Motivation to produce many closed loan transactions to satisfy customers, employers, and oneself is necessary to earn commissions and sustain a decent standard of living for one’ s family. It’ s important to remember that while professional success is crucial, maintaining a healthy worklife balance is equally significant. This balance ensures that we succeed in our careers and personal lives, providing a sense of reassurance and support.
Resources designed to magnify the value of time effectiveness have become a combination of motivation and technology, including software programs, online databases, and sufficient hardware. These resources are tools and our support systems on the journey toward success. There are more brilliant programs than anyone would ever dream possible. The same applies to implementation, training, and daily execution. Learning to perform well with a horse and a saddle still requires good training and daily practice. With these resources, we are empowered and equipped to take control of our success.
Structured planning breeds individualism, personal happiness, and sovereignty, improving civil society for future generations. Success also serves as an example for friends, associates, kids, and family. It is a great motivator and the best revenge for those who doubt us. It’ s about achieving financial success and finding personal happiness and sovereignty in our journey, inspiring those around us, and contributing to a better future. activities, prioritizes their importance, and schedules each personal and professional goal. For example, a loan agent who solicits prospective borrowers for financing— usually a loan secured by real property— should have a preplanned written daily action plan and outbound call system with a weekly activity schedule. Following this plan can bring a
sense of accomplishment and keep you motivated.
The loan agent or other salesperson has multiple tasks:
• Identify a qualified lead.
• Pursue getting an appointment.
• Make a sales presentation.
• Explain the benefits.
• Answer questions.
• Handle the objections.
• Ask for the order( closing).
• Close the transaction.
• Or repeat 2 through 6 again.
Suggestions for creating an action plan.
• Define your ' universe of possibilities ', which is the total of all potential leads combined in your network and the other professionals, such as real estate agents, financial advisors, and attorneys, who correspondingly have their network. This number represents the maximum potential leads you can tap into and is crucial for setting realistic sales targets.
• How many prospects can I manage to contact daily and weekly?
• How frequently should I follow up with prospects? Is the answer 30, 60, 90, or more days?
• Do I have a written script for verbal conversations and email marketing?( The language‘ script’ may be formal or informal based on your product, personality, and past relationship with the person).
A platform for change:
A written action plan is not just a piece of paper. It’ s a practical roadmap to our success. It contains a daily list of
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