Tag: training
-
90 Days to Better: Why I Chose NEO – Part 3.5
Why I Chose NEO – Part 3.5 This is the third and final video in the mini-series sharing why I chose to align with and move to NEO Home Loans. Listen as I share what attracted me most when it came to the economic model of NEO Home Loans and a level of transparency I…
-
90 Days to Better: Why I Chose NEO – Part 2
Why I Chose NEO – Part 2 Winning business in this challenging market is critical. In yesterday’s video, I shared the #1 reason why I chose to move myself and my team to NEO Home Loans: A ‘Just Cause’ that I believed in and wanted to help accelerate. Today’s video shares with you my second…
-
90 Days to Better: Do YOU Sound Like This?
—
by
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…
-
90 Days to Better: Teach Your Clients this 3rd Money Concept
—
by
Teach Your Clients this 3rd Money Concept As Mortgage Advisors, we can no longer simply put people into debt. Instead, let’s all get better at teaching them how to make better borrowing and repayment decisions over their lifetime of owning real estate! The third, and most exciting, concept that we teach our clients is Rate…
-
90 Days to Better: The Second Concept to Borrowing Smart
—
by
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…
-
90 Days to Better: What Is Your Value Beyond the Loan Closing?
—
by
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…
-
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…
-
90 Days to Better: Stop Just Selling Debt!
—
by
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…
-
90 Days to Better: What 16 Days in Africa Taught Me
—
by
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…
-
90 Days to Better: What Activities Do You Need to Retire From?
—
by
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…