Mastering Time Management: Boundaries, Balancing, and Routines for Mortgage Pros

Lending Leadership

Welcome back to Lending Leadership: The Mortgage Pros. Today, we’re diving into a topic that might seem mundane at first, but is absolutely crucial for both your professional success and personal well-being—time management. Coordinating schedules for our podcast isn't always a breeze, and managing time effectively is something we constantly grapple with.

We, Tom Mills, Robert Fillyaw, and Dave Holland, are here to share actionable strategies and personal experiences that highlight the importance of time management. In this episode, you'll find invaluable insights into setting boundaries, time blocking, and the significance of daily routines.

Dave kicks things off by emphasizing the necessity of setting boundaries, such as not working during major holidays, and exploring how these choices affect client relationships. We all agree that time management directly impacts our business results and personal lives. There’s a candid reflection from Robert on how being a workaholic in the past contrasts with his current, more balanced approach, which you'll find incredibly relatable.

Tom underscores self-awareness in tailoring time management strategies to fit your unique needs and capacity. From scheduling techniques to maintaining boundaries, this episode is packed with practical advice aimed at helping you manage time more effectively without compromising on your personal commitments.

Key takeaways:

1. Setting Boundaries and Their Impact: Dave Holland outlines why it's crucial to establish clear boundaries, such as not working during major holidays, and assesses how these boundaries can shape client relationships and expectations.
2. Self-Awareness in Time Management: Tom Mills highlights the importance of self-awareness in time management strategies. He suggests focusing on the 3 to 5 most important things across different areas of life and making sure these priorities are evident in your calendar.
3. Managing Client Expectations: We stress the importance of setting the right expectations with clients. This compares to how doctors schedule appointments, ensuring better preparedness and order in managing workload and client communications.
4. The Realities of Work-Life Balance: Robert Fillyaw shares a transformative personal story about regaining control of his schedule by hiring a sales manager, which allowed him to take a much-needed vacation in Paris. This demonstrates how making conscious decisions can significantly impact one's work-life balance.
5. Building and Maintaining Effective Routines: Dave Holland delves into his daily routine of waking up early, reading, and exercising before starting work. He champions the value of good routines in achieving daily accomplishments and maintaining overall productivity.

By the end of this episode, we hope to leave you with actionable insights and renewed motivation to improve your time management skills. Remember to like, subscribe, and share our podcast with your fellow mortgage professionals. Thank you for tuning in to this essential discussion on time management—your pathway to better business outcomes and a more fulfilling personal life.

Robert, Tom, and Dave