Next Level Loan Officers

The Four Seasons of a Client: Part 1

December 26, 2023 Next Level Loan Officers Season 1 Episode 243
Next Level Loan Officers
The Four Seasons of a Client: Part 1
Show Notes

Join Shane Kidwell and Sean Zalmanoff in this week's episode as they break down parts of a client and parts of a transaction to help everybody work on their business as they move forward into the new year. Listen up as they talk about strategy over ideas, the importance of price transparency, and effective online engagement to transform your approach with leads.

 

01:09 – The Importance of Strategy

03:01 – The Seasons of a Client

05:46 – The Lead Season

07:10 – The Trust Building Season

09:35 – Price Transparency and Authenticity

12:58 – Building an Online Presence

15:19 – Content Creation and Education

19:45 – Nurturing Leads and Market Updates

22:22 – The Impact of Authenticity and Engagement

 

Takeaways:

There is a need for specific, actionable plans with clear goals and outcomes to drive business and personal actions rather than vague ideas. 

Price Transparency is key in building trust with leads early on.

Even minimal engagement can lead to significant leads which is why building an online presence and being yourself in social media is important.

Use ChatGPT and transcription tools to quickly make and repurpose content. Aim for brief, even one-minute videos work well.

Staying in touch with your leads by regularly sharing market updates and useful information showcases your expertise and maintains engagement.

 

Quotes:

“Less ideas. A lot more strategies.”

“We don’t quote rates soon enough.”

“What is a lead? Well, that is really anyone that should, would, could become a client.”

“Embrace who you are. If you are a dad, if you are a mountain biker. Embrace those things because everybody’s looking at you.”

“Although it’s about trust, it’s also about education.” 

“One action. Numerous results.”

“You do something for a certain length of time. People know who you are.”

“We work in a relationship industry. This is a people industry, and it's so important that you build a truly authentic, no BS presence online.”

 

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/ 

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ 

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/