Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
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Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
From Data To Decisions: A Year Review That Fuels 2026
Mortgage Broker Broadcast
9 minutes
1 month ago
From Data To Decisions: A Year Review That Fuels 2026
Send us a text Ready to finish 2025 strong and start 2026 even stronger? We dive into a calm, step-by-step year-end reflection that turns data, feedback, and honest self-assessment into momentum you can feel. Instead of rehashing regrets, we map a practical review you can run in a single sitting: gather KPIs and P&L, connect them to client feedback, and ask what each number truly represents in behavior, channels, and offers. The goal is simple—spot what worked, retire what didn’t, and mak...
Mortgage Broker Broadcast
Send us a text Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees ...
