Tag Archives: sales coaching

Dear Loan Officer: Manage Your Energy FIRST

Dear Loan Officer, I’ve been doing some studying on emotional energy.  Your thinking.  Your feeling.  Your vibe so to speak.  (Which comes from ‘energy vibrations’.)  And how all this impacts our ability to sell, build teams, and lead others. We broadcast energy all … Continue reading

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Dear Loan Officer: Loan vs. Relationship

Dear Loan Officer, I hope this message finds you well! Few would argue with the idea that building relationships is critical to success in our mortgage lending industry. However, with current rates at historic lows and phones ringing off the … Continue reading

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Dear Loan Officer: Creating Your 90-Day Business Plan

Dear Loan Officer, Happy Tuesday! I wanted to pull this one up from the archives – a powerful tool for you, to think about how you’d like to engage and make your Q3 the most successful quarter yet. It focuses … Continue reading

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Dear Loan Officer: The Power of the Lost Leads Conversation

Dear Loan Officer, Today, I was having a conversation with one of my coaching clients about the power of having a lost leads conversation (Learn more about my coaching here). This is a topic of conversation that comes up a … Continue reading

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Dear Loan Officer: What Is Your Time Worth?

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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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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Three Steps to Creating Your Not-To-Do List for 2015

As the end of 2014 approaches, the holidays are not the only thing I get excited for. (though I am a Griswold at heart and will be getting the lights up as soon as the turkey has settled!). December for … 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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Transform Fears to Increase Income

A crucial step to growing your business and also gaining more fulfillment and joy from what you do as a sales professional or business owner is getting clear about what it is your clients fear most.   Once you identify their … Continue reading

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