website: Ascend Xperience (ascendxc.com)
Follow Craig on Instagram: Instagram

Thanks for listening, folks!

Trev & Val

1 whole year of learning, growing, and sharing concepts that don't get talked about nearly enough in our industry. We've had a BLAST over the last 365 days, so during this episode, we chose our favorite episodes to reminisce and reflect on the lessons talked about in each one.

If you're a new listener, this is the perfect episode to tune in and get a high-level view around the concepts we love most. Our new season will feature some of the most impactful and trail-blazing leaders that our industry has to offer - we can't wait for you to hear more!

We appreciate you being here and listening, thanks for an awesome year!

- Trevor and Val