THE FINANCIAL FUTURE OF THE LOAN OFFICER

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The duties of a loan officer are so much more than assisting a borrower with their loan application. This job is really about listening, advising and problem-solving. While there are only so many loan products on the market, there are millions of scenarios borrowers face. Their current assets, income, debt and credit must be taken […]

THE RULE OF 80/20

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This year may be all about “2020 vision,” but I’m going to ask you to narrow your focus. The numbers I like to envision are 80/20. This theory says that 20 percent of your efforts will account for 80 percent of your overall results. Also known as the Pareto Principle, this rule helps you maximize […]

LIVE LIKE YOU WERE DYING

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What would you say if you knew those words would be some of the last anyone ever heard from you? There are probably the token “I love you”s, to be sure. Maybe a few “I’m sorry”s mixed in as well. But we’re not talking about the sort of life-and-death, plane-falling-from-the-sky type words we send to […]