The Collective Podcast

Mastering Face-to-Face Meetings

Next Level Loan Officers Season 1 Episode 226

In this week’s episode join Kennth Travis and Shane Kidwell as they delve into the final segment of our comprehensive six-part series. This episode centers around the art of in-person meetings and the strategies for nurturing meaningful connections with your referral partners, ultimately fostering increased business opportunities.

1:58 – Recap of the 5,4,3,2,1 Strategy

4:03 – What is a Face-to-Face Meeting

10:33 – Working with Realtors

25:14 – What to do After Meeting People

Takeaways:

Approach conversations as opportunities to cultivate relationships. Every exchange is a chance to plant seeds for future partnerships.

Even on days without pre-scheduled meetings, maintain your effort. Don't give up on your daily activities that contribute to success.

Don't hesitate to ask for business. Confidence in your abilities is crucial for creating lasting partnerships.

Continuous improvement and expertise are essential. Be a professional in your field to secure deals and trust from partners.

Quotes:

“If you want this to be your best year ever, you’re going to have to do thing a little more urgently and with a little more intensity.”

“A true salesman is always looking for ways to make the sale and close the deal and make a connection.”

“If you do the other aspects of the 5,4,3,2,1 that will get you the meetings.”

“The hard part isn’t getting someone to say they will meet you; it's about getting that cold lead and converting that into a lifelong partnership.”      

“It’s so important as you’re having conversations with these referral partners that you talk to them as though you’re equals, you’re peers, you’re partners.”

“If you come in from the mindset of, I need them more than they need me you’re going to give up some of your business and personal values.”

“It’s so important to get to know them. Do less talking and do more listening.”

“If you go into that meeting with the intent of taking and not giving, you are going to lose.”

 

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/