In this episode, we're joined by Craig Davis, founder of Ascend Xperience to talk about what he's seeing from a coaching perspective. We dive into what Mortgage Advisors are missing the mark on right now, where the industry is headed and his journey from Mortgage Professional to being a successful coaching entrepreneur himself. From battling cancer and losing his leadership position in the industry within 6 weeks of each other, Craig found himself at a crossroads that led him on the impressive journey he takes us on during our time together.

Craig Davis has been in leadership, management, and sales for over 20 years serving the Mortgage Industry. Early in his career, he discovered that focusing his unique talents on helping his clients and team succeed fueled his success. He founded Ascend Xperience with that same purpose and passion as an Executive Coach, Fractional COO, and Speaker who keenly understands how to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…


Connect with Craig on LinkedIn: https://www.linkedin.com/in/craig-davis-ascendxc/
Visit Craig's website: Ascend Xperience (ascendxc.com)
Follow Craig on Instagram: Instagram

Thanks for listening, folks!

Trev & Val

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.