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