Category: Money
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Dear Loan Officer: 5 Steps to Multiplying Referrals
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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 network of people. Grab your journal or iPad, and consider/weigh the following points for multiplying…
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Dear Loan Officer: Creating Your 90-Day Business Plan
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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 on the 90-Day Business Plan. What is the 90-Day Business Plan? In a nutshell, it…
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Dear Loan Officer: Signs of a Messy Business
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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 want!) and to build your business up, allows you to operate with less stress and…
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Dear Loan Officer: The Law of the Broom
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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 concept, and it has been a cornerstone concept for me ever since. I utilize it…
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Dear Loan Officer: Your Success is Tied to Your Agenda!
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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, the disruption has messed with our daily rhythms and habits. Except you must know this:…
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Dear Loan Officer: What Is Your Time Worth?
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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 York Time’s best-selling author of “High Trust Selling”, where he outlines 14 laws that are…
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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 business to anyone else. Here’s what this means to me: