Greg shares how follow up with his clients and annual cash flow reviews have set him apart and helps him generate ongoing referrals.
He recently won Mortgage Broker of the year in 2013.
Years as a Broker: 25
Brokerage: Mortgage Architects
Team Size: 4
[shadowbox]”Your job is 90% attitude and 10% effort.” – Unknown[/shadowbox]
GREG’S BOOK RECOMMENDATION
WHAT I LEARNED
[1st listen] Annual reviews are critical to the ongoing care of your clients. However to do this properly you need to begin with this in the very first meeting. I have added a cash flow work sheet to my application process. I explain the importance of figuring out their ideal number before we have our first meeting. I then review their cash flow with them during the first meeting.
What one thing are you going to change or improve after listening to this interview?