Podcasts

Getting rid of the craziness…

When it comes to hiring an assistant, these are the three most common excuses I hear from LO’s:
1. “I only close 10 (or less) a year now. I can’t afford to hire an assistant.”
2. “My company won’t hire an assistant for me until I close X amount of loans a month.”
3. “An assistant would be nice, but I can manage on my own.”

Here’s the thing – No matter where you’re at in your business, you need help. Honestly, you can’t afford to NOT have help.
On a consistent basis with the loan officers I coach, I see their businesses double within 12 months (usually way less than that) from hiring a talented assistant who frees them up to concentrate on high pay-off activities to secure a constant flow of business.
In this episode, we brought back my good friend and Freedom Club coach, Ralph Watkins. Ralph has a knack for finding and utilizing assistants, and he’s here to walk us through the entire process!

Here’s a sampling of some of what Carl and Ralph discuss in this episode:

• The mindset for successful team building
• How to close more loans while working less
• A list of tasks your assistant should do
• Investing ahead to create continual growth
• How to establish an accountability dynamic
• And much more!!

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest

Beware the LO Roller Coaster…

Do you have a month where you’re on fire and closing an amazing amount of loans, and then the next month the number of loans you close drops drastically and you can’t figure out why?

If that sounds like you, chances are you’re on what we like to call the “loan officer roller coaster.” In other words, you bring in new business, and then get stuck in the minutia of the loan process which takes you away from doing the activities that brought in the loans during the month you were on fire and smashing it.

It’s easier than you think to unbuckle your seatbelt and get off of the “loan officer roller coaster,” but there are specific exercises and steps to take to create clarity and stability within in your business. To chat about how to do just that, we’re joined by Ralph Watkins who specializes in coaching loan professionals around the country on this exact topic!

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest