2025 Strategic Planning [Voice Note]

Mortgage Marketing Radio

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.

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