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Tangible strategies to leverage against your competition and generate leads from the easiest & obvious sources
Beat Your Competition
Understand exactly who is your competition and want to set yourself apart from the crowd? Tangible strategies including scripts and templates that you can leverage against your competition while addressing objections from your clients and their influencers. Learn how to add value, differentiate and build a strong loyal client base without it costing you commission!
Buy Down Calculator
Unique template designed specifically for Mortgage Agents to determine what deals to buy down rate on and the effects it will have on your commission.
Existing Clients
A database of customers is crucial to the longevity of your business and succession planning! Create raving fans by constantly and effectively communicating your brand and offering using these templates, scripts and tools. Keep in touch with your customers to ensure you and your brand stay top of mind. Strategies and content that will keep them coming back to you.
Friends and Family
Tools, systems and processes to ensure that you maximize referrals from your friends & family. Receive scripts, resources, social media and a business plan. Even launch your own Friends & Family Program to create your own raving fans and sales team. Learn strategies to preserve and manage your relationships, while maximizing the opportunity to grow your business.
Real Estate Agents
Working with realtor’s can be a strategic win-win. Learn how to develop a mutually beneficial relationship that works without rate sheets or sharing your commission! Learn how to strategically identify and find the right realtor and then introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that ensures endless referrals.
Networking
Whether chatting with a neighbor or attending a packed networking event, there is an art to being remembered and maximizing your time and the opportunity. Tools, scripts, templates, systems and processes to ensure that you make a lasting impression that will impact your business with endless referrals. Learn how to develop multiple elevator pitches that wow!
Financial Planners
Working with financial planner can be a strategic win-win. Learn how to develop a mutually beneficial relationship and maximize the opportunities to access the same client demographics. Learn how to strategically identify common ground and introduce yourself effectively with value and impact. Tools and techniques that build and maintain a relationship that endures.