Tag: Todd Duncan
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Dear Loan Officer: High Trust Tuesday!
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Dear Loan Officer, I hope this message finds you well. Walking into this week waving my High Trust flag high! As many of you know, I’m a High Trust coach, and was recently a panelist for the Sales Mastery conference last week, for a panel titled “Implementation for Success”. This week, I’ve been asking my…
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Dear Loan Officer: Focus on Your Victories and Learn from Your Failures
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Dear Loan Officer, Everywhere I look, I can see a hurdle, a problem, a stumbling block. Sometimes, things just go wrong, and perhaps continue to go wrong. I recently talked with two dejected Loan Officers who were each dealing with an “ugly” loan transaction. If you are in the mortgage business and have done…
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Dear Loan Officer: Feel Like You Never Have Enough Time?
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I envision everyone reading this nodding and raising their hand. I face this challenge pretty much every day, being a highly motivated, goal-oriented professional. Many of us, are also juggling virtual school for our kids, and working from home during COVID-19. Too often we compile a ridiculous list of things we want to accomplish…
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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…
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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 around us, every day, to anyone around us. We also receive energy from everyone around…
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Dear Loan Officer: Why It’s Important to Take Time Off (Even in COVID-19 Times)
(This is a repost from March 7, 2017) I’m about to tell you something that will radically transform how you think. In fact, for some of you, it may change everything about how you run your business and life. When I tell you this new way of thinking, I am betting you will react in…
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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 hook, is it clear that there is no shortage of business for the foreseeable future.…
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Dear Loan Officer: 5 Steps to Multiplying Referrals
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Dear Loan Officer, We’re all trying to build with our clients, in a way to turn them into long-time fans. Loyal customers will keep you top-of-mind, and will not only buy from you again, but refer you to their greater network of people. Grab your journal or iPad, and consider/weigh the following points for multiplying…
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Dear Loan Officer: Creating Your 90-Day Business Plan
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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 on the 90-Day Business Plan. What is the 90-Day Business Plan? In a nutshell, it…