Week Thirty Eight Action Sheet
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Question 1 of 4
1. Question
CONSIDER.
MARKETING – WHAT IS THE INDUSTRY DOING? WHAT ARE YOUR COMPETITORS DOING?
CHECK.
GO ONLINE, CHECK OUT THEIR SOCIAL MEDIA PLATFORMS, SPEND TIME IN THEIR LOCAL COMMUNITY ASK THEIR REFERRERS.
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Question 2 of 4
2. Question
SEEK.
ASK YOUR AGGREGATOR WHAT THEY EXPECT FROM YOU.
ASK YOUR AGGREGATOR AND BDM’S ABOUT GOVERNMENT LEGISLATION, BEST INTEREST DUTY, AND COMPLIANCE TO ENSURE YOU STAY AHEAD OF THE GAME.
AN INTRODUCTION FROM YOUR AGGREGATOR TO YOUR PEERS IN OTHER STATES WHO ARE ‘KICKING GOALS’.
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Question 3 of 4
3. Question
RESEARCH.
THE PROCESSES AND SYSTEMS PROVIDED BY YOUR AGGREGATOR.
THE PROCESSES AND SYSTEMS USED BY YOUR PEERS. IS IT A THIRD-PARTY SYSTEM?
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Question 4 of 4
4. Question
REFINE.
KEEP REFINING YOUR SYSTEMS BUT SHARE THEM WITH YOUR AGGREGATOR AND LENDER BDMS AS THEY WILL BE ABLE TO DETERMINE VERY QUICKLY IF THERE IS SOMETHING YOU NEED TO ADDRESS. THEIR INSIGHT WILL BE PRICELESS AS THEY HAVE A WINDOW INTO WHAT OTHER BROKERS ARE DOING RIGHT OR WRONG, BETTER, OR WORSE.
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This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.
Grading can be reviewed and adjusted.Grading can be reviewed and adjusted. -