Annual Client Reviews must no longer be an optional service for your clients. It must become a regular part of your business, and in doing so, they become another reason your clients will value working with you before, during, and AFTER the transaction!
On #TheBorrowSmartTeam, our Mortgage Advisors have a goal that at least 50% of all closed loans come from our database of valued clients. An effective Annual Review process is the catalyst to making this happen. In this video, I share the 5 primary results that come from a 15-minute Annual Review with your client. Watch this and then double down on your commitment to ensure every client engages and gets the value. #90DaysToBetter #ChangingTheIndustry
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About Trevor Hammond
Since 1998, Trevor Hammond has helped thousands of families finance their homes and make smart decisions when it comes to their personal finances. Now, as a sought-after mortgage advisor, coach, speaker, and author, Trevor Hammond continues to focus on helping people enjoy more money, less stress, and more life.
As the co-author of Borrow Smart, Repay Smart and his 2018 follow up book, Mortgages, Money and Life, Trevor has created unique financial coaching programs and spoken in front of thousands of people on his book concepts ranging from improving cash flow and savings, managing liabilities, to advanced real estate financing strategies for homeowners.
His passion for providing financial education and his ability to innovate unique processes that help both clients and originators excel, has led Trevor to become a top producer and build a #1 branch in the country for mortgage lending company Sierra Pacific Mortgage.
Whether Trevor is speaking to hundreds of people from the stage, working on his next book or mentoring a Loan Officer one-on-one as a High Trust™ Leader, he is pursuing his greatest passion of all: Coaching.
