Business Planning for 2022 with Cindy Ertman and Megan Anderson

John Smith
January 1, 2023
5 min read

Success is a choice. What are you choosing for 2022?

Cindy Ertman is the CEO & Founder of The Defining Difference®, a success-based coaching and training company devoted to helping people master the power of intentional choice to create a defining difference in their own lives. In this interview, Cindy shares her 90-day success approach that took her to over $200 million in personal production. You will learn how to:

  • Shift your focus to income-generating activities so you can build and grow your referral partner network.
  • Map out 3 stretch goals for the first quarter of 2022 and identify the action steps needed to accomplish them.

Plus, Cindy shares the experiences and lessons she’s learned that helped her become one of the top originators in the nation. Don’t miss this powerful call that will truly help set you up for success in 2022!

You can listen to the full interview between Megan Anderson, MBS Highway’s VP of Public Relations, and Cindy HERE. And if you're looking for the highlights, make sure you listen to these crucial segments:

[00:02:45] Why Cindy finds goal planning so important.

[00:05:15] Why assessing your plan each quarter is critical.

[00:5:38] Why it’s crucial to work on your business, not just in your business.

[00:7:05] What the key to goal planning is.

[00:8:20] Cindy’s Mortgage Satisfaction Assessment.

[00:17:11] The importance of creating a roadmap for your mortgage business.

[00:19:30] Determining your biggest business gaps.

[00:20:23] The five key areas to evaluate in creating a 90-day total success goal plan.

[00:23:08] The importance of setting three goals for your career for the next 90 days.

[00:24:35] Why utilizing your network is crucial.

[00:26:01] Actions you can take to gain traction.

[00:28:21] Crucial ways to stay in touch with partners and past clients.

[00:30:36] The benefits of mastermind groups.

[00:31:41] A simple process for building referral and past client relationships.

[00:36:04] Suggestions for setting health and fitness goals.

[00:37:07] The importance of family and relationship goals.

[00:40:03] The personal growth goals that can really move you forward.

[00:41:26] The importance of being intentional with financial growth goals.

[00:43:41] The scoop on Cindy’s new coaching program. Learn more at or email

[00:45:38] Getting clear about non-negotiables and accountability.

[00:51:06] Why attaching goals to values is so critical.

[00:55:01] A great way to use social media for sharing your goals.

[00:58:57] Why persistence pays off.

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