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Casual Articles - Loan Officer Marketing With A Different Approach
Decking the Halls While Running Your Business It’s the holiday season, and, with all the decking of halls, jingling of bells and lighting of candles, it’s getting harder and harder to keep your mind on work.What to do when business still must move forward, but your heart is really on wrapping presents, holiday parties, and relaxing by a chestnut-roasting fire?This is a time of year for reflecting, spending time with family, and taking in the sights and sounds of the holidays. I actua • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discus Chances are it seems that way to your prospects as well. You certainly aren’t the only loan officer that is actively marketing to realtors and clients. Many times these messages blend together, making it difficult to distinguish one loan officer from another. There are methods of loan officer marketing yourself that are creative and make you seem different than the rest of the loan officers. One of the best ways of establishing yourself as an expert with your prospects is to turn yourself into a teacher. You don’t have to assume a formal teaching position. Simply offering seminars and training sessions to agents is a great way to introduce yourself and establish your abilities as a mortgage expert. Teaching a seminar isn’t very complicated. But when you teach a class, you become memorable to your prospect. There aren’t a lot of loan officers that are willing to speak to a group. Most people convince themselves that they don’t have the skills to teach. But with a little organization, you can develop a compelling seminar. When your seminar is interesting, you cement that memory with your prospects as a knowledgeable resource. You have their undivided attention for a period of time. They will always associate the seminar with you. You make a subconscious connection with the prospect. There is a strategy that will help you develop a powerful seminar. Follow this basic course outline to develop a course that is a successful training tool. Before you start working on your class, sit down and ask yourself some questions that will help you refine your class: • Who is your target audience – are you focusing on a certain niche group? If you are focusing on agents that help first time buyers, it would be a waste of their time and yours to discuss topics like jumbo loans, since few first time buyers are eligible for this loan. • What are your objectives? At the end of the training, what do you hope your audience will be able to accomplish? What are two or three concepts that each person attending will learn? • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discuss You don’t have to assume a formal teaching position. Simply offering seminars and training sessions to agents is a great way to introduce yourself and establish your abilities as a mortgage expert. Teaching a seminar isn’t very complicated. But when you teach a class, you become memorable to your prospect. There aren’t a lot of loan officers that are willing to speak to a group. Most people convince themselves that they don’t have the skills to teach. But with a little organization, you can develop a compelling seminar. When your seminar is interesting, you cement that memory with your prospects as a knowledgeable resource. You have their undivided attention for a period of time. They will always associate the seminar with you. You make a subconscious connection with the prospect. There is a strategy that will help you develop a powerful seminar. Follow this basic course outline to develop a course that is a successful training tool. Before you start working on your class, sit down and ask yourself some questions that will help you refine your class: • Who is your target audience – are you focusing on a certain niche group? If you are focusing on agents that help first time buyers, it would be a waste of their time and yours to discuss topics like jumbo loans, since few first time buyers are eligible for this loan. • What are your objectives? At the end of the training, what do you hope your audience will be able to accomplish? What are two or three concepts that each person attending will learn? • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discus When your seminar is interesting, you cement that memory with your prospects as a knowledgeable resource. You have their undivided attention for a period of time. They will always associate the seminar with you. You make a subconscious connection with the prospect. There is a strategy that will help you develop a powerful seminar. Follow this basic course outline to develop a course that is a successful training tool. Before you start working on your class, sit down and ask yourself some questions that will help you refine your class: • Who is your target audience – are you focusing on a certain niche group? If you are focusing on agents that help first time buyers, it would be a waste of their time and yours to discuss topics like jumbo loans, since few first time buyers are eligible for this loan. • What are your objectives? At the end of the training, what do you hope your audience will be able to accomplish? What are two or three concepts that each person attending will learn? • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discus Before you start working on your class, sit down and ask yourself some questions that will help you refine your class: • Who is your target audience – are you focusing on a certain niche group? If you are focusing on agents that help first time buyers, it would be a waste of their time and yours to discuss topics like jumbo loans, since few first time buyers are eligible for this loan. • What are your objectives? At the end of the training, what do you hope your audience will be able to accomplish? What are two or three concepts that each person attending will learn? • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discus • What do you want to accomplish? Do you want the training to be a method for introducing your services? Are you hoping to get loan applications, or are you merely hoping for an opportunity to schedule a follow up visit with the realtor? • What do you want the prospect to do next? If it’s a potential client, do you want them to schedule an appointment for a consultation? Do you want realtors to call you for a meeting? After you answer these questions, you’ll have a clearer picture of how you want to structure your presentation. Start with an outline the discusses your main points, then fill in the rest of the presentation based on the answers to your questions above. Keep you discussion lively by encouraging a two-way discussion with lots of opportunity to ask questions and connect with your audience. Remember that repetition is a key element of successful learning, so don’t be afraid to repeat information in a variety of different ways. Teaching a seminar or class is a great way to employ loan officer marketing to a new group of prospects and a wonderful method for establishing a relationship with prospects with no pressure, and best of all, no pestering.
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