Skip The Learning Curve

Strategies for Appointment Scheduling and Client Engagement


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Tyler agreed with Michael and that aiming to schedule 10 appointments daily prepares us for the week ahead, emphasizing the importance of volume in sales, whether in mortgages or final expenses. Using a river-crossing analogy, he stresses that more activity leads to overcoming obstacles. Essential steps include setting appointments and ensuring attendance at presentations, maintaining positivity even if people don't show up. He also allows three chances before moving on to new opportunities. Tyler also stated that Zoom appointments are more reliable, with one recent session involving a thorough application walkthrough, demonstrating the effectiveness of hands-on approaches over scripted interactions. We recommend focusing on script familiarity, conducting Zoom calls, and mastering the application process to foster client trust and rapport.

If you're looking for more information on Real Financial to work with Tyler, Brad Lea & Andy Elliott, go here: https://realfinancial.com/Brad Lea & Andy Elliott, go here:https://realfinancial.com/
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Skip The Learning CurveBy Tyler Glennon

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