Tag: financial
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90 Days to Better: How Committed to FREEDOM Are You?
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How Committed to FREEDOM Are You? Building a mortgage practice that provides me maximum freedom has been a driving force throughout my career. I’m proud to share that I average 150 days per year ‘unplugged’. This allows me to be 100% for my team and my clients when I do plug in. I have seen…
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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…
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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: What Activities Do You Need to Retire From?
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What Activities Do You Need to Retire From? Have you ever asked yourself, “What would my business have to look like for me to never want to retire from it?” This is a question that has driven me for years, and is a question I challenge you to think about for yourself and your career…
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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: 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…