Tag Archives: marketing

Dear Loan Officer: How to Sell the Problem First

“When you first start off trying to solve a problem, the first solutions you come up with are very complex, and most people stop there. But if you keep going, and live with the problem and peel more layers of … Continue reading

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Dear Loan Officer: What do the Top 1% of Sales People Do Differently?

Dear Loan Officer, There are some misconceptions out there about how to sell most efficiently. Some, dive in head-first with one goal in mind: to close the deal. Still, there are strategies that the Top 1% of salespeople do differently … Continue reading

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Dear Loan Officer: Client Experience

Client service – whether superb or subpar – can seriously affect your customer’s shopping experience. Think about your client experience right now – if you were to charge admission for your customers to opt in – what would your customer … Continue reading

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Dear Loan Officer: What is Your Mission + Purpose?

Dear Loan Officer: What is Your Mission + Purpose? Continue reading

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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”. ┬áThis is very common in … Continue reading

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Don’t Be Flaky

Recently I had a lunch appointment scheduled with a loan officer, unhappy at her current place of employment and admittedly eager to meet with me to discuss the unique things we are doing and the possibility of joining my mortgage … Continue reading

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