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Helpful mortgage business building strategy, tactics, case studies, and interviews

 
A Great New Opportunity to Develop Business from Financial Advisors business strategy referral partner referral partner system Dec 08, 2021

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...

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Client Gifts: Best Practices for Maximum Impact business strategy marketing strategy perfect loan process personal development referral partner system Oct 17, 2019

 

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...

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Realtor Masterminds: Bringing Massive Value to Your Referral Partners business strategy leadership referral partner system Sep 18, 2019

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...

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Thrive With Realtors By Cultivating True Partnerships business strategy marketing strategy referral partner system Apr 11, 2019

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...

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Connect with Referral Partners Like A Top Producer (Even If You Aren't One) business strategy leadership marketing strategy referral partner system Jan 29, 2019

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...

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The Biggest Mistake I See Loan Officers Make (And How to Fix It) business strategy marketing strategy referral partner system Jan 21, 2019

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...

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The Easiest Marketing Strategy to Implement business strategy marketing strategy referral partner system Dec 04, 2018

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...

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Capitalizing on Every Loan to Create Referrals business strategy referral partner system Nov 26, 2018

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...

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Are You Getting The Most Out Of Your Advocates? business strategy referral partner system Nov 19, 2018

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...

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Easy Ways You Can Turn First Realtor Meeting Into Success business strategy referral partner system Nov 12, 2018

 

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...

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