Dream Big, Plan Smart 2026

You’re registering for the Dream Big, Plan Smart 2026 workshop series; two 90 minute sessions and access to a live community to help you design a clear, actionable plan for your business.

Whether you’re a seasoned loan officer or just getting your footing, this experience will help you clarify your goals, build structure, and take consistent, confident action all year long.

What You’ll Get

• Pre-Work “Know Your Numbers” Assessment; Establish your starting point
• Dream Big: Define the ideal vision for your business, your lifestyle, personal, and professional goals. Lock in your primary business development targets, ideal clients, partners, and work through your messaging and value proposition. 
• Plan Smart: Move from hypothetical to tactical action plans.  Every activity will move you closer to your goals, but only if you're able to avoid distractions.  Establish your daily, weekly, and monthly rhythms for success, obtain clarity on task that give you energy and those that drain you.  Build your personalized roadmap for maximizing success.  
• Complete Workbook: A comprehensive, 23-page fillable plan, in your hands, customized for you, carefully tested and crafted to guide you to taking your business to the next level - not just numbers, but purpose, value, intention, and measurable actions. 
• Community Access: Join the exclusive Dream Big, Plan Smart Community to stay connected and engaged with other program participants. 
• Ongoing Access to Course Content: Review and refine anytime

Session 1: Dream Big

Zoom out.  In this first session, you’ll clarify what success really looks like in your business and your life. You’ll map out your personal and professional vision for the future, ideal clients, key relationships, messaging, lifestyle, and the kind of impact you want to make in the coming year. More than just hypothetical, this session will require you to define the things that matter most to you, then design your business to align. 

Session 2: Plan Smart

Build the plan. In this second session, you’ll translate your goals into daily, weekly, and quarterly activities that move the needle. Beyond ideas, you'll identify gaps and opportunities along with a realistic plan to achieve your ideal vision. Together, we’ll design your success roadmap including key revenue-generating activities, marketing strategies, accountability systems, and a structure that keeps you consistent all year long.

Live Community Circle: 

Great plans don't happen in a vacuum, and success often comes in the company of others.  With this course you'll also have access and be encouraged to contribute to the Dream Big, Plan Smart dedicated community. Ask questions, share ideas, and interact with your peers and EWA advisors coaches to learn from each other as we partner in advancing the our businesses and the industry.