Category Archives: Family

Dear Loan Officer: The 2 Most Important Decisions Each Day

Every day, we have decisions to make. These decisions, compounded over time, ultimately determine where we end up. This is true with business, money, relationships, health, and so on. Success (or lack of) is usually not a one-time big decision. It … Continue reading

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Dear Loan Officer: Practice Proactive Gratitude

Dear Loan Officer, As we are in the holiday season, with the new year fast approaching, it is important to take a step back and appreciate what and who is important in your life. This includes your family, friends, clients, … Continue reading

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Dear Loan Officer: What is Gratitude?

I am so incredibly grateful for each and every member of The Borrow Smart Team and all that they bring to our team! What an awesome 2021 we have had together!    On that note, what IS ‘Gratitude’ you ask?  … Continue reading

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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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