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.
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…
When you work on having a round 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.
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.
What happens when you find yourself thinking that it may be time for a change? It may be to another team or a whole new company. Or it may be a change within yourself. How do we know when it’s the right time to jump into action?
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 1 –
• Identifying your ”Why?”
• How to make an honest assessment.
• Identifying your desired work environment.
• Are you self-sabotaging yourself?
We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.