Kathryn and Michael attended the HousingWire Gathering Conference, where they engaged with top industry leaders, discussed strategic shifts, and explored the implications of AI and recent mergers like Rocket acquiring Mr. Cooper and Redfin. They noted a sense of calm and confidence among attendees about the future of the mortgage and real estate industries, emphasizing that AI will play a significant role in transforming delivery systems. The event provided valuable networking opportunities and insights, with leaders expressing optimism about competition and innovation in the housing sector. Kathryn and Michael plan to share these insights in future podcast episodes and explore potential guest appearances from conference attendees.

Building Bigger Lives Podcast-

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage

Craig Davis, an experienced coach in the housing industry, joins Michael and Kathryn to discuss his background, leadership approach, and coaching philosophy. He shares insights on personal branding, setting proactive objectives, and diversifying referral categories to advance one's business in the mortgage industry. Craig highlights his passion for coaching and his unique approach to leadership, which he calls "fractional leadership." The conversation also touches on the importance of understanding one's value proposition and raising the value of clients, referral partners, and teams through a consultative approach. The three discuss their upcoming meeting at the HousingWire conference and the importance of building relationships within the industry.

Building Bigger Lives Podcast-

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage

In this episode of the Building Bigger Lives podcast, Michael and Kathryn discuss the importance and process of conducting quarterly business reviews. They recommend scheduling reviews 7-10 days after the end of each quarter, blocking out a half-day for the review, though it typically takes about 90 minutes. The review process involves gathering relevant data, scorecarding the previous quarter's focus plan, and applying the KISS filter (Keep, Improve, Start, Stop) to determine what to continue, adjust, begin, or cease in the upcoming quarter.

They emphasize the importance of aligning quarterly plans with annual objectives and sharing the new plan with stakeholders. Furthermore, they stress the importance of reviewing and adjusting one's quarterly plan, identifying ingrained habits to make room for new habits and daily disciplines, and the value of teaching others as a way to improve oneself. Finally, they stress the need to reflect any changes in the calendar to ensure proper prioritization.

Building Bigger Lives Podcast-

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage