In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!
Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.
01:15 Meet Brian
03:00 A Need for a Coach
06:00 Role Evolution
08:45 Hungry for Information
10:00 Play the Long Game
13:00 Find the Magic Number
14:25 Think Outside the Box
16:20 Take More Action
17:45 Catalyst for Extra Effort
19:05 How to Find New Excitement
22:45 It All Comes Back to Conversations
24:45 Brian’s Top Tactic
26:40 There’s No Secret Sauce
30:00 Double Down
CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community
TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/
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