Thanks to those able to make either of the Dallas Round-Tables yesterday. I enjoyed hearing what you had to say about Best, and Basic, Business Practices. In particular, with the constant changes in our industry, it is always good to think about “what could I have done 6 months ago that would have made today better.”
Even better, to ponder on the commonalities of those loan officers that have lower lows even in the down-times; what do they do month-end-year-out that gives them steady business.
One question I asked the participants was “what 3 things could you do to improve your business?” Here are some of the responses:
• Time Management
• Patience
• Return phone calls
• Training on DO/LP
• Product Knowledge
• Follow-Up
• Organization
• Punctuality
• Farming for new business
• Follow-Up after closing
• Web site usage
• Customer Service
• Marketing
• Communication
• Knowing the client
• Be a better technician of the business
• Change management
• Focus on vision/goals
By far, the top 3 points of discussion were on Time Management/Organization, Training, and Marketing.
The last few minutes of each discussion was spent talking about how one can increase their productivity by learning to extend Smart Trust.
So, instead of me rambling on, I’ll let the participants post their comments (or criticisms) and we’ll continue the discussions below.
(Note: it can take a few minutes for the comments to clear and be posted.)
Danny
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1 comment:
Thanks Danny for taking the time to talk to us about our business and what WE can do to improve.
Sometimes, most times, I want to just blame others when something doesn't go right. But you know, there is always something that I could have done better.
I hope you continue with these round tables. It was really good to set there and talk about the subjects you presented - and to listen to what you and others had to say.
I look forward to the Trust Workshops
Thanks
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