“A goal that isn’t written down is like going on a canoe trip without a paddle” – LHMG

It’s hard to believe that summer is already half-way over – where has the time gone?!!! Summer is great, but it can also be full of distractions. And it’s these daily distractions that prevent many mortgage brokers from doing the activities they need to do to maintain momentum and set themselves up for a strong start in the fall.

Here are 3 steps you can do right now to:

  1. help you manage your distractions
  2. enjoy the rest of your summer without any guilt
  3. build momentum to start the fall off with a healthy sales pipe

Step # 1. Identify Your High Value Activities

These are your thousand-dollar-an-hour activities, activities that produce the most bang for your buck. Examples of high-value activities include communicating with your top clients, whether it’s on the phone or face-to-face, meeting with your top referral partners (summer time is patio time!), or prospecting clients you can move to a better mortgage option.

Step # 2. Assess Your High Value Activities

Summer is an excellent time to pause and give yourself an honest assessment of how you’ve executed your high-value activities year-to-date. Be brutally honest, how have the last 3 months been activity-wise? How many high-value meetings have you done with your top referral partners and clients? Are you managing your business or sleep-walking through low-value tasks such as reacting to emails, browsing FaceBook, or managing every aspect of your files?

Step # 3. Create a Daily Summer Activity Priority List 

We believe that: “a goal that isn’t written down is like going on a canoe trip without a paddle”. Create a daily “high-value to-do list”. We all know that summer is full of distractions so keep it simple and keep it down to 3 high-value activities. If you get your 3 high-value activities done in August, congratulations! You’ll have competed 66 high-value activities that will build momentum and hopefully pay for all the fun you’ve been having this summer 🙂