one else could do a better job and it is easier to just do it myself.
CRACK THE BOTTLENECK I was in a bottleneck situation because of my inability to let go, and my insatiable appetite to control everything. Sound familiar? When I was able to slow down enough to think through my business, I was able to recognize that one of the reasons I was experiencing a revolving door of referrals wasn’t because of me, it was because of the systems that were created to build a killer customer experience. If I could duplicate the experience and the systems utilizing team members, I’d get more of my time back. So, I made the choice to hire others to help me with tasks I dreaded, and within a few months, we broke through that glass ceiling; and not just to 19 loans per month, but right on up to 26, and then 30 and more. I had created a client attraction system, which in turn saved time and therefore allowed me more personal time to pursue the things I loved (like competitive ballroom dancing, boating, competitive shooting, “dates” with my husband, children and grandchildren).
BE PRESENT IN ALL ASPECTS There would be no stopping our team, resulting in over $1 billion funding, during a time when I began to transition into full-time speaking, coaching and podcasting. More than just the funding volume increasing;
> Planet Home
Lending has named Jim McDonald as chief marketing officer.
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my personal and professional relationships excelled as well. Then there was my psychological state. I was present in all aspects of my life. To my surprise I attracted even more people, which allowed me to continue to work less, live more and grow my business. Looking back, I’m dumbfounded as to why I spent so many years sabotaging everything that was so important to me. Imagine the results you could be experiencing right now, if you could make this type of pivot in your business? Ten years after my “restaurant” experience, there I was yet again, this time spending a month with my husband in Europe sitting on the balcony of our hotel in Barcelona, Spain. I gazed across and looked at him, thinking and feeling so free-spirited, relaxed, present, and experiencing life. In that moment, I realized that my business was growing and running smoothly back home… without me! And that felt good.
During 15 of her 37 years in the mortgage industry, Jen Du Plessis has been listed in the top 1% of loan officers nationwide; spending three years in the top 200 of nationally ranked originators and has funded over $1 billion in mortgage loans. She has been seen and heard on Good Morning America, Sirus/XM Radio, Voice America and Mortgage News Network.
> CMG Financial
and Berkshire Hathaway HomeServices Drysdale Properties announced that their joint venture, Welcome Home Funding, will be led by John Dutra, president.
Lifestyle Business Mastery
Often, we know what to do; but not how to do it. Let me introduce you to the five Lifestyle Business Mastery strategies, that implemented effectively and properly, can lead you to achieving more success (whether financial or personal). Clarity: Are you clear about your core values? What you truly want in life? What fulfills you? What are your priorities? Is your marketing message clear and consistent? Does it align with your values? Does your brand align with your message? Credibility: What have you done to improve yourself personally and professionally? Certifications? Designations? Are you a master influencer in your area? Are you known for a specific niche or product, or are you selling anything to anyone? Do your clients see you as an expert? Community: Are you nurturing or neglecting your database? Do you have systems to ensure regular engagement? Are you working with the right people? Saying no to the wrong people? What retention plan do you have in place? Communication: Do you have value-added systems in place to attract referral partners? What kind of client experience are you creating? Is it consistent? Are your systems in your head or easy to implement? Continuity: Would your calendar show consistency in your daily routine for leads, processing, retention and referral partner contact? Are you tracking and measuring your activities and results? Do you have an accountability partner? A mentor or coach? Are you scheduling time for you FIRST? Very simply, these are the five areas I’ve focused on for years, even now. The simplicity is astounding, yet so many continue with the chaos. —Jen Du Plessis
> LenderClose
has announced the addition of Vice President of Client Relations Timothy Hall to its growing team.
> LERETA
announced the appointment of P.A. (Paul) Larkins, a 35year banking and financial services executive, as its chairman.
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