Banking & Housing Full-Day Business Event
PART 1: LOAN OFFICERS: 5 Habits of Highly Effective LO's
8:30am: Coffee & Registration for Loan Officers
9am: Dr. Bruce = 5-Habits Overview
9:30am: Ian Bennett = Habit 1 (Pitch)
10am: Joey Abdullah = Habit 2 (Prospecting)
10:30am: Jerre Allyn = Habit 3 (Follow-Up)
11am: Shelby Barrett = Habit 4 (Customer Experience)
11:30am: Fabbiana Vecchiarelli = Habit 5 (Marketing)
12-12:15pm: Dr. Bruce = Mortgage Wrap-Up
PART 2: 2023 Business Planning for Agents
12:15-1pm: Lunch & Registration for Agents
1-3:30pm = 3 P’s to Production for Agents
1-2pm: Eric Sachs = Performance Goals
2-3pm: Dr. Bruce = Productivity
3-3:30pm: Eric & Bruce = Pipeline & Wrap-Up
SOCIAL HOUR: 3:30-4:30pm (LO's & Agents)
**NOTE: Loan Officers are welcomed to stay the whole day. Bring your favorite real estate agents to your table!
Discussion
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