Tag Archives: Financial Planner

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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A Quiz to Help You Make SMART Borrowing Decisions

Making the right borrowing decisions when it comes to getting a new mortgage is critical.  As we teach every day when meeting with homeowners and new home buyers, how you handle the financing of your home impacts virtually every other … Continue reading

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The First Vow of Success for Sales Professionals and Business Owners

I will depend entirely on my own capabilities for my financial success. This vow removes the dependency for a “job”, or employment by others, as the source of your economic livelihood.  You have committed to a career where you must … Continue reading

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Stop Handing Out Three Business Cards

Too often I see sales professionals and business owners, when asked by a client for a recommendation to a professional in another field, hand the client multiple business cards and encourage them to “shop around”.  This is very common in … Continue reading

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Don’t Be Flaky

Recently I had a lunch appointment scheduled with a loan officer, unhappy at her current place of employment and admittedly eager to meet with me to discuss the unique things we are doing and the possibility of joining my mortgage … Continue reading

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Transform Fears to Increase Income

A crucial step to growing your business and also gaining more fulfillment and joy from what you do as a sales professional or business owner is getting clear about what it is your clients fear most.   Once you identify their … Continue reading

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Who Will You Be 10 Years From Now?

So many of us as successful sales professionals and entrepreneurs, find ourselves “stuck”. This could be from “sticking” to the same habits that got us to where we are today, but won’t get us to the future selves we desire. … Continue reading

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