Category: Money
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90 Days to Better: The 3-Sided Balance Sheet
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The 3-Sided Balance Sheet To win more business, you must stand out from the rest. The easiest way to do this is by framing and packaging your value in a way they’ve never seen before. When prospective clients and partners learn something new from you, that nobody else has bothered to teach them, you become…
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90 Days to Better: Think, Feel, Do
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Think, feel, do. No matter who you are presenting to, it is important to make every event as effective and as impactful as possible. In this video, I share a thinking exercise that immediately makes every presentation better, whether it is a client consultation or a workshop I’m putting on for 100 people. #90DaysToBetter #TheBorrowSmartTeam #ChangingTheIndustry
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90 Days to Better: We Must Do More
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We Must Do More. As mortgage professionals, we must do more to help our clients build safer, stronger financial futures. There is a tremendous lack of fiscal literacy for families across the country, and we have the opportunity to put them on a better path forward and help them increase their wealth for generations to…
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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: What if…
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Friends in the mortgage industry, I know that we are all experiencing a huge transitional period. However, I challenged myself to come up with a way to not only help #TheBorrowSmartTeam, but my entire network. For the next 90 days, I will be posting short videos that will hopefully make a positive impact on many…
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‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
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This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion of mine for many years, and acted as the foundation for a successful mortgage career…
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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: Feel Like You Never Have Enough Time?
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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 during COVID-19. Too often we compile a ridiculous list of things we want to accomplish…