Can a salesperson really count on their SOI? With so many agents “coming and going” from the business, and so many loan officers closing less than one million per month in purchase loans, clearly all parties need other reliable, effective, ongoing lead sources.

What we need is multiple “referral partners.” And we need presentations that intrigue those sources to introduce you. To the CPA, you must appear as a specialist. The same is true of the investor, the relocation company, the builder, the financial planner, the divorce attorney, the estate liquidator and so many other referral sources. Demographic marketing is different than geographic. It is more onpoint. It has greater potential as there is often a single-source that can influence a lead pipeline.

Your marketing, your branding, your presentation when customized with specific messaging, will equip you to dominate that market and receive years of referrals. We build wealth when we build value. Do you have a pipeline idea?

To create wealth, and freedom, the team is the surest pathway. It is rare to find an agent or loan officer that was self-made. Each of us can only do so much personal production. Our time is finite. When you have a team, a tremendous amount of opportunity opens up. For more insight on this concept, click learn more below.

Are you new to the business or perhaps stuck at a production level? In order to breakthrough, it is often necessary to “break from” the low producing activities. As your consultant / coach, I will equip you to get on the right path, things that have high payoff.