Summary

Allie Lord, Regional Sales Director at Movement Mortgage, shared her proven approach to business planning and personal growth. Her journey highlights the power of coaching, habit stacking, and structured planning to achieve consistent success. Allie emphasizes starting early (October), leveraging tools like the Warrior Challenge and Sales Test, and creating a clear execution plan. She advocates for balancing professional and personal goals through the Wheel of Life and maintaining accountability systems. Her formula combines preparation, planning, and disciplined execution to drive results for loan officers and leaders alike.

Key Insights

• Start Early: October marks the beginning of “separation season,” where proactive planning sets top performers apart.
• Prep Before Planning: Warm up with activities like the Warrior Challenge and assess performance using the Sales Test.
• Reverse Engineer Goals: Use data to calculate required leads, volume, and activities.
• Balance Life & Work: Incorporate personal priorities using tools like the Wheel of Life and the Big Ass Calendar.
• Execution is Everything: Accountability and theme days ensure plans turn into action.

5 Practical Application Steps

1. Activate with the Warrior Challenge Begin daily disciplines immediately—personal tasks, inside/outside sales activities, and tracking. This creates momentum before formal planning.

2. Assess and Focus Take the Sales Test quarterly. Identify your top 3 weaknesses and create a weekly plan to build habits around them (e.g., thank-you notes, client calls).

3. Reverse Engineer Your Numbers Use a simple spreadsheet or system to calculate how many leads, units, and volume you need to hit your income goal. Base your plan on real data.

4. Plan Offsite and Include Your Team Block 2–6 hours for business planning. Start with the Wheel of Life to align personal and professional priorities, then finalize goals and strategies.

5. Execute with Accountability Schedule theme days, track activities, and share progress weekly with a coach or accountability partner. Use visual reminders (e.g., goals as phone screensavers) to stay focused.