Tag Archives: life tips

Dear Loan Officer: Feel Like You Never Have Enough Time?

  I envision everyone reading this nodding and raising their hand. I face this challenge pretty much every day, being a highly motivated, goal-oriented professional. Many of us, are also juggling virtual school for our kids, and working from home … Continue reading

Image | Posted on by | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Pole Pole! A Lesson from Climbing Kilimanjaro

*Repost from November, 2016 Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Why It’s Important to Take Time Off (Even in COVID-19 Times)

(This is a repost from March 7, 2017) I’m about to tell you something that will radically transform how you think. In fact, for some of you, it may change everything about how you run your business and life. When … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: 5 Steps to Multiplying Referrals

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 … Continue reading

Posted in Business, Career, Commitment, Customer Service, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Creating Your 90-Day Business Plan

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 … Continue reading

Posted in Balance, Business, Career, Commitment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment