Kickstart Your Week ~ Challenge Yourself & Grow
Quick recap
The team discussed personal updates, including family and weekend activities, and introduced new members to the group. They also shared their experiences and strategies for maintaining a dynamic business environment, focusing on building strong relationships with clients and referral partners, and the use of video in their operations. The conversation ended with a discussion on effective marketing and social media engagement, and the importance of setting boundaries and respecting one's own time.
Next steps
Lisa to revamp existing video content for Total Expert milestones to make them more natural.
Lisa's team to start implementing video follow-ups every other week for people who have applied to keep them engaged.
Loan officers to reach out to Total Expert support for help with implementing video content in their marketing campaigns.
Loan officers to schedule deliberate time blocks in their calendars for marketing, client meetings, and out-of-office activities.
Loan officers to set boundaries with realtor partners to ensure mutual respect and proper use of services.
Fairway team members to review Lisa's social media content on the LTW Group page for inspiration and ideas.
Loan officers to consider implementing athletic or activity-based events for realtor meetings to diversify engagement opportunities.
Summary
Nino's Journey and Lisa's Motivation
Nino shared his personal journey of starting Apple and being fired, which he later realized was a blessing in disguise. He emphasized the importance of finding one's passion and doing what they love. He then introduced Lisa Wiles, who has been with Fairway for three years and in the business for 22 years. Nino asked Lisa what drives her and keeps her motivated after two decades in the industry.
Dynamic Business Strategy and Relationships
Lisa discussed her approach to maintaining a dynamic business environment by constantly changing strategies and focusing on building strong relationships with clients and referral partners. She attributed a 62% growth in her business to her decision to focus on sales and delegate management tasks to her team captain. Lisa emphasized the importance of being adaptable in the current market and positioning her business for success when rates improve. She also shared her daily routine, which includes dedicated time for meetings with clients and partners, as well as personal activities like lunch or happy hours.
Embracing Physical Activities for Connections
Lisa emphasized the importance of stepping out of one's comfort zone and engaging in physical activities like pickleball to foster natural conversations and build relationships. She shared her experience of picking up a large condo project while playing pickleball, highlighting the ease of conversation that comes with movement. Nino and Beth agreed, suggesting that physical activities could be a way to connect with clients and prospects. The team also discussed the value of asking clients about their interests and hobbies to find common ground and build rapport.
Video Usage in Business Operations
Lisa and Nino discussed the use of video in their business operations. Lisa explained how they use video in various stages of the transaction process, from introducing their team to clients to providing pre-approval updates. She also mentioned using video for follow-ups with clients and for sending pre-approval letters to list agents. Lisa uses the app BombBomb for quick video recordings. Nino suggested reaching out to Total Expert for assistance in setting up video features, as they have a good support team. Lisa agreed, noting that while setting up the video features was initially challenging, it has since become more manageable.
Effective Marketing and Social Media
Lisa and Nino discussed strategies for effective marketing and social media engagement. Lisa emphasized the importance of creating a strong brand and using humor to connect with their audience. She also highlighted the need for deliberate scheduling and setting boundaries with realtors to maintain a healthy partnership. Nino agreed, suggesting that Lisa's approach could be a model for other loan officers. They also discussed the importance of respecting one's own time and setting boundaries to avoid being taken advantage of.
Admiration for Lisa's Sales Approach
In the meeting, Beth expressed her admiration for Lisa and her passion for her work. Nino then took over the meeting, emphasizing the importance of recording the session for future reference. He also encouraged the team to implement some of Lisa's ideas into their own work. Peter and Lisa shared their appreciation for Lisa's approach to sales, highlighting her ability to connect with clients and her emphasis on fun. Nino ended the conversation by encouraging the team to reach out for support and to have a great week.