Next Level Loan Officers

Creating an Exceptional Experience w/Shawn Richard

June 23, 2021 Next Level Loan Officers Season 1 Episode 115
Next Level Loan Officers
Creating an Exceptional Experience w/Shawn Richard
Chapters
Next Level Loan Officers
Creating an Exceptional Experience w/Shawn Richard
Jun 23, 2021 Season 1 Episode 115
Next Level Loan Officers

On this episode Shawn Richard joins Kellen and Sean to talk about how he has built his business around creating an exceptional experience. Shawn goes into the importance of the client concierge position and how that plays a crucial role in creating a memorable brand that generates referrals. 

2:33 Intro to Shawn

7:40 Customer service from the team

11:00 Client concierge

14:30 Creating an exceptional experience

19:20 The stats

Quotes:

“My first mistake was thinking that being a loan officer was easier than it was and not putting in the work.”

“It is rare these days that companies want to perform on a high level where people are compelled to come back and bring others.”

 “I want to give great service, but honestly I want to create an exceptional experience.”

Key Takeaways: 

Absorb knowledge from those who are better than you.

Be so good that people want to come back to you.

Buy back your time and create a great experience by hiring a client concierge.  

Strive to create an experience where they remember you long after the transaction is done. 

People appreciate good service, but they will always remember a great experience.

Links:

 

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h

 

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/

 

Text the word: nextlevel to 36260 to download our app

Show Notes

On this episode Shawn Richard joins Kellen and Sean to talk about how he has built his business around creating an exceptional experience. Shawn goes into the importance of the client concierge position and how that plays a crucial role in creating a memorable brand that generates referrals. 

2:33 Intro to Shawn

7:40 Customer service from the team

11:00 Client concierge

14:30 Creating an exceptional experience

19:20 The stats

Quotes:

“My first mistake was thinking that being a loan officer was easier than it was and not putting in the work.”

“It is rare these days that companies want to perform on a high level where people are compelled to come back and bring others.”

 “I want to give great service, but honestly I want to create an exceptional experience.”

Key Takeaways: 

Absorb knowledge from those who are better than you.

Be so good that people want to come back to you.

Buy back your time and create a great experience by hiring a client concierge.  

Strive to create an experience where they remember you long after the transaction is done. 

People appreciate good service, but they will always remember a great experience.

Links:

 

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h

 

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/

 

Text the word: nextlevel to 36260 to download our app