Tag: planning
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90 Days to Better: Do YOU Sound Like This?
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Do YOU Sound Like This? While I hope that these lessons that I am sharing help to educate others, my #1 goal is to change this industry for the better. How do you talk to a customer who is about to make the biggest financial transaction of possibly their lives? We need to work with…
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90 Days to Better: The Second Concept to Borrowing Smart
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The Second Concept to Borrowing Smart This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be more successful with their money by working together to find the client’s own way of…
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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: What Level Are You Playing At?
What Level Are You Playing At? On April 1, I made a commitment to myself to share everything that I have learned to anyone out there that could possibly benefit and get better through these videos. In a recent Todd Duncan coaching meeting, one of my fellow coaches, Matt Harrison, said something that I think…
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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: What 16 Days in Africa Taught Me
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What 16 Days in Africa Taught Me In 2016, I hiked Mount Kilimanjaro, the highest peak in Africa. Prior to embarking on this 16-day trip, I had never been away from work that long. However, I really wanted to unplug completely! Yet, I was originating loans, running a top branch, and felt the same fears…
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90 Days to Better: What Activities Do You Need to Retire From?
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What Activities Do You Need to Retire From? Have you ever asked yourself, “What would my business have to look like for me to never want to retire from it?” This is a question that has driven me for years, and is a question I challenge you to think about for yourself and your career…
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90 Days to Better: How Do We Draw Confidence
How Do We Draw Confidence Happy Mother’s Day! Having confidence in what you have to offer a client is key to influencing and ultimately winning business. How confident are you with the customer experience you provide? As some of you know, my team and I recently transitioned to NEO Home Loans. NEO is Greek for…