Tag: money
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90 Days to Better: The First Money Concept to Teach Your Clients
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The First Money Concept to Teach Your Clients Ladies and gents, we are talking the importance of fiscal literacy today! Fiscal literacy has been my Unique Value Proposition for most of my career and helped me stand out from those who are just “slinging loans”. My first book, “Borrow Smart, Repay Smart” that I co-authored…
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90 Days to Better: What Is Your Value Beyond the Loan Closing?
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What Is Your Value Beyond the Loan Closing? Have you ever spent great quality time with a client through your initial consultation and then preparing them to purchase their dream home? Then, when they finally find their dream home, you find out that they are comparing rates. This is something I think everyone in this…
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90 Days to Better: Change Your Conversation
Change Your Conversation Several years ago, I wrote the book, “Mortgages, Money & Life” with the hope of helping families succeed in all three areas mentioned in the title. After helping people with mortgages for years, I started to realize that many families are NOT on track for where they want to be financially either…
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90 Days to Better: Stop Just Selling Debt!
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Stop Just Selling Debt! This topic is something that I have spent most of my career advocating to my team and other Mortgage Professionals. Too many in our industry feel their job is to simply approve people to borrow tons of debt, close that loan, and get paid. However, if you believe you are an…
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90 Days to Better: Why Hire A Post-Closing Concierge?
Why Hire A Post-Closing Concierge? One of the biggest challenges Mortgage Originators face is standing out and competing for business based on the value they’ll provide over the next 30 days of a transaction. This often comes down to “better communication”, “closing on time”, etc., etc. Which, if we are being honest, does NOT differentiate…
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90 Days to Better: (Re) Find Your Purpose!
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(Re) Find Your Purpose! Ask yourself why you do what you do and why anyone should care. You need to be passionate about something other than just closing loans to avoid experiencing burnout, a lack of happiness, and stress. My purpose is to help people be more successful financially. I want to educate, empower, and…
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90 Days to Better: We Must Do More
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We Must Do More. As mortgage professionals, we must do more to help our clients build safer, stronger financial futures. There is a tremendous lack of fiscal literacy for families across the country, and we have the opportunity to put them on a better path forward and help them increase their wealth for generations to…
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90 Days to Better: Salesperson or Difference Maker?
High Trust Selling by Todd Duncan is one of the best books for mortgage professionals. Read it, study it, teach your team about what it contains. Todd Duncan had been a mentor and coach of mine for many years, I even coach other mortgage professionals for him now! The book has 14 laws that are timeless, but the first…
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Dear Loan Officer: Focus on the 80 Percent!
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Dear Loan Officer, Coming to you with a lesson from Brasada Ranch in Central, OR! I wanted to get a lesson out to you today from a book called Ninja Selling by Larry Kendall. It’s a great book for any sales career, and it addresses mindset, how the brain works and how we are perceived.…
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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 that scare you and excite you at the same time…then focus on taking one step…