Year-End Coaching: Finish Strong. Launch Stronger.
From Mortgage Planner Coaching by The Mortgage Planner
December 16, 2025 · 19 min
About this episode
Brad Roche delivers a strategic end-of-year coaching session to help listeners reflect, refocus, and relaunch for the upcoming year.
In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered: Top referral partners by closed loans in 2025 Setting January power lunches and business planning meetings Leveraging AI for meeting follow-ups Full lead source and closing ratio breakdown Your average loan amount—and what to do with that info Brad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.
People in this episode
Hosts: Brad Roche, Brad
Topics covered
- Top referral partners by closed loans in 2025
- Setting January power lunches and business planning meetings
- Leveraging AI for meeting follow-ups
- Full lead source and closing ratio breakdown
- Your average loan amount—and what to do with that info
Keywords
- year-end coaching
- business planning
- AI
- lead source
- closing ratio
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