1 whole year of learning, growing, and sharing concepts that don't get talked about nearly enough in our industry. We've had a BLAST over the last 365 days, so during this episode, we chose our favorite episodes to reminisce and reflect on the lessons talked about in each one.

If you're a new listener, this is the perfect episode to tune in and get a high-level view around the concepts we love most. Our new season will feature some of the most impactful and trail-blazing leaders that our industry has to offer - we can't wait for you to hear more!

We appreciate you being here and listening, thanks for an awesome year!

- Trevor and Val

For the first time ever, we welcome on a very special guest to join the show, none other than industry legend Todd Ballenger. Todd has been a coach and mentor to Trevor for many years as you'll hear in the beginning of the episode, and someone who has instilled a lot of the concepts that we talk about today into the way Trevor has done business.

Todd joins us and shares his upbringing, how he eventually found his way into the mortgage space, and ultimately the 7 steps he's identified that lead a "Loan Officer" to grow into a Mortgage Advisor and eventually a Certified Liability Advisor.

Listen, learn, implement! Thanks as always for joining us - enjoy the show!

- Trevor and Val

To learn more about Todd's coaching program and becoming a Certified Liability Advisor, visit borrowsmartuniversity.com, or reach Todd directly at kendalltodd@gmail.com.

Being in an industry where people metaphorically "get naked" for us when it comes to their finances, it's very clear that we have a massive lack of financial education in our society. It can be hard to articulate all of the short comings that many people have in their financial lives, and even harder to instill some of these lessons into your client's minds during the time you get with them.

Trevor has identified 4 "blind spots" that almost everything boils down to, that keep people from reaching their full financial potential, and ultimately, financial freedom. We dive into these 4 blind spots and how to have conversations with your clients that are 10x more impactful.

Listen and absorb the information for yourself, and ask yourself which blind spots YOU experience in your own life. This will make it that much easier to articulate and relate to your clients.

Thanks for listening!

- T & V