Tag: Financial Planner
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90 Days to Better: Are You Focused on Eligibility or Suitability?
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Are You Focused on Eligibility or Suitability? My mentor and great friend taught me a long time ago how I should approach conversations with clients. Listen to this video to hear about this lesson I have now taught my team along with coaching clients. In this industry, I find that many people focus too heavily…
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90 Days to Better: Do YOU Sound Like This?
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Do YOU Sound Like This? While I hope that these lessons that I am sharing help to educate others, my #1 goal is to change this industry for the better. How do you talk to a customer who is about to make the biggest financial transaction of possibly their lives? We need to work with…
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90 Days to Better: Teach Your Clients this 3rd Money Concept
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Teach Your Clients this 3rd Money Concept As Mortgage Advisors, we can no longer simply put people into debt. Instead, let’s all get better at teaching them how to make better borrowing and repayment decisions over their lifetime of owning real estate! The third, and most exciting, concept that we teach our clients is Rate…
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90 Days to Better: Change Your Conversation
Change Your Conversation Several years ago, I wrote the book, “Mortgages, Money & Life” with the hope of helping families succeed in all three areas mentioned in the title. After helping people with mortgages for years, I started to realize that many families are NOT on track for where they want to be financially either…
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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: Get More From Annual Client Reviews
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Annual Client Reviews must no longer be an optional service for your clients. It must become a regular part of your business, and in doing so, they become another reason your clients will value working with you before, during, and AFTER the transaction! On #TheBorrowSmartTeam, our Mortgage Advisors have a goal that at least 50%…
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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 hook, is it clear that there is no shortage of business for the foreseeable future.…
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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 aspect of your financial life! Here is a short quiz to help you start the…
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The First Vow of Success for Sales Professionals and Business Owners
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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 wake up every day and go “find paychecks” for you, your employees, and your family.…
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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 the Realtor®/Loan Officer relationship, but also happens in many other areas of business. Here is…