Year-End Coaching: Finish Strong. Launch Stronger.
Tue Dec 16 2025
In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered:Top referral partners by closed loans in 2025Setting January power lunches and business planning meetingsLeveraging AI for meeting follow-upsFull lead source and closing ratio breakdownYour average loan amount—and what to do with that infoBrad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.
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In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered:Top referral partners by closed loans in 2025Setting January power lunches and business planning meetingsLeveraging AI for meeting follow-upsFull lead source and closing ratio breakdownYour average loan amount—and what to do with that infoBrad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.