Archives: Weekly Blogs

We’re down to just 5 seats left for our Mastermind Retreat happening October 9–10 in Clearwater Beach, and I wanted to let you in on a little surprise that just might tip the scales.

On Thursday, we’ve got a special guest flying in for an exclusive session, and he’s known in the industry as a whale hunter.

What’s that mean?
He’s a master at teaching how to build referral partnerships with top-producing real estate agents, the ones doing 30, 50, even 100+ deals a year.

This isn’t the usual “call more agents” talk. This is a deep dive into:
1. How to identify real whales (not just good agents)
2. How their psychology and needs are different
3. How to land meetings and earn their trust
4. And how to turn one whale into a stream of closings

Jimmy doesn’t speak often in public (he’s too busy closing loans for his branch) and you’ll only hear this content at our private event on Day 1.

Between that, a full training with me over two days, and a special session from a top social media expert, this event is going to be something truly special.

Clearwater Beach, FL
October 9–10
8:30 AM – 5:30 PM (Lunch included)
Only 5 seats left

Secure Your Spot Now at MastermindRetreats.com

Let’s wrap up the year strong, and surround ourselves with people who are doing big things.

I used to think the secret was outworking everyone else.
Longer hours. More hustle. More “grind.”

But here’s the problem…
If you’re paddling like crazy in the wrong direction, you just get lost faster.

The real secret?
Work on the right things.

I call them “needle-benders” — the handful of activities that actually move the business forward.

Everything else?

• Delegate it.
• Automate it.
• Or delete it entirely.

When I finally started filtering my to-do list through that lens, my income went up, my stress went down, and I got my evenings and weekends back.

If you’ve been feeling like you’re working harder than ever but not seeing the results you want… maybe it’s time to adjust the compass instead of rowing faster.

That’s exactly what we’ll be working on — step-by-step — at my next live Mastermind Retreat in Clearwater, FL.

You’ll leave with a simple plan you can execute right away… and a clear picture of your needle-bending activities.

Join us here: www.MastermindRetreats.com

When I first started in this business, I thought success was about getting to some magical finish line.

Hit a certain income… build the perfect pipeline… then coast.

Here’s what I learned:
There’s no finish line.

The loan officers who last — and win — are the ones who play the long game.

They focus on:

• Building relationships that last for years
• Protecting their reputation like gold
• Doing the right things, over and over, without burning out

And what I’ve learned is: their success isn’t from random hustle… it’s from running a week that’s intentionally designed to create consistent wins.

I’ve got an example of exactly what that looks like — a “Perfect Week” calendar from a top producer who closes at a high level year after year.

If you’d like me to walk you through it, let’s set up a quick call.

I’ll show you what to focus on, what to cut, and how to structure your week so it compounds over time instead of burning you out.

Let’s Chat Here

Play the long game — and win it.

I used to think my job was “loan officer.”

I thought marketing was something you squeezed in when you had the time… or when the pipeline was running low.

Wrong.

The marketing is the job.

Think about it — if no one knows you, trusts you, or hears from you regularly, it doesn’t matter how good you are at the mortgage side. You can’t help people you never meet.

The turning point for me was when I flipped the order:

1. Marketer first – building relationships, making calls, following up, staying visible.
   
2. Loan officer second – once the leads came in, then I got to do the mortgage magic.

The thing is, the best time to market is when you don’t “need” the deals. That’s how you avoid those feast-or-famine cycles.

So today, block the time. Make the calls. Send the notes. Do the follow-ups.

Every day. No exceptions.

Because when you see yourself as a marketer who happens to do mortgages… the game changes.

I saw this diagram the other day, and I’ve gotta be honest…

It made me laugh… then immediately feel a little called out.

Ouch!!! right?

I call it “The Alignment Gap.”

Most of us are stuck doing the stuff in the bottom right corner:
Things we do.
Not things we like.
Not things we’re great at.
And not things that make us a lot of money.

Just… things we do.
Because they’re on the calendar.
Because they popped up in our inbox.
Because somebody needs something. Again.

I See It Every Day…

Loan officers with enormous potential, amazing personalities, and rock-solid experience…

…spending most of their day chasing down paperwork, solving fires, overthinking social media posts, or sitting in meetings that don’t lead to closings.

Meanwhile, the work that does bring joy and income: talking to people, building relationships, getting referrals – keeps getting pushed to “tomorrow.”

If you’ve ever felt that, you’re not alone.

But here’s the good news:
You can fix it. Quickly.

The Fix = Alignment

The top-producing LOs I work with, the ones closing 10+ deals a month without losing their minds, don’t work harder.

They work more aligned.

They’ve built their day around the overlap of:

• What they love
• What they’re good at
• What makes them money

Everything else?
They delegate it.
They automate it.
They don’t touch it.

That’s how they get more done, enjoy their work more, and scale faster, without burnout.

So Here’s a Challenge…

This week, try this:

1. Audit your time.

For 2–3 days, jot down what you do and mark it:

• I enjoy this
• I’m good at this
• This makes money

Anything with zero marks? That’s your red flag.

2. Rebuild your day around the 3-circle overlap.
That’s where the magic happens.

3. Get help with the rest.
Yes, it’s allowed.
No, you don’t have to do everything yourself.

Want Help With That?

This October, I’m doing something special.

We’re hosting a small-group Mastermind Workshop in Clearwater Beach, FL.

It’s not a big hotel ballroom.
It’s hands-on, practical, and full of real loan officers doing real business, just like you.

You’ll meet some of my team.
You’ll see the systems I use.
And you’ll walk out with a customized plan to work in your genius zone and scale your closings.

Check it out here: www.MastermindRetreats.com

Spots are limited and this one fills up fast.

If you’re tired of spinning your wheels and ready to build a business you actually love again…

This is for you.