The stories we tell ourselves are often out of alignment with reality. Whether it is a tale of roses & rainbows or doom & gloom, rarely do our best, or thankfully our worst fears come to fruition, and even when it seems as though they are the peaks and valleys are typically very brief. With […]
This piece was originally posted with several other Brokers excellent content @ For Brokers By Brokers. In 2017 success will be determined for many Mortgage Brokers by one single ability: The ability to communicate clearly and effectively. This was always the cornerstone of any significant success, but this year it will be the cornerstone of […]
In a situation where a lawyer slides a mortgage insurance document across the table to a client and legally cannot say a single word about it – the sign-up rate is ~13%. 13%! No speaking. Silence. 13%. The irony is that thousands of mortgage agents across the country have a sign-up rate of 0%. Zero! In other […]
Meeting with new Realtors and converting them into believers in your superpowers is not an easy task. There are a few key things to keep in mind when sitting down with the Realtor and asking them to place their clients in your care. My experience with my top three Realtors for 2015 was as follows: […]
In 2017 success will be determined for many Mortgage Brokers by one single ability: The ability to communicate clearly, effectively, and strategically. This was always the cornerstone of any significant success, but this year it will be the cornerstone of even modest success. When a client calls and asks that inevitable question, ‘what’s your […]
This is a compilation of thoughts, ideas and actions taken during two four day (bi)annual conferences attended a few years ago. From each of these two conferences I drew more value and actionable content than from just about all conferences combined that I have ever attended previously. Not because the conferences themselves were radically different from […]
Leave the office for a day and wow, just wow! I love the smell of fresh mortgage policy in the morning! Re the recent qualifying-rate change, we all have the ‘what’ is happening part sorted out. As for details on the who, where, and why, I can only offer some personal opinion at this point, […]
A snippet from Volume 2 of Be The Better Broker. I will share with you one of the best tips (for my own sanity) that flowed from the many mastermind sessions I have been a part of. The comment made was to ‘create an “end-of-workday” ritual’. My ritual is connected to my Excel client-tracking spreadsheet. […]
Want to ruin your evening? How about wipe out an entire night’s sleep? It is this simple; have a look at your texts or emails just before settling into bed. Here are two magic words that can transform your evenings, and ensure significantly better sleep: airplane mode Pick a time, mine is […]
Be the expert, not just another order taker Clients often (nearly always) request a 5-year fixed mortgage. The easy, and the lazy, path is to simply give them what they ask for. However our role as Brokers is to be the expert advisor, not simply an order taker. Advise Our role is to present options, […]