EPISODE · Jun 6, 2025 · 4 MIN
Your Database Isn't Just A List. It's Your Portfolio | Ep. 173
from Growth Notes · host Jason Frazier
In this episode of Growth Notes, Frazier shares a game-changing insight from TAG 2025, courtesy of Chris Vinson, CEO of Windsor Mortgage: stop treating your database like a list—start treating it like a portfolio.Your past clients, leads, and contacts aren’t just names and numbers—they’re assets. And just like a financial portfolio, your job is to manage, nurture, and maximize their value.Frazier breaks down how to shift your mindset and your actions: use your CRM, build relationships, and create long-term value instead of just chasing new leads. This isn’t lead gen—it’s equity building.Important Links:30-Day Challenge & Action PlanCheck out my other podcast and connect with me at themloproject.com Growth Notes are back on text! Email me at [email protected] to get added to the Growth Notes community.
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In this episode of Growth Notes, Frazier shares a game-changing insight from TAG 2025, courtesy of Chris Vinson, CEO of Windsor Mortgage: stop treating your database like a list—start treating it like a portfolio. Your past clients, leads, and contacts aren’t just names and numbers—they’re assets. And just like a financial portfolio, your job is to manage, nurture, and maximize their value. Frazier breaks down how to shift your mindset and your actions: use your CRM, build relationships, and ...
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Your Database Isn't Just A List. It's Your Portfolio | Ep. 173
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