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 #293: Strategic Alignment for a Referral Explosion

Ep #293: Strategic Alignment for a Referral Explosion

In our earlier episodes, I highlighted the importance of clarity and understanding your referral data to set achievable goals. This episode builds upon that foundation and focuses on identifying and closing the gaps hindering your referral success. Referrals are not just a one-time strategy or tactic but rather a holistic approach to building a referable…

Reverse Goal Setting

Ep #287: Reverse Goal Setting

Reflecting on the past and planning for the future. Goal setting is not just about what you want your business to achieve; it’s about envisioning the life you want to live. As we approach the end of the year, it’s crucial to reflect on how 2023 unfolded for you. But here’s the game-changer: instead of…