Loan Officer Coaching

New Year Message

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This time of year can put people in the mood to reminisce, get nostalgic, and think about the good – and not so good – things that happened in the last year.

Personally, I go a little further in my thinking about things because I know somebody is smiling down on me. Because there is just no way a guy like me could achieve what I have on my own.

Let me just say upfront that God has been good to me.

Things have not always happened in what I thought was right timing but, in hindsight, they happened in the best possible timing.

Like when I had to take a chemistry course that I really wasn’t interested in but, once I got there, I was really interested in a beautiful young lady that was also taking that class.

Naturally, she was way better at that class than I was, so I made the best of that and got her to share her notes with me.

I charmed Maria with all my best moves (which, if you know me, are pretty limited).

Somehow she looked past all that and married me anyway.

To this day, that was the single best thing that ever happened to me. The second best thing was having my kids.

It’s really important to give credit where it belongs, whatever and whoever that means to you.

By giving thanks, you acknowledge that you are open to receiving more help and abundance and opportunities.

You remember that there is a bigger picture in everything that happens in life and, sometimes, the best skill you have is to enjoy the ride and give thanks for what you know is coming – especially if you can’t see what that means yet.

When it comes to my business, I give thanks to every ADGO (Another Darn Growth Opportunity) I’ve had in the past year.

Why?

Because they challenged me to rise to the occasion.

I needed to get outside my comfort zone and show up in a different way.

I had to learn something new to get through it. And yes, those things have happened in my business in 2021 in a special way.

People sometimes look at my life and think it’s all roses and sunshine but I am not here to blow smoke – it gets real for me too sometimes.

The bigger the stakes, the greater the potential for a fall.

I may not always handle it with the sophistication and refinement I’d like to have in the moment, but I am transparent with whatever is happening and look to help create the best possible outcome for everyone.

That’s one of my secrets – just show up and try to help things be better.

I also give thanks for each and every member of the Loan Officer Freedom Club because they inspire me to do better and go farther in my business so I can report back what’s working and what isn’t.

I am grateful for those who listen to the Loan Officer Freedom Podcast, and the people who connect with me on social media, and my business partners. 

Without all of you, I wouldn’t have the ability to help as many people as I / we can today.

To my mortgage loan customers who entrusted me with their future, I have been honored to use my skills, network, systems and experience to help you have the home to support you and your family in living your best life.

You help me stay on my toes so I can pay it forward to my students, my colleagues, my peers and my industry.

Another secret that has served me well is to honor each of my mentors – you know who you are – along the way has been a game-changer for me.

From deep conversations to mindset shifts to paradigm busters to war room strategies to busting my chops on stepping up, I appreciate each of you more than words can say. 

Because of you, I have the ability to help more people in ways that I couldn’t even imagine before you.

Did I make it to where I am on my own?

In a word, no.

Have I screwed up along the way? Have I fallen short sometimes?

Sure, a few times epically.

But I just got up and worked on being a better person because / despite it.

I am one blessed guy to be where I am and it all happened because I just kept showing up, putting one foot in front of the other, with God’s guidance and Maria at my side.

But I wish everyone who reads this to have that same kind of blessings and the smarts to know where the credit really belongs.

Being grateful for what you have only opens the door to receiving more of what you want. I’m living proof of it.

Forever grateful

5 Things You May Need to Change to Get Better Results

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You’re tuned in to the right episode if you want to start 2022 strong and with changes to improve your mortgage business. 

On this episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers, my buddy Steve Kyles and I run down the 5 things you may need to change to get better results in 2022. 

From your money-making activities to having the “right” referral partners, we’ll hit on the actions you’ll need to take and the reasons behind them. 

Listen in for the 5 things and commit to an awesome 2022! 

Don’t forget to subscribe to Loan Officer Freedom so you’ll never miss an episode! 

Ready to map out your business plan for 2022? Schedule Here

That’s way close enough

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Shoot for great, not “perfect”.

80% gets you close enough.  This will keep you from “Analysis Paralysis”.

The cool part is you can get to “80%” in just 20% of the time.  It’s that final “20%” that takes all the time and may not even be necessary.

For example, I trained an assistant to call prospective referral partners on my behalf to set up coffee appointments for me.  (I get it, doesn’t sound sexy but has made me millions of $$).

After his first 2 weeks of training, he was able to schedule about 80% as many appointments as I could do if I made the calls myself. 

That’s close enough!!!
It took another 6 months or so, (relying on my memory here) for him to get about the same results as me.

But truth be known, the extra time I spent training him, from week 2 to 6 months, may have not been worth the effort of going from 80% to 100%.

I see so many LOs worry about “getting it perfect”.

Which inevitably leads to the analysis paralysis which results in no action being actually taken, which results in zero results vs 80% results.

Just know that your “80%” far exceeds most people who are striving for 100% but never actually take action.

It’s really sad to see the wonderful things passed by that life can give them if they would simply take “imperfect” action.

I believe in YOU!

Video Continues to Be Front and Center

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Listen in to the #1 podcast for loan officers in the country, Loan Officer Freedom, and join me as I chat with a very good friend of mine who also happens to be an advisor here at The Mortgage Marketing Animals, Ginger Bell.

Ginger and I recently co-wrote the book titled ‘Leadership Video Planner’, which lays out the a-z’s of how to make video, what to make videos about, and how to use those videos the most efficient way possible.  Within the pages of this book, we drop 52 ideas and topics for video creation. And as an act of coolness, we will even be sending you emails with examples of those ideas with purchase. Get your copy at www.LeadershipVideoPlanner.com. 

Studies show that video has taken over the digital world by bringing celebrity status to those that use it in the simplest ways possible. Gone are the days of an elaborate studio, excessive makeup, or even a perfect script. It’s all about being real, human, and who you are. 

Video not only humanizes you, which is a large part of building relationships in the mortgage business, but it allows people to get to know you even though you don’t know them (yet).

You’ve got to tune in to hear why I feel this is one of the most powerful tools I’ve ever used and why I believe Ginger and her incredible knowledge is a gift to the mortgage industry. 

Learn more about how you can use video in your marketing. Schedule a free call here with one of our coaches.

Loan Officer Freedom