Category Archives: Leadership

Dear Loan Officer: A Story About Success & Pushing Yourself

Pygmalion Effect: We are either rising or falling to the expectations of those around us. When the demands are high, we show up. When they are low, we settle. A young man buys a new pickup truck and wants to … Continue reading

Posted in Business, Career, Commitment, Fulfillment, Knowledge, Leadership, Learning, mindset | Tagged , , , , , | Leave a comment

‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence

This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion … Continue reading

Posted in Business, Career, Freedom, Knowledge, Leadership, Learning, Money, Priority Management, Savings, Spending, Team Building | Tagged , , , , , , , , , , , , | Leave a comment

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

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Time | Tagged , , , , , | Leave a comment

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

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Savings, Spending, Team Building, Time | Tagged , , , , , , , , | Leave a comment

Dear Loan Officer: Focus on the 80 Percent!

Dear Loan Officer, Coming to you with a lesson from Brasada Ranch in Central, OR! I wanted to get a lesson out to you today from a book called Ninja Selling by Larry Kendall. It’s a great book for any … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time | Tagged , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: The Law of the Scale Part 2

Dear Loan Officer, Happy Tuesday! Last week I shared about the High Trust Law of the Scale which states, “If you want more business, have fewer clients.” The victory isn’t getting a client to do business with you once, it’s … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time | Tagged , , , , , , , , | Leave a comment

Dear Loan Officer: The Law of the Scale

Dear Loan Officer, Happy Tuesday – I hope this week finds you in good health! This month, I am diving into the… drumroll…. Law of the Scale. The Law of the Scale remits that if you want more business, have fewer … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building | Tagged , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Are You Getting Tired?

Dear Loan Officer, Conversations with Dave Savage are always fun, insightful and thought-provoking! On his Mortgage Coach platform, Dave and I share our playbook on how to finish 2020 strong.   I wish you all the best!  

Posted in Balance, Business, Career, Commitment, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Time | Tagged , , , , , , , | Leave a comment

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

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time | Tagged , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Focus on Your Victories and Learn from Your Failures

  Dear Loan Officer, Everywhere I look, I can see a hurdle, a problem, a stumbling block.  Sometimes, things just go wrong, and perhaps continue to go wrong.  I recently talked with two dejected Loan Officers who were each dealing … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Time | Tagged , , , , , , , , , , , , | Leave a comment