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Recent Posts
- Dear Loan Officer: What is Gratitude?
- Dear Loan Officer: A Story About Success & Pushing Yourself
- ‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
- Dear Loan Officer: Captain Charlie Plumb & Me
- Dear Loan Officer: How are you planning to invest in your top clients in 2021?
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Category Archives: Learning
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
Posted in Balance, Business, Career, Commitment, Family, Fulfillment, Knowledge, Learning, mindset, Priority Management, Team Building
Tagged business, Business Owner, goals, growth, life, mindset, success, The Borrow Smart Team, Win the Week
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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 business growth, Business Owner, dear loan officer, discipline, education, sales coaching
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‘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 business coach, dearloanofficer, education, financial planning, goals, leadership, loan officer, loans, mortgage advisor, The Borrow Smart Team, Todd Duncan, Trevor Hammond, wealth
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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
Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Time
Tagged 2021, business, Captain Charlie Plumb, entrepreneur, POW, success
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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
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 business, business coach, dear loan officer, entrepreneur, High Trust Coaching, life coach, mortgage advisor, Todd Duncan, Trevor Hammond
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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 business, business coaching, dear loan officer, entrepreneurship, High Trust Coaching, High Trust Selling, money, mortgage advisor, mortgage lender, stress, success, time, Todd Duncan, Trevor Hammond
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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 burnout, COVID-19, dear loan officer, High Trust Coach, High Trust Selling, Law of the Scale, loan officer, mortgage advisor, tired
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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 business, dear loan officer, entrepreneur, entrepreneurship, High Trust Coaching, High Trust Selling, loan officer, mortgage advisor, mortgage lender, sales, Sierra Pacific Mortgage Company, SPMC, Todd Duncan, Trevor Hammond
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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 business, dave savage, entrepreneur, High Trust Coaching, loan officer, mortgage coach, Todd Duncan, Trevor Hammond
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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
Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time
Tagged business, business coach, entrepreneur, entrepreneurship, High Trust Coaching, Law of Diminished Intent, life coach, Oregon, Sierra Pacific Mortgage, success, tips, Todd Duncan, Trevor Hammond
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