Category: Money
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90 Days to Better: Are You Focused on Eligibility or Suitability?
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Are You Focused on Eligibility or Suitability? My mentor and great friend taught me a long time ago how I should approach conversations with clients. Listen to this video to hear about this lesson I have now taught my team along with coaching clients. In this industry, I find that many people focus too heavily…
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90 Days to Better: Are You Focused On Revenue Or Expenses?
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Are You Focused On Revenue Or Expenses? So many people are way too focused on cutting expenses – whether that be at corporate or individual levels. Remember, if you subtract expenses from revenue, you can find the actual profit. Don’t get me wrong, it is important to watch our overhead costs and expenses. However, I…
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90 Days to Better: Never Quote Price Until…
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Never Quote Price Until… Often, one of the first questions someone asks a Mortgage Advisor is related to either pricing or current rates. What I want to ask you is: when do you give it to them? In this video, you will learn the one major thing you should do before giving a quote. Without…
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90 Days to Better: Most People Do Not Need You… Yet
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Most People Do Not Need You… Yet I learned one of my favorite, and most valuable, sales strategies from “Shift!” by Craig Elias and Tibor Shanto. This concept was a complete game-changer in how I learned to approach prospecting and building relationships for future business. In today’s video you will hear me talk about the…
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90 Days to Better: Get Strategic – PLEASE!
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Get Strategic – PLEASE! When reviewing the real estate agents and financial professionals you do business with, do you have ‘relationships’ or true ‘Strategic Partnerships’? Are you successful at getting appointments but wondering where the referrals and new business is a few weeks later? Watch my latest video as I urge you to get strategic!…
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90 Days to Better: What Do Your Clients Value?
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What Do Your Clients Value? I believe the most important thing Mortgage Originators should focus on is creating value for others. Yet, how can we create value for someone without knowing what they truly value? In this brief video, I discuss this concept as well as some questions that help me learn what my clients…
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90 Days to Better: The Second Concept to Borrowing Smart
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The Second Concept to Borrowing Smart This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be more successful with their money by working together to find the client’s own way of…
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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: 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: I Am Struggling
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I Am Struggling Many of us in the mortgage industry are struggling to transition from the highs of the last two years to the difficulty of a changed housing market. Many companies are doing different things to cut their costs in order to provide better pricing. However, I think that there are two options here:…