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Ditch Your Year-Long 2024 Business Plan

Episode 5 of the Mortgages. Money. Life. podcast, hosted by Trevor Hammond, titled "Ditch Your Year-Long 2024 Business Plan" was published on December 18, 2023 and runs 35 minutes.

December 18, 2023 ·35m · Mortgages. Money. Life.

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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 timeframe to 90 days and reflected on our success 4 times throughout the year? By creating a goal for your next quart...

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 timeframe to 90 days and reflected on our success 4 times throughout the year? By creating a goal for your next quarter rather than next year, it allows you to adjust and recalibrate in order to reach, and exceed, your business goals. 

Tune in to this episode of Mortgages. Money. Life. and get started on your 90-day business plan today!

TK Dale Wealth Podcast Trevor Dale Trevor Dale, CFA, founder of TK Dale Wealth brings you The TK Dale Wealth Podcast where he discusses all things money and wealth such as real estate, investing, insurance, debt, estate planning and financial planning. Get up close interviews with and special insights into the world of money and wealth. Trevor has a unique perspective because he runs a portfolio management company, life insurance agency and mortgage brokerage. Very rarely is this level of expertise brought across all three areas at the same time.Portfolio Manager, TK Dale Wealth Management Inc.Life Insurance Agent, TK Dale Wealth Insurance Inc.Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. #13359 Economic Update with Rob Stein Rob Stein - Economist Jobs, Mortgages, Defaults, Output, Fed Policy, How Much Money You Make, How Much Stuff You Buy - All these things matter.. A lot. Rob Stein has spent decades analyzing economic data and he has traveled the country speaking to large groups about what is happening in the economy and what impact it has on consumers. In this monthly podcast, we will break down what major economic indicators are impacting everyday life. We'll breakdown if the economy is healthy, stagnant, unhealthy, etc. Rob has a very unique ability to explain complicated concepts in very easy to understand ways. Our goal is to educate listeners on major concepts that impact all our lives on a daily basis. Rob has a passion for education and economic principles and we are excited to share 15 minutes a month discussing these concepts with youRob Stein spent an early portion of his career as a project analyst on the Federal Reserve under the chairmanship of Paul Volcker. He has held senior positions at some of t Awesome Economics Philip Brown Have you ever considered how your life would be different if you had been taught about money in school? Budgeting, credit cards, mortgages, PCP's, overdrafts... Awesome economics aims to make the sometimes dull subject of finance and money interesting, fun and awesome again! Because who doesn't want to be better with money!?Each week looking at and breaking down individual concepts around money and making them simple to understand as well as giving actionable points you can go away with and implement. Jake Of All Trades Jake Nuno: Financial Advisor and Financial Guru Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, and more. You will get real life tools you can use to take control of your financial future. Submit your questions to [email protected] , contact twitter.com/jakestwocents, Facebook @jakestwocentsSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommenda
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