In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry.

They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment.

Takeaways:

• Understanding the balance sheet is key to financial literacy.
• Homeownership significantly impacts long-term wealth accumulation.
• Loan officers must adapt to the current transaction recession.
• Realtors and financial advisors play different but complementary roles.
• Creating new referral models can enhance business opportunities.
• Building relationships with financial advisors is essential for loan officers.

Timestamps:

00:00 Introduction to the New Year and Business Planning

07:57 Understanding the Role of a Certified Liability Advisor (CLA)

16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors

24:04 Building Relationships with Financial Advisors

24:25 Building Relationships with Financial Advisors

28:58 Expanding Your Network: The Power of Referrals

30:51 Creating Value Through Conversations

34:15 Non-Correlated Referral Sources

38:59 Joining the Community for Continuous Learning

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In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025.

takeaways

• Evaluate your activities to identify what drives revenue.
• Focus on top-performing activities to build momentum.
• Streamline or eliminate underperforming initiatives.
• Analyze conversion rates to identify bottlenecks.
• Maximize relationships with referral partners for better results.
• Become top of mind through consistent visibility.
• Consider your methods for lead generation and branding.
• Engage in bold conversations with referral partners.
• Understand the importance of being well-known in your market.
• Take actionable steps toward your 2025 goals.

ASK GEOFF A QUESTION

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***

WHEN YOU'RE READY

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💰 Join myAgent Classes

CONNECT

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SAY THANKS

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In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation.

Episode Resources:

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅ Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

RATE THIS PODCAST

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify