Wheel of… LO Sales

Categories: things you can be an expert in

  1. Prospecting
    • Asking for business?
    • Be driven, relentless, be a bulldog
    • Pound phones, impactful meetings, massive events
  2. Products
    • Know the who (programs, brokers)
    • Know the what (the details, guidelines
    • Know the how (get the hard deal done)
  3. People
    • Relationships – being liked, like others, caring, etc. 
    • Control the Borrowers – set expectations, communicate well, etc. 
    • Leadership – be someone that people      Rwant to follow, emulate 
  4. Scripts
    • Standard scripts 
    • Mastering scripts
    • Overcoming objections
  5. Processes
    • Checklist, systems, etc. 
    • Meticulous, detailed, clean files
    • Predictable and consistent outcomes 
  6. Marketing
    • Fill the funnel 
    • Be you, be creative
    • Provide ideas
  7. Profit
    • Be good with money
    • Help others with money (borrowers, partners, etc.)
    • How to make, save, and give
  8. Support (more for the Managers in the room)
    • Inspire and empower 
    • Coach, accountability
    • Provide support
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