Category Archives: Time

Dear Loan Officer: Captain Charlie Plumb & Me

Dear Loan Officer, Happy Wednesday! I recently had an opportunity to listen to the esteemed Captain Charlie Plumb on a leadership meeting call. As a former POW, he served in Vietnam for 6 years. During his captivity, he was stuck … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Time | Tagged , , , , , | Leave a comment

Dear Loan Officer: How are you planning to invest in your top clients in 2021?

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 … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Savings, Spending, Team Building, Time | Tagged , , , , , , , , | Leave a comment

Dear Loan Officer: Focus on the 80 Percent!

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 … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time | Tagged , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: The Law of the Scale Part 2

Dear Loan Officer, Happy Tuesday! Last week I shared about the High Trust Law of the Scale which states, “If you want more business, have fewer clients.” The victory isn’t getting a client to do business with you once, it’s … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time | Tagged , , , , , , , , | Leave a comment

Dear Loan Officer: Are You Getting Tired?

Dear Loan Officer, Conversations with Dave Savage are always fun, insightful and thought-provoking! On his Mortgage Coach platform, Dave and I share our playbook on how to finish 2020 strong.   I wish you all the best!  

Posted in Balance, Business, Career, Commitment, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Time | Tagged , , , , , , , | Leave a comment

Dear Loan Officer: High Trust Tuesday!

Dear Loan Officer, I hope this message finds you well. Walking into this week waving my High Trust flag high! As many of you know, I’m a High Trust coach, and was recently a panelist for the Sales Mastery conference … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time | Tagged , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Focus on Your Victories and Learn from Your Failures

  Dear Loan Officer, Everywhere I look, I can see a hurdle, a problem, a stumbling block.  Sometimes, things just go wrong, and perhaps continue to go wrong.  I recently talked with two dejected Loan Officers who were each dealing … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Time | Tagged , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Feel Like You Never Have Enough Time?

  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 … Continue reading

Posted in Balance, Business, Career, Commitment, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, mindset, Money, Priority Management, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Loan vs. Relationship

Dear Loan Officer, I hope this message finds you well! Few would argue with the idea that building relationships is critical to success in our mortgage lending industry. However, with current rates at historic lows and phones ringing off the … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Team Building, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: 5 Steps to Multiplying Referrals

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 … Continue reading

Posted in Business, Career, Commitment, Customer Service, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment