Next Level Loan Officers

Closing Out 2022: Reflect Back to Move Forward

December 14, 2022 Next Level Loan Officers Season 1 Episode 178
Next Level Loan Officers
Closing Out 2022: Reflect Back to Move Forward
Show Notes

On this episode Shane and KT talk about how they are closing out 2022. The guys also talk about reflecting back to learn where you should invest more, doing an audit of where you spent your resources, and the opportunity to be an educator in 2023. 

2:00 Closing out the year with reflection

7:05 Auditing everything

11:30 Did you invest enough

14:08 Season of education

18:30 The place for resources


Everyone deserves to take time to reflect. 

You need to be real and ask yourself if did you do enough this year to warrant taking time off.

Audit your year and see where your resources went.

As you reflect, you want look forward and plan. 

You need to know who you customers are and think from their perspective. 

Educational initiatives are great for creating bait to attract the right people. 


“My question to you is, did you earn a vacation?”

“You have to do what is required in order to get what is desired.”

“I can blame the storm, but it doesn’t change my reality.”

“It is hard to be generous when you’re broke.”

“I am a firm believer that this season will be one of education.”

“You have to be willing to invest in yourself, bet on yourself, and go all-in.”

“I challenge you to commit to doing on educational webinar once a month.”

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