Tag Archives: financial planning

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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Dear Loan Officer: 5 Steps to Multiplying Referrals

Dear Loan Officer, We’re all trying to build with our clients, in a way to turn them into long-time fans. Loyal customers will keep you top-of-mind, and will not only buy from you again, but refer you to their greater … Continue reading

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What is the real cost of a mortgage?

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The Number ONE Mistake Home Buyers Make

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Thinking 10x – A December 7th Opportunity For You

As our 10x Growth Summit approaches on December 7th, 2016 I get more and more excited at the opportunity once again to dramatically impact the lives of fellow mortgage, real estate, and financial professionals. I get to share my passion … Continue reading

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What is Your Child’s Financial Personality Type?

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we … 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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It’s Not About the Mortgage!

In the past few weeks, we have been honored to add a slew of great mortgage professionals to our lending team. While this is extremely exciting on its own, it also presents a great opportunity every time we add someone … Continue reading

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My 3 Words for 2015

As I look ahead to what must happen for me to view 2015 as a tremendous success for my businesses, my employees, my clients, and my family,  I see a very long list of goals and projects.  I get extremely … Continue reading

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Enhance Your FREE Time

What do you do when you find yourself with free time?  Your calendar suddenly opens up and your morning is free.  How do you keep from filling the time with work?  In this coaching video, I share a simple strategy … Continue reading

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