Category Archives: Money

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 , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Feel Like You Never Have Enough Time?

  I envision everyone reading this nodding and raising their hand. I face this challenge pretty much every day, being a highly motivated, goal-oriented professional. Many of us, are also juggling virtual school for our kids, and working from home … Continue reading

Posted in Balance, Business, Career, Commitment, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, mindset, Money, Priority Management, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: How do Billionaires Think?

Dear Loan Officer, As some of you may know, each week I get a chance to roundtable with some of the top mortgage thinkers and producers from around the country. We recently had a profound discussion about identifying key components … Continue reading

Posted in Balance, Business, Career, Commitment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Sales, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: 5 Steps to Multiplying Referrals

Dear Loan Officer, We’re all trying to build with our clients, in a way to turn them into long-time fans. Loyal customers will keep you top-of-mind, and will not only buy from you again, but refer you to their greater … Continue reading

Posted in Business, Career, Commitment, Customer Service, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: The Power of the Lost Leads Conversation

Dear Loan Officer, Today, I was having a conversation with one of my coaching clients about the power of having a lost leads conversation (Learn more about my coaching here). This is a topic of conversation that comes up a … Continue reading

Posted in Business, Career, Knowledge, Learning, Marketing, Money, Priority Management, Sales, Uncategorized | Tagged , , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , , , , , , , , | Leave a comment