partner talk

Success is about more than financial wellbeing or owning a business. To be truly successful, we need to be well-developed in our personal lives, too. What are our motivations for being in the mortgage business, and what do we hope to achieve? How are we creating lives that support our visions for success, in terms […]

Cindy-Promo

The typical coaching approach in our industry is to focus only on techniques and tactics, not behavior and emotional intelligence. Why is mindset an important part of becoming successful? How do we unlock real change in our businesses and lives? How do we fit our careers into the rest of our lives in a healthy […]

While we’re often told to strive for balance between our personal and business lives, to be truly successful in the holistic sense, we need to aim for integration. How can we build businesses that allow us to take the time we need to be with our families? How can we manage our time more effectively […]

In today’s real estate market, social media is a matter of critical necessity, and if we don’t make it a priority, we risk getting overrun by savvier agents. How do we build a consistent and relevant social media presence around our expertise? How do we balance between work-related and persona content? On this episode, I’m […]

Successful businesses require great management, so it’s up to us as business owners to provide the right leadership. How can we better prepare ourselves for leadership roles, and what do we do when our plans fall through? Is it possible to be a great leader without sacrificing our personal time? On this episode, podcaster, serial […]

Most successful people in this business will tell you that the road to their achievements has been anything but smooth. There are personal setbacks, hard times, and for many of us, the challenges we experienced in the Crash of 2008. My guest today is no exception. After working in Hollywood, she found her way into […]

As team leaders, we have the opportunity to create great working environments that prioritize balance. How can we take excessive work off our agendas and free up time? Can we create a company culture that values family? How can fostering a more balanced environment ultimately impact our customers? On this episode, founder of The Cooksey […]

A lot of us believe that once we fall from the top, it’s nearly impossible to regain that ground. How can you overcome that belief, and start over when business is bad? How can being charitable actually help you? On this episode, Founder and Managing Director at Wellings Capital, Paul Moore is here to explain […]

When we become entrepreneurs, there’s a lot of excitement around generating freedom. How can you make sure you’re using your newfound freedom to build a better business, and a better life? How will you include your team in this journey, and what skills should you be teaching them? On this episode, CEO & President at […]

We’re a 34 year young boutique mortgage firm where EVERYONE MATTERS. Our goal is not to become the largest company, but the one with the greatest impact. To us, making a daily difference in the lives of our teammates, referral partners and our customers is what makes the work that we do so worthwhile and meaningful.