Description

Host: John Thompson

Guest: Trevor Hammond

In this insightful episode of Nurturing Success, John Thompson welcomes Trevor Hammond, a veteran mortgage professional and regional leader with a passion for financial education. With over two decades in the industry, Trevor has shifted his focus from originating loans to empowering mortgage professionals to think more strategically and collaboratively—particularly with financial planners.

John and Trevor explore the intersection of mortgage advice and holistic financial planning, emphasizing the missed opportunities when mortgage professionals operate in silos. They discuss how loan officers can evolve into trusted advisors and how financial planners can benefit from working with mortgage partners who focus on long-term strategy, not just transactions.

💡 What You'll Learn:

• Why many mortgage pros are missing the mark—and how to change that

• The value of building partnerships between mortgage professionals and financial planners

• How daily habits and routines (like yoga!) impact professional performance

• What “crossing the balance sheet” really means

• How financial professionals can think beyond transactions to add real, lasting value

• Why reading, curiosity, and lifelong learning are non-negotiables for success

• The impact of proactive vs. reactive client strategies

• How liability management fits into holistic financial planning

⏱ Timestamps:

[00:00] Welcome and guest introduction
[03:00] The value of yoga, health routines, and gratitude
[06:00] Morning rituals and their role in daily success
[10:00] How Trevor discovered the power of financial literacy
[13:00] Becoming the educator clients didn’t know they needed
[15:00] Why most advisors aren’t thinking about mortgages strategically
[18:00] Training mortgage pros to become planning partners
[22:00] Why financial planners need better mortgage allies
[26:00] Creating investable cash flow through smart debt strategies
[30:00] The Certified Liability Advisor (CLA) designation
[33:00] Reactive vs. proactive mortgage planning
[36:00] Unlocking cash flow and boosting client wealth
[39:00] Closing thoughts on purpose, opportunity, and optimism

🔗 Resources & Mentions:

• Contact Trevor Here

  Follow us on social media for the latest updates and additional insights. @smplmortgage

  If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to jack@smplmortgage.com to schedule a time.