Planning for Summer!

Written by Posted On Tuesday, 30 April 2024 00:00
Planning for Summer! Photo by Raphaël Biscaldi on Unsplash

One of the key components of coaching is to be sure that my clients are well scheduled and prepared for things they know are coming. Planning for summer is often overlooked but can make a huge difference in your business. You need to look and prepare for events that are going to take place so you can choose to be prepared for them and make them productive for you! Here are the seven things I think everyone in our industry should be prepared for:

1.  Mother’s Day in May
2.  Memorial Day in May
3.  End of your local school year
4.  Father’s Day in June
5.  4th of July
6.  Your personal and team’s summer schedule

Not all of these are going to be important to everyone in every location. Some have more significance to some people than others. Only you can determine the importance of any or all of these events, but you do need to be aware of all of them and plan accordingly.

While some of these are specific events, they also can create time stamps for specific actions to take place. For example, Mother’s Day can make us think about if we may become caregivers or if our clients may need to think about having mom or dad move in with them? Maybe downsizing mom to a smaller house or possibly using a reverse mortgage to help with financial pressures? There are all kinds of connections that can be made if you are aware of them and plan accordingly.

My big two are the end of school and preparing for vacations! The end of the school year and vacations are natural triggers for action and opportunity! Trading up or down can often need to take place while the kids are out of school! Vacations often take time away from those we work with, for, and those we serve! All can become a huge challenge if we aren’t prepared for it!

Today we have GDP numbers and initial and continuing jobless claims; and Friday we have PCE numbers, all can be market movers so be prepared! If you have questions or comments: This email address is being protected from spambots. You need JavaScript enabled to view it.

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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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