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Category Archives: Learning
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
Posted in Balance, Business, Career, Commitment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized
Tagged business coaching, business plan, business planning, coaching tips, High Trust Coaching, High Trust Selling, life coach, life tips, sales, sales coaching, sales strategy, sales tactics, sales training, Todd Duncan, Trevor Hammond, wealth, wealthbuilding
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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
Posted in Balance, Business, Career, Commitment, Customer Service, Freedom, Fulfillment, Knowledge, Leadership, Learning, mindset, Money, Priority Management, Sales, Time, Uncategorized
Tagged business coaching, business tips, coaching tips, dear loan officer, dearloanofficer, High Trust Coaching, High Trust Selling, Law of the broom, money, Todd Duncan, wealth, wealthbuilding
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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
Posted in Balance, Business, Career, Commitment, Fulfillment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized
Tagged advice, advice column, business coaching, coaching, coaching advice, coaching tips, dear loan officer, dearloanofficer, delegating, High Trust Coaching, High Trust Selling, loan officer, money, money management, mortgage advisor, New York Times, New York Times Bestseller, time blocking, Todd Duncan, wealth, wealth building
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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
Posted in Balance, Business, Career, Commitment, Freedom, Fulfillment, Knowledge, Leadership, Learning, Money, Priority Management, Time, Uncategorized
Tagged agenda, daily, daily agenda, dear loan officer, dearloanofficer, family time, finances, financial advisor, mortgage advisor, mortgage lender, mortgage lending, realtor, time management, wealth, wealth building
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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
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
Posted in Balance, Business, Career, Commitment, Customer Service, Knowledge, Leadership, Learning, Marketing, Priority Management, Uncategorized
Tagged coronavirus, COVID-19, dearloanofficer, finances, financialadvisor, leadership, loanofficer, marketing, money, mortgageadvisor, mortgagelender, onepercent, pandemic, realtor, toponepercent
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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
Posted in Business, Commitment, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Uncategorized
Tagged 10x, business, business coach, business coaching, business growth, business planning, coaching, discipline, education, entrepeneur, entrepreneur, financial, goals, growth, leadership, life, more money, productivity, results, strategies, success, time management, training
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