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Tag: financial planning
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90 Days to Better: What Is Your Value Beyond the Loan Closing?
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What Is Your Value Beyond the Loan Closing? Have you ever spent great quality time with a client through your initial consultation and then preparing them to purchase their dream home? Then, when they finally find their dream home, you find out that they are comparing rates. This is something I think everyone in this…
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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: Stop Just Selling Debt!
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Stop Just Selling Debt! This topic is something that I have spent most of my career advocating to my team and other Mortgage Professionals. Too many in our industry feel their job is to simply approve people to borrow tons of debt, close that loan, and get paid. However, if you believe you are an…
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90 Days to Better: Are You Excited About What You Offer?
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Are You Excited About What You Offer? Do you want the ‘magic pill’ for overcoming any amount of call reluctance? Are you sure? Here it is: Get so excited about the value you create for others and what you have to give to others that you cannot help but want to call them and talk…
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90 Days to Better: Why Hire A Post-Closing Concierge?
Why Hire A Post-Closing Concierge? One of the biggest challenges Mortgage Originators face is standing out and competing for business based on the value they’ll provide over the next 30 days of a transaction. This often comes down to “better communication”, “closing on time”, etc., etc. Which, if we are being honest, does NOT differentiate…
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90 Days to Better: I Am Struggling
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I Am Struggling Many of us in the mortgage industry are struggling to transition from the highs of the last two years to the difficulty of a changed housing market. Many companies are doing different things to cut their costs in order to provide better pricing. However, I think that there are two options here:…
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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: Think, Feel, Do
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Think, feel, do. No matter who you are presenting to, it is important to make every event as effective and as impactful as possible. In this video, I share a thinking exercise that immediately makes every presentation better, whether it is a client consultation or a workshop I’m putting on for 100 people. #90DaysToBetter #TheBorrowSmartTeam #ChangingTheIndustry
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90 Days to Better: We Must Do More
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We Must Do More. As mortgage professionals, we must do more to help our clients build safer, stronger financial futures. There is a tremendous lack of fiscal literacy for families across the country, and we have the opportunity to put them on a better path forward and help them increase their wealth for generations to…
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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%…