Ep #310: Referral Q&A

Ep #310: Referral Q&A

In this 10th episode Q&A, I dive into a question asked by a listener who recently transitioned to a mortgage loan officer role. The question was about how to effectively build relationships with realtors and generate referrals. Here are three key takeaways from this episode: Building Relationships Takes Time: It’s essential to understand that building…

Ep #307: Questions You Should Be Asking

Ep #307: Questions You Should Be Asking

Building a referable business requires strategic planning and thoughtful execution of touchpoints with referral sources. In this episode, I reveal some of the insightful questions my clients have asked during our coaching sessions. Here are three key takeaways from this episode: Handwritten Touchpoints: One of the questions that frequently arises is whether all touchpoints need…

Ep #306: What Potential Referral Sources Need You to Know

Ep #306: What Potential Referral Sources Need You to Know

Are you neglecting potential referral sources without even realizing it? When seeking referrals, understand that the people you are reaching out to are living, breathing, and feeling individuals. They are not just potential sources of referrals but human beings who crave genuine connections. Here are a few things to remember: Genuine Connections Matter: Building genuine…

Ep #301: Swimming Against the Stream with Referrals

Ep #301: Swimming Against the Stream with Referrals

Just because something appears to be true, and everyone goes along with it, doesn’t mean it makes sense. In this episode, we explore the misconceptions surrounding referrals and how understanding human behavior can revolutionize your referral strategy. Here are three key takeaways from the episode: Referrals Aren’t About You: When someone refers a potential client…