Category Archives: Uncategorized

Success Story- Paying Off Mortgage Faster

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Party in the Park

Last week we hosted our first Party in the Park, an event we put together to show those who work with us our appreciation for them. We had an absolute blast! With food from KOi Fusion and beverages by Tap Wagon, there were options … Continue reading

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90 Days to Better: Behaviors Lead to Results

Behaviors Lead to Results When coaching both my team and other Mortgage Advisors around the country, I remind them that if they are not happy with their results, they need to take a step back and look at the behaviors … Continue reading

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90 Days to Better: Make Every Call Warm

Hi there, I am back with the second video for my new #90DaysToBetter series. Today’s video is all about you creating value for your client. You are not just calling to make a sale, you are there to make a … Continue reading

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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

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Pole Pole! A Lesson from Climbing Kilimanjaro

*Repost from November, 2016 Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals … Continue reading

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Dear Loan Officer: Manage Your Energy FIRST

Dear Loan Officer, I’ve been doing some studying on emotional energy.  Your thinking.  Your feeling.  Your vibe so to speak.  (Which comes from ‘energy vibrations’.)  And how all this impacts our ability to sell, build teams, and lead others. We broadcast energy all … Continue reading

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Dear Loan Officer: Why It’s Important to Take Time Off (Even in COVID-19 Times)

(This is a repost from March 7, 2017) I’m about to tell you something that will radically transform how you think. In fact, for some of you, it may change everything about how you run your business and life. When … Continue reading

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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

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Dear Loan Officer: How do Billionaires Think?

Dear Loan Officer, As some of you may know, each week I get a chance to roundtable with some of the top mortgage thinkers and producers from around the country. We recently had a profound discussion about identifying key components … Continue reading

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