Paul spent 45 minutes showing you how you can achieve your goals in your mortgage business in the 2023 downturn. This is the recording of the live session. We all know 2023 will be somewhat challenging for the housing market; however, setting identifiable and stimulating goals will lead you to a pathway of quarterly objectives…
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How to Show Your Competence – One of the Three Secrets to Trust
One of the advisers I most admired in my career was a broker called Joss. Behind her desk, in eye view of her clients, was a collage of thank you cards from all her satisfied clients. All her new clients would see these, read a few and immediately feel comfortable with Joss and her competence.…
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British Lions and Mortgage Adviser KPIs
And how these affect you in your mortgage business. I watched the Lions play against Japan the other day and was intrigued as to the coaches high up in the stands. They all had their noses in laptops throughout the game. Why? Well, they were monitoring statistics and metrics or KPIs as we call them.…
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6 Inner Game Changes to Improve Your Advisory Performance
6 Inner Game Changes to Improve Your Advisory Performance Help yourself to “buy into” sales development. This is harder than you might think. Some newly-qualified mortgage advisers believe because they are qualified, then clients have a duty to accept their advice. This is completely untrue. Encourage yourself to follow some Key Performance Indicators of your…
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Mortgage Livestream 2021 March 22 – Inflation and Charging Fees
This morning, Paul talks about CPI, inflation and the basket of goods and services. Plus whether you should charge a fee or not and how to "sell" it. https://dl.dropbox.com/s/unu785za8u5k4m5/Mortgage_Livestream_2021_Mar_22_Podcast.mp3
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