Want to get more referrals from financial advisors? I highly recommend a solution for you!

My friend and amazing client Craig Strent produces $100mm+/year and consistently generates predictable referral business from financial advisors. Craig gives you the keys to his success and his tactical approach to identify good advisors, obtain the meeting, and generate the referral. All in an...

When it comes to forming lasting relationships with your clients and referral partners, there are two key things to remember. First, you want to make sure that they’re often reminded of you throughout their day-to-day lives: even if they haven’t worked with you in a number of months. Secondly, your partner or client should feel as if you genuinely care about their personal...

In the latest update from Tim Braheem, he had the chance to interview and consult with Allen Tayman, a leading mortgage loan officer operating in Washington, D.C. Tayman has over 25 years in the mortgage business, and he revealed some of the top strategies that have helped him achieve his success. One of the primary things that Tayman discussed was his unique strategy for developing better...

Now is one of the best time to connect with Real Estate Agents to cement current relationships and to find new quality partners that can significantly grow your business.  If you want to enjoy a long term annuity income, you can strike while the iron is hot, and that time is now!  Let me explain... 

Great Time to Cultivate Realtor Partnerships

If you're a loan officer in the...

Today's Business & Life Tip, many of you are starting to ponder what your business plan will look like in the calendar year of 2019.  I am reminded by the most recent Leadership360 Group 7 retreat in Costa Rica, one of the things that we were talking about in great depth at that retreat was the importance of relationship development being at the top of the list for your business...

Today's Business & Life Tip, I have often said for years and years that, “The Loan Officer with most friends wins.” This is a conclusion that I came to in my early career.  It was by accident, as most things are wasn’t really designed. I just kind of figured it out through observing and watching the results of certain things.

One of the things that I used to do from...

Today's Business & Life Tip, is probably the simplest one that I’ll ever give you to implement and yet has such an impact on your overall business growth if you implement it consistently. I call it, "Two-a-Day, Ten-a-Week, 520-a-Year".

Now, I’ve always said that the loan officer with the most friends wins and I really want you to think about the word friends and friends is a key...

Today's Business & Life Tip, is part two of the subject matter of marketing to your clients while you’re working with them and the importance and critical nature of seizing that opportunity when you have a captive audience for 45 to 60 days.

I think one of the things that I want to share something that Greg Frost, way back maybe 20 years or so ago shared, that I thought was such a...

Today's Business & Life Tip, I want to talk to you about Advocates, and by advocates I mean, those people that are in your sphere of influence, your past customer database if you will, that are truly advocates of you. And, do you know who they even are?

I remember back in the day, I started running reports out of my database at the end of the year to determine where I got my business from...

Today's Business and Life tip is on relationship to Development Referral Partner Relationships with Real Estate Agents, Accountants, Financial Planners, Insurance Agents and the like...

Recently, was talking to one of our wonderful client by the name of Greg Kingsbury, who did a little over 350 loans last year and his master of developing relationships. The strategy that he's used...