Category: Sales
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90 Days to Better: Do YOU Sound Like This?
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Do YOU Sound Like This? While I hope that these lessons that I am sharing help to educate others, my #1 goal is to change this industry for the better. How do you talk to a customer who is about to make the biggest financial transaction of possibly their lives? We need to work with…
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90 Days to Better: Teach Your Clients this 3rd Money Concept
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Teach Your Clients this 3rd Money Concept As Mortgage Advisors, we can no longer simply put people into debt. Instead, let’s all get better at teaching them how to make better borrowing and repayment decisions over their lifetime of owning real estate! The third, and most exciting, concept that we teach our clients is Rate…
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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: What Is Your Value Beyond the Loan Closing?
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What Is Your Value Beyond the Loan Closing? Have you ever spent great quality time with a client through your initial consultation and then preparing them to purchase their dream home? Then, when they finally find their dream home, you find out that they are comparing rates. This is something I think everyone in this…
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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: What 16 Days in Africa Taught Me
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What 16 Days in Africa Taught Me In 2016, I hiked Mount Kilimanjaro, the highest peak in Africa. Prior to embarking on this 16-day trip, I had never been away from work that long. However, I really wanted to unplug completely! Yet, I was originating loans, running a top branch, and felt the same fears…
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90 Days to Better: How Do We Draw Confidence
How Do We Draw Confidence Happy Mother’s Day! Having confidence in what you have to offer a client is key to influencing and ultimately winning business. How confident are you with the customer experience you provide? As some of you know, my team and I recently transitioned to NEO Home Loans. NEO is Greek for…
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90 Days to Better: How to Ensure Better Presentations
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How to Ensure Better Presentations After the last two years, people are finally ready to go out and do in-person events again! Whether you are hosting a client appreciation event or training, these are critical for your business as they provide sales opportunities. Watch this video to hear the advice my friend and mentor, Todd…
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90 Days to Better: Are You Excited About What You Offer?
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Are You Excited About What You Offer? Do you want the ‘magic pill’ for overcoming any amount of call reluctance? Are you sure? Here it is: Get so excited about the value you create for others and what you have to give to others that you cannot help but want to call them and talk…