Why Most Mortgage Pros Never Achieve Their Best Life (and How to Fix It)

“Before you can have your best life, you need to have clarity on what that life looks like.” - Doren Aldana

Welcome to the inaugural episode of The Legendary Lender powered by Best Life Mortgage. We are Doren Aldana, Jed Barker, and Al Rodriguez and together we have a mission to elevate this industry and community. We want to bring light and leadership to this industry and what better way to start than connecting with you through The Legendary Lender Podcast?

In today’s episode we start with a very compelling topic. We have found that most mortgage pros never achieve their best life. There are a lot of different reasons this could happen, but today we’ve narrowed it down to the top five reasons why. Listen on as we unpack why so many mortgage professionals feel unfulfilled, overworked, burnt out, and wind up leaving the profession in 2 years or less. Don’t let that be you. Through a clear vision, the right mentorship, and aligning your beliefs to your dream, you can achieve your best life.

“We want to bring light and leadership to this industry with high-level thinking and strategic thinking that helps you live your best life.” - Doren Aldana

Show Notes:

[1:29] - Welcome to the inaugural episode of The Legendary Lender! Doren introduces the mission of the podcast.

[3:04] - Doren shares how he, Jed, and Al became business partners and started this journey together.

[5:14] - With Jed’s idea to create a national mortgage company, he and Doren decided that it would be mission-minded from the start by creating a tithing company.

[5:54] - Al became part of the picture as well. His articulation, kind-heartedness, and energy brought a lot to the team.

[7:40] - Jed introduces himself and explains his background and vision for the Best Life Mortgage company.

[12:12] - Al takes the mic to share his experience in this field and his passion to help others through Best Life Mortgage.

[14:20] - “We want you to do more than okay. We want you to do more than just business. The Best Life comes down to experience, growth, and contributions.” - Al Rodriguez

[16:10] - Through The Legendary Lender Podcast, the team will bring proven strategies to avoid burnout and can increase your production but without increasing the number of hours.

[18:01] - The first reason most lenders do not reach their best life is because they are lacking vision.

[19:41] - How can lack of vision impact the quality of life and the potential that people can step into as they move forward in their mortgage career?

[22:24] - Some people are afraid to be successful.

[24:08] - There’s different grades and degrees of vision. Your results will be on par with the level of your vision.

[25:58] - The next reason Doren shares as one that prevents mortgage pros from ever achieving their best life is limiting beliefs.

[28:41] - Al explains how limiting beliefs happen at all levels.

[32:06] - Jed has stopped thinking about selling as something he does to earn money and has shifted into thinking about how he can bless others.

[33:21] - Selling is serving when you have the right belief.

[34:43] - The third reason people don’t achieve their best life is weak marketing.

[35:46] - Loan officers need to realize they’re in the marketing business rather than the mortgage business

[37:53] - Jed compares the clarity needed in a loan officer’s marketing to his experience in the alarm sales business. Clarity provides a foundation for success.

[39:42] - When moving to this career, Jed was lost and he sought knowledge and training. He had to quiet the noise and through Doren’s help, he was able to develop relationships and focus on one thing at a time.

[40:51] - Jed admits that he is simple. He wants one way that works over multiple ways that spread out his focus.

[42:09] - What is the shortest path to the cash?

[43:49] - “Working hard is how most mortgage loan officers do it. Working smart is how we teach.” - Al Rodriguez

[45:45] - The fifth reason most mortgage pros don’t reach their best life is that they are mentored by people who mean well but are overworked and not demonstrating the smart way to level up. We can’t give what we don’t have.

[46:33] - “We can’t give what we don’t have. Is the leadership living their best life themselves and can they help me do likewise?” - Doren Aldana

[48:05] - This is one of the most overlooked aspects to success in this business. Al shares a personal story about one of his first mentors that opened his eyes to this.

[50:51] - There might come a time where you become the most successful in your circle and this stunts your growth. You need to always look around and seek coaching.

[54:05] - There is value in making strategic investments in yourself.

[56:00] - You can book a discovery call by going to The Legendary Lender website.

“We want you to do more than okay. We want you to do more than just business. The Best Life comes down to experience, growth, and contributions.” - Al Rodriguez

Links and Resources:

The Legendary Lender Home Page

Best Life Mortgage Home Page

Mortgage Marketing Coach on Facebook