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Tag Archives: loan officer
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
Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Team Building, Time, Uncategorized
Tagged Being Present, business, business coach, business coaching, business growth, business planning, coaching, discipline, education, entrepeneur, entrepreneur, financial, Financial Planner, financial planning, goals, growth, high trust, High Trust Coaching, High Trust Selling, leadership, life, loan officer, money, mortgage, networking, planning, productivity, real estate, realtor, results, sales, sales coaching, selling, strategies, success, time management, Todd Duncan, training
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Dear Loan Officer: The Law of the Broom
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 … Continue reading
Posted in Balance, Business, Career, Commitment, Fulfillment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized
Tagged advice, advice column, business coaching, coaching, coaching advice, coaching tips, dear loan officer, dearloanofficer, delegating, High Trust Coaching, High Trust Selling, loan officer, money, money management, mortgage advisor, New York Times, New York Times Bestseller, time blocking, Todd Duncan, wealth, wealth building
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Dear Loan Officer: What is Your Mission + Purpose?
Dear Loan Officer: What is Your Mission + Purpose? Continue reading
Posted in Business, Leadership, Marketing, mindset, Sales, Team Building, Uncategorized
Tagged business, coronavirus, COVID-19, education, loan, loan officer, loans, marketing, mission, mortgage, mortgage lending, purpose
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Stop Handing Out Three Business Cards
Too often I see sales professionals and business owners, when asked by a client for a recommendation to a professional in another field, hand the client multiple business cards and encourage them to “shop around”. This is very common in … Continue reading