Loan Officer Leadership

426. How to Turn Past Clients Into Future Closings (Without Being Salesy)


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Welcome to Loan Officer Leadership, your #1 podcast for Loan Officers who are looking for structure and success.

Your past clients want to hear from you. They just forgot you're still in the business.

In this episode, your host, Steve Kyles shares a simple system to turn old relationships into new referrals—without cold-calling or sounding salesy.

If you've been silent for too long, this is the wake-up strategy you've been waiting for.

Here's what you'll walk away with:

  • The stat that's costing you repeat closings—and how to fix it
  • The exact reactivation system Stephanie used to restart her pipeline
  • The 4-step Retargeting Rhythm: Teach, Tell, Touch, Sell
  • How to reconnect with your sphere without being pushy

If you're tired of watching your database go cold, book a strategy call now at www.FreedomPlanningCall.com.

And when you do, you'll receive the Warm List Activator—a simple tool to uncover 50+ people who already know, like, and trust you but haven't heard from you in a while.

This episode wraps up the 4-part mini-series on building predictable income. Now it's time to take action.

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Loan Officer LeadershipBy Steve Kyles

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