Tag: High Trust Coaching
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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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Dear Loan Officer: Creating Your 90-Day Business Plan
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Dear Loan Officer, Happy Tuesday! I wanted to pull this one up from the archives – a powerful tool for you, to think about how you’d like to engage and make your Q3 the most successful quarter yet. It focuses on the 90-Day Business Plan. What is the 90-Day Business Plan? In a nutshell, it…
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Dear Loan Officer: Signs of a Messy Business
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Dear Loan Officer, Happy Tuesday! Last week, I spoke to you guys about Todd Duncan’s Law of the Broom – that to build your business up, you must CLEAN it up. Ultimately, the ability to take time off (when you want!) and to build your business up, allows you to operate with less stress and…
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Dear Loan Officer: The Law of the Broom
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Dear Loan Officer, In the New York Times’ best-selling book, “High Trust Selling,” Todd Duncan shares the Law of the Broom – to build your business up, you must CLEAN it up. Early on in my career I adopted this concept, and it has been a cornerstone concept for me ever since. I utilize it…