How to Master Face-to-Face Meetings with Agents

Meeting with agents you don’t know can be kind of scary, right?

What do you say? How do you make the RIGHT impression? Should there be a call to action at the end of the meeting? <Insert a million other questions that’ll run through your mind when you’re preparing for that initial meeting>

On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone address all of those questions, plus give you a detailed road map of exactly what to do and say during the meetings to build realtor relationships that actually produce referrals!

Here’s what you’ll learn in this episode:
-A step-by-step plan for meeting with agents
-The do’s and don’ts of agent meetings
-How to set the tone of your meetings to create engagement
-Call to action planning and scripting
-The power of choosing who you do business with

A Process for Building Relationships with Top Agents – Laying the Foundation

All too often, we see Loan Officers swing and miss when it comes to successfully building referral partner relationships with top agents in their area.

The thing is – what you do before you get up to bat is just as important as what you do when you’re getting ready to swing.

On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone showcase their combined approach to building referral partner relationships that’ll give you a unique edge above the competition and help you get “in front” of agents before you’ve even met!

Here’s what you’ll learn in this episode:

  • Referral marketing – putting a plan in place
  • How to qualify agents for optimal results
  • Setting the stage for creating new relationships
  • 4 ways to influence by interaction
  • Facebook ad content for targeting top agents

How to Market to Your Database to Generate Leads – The Offline Edition

Want to learn a strategy that’ll help you connect and engage with your past database AND produce referrals?

Most loan officers tend to shy away from calling their past database because they either don’t know what to say, or because they think it has been “too long” and it’ll seem “weird” if they call now.
On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone chat about how to overcome both of those roadblocks by sharing the exact plan Carl uses to market to his database, which consistently generates 1-3 leads per month per 100 people in his database!

Here’s what you’ll learn in this episode:
• Calling your past database: who to call, when to call & how often
• Scripts for calling – what to say & topics to avoid
• Key phrases that act as psychological triggers
• How to create a know, like & trust dynamic with clients
• 2 resources that’ll help keep you on track and save time

How to Market to Your Database to Generate Leads – The Online Edition

The premiere episode kicks off with a step-by-step online database marketing strategy that will set you apart from the competition, increase your exposure, and produce real results you can take to the bank!

Here’s what you’ll learn in this episode:
• Online database marketing: Setup, Implementation, & Results
• How to bring the human element into your marketing materials
• The #1 topic to avoid that will alienate half your database
• Emailing and texting – how often is too often?
• Optimizing your database marketing to save time and energy

No database? Cool thing about this strategy is that you don’t need a database to put it into action! We remove that obstacle right off the bat, so make sure to pay close attention at 2:25 for exact details…