The Action Catalyst · Southwestern Family of Podcasts - Southwestern Family of Companies

REMASTERED: Conquering Complacency, with Angie Moss and Brad Moore (Management, Coaching, Goal Setting, Potential)

·20 min·1 clip

Brad Moore felt guilty after hitting his mortgage goal in just 15 hours a week—what did he do next?

This episode features a conversation between host Dan Moore, coach Angie Moss, and her client Brad Moore, a mortgage professional and vice president at Bancorp South. They explore Brad's journey from individual sales producer to a leadership role, facilitated by his coaching engagement with Angie. The discussion centers on overcoming complacency and strategically scaling a business and career. Brad started his mortgage business in 2009, uniquely focusing on purchase business while others concentrated on refinances. His company, Bancorp South, offered a year of coaching with Southwestern Coaching as a performance incentive, which he eagerly accepted. Brad initially had clear goals: hitting a specific production volume, achieving it with minimal hours, and earning an invitation to a top producers' retreat. Angie notes Brad was unusually clear about his objectives from their first meeting, unlike many clients. A pivotal moment came when Brad confessed feeling guilty after reaching his production goal in only 15 hours a week, prompting a deeper career evaluation. He expressed a desire to help other loan officers by teaching his systems, and shortly after, was offered a chance to open a new office in his hometown. Brad successfully hit his target number and gained entry to the producers' retreat through implemented systems. His new challenge involves hiring loan officers and establishing processes in his new market, which is four hours from his original office. Angie emphasizes the consistent coaching focus on "working on your business, not in your business." Brad's long-term vision includes building multiple offices in two markets over 7-15 years before transitioning fully into leadership. He analogizes success to sanctification, a continuous process where goals constantly evolve. Angie says her biggest takeaway from Brad is his relentless "quest for knowledge" and integrity in avoiding complacency. Brad values that every coaching call with Angie yields one actionable "nugget" or idea, like adding career goals to a daily to-do list. The transition involved managing significant life changes, including selling a house, moving a family, and opening a new office, all while maintaining production. The tone is conversational, motivational, and educational, structured as an interview-style case study. The style is supportive and focused on practical business and personal development strategies. Sales professionals, entrepreneurs, and managers in transition would appreciate this episode for its concrete examples of goal-setting and scaling. Listeners seeking a theoretical or highly critical business analysis might find it too anecdotal and promotional of the coaching service.

As heard by us

A grounded leadership story about moving from personal production to helping others grow.

Angie Moss and Brad Moore frame this as a clean shift from doing the work to helping other people do it better. The strongest stretch is the practical one: production targets, weekly capacity, a move back home, and the point where a clearer path starts to emerge.

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Why you'd press play

If you are outgrowing producer mode, this gives you a clear look at the move from doing the work to leading others.

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