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Mortgage Marketing Radio

2025 Strategic Planning [Voice Note]

Jan 10, 2025
13:43

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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