Category Archives: Leadership

Dear Loan Officer: Creating Your 90-Day Business Plan

Dear Loan Officer, Happy Tuesday! I wanted to pull this one up from the archives – a powerful tool for you, to think about how you’d like to engage and make your Q3 the most successful quarter yet. It focuses … Continue reading

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Dear Loan Officer: Signs of a Messy Business

Dear Loan Officer, Happy Tuesday! Last week, I spoke to you guys about Todd Duncan’s Law of the Broom – that to build your business up, you must CLEAN it up. Ultimately, the ability to take time off (when you … Continue reading

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Dear Loan Officer: The Law of the Broom

Dear Loan Officer, In the New York Times’ best-selling book, “High Trust Selling,” Todd Duncan shares the Law of the Broom – to build your business up, you must CLEAN it up. Early on in my career I adopted this … Continue reading

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Dear Loan Officer: Your Success is Tied to Your Agenda!

The secret to your success is determined by your daily agenda – John C. Maxwell This topic has been the main driver of my conversations lately with many of you. With COVID-19 lockdown and various regions entering into revised openings, … Continue reading

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Dear Loan Officer: What Is Your Time Worth?

Dear Loan Officer, Some of you may know, that I’m a certified performance coach – that I coach some of the top mortgage professionals around the country – via Todd Duncan’s High Trust coaching group. Todd is also a New … Continue reading

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Dear Loan Officer: What do the Top 1% of Sales People Do Differently?

Dear Loan Officer, There are some misconceptions out there about how to sell most efficiently. Some, dive in head-first with one goal in mind: to close the deal. Still, there are strategies that the Top 1% of salespeople do differently … Continue reading

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Dear Loan Officer: Are You Discussing the 3 Main Areas of Emotion in Finance?

If you are on my e-mail distribution, last week you heard me talk about the importance of selling the problem first. As you continue the sales process, it’s important to remember that your client’s decisions are largely emotional, and not … Continue reading

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Dear Loan Officer: Client Experience

Client service – whether superb or subpar – can seriously affect your customer’s shopping experience. Think about your client experience right now – if you were to charge admission for your customers to opt in – what would your customer … Continue reading

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3 Steps to Keeping Strong Mindset During a Volatile Market

3 Steps to Keeping Strong Mindset During a Volatile Market Continue reading

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Dear Loan Officer: What is Your Mission + Purpose?

Dear Loan Officer: What is Your Mission + Purpose? Continue reading

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