Preparing and Prioritizing for the Holidays!

Written by Posted On Monday, 05 December 2022 00:00

December can be very exciting as well as frustrating; it’s really a choice. With all the holiday celebrations, completing the old year while preparing for the new one can get very complicated if you don’t take time to prepare and prioritize! 

We deal with an overcrowded social schedule, serious demands placed on our professional obligations, the end of year for our numbers, our referral partner’s numbers, and all the emotions that go with them. One of the keys to help manage and actually enjoy these last days of 2022 is at your fingertips; just prioritize and schedule the things you want and need to get done in advance, and don’t fall victim to “slipping in” additional commitments of your time and energy!

First list is the list of family and friend commitments.

  • Parties and gathering
  • Concerts
  • Traditions both old and new
  • Undivided attention
  • Celebrations

Now comes the professional obligations

  • Professional events
  • Referral partner events
  • Own company events
  • Charitable events
  • Work deadlines


You must know your limitations! Set boundaries and cutoff points of no return. Get it all on paper and stick to the timelines you have set for yourself no later than December 5th. Share your plan with your family and work accountability partner so you didn’t miss anything. Then lock it down by December 8th and go out and execute and enjoy! If it didn’t make the list after all of this, it wasn’t a big enough priority! Notice I listed the family & friend section FIRST! That is because those are the things that go into the schedule FIRST! Trust me, this really works!

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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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