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Tag: financial planning
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90 Days to Better: Does Your Team Believe This?
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Does Your Team Believe This? I hope you’re enjoying your Memorial Day as we remember those who have bravely served our country. I have been thinking a lot about what it takes to be happy in your career or business. I believe that how you feel about your job is highly affected by the energy…
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90 Days to Better: The 3 Types of Activities That Fill Your Day
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The 3 Types of Activities That Fill Your Day As many of us work harder to achieve success, we often give up freedom along the way. Often, this is a result of Mortgage Advisors holding on to activities they no longer should do. By understanding the 3 types of activities that can fill up our…
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90 Days to Better: There Is No Supply Problem
There Is No Supply Problem My friend and mentor, Todd Ballenger taught me, “there is never a supply problem, only a distribution problem.” This is a powerful mindset that has helped me through every tough market. While we can make excuses for a lack of loans, rising rates, and a housing shortage, I instead encourage…
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90 Days to Better: What Is Your Favorite Question To Ask?
What Is Your Favorite Question To Ask? Todd Duncan has been a thought leader for me in terms of asking very powerful questions. I believe that the person who asks the best questions wins. This means less talking, and more listening. Creating new thought for someone and interrupting their patters are powerful tools in building…
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90 Days to Better: Why I Chose NEO – Part 3.5
Why I Chose NEO – Part 3.5 This is the third and final video in the mini-series sharing why I chose to align with and move to NEO Home Loans. Listen as I share what attracted me most when it came to the economic model of NEO Home Loans and a level of transparency I…
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90 Days to Better: Why I Chose NEO – Part 2
Why I Chose NEO – Part 2 Winning business in this challenging market is critical. In yesterday’s video, I shared the #1 reason why I chose to move myself and my team to NEO Home Loans: A ‘Just Cause’ that I believed in and wanted to help accelerate. Today’s video shares with you my second…
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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: The Second Concept to Borrowing Smart
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The Second Concept to Borrowing Smart This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be more successful with their money by working together to find the client’s own way of…
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90 Days to Better: The First Money Concept to Teach Your Clients
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The First Money Concept to Teach Your Clients Ladies and gents, we are talking the importance of fiscal literacy today! Fiscal literacy has been my Unique Value Proposition for most of my career and helped me stand out from those who are just “slinging loans”. My first book, “Borrow Smart, Repay Smart” that I co-authored…