This is our time to Play to Win! Hear strategies from Elevate Head Coach, Aaron Gordon, featuring Elevate Level 2 Coaches, Frank Ruzicka, Karen Camblin, and Rob DiGiore. Build solid relationships and expand your professional network, business to business referrals, and personal network. We believe in being high tech, high touch, and are committed to the customer experience.
Communicate the way your customer wants to be communicated with!
Table of Contents
Call recording
Check out the call recording and remember - Interactions present opportunities!
Pro tips
- Target insurance agents and other industry professionals
- Customer annual reviews - get in the habit of asking:
- Who else do they work with?
- Insurance agent, planners, etc.
- What's it like working with these individuals?
- What do you like about them?
- Who else do they work with?
- Grow your business-to-business local network
- Loan amounts don't matter! It's the relationship that does. If you do a good job, you will do 2-3 more transactions throughout the course of their life.
Resources
Did you know?
We have great marketing ready to go for Affinity programs! Please reach out to your Field marketing Manager at MarketingCoordinators@guildmortgage.net for more information on the process and getting started!
Customize and print the All About You form from Send360!
- Search "All About You"