Category: Marketing
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90 Days to Better: Why I Chose NEO – Part 3.5
Why I Chose NEO – Part 3.5 This is the third and final video in the mini-series sharing why I chose to align with and move to NEO Home Loans. Listen as I share what attracted me most when it came to the economic model of NEO Home Loans and a level of transparency I…
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90 Days to Better: Why I Chose NEO – Part 2
Why I Chose NEO – Part 2 Winning business in this challenging market is critical. In yesterday’s video, I shared the #1 reason why I chose to move myself and my team to NEO Home Loans: A ‘Just Cause’ that I believed in and wanted to help accelerate. Today’s video shares with you my second…
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90 Days to Better: Why I Chose NEO – Part 1
Why I Chose NEO – Part 1 Since transitioning to NEO Home Loans under a month ago, I have experienced something amazing. Many people reached out to me; some I know well and others not at all. What was interesting was that the majority asked one of these three questions: Why did you move? Why…
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90 Days to Better: The First Money Concept to Teach Your Clients
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The First Money Concept to Teach Your Clients Ladies and gents, we are talking the importance of fiscal literacy today! Fiscal literacy has been my Unique Value Proposition for most of my career and helped me stand out from those who are just “slinging loans”. My first book, “Borrow Smart, Repay Smart” that I co-authored…
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90 Days to Better: Change Your Conversation
Change Your Conversation Several years ago, I wrote the book, “Mortgages, Money & Life” with the hope of helping families succeed in all three areas mentioned in the title. After helping people with mortgages for years, I started to realize that many families are NOT on track for where they want to be financially either…
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90 Days to Better: Stop Just Selling Debt!
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Stop Just Selling Debt! This topic is something that I have spent most of my career advocating to my team and other Mortgage Professionals. Too many in our industry feel their job is to simply approve people to borrow tons of debt, close that loan, and get paid. However, if you believe you are an…
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90 Days to Better: How Do We Draw Confidence
How Do We Draw Confidence Happy Mother’s Day! Having confidence in what you have to offer a client is key to influencing and ultimately winning business. How confident are you with the customer experience you provide? As some of you know, my team and I recently transitioned to NEO Home Loans. NEO is Greek for…
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90 Days to Better: How to Ensure Better Presentations
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How to Ensure Better Presentations After the last two years, people are finally ready to go out and do in-person events again! Whether you are hosting a client appreciation event or training, these are critical for your business as they provide sales opportunities. Watch this video to hear the advice my friend and mentor, Todd…
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90 Days to Better: You MUST Change to Get Better
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You MUST Change to Get Better Change can be difficult and scary, but often it is necessary if you want to improve and grow. Change comes in all sizes, but no matter the challenge, it forces you to find new ways to think and opens up new opportunities! The goal is not to work longer…
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90 Days to Better: Is Your Marketing Working?
Is Your Marketing Working? I’ve been studying the book “Marketing Rebellion” by Mark Schaefer, for nearly two years now. It drives home the need for companies to be more “human” going forward. In this video, I’ll share a concept Mark teaches called “Artisanal Marketing” and the importance of representing a brand that people believe in. When…