Pod or Assembly – Which Model Is Best for Your Team?

Pod or Assembly – Which Model Is Best for Your Team?

It’s clear you need a team to close more loans – that’s just how it works. Think of yourself as the rainmaker who circulates in your community and gets loans in the door. From there, your team needs to handle the details. There are two primary operating models...
Make the Most of Your Meeting Time

Make the Most of Your Meeting Time

Is the time you spend in meetings an investment or an expense of time and resources? This is a serious topic so I’m going to be more ‘business-y’ than I usually am… why? Because business runs on information, decisions and action; meetings only help with one of those...
How to Win at the Telephone Game Every Time

How to Win at the Telephone Game Every Time

It would make sense that loan officers should answer their phone to ensure personally their customers and referral partners are happy, right? Wrong. I’m here to tell you that it creates problems when loan officers have their cell numbers listed on their business...
Your Investments Reveal Your Values

Your Investments Reveal Your Values

Where attention goes, energy flows. That’s a fact. If you’re not paying attention to something, it is irrelevant or less significant than whatever it is that has your attention. But have you considered what that really means? I talk to loan officers every day who...