Tag Archives: realtor

Dear Loan Officer: Your Success is Tied to Your Agenda!

The secret to your success is determined by your daily agenda – John C. Maxwell This topic has been the main driver of my conversations lately with many of you. With COVID-19 lockdown and various regions entering into revised openings, … Continue reading

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

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?

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?

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

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

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

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Thinking 10x – A December 7th Opportunity For You

As our 10x Growth Summit approaches on December 7th, 2016 I get more and more excited at the opportunity once again to dramatically impact the lives of fellow mortgage, real estate, and financial professionals. I get to share my passion … Continue reading

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My 3 Words for 2015

As I look ahead to what must happen for me to view 2015 as a tremendous success for my businesses, my employees, my clients, and my family,  I see a very long list of goals and projects.  I get extremely … Continue reading

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The First Vow of Success for Sales Professionals and Business Owners

I will depend entirely on my own capabilities for my financial success. This vow removes the dependency for a “job”, or employment by others, as the source of your economic livelihood.  You have committed to a career where you must … Continue reading

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