Next Level Loan Officers

Balancing Vacations and Vocations

March 26, 2024 Next Level Loan Officers Season 1 Episode 255
Next Level Loan Officers
Balancing Vacations and Vocations
Show Notes

In this episode, Shane Kidwell and Sean Zalmanoff tackle the crucial topic of taking well-deserved breaks and establishing firm boundaries in the demanding arena of commission-based work. They deliver powerful insights on how to seamlessly disconnect, ensuring your team has everything under control, so you can recharge without a hitch.
 
 03:16 - Different Types of Trips and Setting Up for Vacation

06:10 - Different Approach for Work Trips

09:58 - Setting Up Team and Communication

10:26 - Accepting Consequences and Results

12:45 - Working on Weekends

20:26 - Owning Your Time and Leveraging Technology

Takeaways:

Understand that taking time off isn't just about leaving work; it's about strategically planning so that your absence is as smooth as possible for everyone involved. Before you step away, ensure your team and clients know who to contact and how to handle urgent issues. This planning helps you truly relax and enjoy your time off, knowing everything is under control.

Embrace tools and systems that make remote work and communication seamless. Applications like RingCentral for calls or Calendly for scheduling are invaluable. They allow you to maintain a presence and ensure continuity in your work, even when you're not physically available.
 
 Keep your clients, team, and partners in the loop about your availability. Clear communication helps manage expectations and reduces the chances of misunderstandings or frustrations during your absence. This proactive approach ensures smoother transitions and maintains trust in your professional relationships.

Quotes:

"You are entitled to take a vacation. You are a full-fledged adult. You can do that. Everyone else in life takes vacations where they don't work."
 
 "Be where your feet are. I don't remember who said it, but it's definitely something in our industry that we can all be more present and do more of."
 
 "You can't effectively be two places at once. And I think that's important to understand, be where you're going to be and be effective in that time."
 
 "Just set your team up for success. And your team is not just your team. I believe your team are your agents, your referral partners, your pre-approvals."

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/ 

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ 

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/