Podcasts

In this three-part series, Carl White and branch manager/top LO Adriana Bates help map out the best way for you to find success in your business, whether you stay where you are, or branch out on your own.

The final episode of the series addresses that you did the thing, and now you’re a standalone Loan Officer. What now?

Tune in as Adriana details what exactly she did to hit the ground running when she started her own branch, and how she kept her old referrals while adding new clients through marketing and automation.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Do you really need a better price to compete? On this episode of Loan Officer Freedom, the number 1 podcast for Loan Officers in the world, I speak to my mentor and business partner, Kevin Gillespie about how to handle leads calling to ask about your rates. One thing to understand is that we all get shopped sometimes and no one has the “best rates”, but the key is to have balance. There are three key items to take note of in order to have balance…

• At what level are you priced
• Your compensation
• Your support & services

When you work on having around balance it’ll make the conversation around “what’s your rate” that much easier. Want to know how to have that balance? We discuss that and more on today’s episode.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Kevin Gillespie
Regional Manager & Branch Manager at SMP

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next?

In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision.

Here’s a taste of what we’ll go over in part 2 –
• How to deal with the Fear of making a change in your business.
• Setting up a backup plan.
• How to be transparent about you transition and why it’s better for your clients.
• How to really sell your team and promote YOU Inc.

We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

Have you ever found yourself thinking that it may be time for a change in your work environment? The change may be to a new team or another company. How do we know when it’s the right time to make the change, and what steps do we need to take before we transition?

That’s what I’m talking about today! In this three-part series, I speak to my good friend Adriana Bates, a Branch Manager at Bates Mortgage, about the steps she took when she realized she needed to make a transition to a new company. If you’re considering making a transition yourself, stay tuned. We take out all the guesswork as we share a detailed guide about what to do, when to do it, and how to make it through to the other side successfully.

We’ll review:

• How to identify your desired work environment
• Identifying your “why”
• How to stay successful and professional while positioning yourself for a transition

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

How do you get more referrals from the activity you’re likely already doing? That is what I’m discussing on today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers. Today, I speak to a very special guest, Doug Cadaret. Doug and I have known each other for years now and I’m happy to say on this episode he will share the 4 questions you need to keep in mind in order to attract and retain referral partners.

Doug will share his thoughts around:

• How LOs get more referrals from the activities they’re already doing.
• Being intentional with your actions
• How you should define a successful transaction

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Doug Cadaret
Co-Founder, Agent Mastermind University