The Collective Podcast

The Four Seasons of a Client: Part 1


Listen Later

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/ 

...more
View all episodesView all episodes
Download on the App Store

The Collective PodcastBy The Collective Coaching

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

52 ratings


More shows like The Collective Podcast

View all
Loan Officer Leadership by Steve Kyles

Loan Officer Leadership

218 Listeners

Mortgage Marketing Radio by Mortgage Marketing Radio

Mortgage Marketing Radio

265 Listeners

It's a Good Life by Brian Buffini

It's a Good Life

2,524 Listeners

Loan Officer Freedom by Carl White

Loan Officer Freedom

755 Listeners

Bedros Keuilian Podcast Show by Bedros Keuilian

Bedros Keuilian Podcast Show

2,262 Listeners

Art of Mortgage Marketing by Doren Aldana

Art of Mortgage Marketing

12 Listeners

Mortgage Marketing Expert by Phil Treadwell

Mortgage Marketing Expert

63 Listeners

AIME Podcast Network by AIME Podcast Network

AIME Podcast Network

72 Listeners

The Loan Officer Podcast by Dustin Owen

The Loan Officer Podcast

195 Listeners

HousingWire Daily by HousingWire

HousingWire Daily

158 Listeners

Loan Officer Marketing with Chris Johnstone by Chris Johnstone

Loan Officer Marketing with Chris Johnstone

16 Listeners

Good. Better. Broker. by Justin White

Good. Better. Broker.

51 Listeners

Mortgage Loan Officer Podcast by Frank Garay

Mortgage Loan Officer Podcast

26 Listeners

The 360 Experience by Tim Braheem

The 360 Experience

23 Listeners

Coaching with Chris by Coaching with Chris Vinson

Coaching with Chris

3 Listeners