Don’t Cold Call

Few among us look forward to making cold calls. We know what it’s like to be on the receiving end. When someone cold-calls me, he is intruding on my life without an invitation. He is interrupting whatever I may be doing. This can bring out a side of me that is abrupt,...

Managing Expectations

Managing Expectations, the heart of this business. A dozen or more Bank executives meeting at their local branch to spend a few hours, perhaps even a few days, reviewing the applicants file.   um ya… A single individual with the computing power of a...
Never. Give. Up.

Never. Give. Up.

The changes are coming at us Fast & Furious style.   Which is to say weakly written, gaping holes in the plot line, without a plausible or viable conclusion, and loaded with actors having limited experience with the subject matter.   The Canadian...
Want Referrals?

Want Referrals?

The #1 path to consistent referrals from the same source(s) is to answer the phone the first time it rings, be in front of your computer to intake the application on that first call, and respond to every subsequent call or email instantly. Losing two hours to a...
A Brand New Broker

A Brand New Broker

This piece was originally published on the most excellent mortgage news site Canadian Mortgage Trends. Day One. New business cards in hand, you sit down at your new desk in the brokerage office, what now? Your first three years are going to be hard work....