Month: May 2023

What’s A Real Lead And What’s NOT

May 18, 2023

Episode 70

In this episode, I chat with Coach Kristin Simpson, fellow Loan Officer Breakfast Club co-host, about leads. 

We had a discussion on the Loan Officer Breakfast Club that was initiated from a question asked that was about getting leads quickly from real estate agents.

Sometimes we can get leads quickly from a real estate agent, but, what’s the real nature of those leads? It can feel exciting to start getting leads from a “new to us” agent, but we need to define how real these leads are and how to handle them appropriately. 

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

FYI – It’s Best to Start at the Beginning

May 11, 2023

Episode 69

In this episode, I personally get very transparent about my re-entry into the mortgage business as a street-level loan officer. Spoiler alert, it’s not going as easy as I thought it would.

I think that this podcast is great for newer originators that are looking to start adding team members, and it’s also a very good podcast for those, like me, who have been at this for decades. What a humbling experience this has been for me. But even though it’s been humbling, it’s been exciting at the same time.

The good news is, I’ve got this. So please tune in and let me share my journey with you. As I progress along, I’ll continue to document my new venture into a space that I’ve occupied for over 30 years. In the end, I WILL leave a wonderful legacy for my children – watch me.

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

It’s Not What You Make, It’s What You Save

May 4, 2023

Episode 68

In this episode, I interview my dear friend and mentor, Carl White, and we sit down and talk about saving money. Carl is one of the few coaches in our industry that has a plan for saving money. He was taught many years ago by a very well off individual the rule of 25%. Needless to say it’s made Carl a very successful person. Carl also shares the plan he learned and adopted for us all to learn from. This is one of the best episodes I’ve ever had the privilege to do. I hope you enjoy it. 

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.