Tag: Business Owner
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90 Days to Better: How To Do Design Your 90-Day Business Plan
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How To Design Your 90-Day Business Plan If you are a Real Estate, Finance, or Mortgage professional, you can benefit immensely from a 90-Day Business Plan. This is often less intimidating to think about than a 1-Year Plan as it directly focuses on what is next. By putting a plan together for the next 90 days,…
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90 Days to Better: Vision & Alignment
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Vision & Alignment I just did a national sales training and this was the main topic that I wanted them to leave the event thinking about. This is because business is only 1% vision but 99% alignment. But don’t get me wrong, they are equally important in terms of business value! It just comes down…
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90 Days to Better: How Is Your Culture These Days?
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How Is Your Culture These Days? I have a question for all of my leaders out there: how is your culture and what are you doing to intentionally maintain an amazing culture? For the first time in almost two years, we were able to celebrate not just one, but two birthdays, together as a team…
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90 Days to Better: What Do You Call Yourself?
What do You Call Yourself? What is your job title? Personally, ‘Loan Officer’ brings the wrong connotations to the forefront of one’s mind. What you call yourself effects how you position yourself to clients and partners. For example, ‘Luxury Travel Advisor’ resonates in a completely different, and much better, way than ‘Travel Agent’ does. Find a…
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90 Days to Better: Who Is Protecting YOU?
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Who Is Protecting YOU? As a Mortgage Advisor, you must focus the majority of your time on lead generation and lead conversion. With this in mind, WHO is protecting your “green” time and ensuring you do not get pulled back into the non-money making activities? As business is slower now for many, it is more important than…
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90 Days to Better: I Am Struggling
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I Am Struggling Many of us in the mortgage industry are struggling to transition from the highs of the last two years to the difficulty of a changed housing market. Many companies are doing different things to cut their costs in order to provide better pricing. However, I think that there are two options here:…
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90 Days to Better: The 3-Sided Balance Sheet
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The 3-Sided Balance Sheet To win more business, you must stand out from the rest. The easiest way to do this is by framing and packaging your value in a way they’ve never seen before. When prospective clients and partners learn something new from you, that nobody else has bothered to teach them, you become…
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90 Days to Better: Think, Feel, Do
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Think, feel, do. No matter who you are presenting to, it is important to make every event as effective and as impactful as possible. In this video, I share a thinking exercise that immediately makes every presentation better, whether it is a client consultation or a workshop I’m putting on for 100 people. #90DaysToBetter #TheBorrowSmartTeam #ChangingTheIndustry
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90 Days To Better: Gaining Freedom of Relationships
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My #1 goal with this #90DaysToBetter series is to help you set up your mortgage business for greater success in the future. One of the many things that has helped me is gaining the freedom of people who I want to do business with. Why? I don’t want to be trapped in draining relationships or…
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90 Days To Better: Let’s Get Strategic
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I have found that the key to success in this business is to be strategic about how you view the impact on your clients. When a Mortgage Advisor thinks tactically, that results in the purpose of the customer being to get a sale. Take that thought and get strategic about it: the purpose to get…