Category: Uncategorized
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Dear Loan Officer: Stop Trying to Be the Hero!
Stop trying to be the hero! That’s my bold message for today. If you’ve ever read the book Story Brand by Donald Miller (which I highly recommend), the premise is that you should not be the “hero” for your client. Sometimes we are showing and telling – peacocking if you will – but the truth…
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Rule of Play #12: Helping Others Win
Guiding principles is something we use at our office, and our Rule of Play #12 is to Help Others WIN. Whatever is important for your client to achieve, help them to succeed at their goal. Offering your ideas or processes, can be a helpful guide to their journey. When needed, I promise that the selflessness…
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3 Steps to Keeping Strong Mindset During a Volatile Market
3 Steps to Keeping Strong Mindset During a Volatile Market
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Dear Loan Officer: What is Your Mission + Purpose?
Dear Loan Officer: What is Your Mission + Purpose?
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Borrow Smart, Repay Smart
Here is another oldie, but goodie from a few years back. The concepts are all still the same, and definitely something for you all to keep in mind when you are meeting with clients. If you want to check out how these concepts work in more detail, feel free to visit my site: http://www.borrowsmartrepaysmart.com. And,…
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Do Your Activities Match Your Goals For 2020?
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This video was made last year, but the concepts are the same regardless of the year. With our Annual 10X Growth Summit Event coming up in a month these are great concepts to keep in mind as we come into 2020. Now is the time to start thinking about and creating a game plan for…