Category Archives: Family

Dear Loan Officer: Captain Charlie Plumb & Me

Dear Loan Officer, Happy Wednesday! I recently had an opportunity to listen to the esteemed Captain Charlie Plumb on a leadership meeting call. As a former POW, he served in Vietnam for 6 years. During his captivity, he was stuck … Continue reading

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Dear Loan Officer: How are you planning to invest in your top clients in 2021?

Dear Loan Officer, Good afternoon! I wanted to share a video with you all, that I shared with my coaching clients this past Tuesday. We’ve all been collectively drinking from the fire hydrant (so to speak) with opportunity. Some of … Continue reading

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Dear Loan Officer: High Trust Tuesday!

Dear Loan Officer, I hope this message finds you well. Walking into this week waving my High Trust flag high! As many of you know, I’m a High Trust coach, and was recently a panelist for the Sales Mastery conference … Continue reading

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Dear Loan Officer: Feel Like You Never Have Enough Time?

  I envision everyone reading this nodding and raising their hand. I face this challenge pretty much every day, being a highly motivated, goal-oriented professional. Many of us, are also juggling virtual school for our kids, and working from home … Continue reading

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Do Your Activities Match Your Goals For 2020?

This video was made last year, but the concepts are the same regardless of the year. With our Annual 10X Growth Summit Event coming up in a month these are great concepts to keep in mind as we come into … Continue reading

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How to take 150 days off in a year

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Top 10 Lessons I Learned in December 2017

This is it!  I made it the entire year capturing the most important lessons I’ve learned each and every month and then narrowed them down to my top 10 to share with YOU!  Now the question is, will I be … Continue reading

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Stop Being Busy and Be Present

If you are familiar with even some business development concepts, you may have heard people discuss the difference between being busy and being productive. It can be described as doing lots of things versus doing fewer of the right things. … Continue reading

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The Third Mistake in Trying to Win Business

Over and over I watch mortgage professionals sabotage their success, and their ability to grow their business.  This is the final part of a 3-part series in which I’m exploring three fundamentals of human nature that are being ignored for … Continue reading

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The Second Mistake in Trying to Win Business

Over and over I witness mortgage professionals sabotage their own goals and potential success.  This is a 3-part series to point out the natural human behaviors that are being ignored in trying to win business.  If you missed the first … Continue reading

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