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Tag: financial planning
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90 Days to Better: Salesperson or Difference Maker?
High Trust Selling by Todd Duncan is one of the best books for mortgage professionals. Read it, study it, teach your team about what it contains. Todd Duncan had been a mentor and coach of mine for many years, I even coach other mortgage professionals for him now! The book has 14 laws that are timeless, but the first…
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‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence
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This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion of mine for many years, and acted as the foundation for a successful mortgage career…
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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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Dear Loan Officer: 5 Steps to Multiplying Referrals
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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 network of people. Grab your journal or iPad, and consider/weigh the following points for multiplying…
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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 in helping others think bigger about what lies ahead for them and what they are…
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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 get to play an integral part in helping you build a bigger, better financial 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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It’s Not About the Mortgage!
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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 for me to get clear on what makes our mortgage team unique. Mindset versus Skill…