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How to Manage Your Time Better And Celebrate Your Wins- Playbook Coaching Call

Next Level Loan Officers

Release Date: 10/03/2019

How to Show Your Clients You Appreciate Them w/Janell Schmittling show art How to Show Your Clients You Appreciate Them w/Janell Schmittling

Next Level Loan Officers

Real estate is a people’s business, so for the best results, we need to build long-lasting relationships that encourage repeat business. How do client appreciation events help build relationships, and how big should our events be? Can referral partners impact our relationships with clients? On this episode, Janell Schmittling, managing broker at Homes By Janell, shares how to show clients we appreciate them. Client appreciation events are one way to check in and see if clients need anything more we can offer. -Janell Schmittling   Three Things We Learned From This Episode Host client...

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Next Level Loan Officers

For longevity in the mortgage industry, our clients and referral partners have to be aware of us. How can we become more well-known in the industry? How can we approach new referral partnerships, and how do we know when we have enough partners? On this episode, branch manager at Nations Lending and host of the What Are You Made Of? podcast, Mike Ciorrocco, shares how to grow our public profiles and stop letting fear hold us back from success.    Don’t let fear of rejection get in the way of making calls. Even the most successful people on the planet have haters. -Sean Zalmanoff...

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Next Level Loan Officers

Many loan officers feel the need to close as many deals as possible within a short period, but doing so could actually be doing us more harm than good. Should we be spending more time building trust with clients, or is it ever a good idea to seek short-term successes? Are we putting ourselves at an advantage by giving our clients the wrong advice if it means we are guaranteed a deal? On this episode, Next Level coaching client and loan officer at Spire Financial, Matt Deluzio, shares why we have to become more focused on our long-term aspirations.  Too many great salespeople are only...

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Next Level Loan Officers

For loan officers who are new to Instagram, the thought of publishing visual content can feel like an overwhelming challenge. How can we ease ourselves into using the platform, and create an audience for ourselves? What are Instagram Story ‘Highlights’, and why should we be using them? On this episode, social media guru, Megan Anderson, shares why we should be using Instagram Stories to boost our online profiles.  Instagram Stories are viewed more than individual posts, so they’re the perfect place to share content. -Megan Anderson   Three Things We Learned From This Episode...

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Next Level Loan Officers

When it comes to marketing ourselves, real estate agents and LOs often struggle with building authentic brands, creating good content, targeting the right audience and shiny object syndrome. What is the first step we need to take before doing any type of marketing activity? Why is it so important for us to niche down? How can we leverage video content so that our brands are stronger? On this episode, Mike Cuevas, The Real Estate Marketing Dude, talks about how we can be authentic in our marketing and why that’s the key to success. Your circle is the number one group you need to market to,...

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How to Manage Your Time Better And Celebrate Your Wins- Playbook Coaching Call show art How to Manage Your Time Better And Celebrate Your Wins- Playbook Coaching Call

Next Level Loan Officers

It’s impossible to run a race without knowing where the finish line is. In relation to our business, we need to set up time frames to achieve our goals and pay attention to every step we take on the way to success. How can we plan our time more effectively? Why do we need to take stock of the victories and failures we live through each day? On this episode, we share a coaching call introducing the Next Level Playbook, and explain why it’s so important to plan and record every move we make. It’s important to know where the finish line is, so we can plan to reach it the right way. -Shane...

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Next Level Loan Officers

At some point in our lives, some of us have felt like we’re not the smartest people in the room. Does that mean we’re not destined to succeed? Are there ways we can develop our intelligence and get ahead in the game? On this episode, we explain why curiosity is as important for success as IQ. It’s vital to be curious in your business. -Kenneth Travis   Three Things We Learned From This Episode IQ isn’t everything (02:52- 04:51) IQ is something we’re born with; some people are naturally better at solving problems than others. There’s very little we can do to change our IQ...

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Next Level Loan Officers

We’re often warned to prepare for an impending recession, but sometimes the information we learn through the media isn’t an accurate reflection of the state of the market. How can we observe clues of an impending recession ourselves? Is it possible for us to keep winning in business when the market inevitably drops - or should we be preparing for the worst? On this episode, CEO of MBS Highway, Barry Habib shares why we need to rethink what we know about recessions, and offers insight on how we can continue to thrive. Focus on the road ahead, not the obstructions. Do it in driving and...

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Next Level Loan Officers

Our industry seems to be bombarded with changes from all sides; from new competitors to an inevitable shift in market conditions. Do we stand to benefit from any of these changes? How can we stay ahead of the curve and continue to see great results for years to come? On this episode, we share how to make the most of what’s to come. There’s never been a time like this where loan officers have so much opportunity. Don’t let this pass you by, because our current situation offers a chance to really generate wealth. -Kellen Vaughan   Three Things We Learned From This Episode Use the...

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Next Level Loan Officers

Our experiences in childhood have the ability to shape us as adults. How can we recognize how our experiences affect us today? Which parts of our personalities should we be building upon, and which should we be receding from? On this episode, Derek Fertig shares how he turned his life around and how it positively affected his personal life at home and his professional life in his business. When you focus on the money side of it, remember that it can be both good and bad. -Derek Fertig   Three Things We Learned From This Episode Acknowledge your flaws (10:38- 11:43)...

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More Episodes

It’s impossible to run a race without knowing where the finish line is. In relation to our business, we need to set up time frames to achieve our goals and pay attention to every step we take on the way to success. How can we plan our time more effectively? Why do we need to take stock of the victories and failures we live through each day?

On this episode, we share a coaching call introducing the Next Level Playbook, and explain why it’s so important to plan and record every move we make.


It’s important to know where the finish line is, so we can plan to reach it the right way.
-Shane Kidwell

 

Three Things We Learned From This Episode

Understand the finish line (24:51 - 25:37)

It’s extremely difficult to reach long-term goals if we don’t set up time frames in which we’d like to achieve them. Plan annual goals in advance. This should be an honest process, if we know we’re unable to reach certain goals in a year, we shouldn’t be including them. This is about what we can achieve, not anyone else.  

Celebrate victories and record losses (25:56 - 27:00)

Write down daily goals and check them off the list as they’re completed. This helps us celebrate the small victories. It also gives us an opportunity to see where we failed. Once we see what we haven’t achieved, it’s up to us to work out what held us back, so we can avoid it from happening in the future. 

Crowd source wins (34:50- 35:59)

We need to share our progress with the people in our coaching groups. By sharing what we’ve done right, we can help others see the same great results we have. Sharing also benefits us, because when we inevitably have ‘off’ days, our peers will be able to remind us how we’ve done well in the past. 


Success requires planning and analytics; we can’t expect to see amazing results if we don’t know what our goals are or have a plan in place to achieve them.
To be successful, we have to plan in advance and set up realistic time frames for ourselves. We also have to record every move we make, even the ones that brought about poor results. Analytics are vital if we want to win in our businesses.