Category Archives: Commitment

90 Days to Better: Why I Chose NEO – Part 2

Why I Chose NEO – Part 2 Winning business in this challenging market is critical. In yesterday’s video, I shared the #1 reason why I chose to move myself and my team to NEO Home Loans: A ‘Just Cause’ that … Continue reading

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90 Days to Better: Why I Chose NEO – Part 1

Why I Chose NEO – Part 1 Since transitioning to NEO Home Loans under a month ago, I have experienced something amazing. Many people reached out to me; some I know well and others not at all. What was interesting … Continue reading

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90 Days to Better: Do YOU Sound Like This?

Do YOU Sound Like This? While I hope that these lessons that I am sharing help to educate others, my #1 goal is to change this industry for the better. How do you talk to a customer who is about … Continue reading

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90 Days to Better: Teach Your Clients this 3rd Money Concept

Teach Your Clients this 3rd Money Concept As Mortgage Advisors, we can no longer simply put people into debt. Instead, let’s all get better at teaching them how to make better borrowing and repayment decisions over their lifetime of owning … Continue reading

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90 Days to Better: The Second Concept to Borrowing Smart

The Second Concept to Borrowing Smart This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be … Continue reading

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90 Days to Better: The First Money Concept to Teach Your Clients

The First Money Concept to Teach Your Clients Ladies and gents, we are talking the importance of fiscal literacy today! Fiscal literacy has been my Unique Value Proposition for most of my career and helped me stand out from those … Continue reading

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90 Days to Better: What Is Your Value Beyond the Loan Closing?

What Is Your Value Beyond the Loan Closing? Have you ever spent great quality time with a client through your initial consultation and then preparing them to purchase their dream home? Then, when they finally find their dream home, you … Continue reading

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90 Days to Better: What Level Are You Playing At?

What Level Are You Playing At? On April 1, I made a commitment to myself to share everything that I have learned to anyone out there that could possibly benefit and get better through these videos. In a recent Todd … Continue reading

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90 Days to Better: Change Your Conversation

Change Your Conversation Several years ago, I wrote the book, “Mortgages, Money & Life” with the hope of helping families succeed in all three areas mentioned in the title. After helping people with mortgages for years, I started to realize … Continue reading

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90 Days to Better: Stop Just Selling Debt!

Stop Just Selling Debt! This topic is something that I have spent most of my career advocating to my team and other Mortgage Professionals. Too many in our industry feel their job is to simply approve people to borrow tons … Continue reading

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