In this episode, we dive deep into the art of intentional business planning, not the fluffy “new year, new me” version but the real, measurable roadmap that actually moves your business. I sit down with Trevor Hammond to unpack how top producers think about the next 90 days, the next year, and even the vision they’re building for 2026 and beyond.

We start with the big picture: the long-term vision that gives your goals meaning. From there, Trevor breaks down how to reverse-engineer that vision into actionable milestones, helping you identify the specific areas of your business that deserve your attention this quarter.

Then we get tactical. Together, we walk through how to translate those big 2026 outcomes into weekly activities you can track, measure, and repeat, the kind of consistent habits that quietly compound into major results. Whether you’re refining your systems, doubling down on lead generation, or reshaping your client experience, we map out exactly how to build a Q1 plan that is clear, focused, and doable.

If you're ready to stop guessing and start executing with purpose, this episode will give you the clarity and confidence to build a quarter and a year you’re proud of.

Have a great holiday season, MML family!

- Trev & Val

Are you spending all your time in your business, or are you making time to work on your business? In this episode, we explore the balance every entrepreneur and professional faces: managing the daily tasks that drive revenue while also stepping back to focus on long-term strategy.

You’ll learn why it’s essential to go beyond just getting deals done and start building the systems, processes, and vision that keep your business growing sustainably. We’ll talk about how to prioritize high-level strategy, streamline operations, and create space for the work you do best, so you can scale without burning out.

Whether you’re in real estate, mortgage, or any industry that demands both hustle and leadership, this episode will help you recognize where your time is best spent and how to keep your business on track for long-term success.

Thanks for tuning in, and do us a favor and send this to a referral partner or colleague that would find it helpful!

- T & V

In this episode, hosts Val Miller and Trevor Hammond sit down with longtime friend and collaborator John Thompson of SMPL Mortgage to unpack the powerful (and often overlooked) relationship between mortgage professionals and financial advisors.

Instead of fighting for the ever-distracted attention of real estate agents, John shares how loan officers can carve out deeper, more fruitful partnerships by aligning with advisors who are equally invested in long-term financial planning.

You’ll hear:

• Why financial advisors make ideal partners for mortgage professionals.
• How to approach advisors with value first, creating win-win relationships that help both businesses grow.
• Actionable strategies for shifting from transactional to transformational business models.

Val and Trevor also remind listeners that building wealth and serving clients well isn’t just about closing loans—it’s about creating holistic financial ecosystems.

👉 If this episode resonates, don’t forget to leave a 5-star review and share it with a friend who’s ready to think bigger about their mortgage business!