Tag Archives: financial

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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Do Your Activities Match Your Goals For 2020?

This video was made last year, but the concepts are the same regardless of the year. With our Annual 10X Growth Summit Event coming up in a month these are great concepts to keep in mind as we come into … Continue reading

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What do YOU sell?

Mortgage Loan Officers, do you know what you are really selling to your customers? Get clear on what it is you really do for people.

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LESS LEAD GENERATION, MORE LEAD CONVERSION

There are two big areas of business… how to generate new business, which is the common topic and focus. The second…, less discussed, is how to capitalize on the business that is already in front of us. In this interview, … Continue reading

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Who Will Qualify to Work With You in 2019?

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The Cash Flow Priority Model

I recently had the opportunity to share a key concept I teach my clients. Here I discuss the Cash Flow Priority Model. It is a simple, but very effective model we give to our clients that helps them long after the … Continue reading

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What is the real cost of a mortgage?

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Grow Your Business by Taking More Time Off

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The New Location, Location, Location

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What is the real cost of a mortgage?

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