Category Archives: Money

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

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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

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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

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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

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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

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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

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Dear Loan Officer: How to Sell the Problem First

“When you first start off trying to solve a problem, the first solutions you come up with are very complex, and most people stop there. But if you keep going, and live with the problem and peel more layers of … Continue reading

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Dear Loan Officer: How to Budget on a Variable Income (And Not Lose Your Mind!)

Dear Loan Officer, We all have a lot of competing financial responsibilities. As a loan officer, how can you accurately budget when you don’t know to a T how much you will make in a given month? In my below breakdown, … Continue reading

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Your Most Profitable Relationships Mature Over Time

When it comes to the Law of Incubation, one thing is certain: If you consistently add significant value to your clients over time, they will eventually come to a place where they cannot imagine doing business without you, or referring … Continue reading

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LESS LEAD GENERATION, MORE LEAD CONVERSION

There are two big areas of business… how to generate new business, which is the common topic and focus. The second…, less discussed, is how to capitalize on the business that is already in front of us. In this interview, … Continue reading

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