Business Planning for 2023 - Part 4

Written by Posted On Monday, 31 October 2022 00:00

We have covered the first three elements of business planning; Assessment, Destination, and How we get there; now we have to pull it all together and create the SCHEDULE by which we actually implement and accomplish the things we have set out for ourselves to do.

Much of this can be found on the website in the Personal Development section. You can use the basic “Referral Triangle” information and the “Schedule Advantage” to put together the task list, focus, day and time you are going to execute and track your activities and your results! Questions you will need to ask yourself are:

  • Is my Referral Triangle in balance?
  • Have I created the task list for each section?
  • Do I have specific focus for each day of the week?
  • Do I have a preference as to when I do what I do?
  • Have I put tasks in order?
  • When do I prefer to manage the three areas of activity, I am to do each day: Prospect, Process, & Managing communications?
  • Now that we have covered working “IN your business”, have we scheduled our “Personal Development”, working “ON” your business?
  • Have we committed to two hours each day of “Prospecting?”
  • Do we have one hour each week scheduled to measure and track our business?
  • Do I have an accountability partner to keep me focused?


Completing these four sections should get you to a point where you have a viable, practical, and specific plan of action to build your business around. Don’t worry if things don’t mesh right away, it may take a few weeks to get the rhythm going. Once it does, it will help you adjust and grow. If you need help, you can reach out to me: This email address is being protected from spambots. You need JavaScript enabled to view it. and I will be happy to help!

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Michael White

After 18 years working in all phases of mortgage originations, Mike left day to day originations to start his consulting and coaching company. Now, more than 18+ years later, Mike is working with clients across the country in all markets, big and small, that have generated more than three billion dollars in loan originations within a year.

Mike teaches a system that is focused on time management, action planning, marketing a message, and creating value for both clients and referral sources alike. Quite simply, providing more value leads to more opportunities, more income, less time, and a systematic approach that begs to be duplicated.


By breaking down individual aspects of the mortgage business and providing a step by step approach to creating a consistent flow of opportunities that can lead to a highly successful mortgage practice. That is why people who incorporate these strategies out produce the national averages by almost 3 to 1!

Fundamentals and simple strategies provide day to day activities that help provide a “scheduled success” philosophy. It’s all about identifying, targeting, and establishing profitable referral relationships using exceptional value to keep you in the center of your own referral triangle.

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