Tag Archives: strategies

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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Do Your Activities Match Your Goals For 2020?

This video was made last year, but the concepts are the same regardless of the year. With our Annual 10X Growth Summit Event coming up in a month these are great concepts to keep in mind as we come into … Continue reading

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LESS LEAD GENERATION, MORE LEAD CONVERSION

There are two big areas of business… how to generate new business, which is the common topic and focus. The second…, less discussed, is how to capitalize on the business that is already in front of us. In this interview, … Continue reading

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Do Your Activities Match Your Goals for 2019

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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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Don’t Recruit People You Don’t Know

  Not many things bug me more than getting recruited within minutes of accepting someone’s LinkedIn request. Yes, I probably shouldn’t have accepted that invitation in the first place, but I either didn’t look closely enough at their title before … 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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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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Who Will You Be 10 Years From Now?

So many of us as successful sales professionals and entrepreneurs, find ourselves “stuck”. This could be from “sticking” to the same habits that got us to where we are today, but won’t get us to the future selves we desire. … Continue reading

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How to Develop Your 90-Day Business Plan

Happy New Year!  To maximize your success in 2014, here is a coaching video showing you how to increase your productivity and focus in Q1 by developing your quarterly business plan.  This process has become one of the most powerful … Continue reading

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