Week Twelve Action Sheet
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Question 1 of 5
1. Question
FOR YOUR NEXT THREE MEETINGS.
Take the time to analyse and write down when you felt most comfortable and the outcomes you then produced for your clients through your appointment session.
Ask your clients for feedback on your approach.
Ps* this can also be through your process if your are support to a mortgage Broker/Lon Writer.
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Question 2 of 5
2. Question
MEETING 1.
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Question 3 of 5
3. Question
MEETING 2.
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Question 4 of 5
4. Question
MEETING 3.
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Question 5 of 5
5. Question
Create 3 to 6 bullet points now on what makes up for your comfort zone and build your whole play around that:
E.G –
1. What they can expect of you through this session and this process
2. What you will be expecting of them
3. Process and outcomes they seek – how this may look
4. Why one bank usually against another
You get the feel here – take this next week and build yours with the feedback you get from your clients and what puts you in your own groove.
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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. -