Tag Archives: financial advisor

Dear Loan Officer: The Power of the Lost Leads Conversation

Dear Loan Officer, Today, I was having a conversation with one of my coaching clients about the power of having a lost leads conversation (Learn more about my coaching here). This is a topic of conversation that comes up a … Continue reading

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Dear Loan Officer: Your Success is Tied to Your Agenda!

The secret to your success is determined by your daily agenda – John C. Maxwell This topic has been the main driver of my conversations lately with many of you. With COVID-19 lockdown and various regions entering into revised openings, … Continue reading

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