Category: Marketing
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90 Days to Better: What Do You Call Yourself?
What do You Call Yourself? What is your job title? Personally, ‘Loan Officer’ brings the wrong connotations to the forefront of one’s mind. What you call yourself effects how you position yourself to clients and partners. For example, ‘Luxury Travel Advisor’ resonates in a completely different, and much better, way than ‘Travel Agent’ does. Find a…
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90 Days to Better: Why Should a Realtor Choose You?
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In the mortgage industry, we understand how important referrals are for our business. On #TheBorrowSmartTeam, we make sure in the first meeting with a Realtor to show them how we can both increase their revenue and service. We have systems in place that allow us to increase our client referrals and, in turn, increase the number of…
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90 Days to Better: Are You Asking for Referrals
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Ask yourself, how much of your business do you get from client referrals? This is important because word of mouth is the best form of advertising. You don’t need to wait until the end of the process to ask for a referral either! No, after the first conversation is not too soon. Hopefully, within that…
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Dear Loan Officer: Captain Charlie Plumb & Me
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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 inside of an 8×8 cell, all the while being tortured and starved. Charlie, thank you…
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Dear Loan Officer: How are you planning to invest in your top clients in 2021?
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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 you have been sharing that you’re feeling business slow down a little bit, which is…
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Dear Loan Officer: Focus on the 80 Percent!
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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 sales career, and it addresses mindset, how the brain works and how we are perceived.…
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Dear Loan Officer: The Law of the Scale Part 2
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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 getting a client to never be able to forget about you. Does your customer know that…
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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 clients. Now, I don’t know how you feel when you first hear that. When I…
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Dear Loan Officer: Are You Getting Tired?
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in Balance, Business, Career, Commitment, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, TimeDear 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!
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Dear Loan Officer: High Trust Tuesday!
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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 last week, for a panel titled “Implementation for Success”. This week, I’ve been asking my…