Tag Archives: money

Dear Loan Officer: What Is Your Time Worth?

Posted on May 26, 2020 by

Dear Loan Officer, Some of you may know, that I’m a certified performance coach – that I coach some of the top mortgage professionals around the country – via Todd Duncan’s High Trust coaching group. Todd is also a New … Continue reading →

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Dear Loan Officer: How to Sell the Problem First

Posted on May 20, 2020 by

“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: How to Budget on a Variable Income (And Not Lose Your Mind!)

Posted on May 12, 2020 by

Dear Loan Officer, We all have a lot of competing financial responsibilities. As a loan officer, how can you accurately budget when you don’t know to a T how much you will make in a given month? In my below breakdown, … Continue reading →

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

Posted on May 5, 2020 by

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: Are You Discussing the 3 Main Areas of Emotion in Finance?

Posted on April 27, 2020 by

If you are on my e-mail distribution, last week you heard me talk about the importance of selling the problem first. As you continue the sales process, it’s important to remember that your client’s decisions are largely emotional, and not … Continue reading →

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Dear Loan Officer: Client Experience

Posted on April 14, 2020 by

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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3 Steps to Keeping Strong Mindset During a Volatile Market

Posted on March 31, 2020 by

3 Steps to Keeping Strong Mindset During a Volatile Market Continue reading →

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The Cash Flow Priority Model

Posted on May 9, 2018 by

I recently had the opportunity to share a key concept I teach my clients. Here I discuss the Cash Flow Priority Model. It is a simple, but very effective model we give to our clients that helps them long after the … Continue reading →

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What is Your Child’s Financial Personality Type?

Posted on September 15, 2015 by

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we … Continue reading →

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