214 Behind the Jargon: What Clients Don’t Understand

In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success!

Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships.

Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy.

00:20 A Change in Host

02:45 Meet Christina and Taylor

06:10 Don’t Forget the Millenials

07:45 Acronym Trivia

12:40 Just Saying It Isn’t Actually Knowing It

15:45 A Picture is Worth a Thousand Words

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