Loan Officer Team Training with Irene Duford

“There’s no way you’re going to achieve much in life without sacrificing something.”

Today's guest is a successful dentist and business, a great husband and father and a wonderful son in law to me. Dr. Chris Christensen joins me to discuss his own journey into dentistry and how investing in himself and his team has changed his business for the better. He's got so much to share with each of you.

We open up with the story of why Chris chose dentistry, talk about how COVID was a reset for many businesses and how our thoughts create emotions, emotions create actions and actions create results.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Contact Dr. Chris Christensen

Comfort Dental Cottonwood

9401 Coors Blvd. NW

Albuquerque, NM 87114

505-890-2773

01:08 - Why Dentistry?

04:07 - What success habits did dental school give Chris?

08:05 - The shift for Chris & family

08:57 - The $2 Story

12:10 - Dr. Christensen’s new practice

14:20 - the influence of Chris father

15:40 - What would you change?

20:40 - Success comes down to knowing what you want & being clear about it

21:44 - Dentistry through COVID

24:30 - how did Chris train his staff & team?

28:00 - SWET - Same Way Every Time

29:05 - How does Chris invest in himself?

35:00 - If you’re not investing in yourself you’re going to stay right where you are

38:30 - The power of self talk

41:25 - Something that’s helping Chris as a businessman & family man

44:30 - Chris’ exposure to the Freedom Club

“In America you can do just about anything you want to do (for a career), so you should love what you do!”

Today's guest has had a profound impact on me and my family, and I’m excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend who’s got so much to share with each of you.

We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find Roberto’s InfluenceOlogy: https://www.influenceology.com/

00:45 - The event that changed Irene’s life (and introduced her to Roberto)

01:55 - What is Influenceology?

05:33 - When did Roberto know that he wanted to teach people how to influence for good?

06:55 - Roberto sets a goal to work for Tony Robbins

10:00 - Why love is at the center of everything Roberto does

14:33 - become a great leader, your goals have to be beyond your own pocketbook

16:50 - Love is the answer to every question

18:30 - difference between being perfect & being awesome

20:29 - How Roberto overcomes limiting beliefs

23:45 - Roberto’s self-talk routine

25:30 - best leaders are also students

26:00 - How has having a team made a difference

30:00 - Roberto’s thoughts on Loan Team Training

33:30 - You can’t communicate in the same way to different people

36:05 - If Roberto could do it over again, what would he do differently?

38:28 - What is Roberto excited to be working on right now?

40:40 - Words of encouragement for business owners

Sometimes, it just comes down to doing what needs done.

Today's guest is a firecracker and I’m excited to have her on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen Conley is a great loan officer, a fantastic coach and a resource of great insight for anyone trying to build consistent habits. She's got so much to share with each of you.

We open up with what COVID taught us, talk about the power of a team and fantastic customer service, and how anything is possible when you break it down into small actions!

Find Jen’s podcast at https://loanofficerunplugged.com/

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:50 - Who is Jen Conley?

02:00 - COVID taught us you don’t have to just work where you live

04:40 - How Jen & Irene met

08:07 - You just have to do what needs done

10:05 - “The chick-fil-a of the mortgage business”

13:04 - The hardest thing for Jen to do in the Freedom Club

15:00 - Irene’s promise to herself

18:22 - What’s the one thing about having a great team that makes a difference?

21:45 - How do you manage time BEFORE you build your team?

22:30 - Use an alarm system to create a habit

24:30 - Breaking big problems into little pieces

27:20 - What’s a habit that makes Jen successful?

31:00 - “Queen of the hard to do loans”

31:55 - a down market is when generational wealth is made

36:00 - Thank you & Goodbyes

A real estate agent coaching loan officers on how to build relationships with real estate agents.

Today's guest has been a top producer for 27 years, has been a friend for years and I'm excited to talk with her. Mary Carroll is a great realtor, a fantastic coach and capable of impacting people directly and powerfully. She's got so much to share with each of you.

We open up with the story of how and why Mary entered coaching, talk about the power of a team and good leaders, and talk about some of our favorite books to boot!

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:22 - A little about Mary

01:40 - Irene’s gift of building an accepting community!

04:45 - When did Mary know she wanted to be a coach?

08:20 - Carl White as a leader

11:50 - Thoughts on the market

13:05 - How does Mary recharge?

16:35 - How has having a team made a difference?

19:55 - Time for Transparency

23:07 - Why Irene is passionate about support & education

25:00 - Loan Assistance Mortgage Training Boot Camp

29:50 - Client Conversion Training

31:35 - A book that’s had a big influence on Mary

33:30 - Irene’s favorite book

“Having a repeatable process, a checklist to use every time is one of the most important details we talk about“

My second guest has been a delight to me for years and I’m excited to share him with you all. Kenny Duford is my son and an excellent Loan Partner & Coach in our Traning company. He’s got a natural ability to explain complex concepts simply and I know it’ll come across here in this discussion.

We open up with the origin of Kenny’s entry to the business discussing mindset, training and the LoanTeamTraining.com courses in depth.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:39 - Kenny Duford’s Loan Officer Origin Story

01:25 - What Kenny LOVES about being a Loan Partner

03:35 - How do you maintain the right mindset?

04:45 - How important is team training?

06:50 - What are the biggest takeaways for support staff?

08:05 - What was Kenny’s training like?

10:45 - What is IN Loan Team Training?

13:20 - How staff can get referrals W/O feeling “salesy”

17:10 - Client Conversion Training

20:45 - Loan Assistant Mortgage Training Boot Camp - Mortgage 101

22:00 - LoanTeamTraining.com

22:30 - How is working with family?

25:45 - What are some of the steps Kenny took to bring success?

28:45 - What habit or routine makes a difference for Kenny?

31:12 - What’s Kenny excited about right NOW?

“You think having an assistant is expensive, but NOT having one is what’s costing you!”

Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and he’s been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when you’re off the clock.

Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”

Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Find more from Carl at: https://www.linkedin.com/in/marketinganimals/

Highlights -

01:25 - “Tell me a little about the podcast…”

02:59 - The biggest mistake LO’s make

04:00 - The mistake of waiting to hire

05:15 - Pressure Makes Diamonds

11:50 - How to know you have the right assistant?

15:00 - “They’re not rejecting me, they’re rejecting YOU!”

16:20 - We’re all not the same. Tasks, abilities & aptitudes all differ.

19:40 - “But I can’t afford an assistant!”

20:36 - In a down market, “Put more ore on the belt!”

22:30 - Get into your prospecting BUBBLE!

25:00 - “Don’t give someone a 75 mile head start in a 79 mile race.”

28:00 - Simplicity aids implementation

31:00 - “Humility is a learned skill, & it’s almost never through positive things!”

34:10 - Goodbyes

35:10 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com

Interviews with successful loan originators, team members, branch managers and others who have secrets to share to help us all nurture and develop a success mindset.

This is a show for Mortgage Industry pros looking to build a successful team, as well as anyone looking to be inspired toward action and success! Irene brings almost 4 decades of experience in the industry to you and your team through this weekly podcast. Subscribe today and share with colleagues who would find value!

Get Loan Team Training for YOUR Team: loanteamtraining.com