I'll often become frustrated with advice offered to mortgage brokers. I routinely find messaging to consistof nothing but cherry-picked anecdotes, post-hoc sophistry, and false dichotomies, and the antiquated guidance seems impervious to best practice or critical thinking.
Fun fact: There are more coaches in the finance industy than mortgage brokers (disclaimer: it only feels this way).
Most brokers don't need 'coaching' - they need solutions... and we're very clear with our managed clients: we're facilitators, not coaches.
We want to expose some of the systems we use, so if you've got a larger business, give us a call and we'll come by and demo some methods. The catch? We'll film it.
This attached text came earlier tonight. Podcast pending.
