Los Angeles, CA (LAX)
TOPIC #1 :
7 STEPS TO 7 FIGURE MORTGAGE SUCCESS
This keynote session is jam-packed with Cindy Ertman’s tried-and-true success strategies including how to build and grow your trusted referral partner network, expand your influence in the marketplace, step up focus on daily income-generating activities, create a high-impact team, eliminate energy drainers and power up your productivity.
Cindy will begin the training session by leading you through her “Mortgage Satisfaction Assessment,” which gauges your satisfaction level in 8 key areas of your business to help you identify areas where you are performing well and areas to consider for improvement.
From the stage, Cindy shares her proven methods to help you identify your core strengths and the value you bring to the marketplace, so you can clearly and confidently convey your value (and your company’s value) to your clients and referral partners.
To achieve maximum levels of success, Cindy incorporates her top 3 tactics for creating and maintaining a high-impact and engaged team. She will also share her strategies and scripts for executing a key referral partner strategy which has had a strong success rate for Loan Originators all across the country to build and grow their referral partnerships.
Cindy will teach you her step-by-step Connection to Conversion Training Strategy that teaches you how to differentiate yourself in a crowded market with a refreshing value proposition that creates solid, loyal partnerships and leaves your referral partners wanting MORE!
Your training culminates with Cindy powerfully engaging and leading you through several hands-on exercises, scripts, and guides to help you identify the key areas of your business that need improvement, establish clear and specific goals, and develop a 90-Day action plan in order to achieve those goals.
You will walk away from this powerful session with a solid game plan and concrete steps that you can begin to implement immediately to build and grow your mortgage business in any market.
Length of Time : 1 – 2 Hours
Cindy Ertman’s Program Highlights for 7 Steps to 7-Figure Mortgage Success
• Step 1: Mortgage Satisfaction Assessment
• Step 2: Discover Your Why and Greatest Strengths
• Step 3: Time is Money Guide
• Step 4: How to Build a High-Impact Team
• Step 5: Execute a Key Referral Partner Strategy
• Step 6: Connection to Conversion
• Step 7: Your 90-Day Mortgage Success Goal Plan
TOPIC #2 :
CONNECTION TO CONVERSION : 3 SIMPLE STEPS TO WIN MORE REFERRALS
There is a lack of loyal relationships in the world today for mortgage originators. Some people have two or three lenders in their back pocket. The loyalty of yesteryear has faded away, and yet, there are still some mortgage professionals that have very devout and committed partners. How do they do it?
In this powerful keynote, Cindy shares her proven Connection to Conversion Training Strategy that teaches you how to differentiate yourself in a crowded market with a refreshing value proposition that creates solid, loyal partnerships and leaves your referral partners wanting MORE!
Cindy delivers her proven step-by-step plan that teaches you exactly how to expand your referral partnerships, increase your production, and grow your income by creating a higher level of value and a deeper level of connection. You will walk away with the exact scripts, questions, and skillsets needed to truly connect with your referral partners in your first meetings and the follow-up meetings.
You will learn how to bring in the human element in a really big way to connect on a much deeper level to create “win-win” lifelong partnerships.
Length of Time : 1 – 2 Hours
Program Highlights for Connection to Conversion: 3 Simple Steps to WIN More Referrals
• Cindy’s NEW ‘first meeting’ strategy – How to handle the initial meeting to build a long and lucrative partnership
• Cindy’s POWER Questions – Cindy’s ‘black book’ of POWER questions to start a meaningful conversation and strategies to keep it on track when it goes off course
• How to ACE the Second Meeting – Cindy teaches you how to set up the second meeting so your new partners are excited to meet with you, and you learn tips and tactics to leverage your expertise to help your partners grow and become valuable team members.
TOPIC #3 :
3 PROVEN STRATEGIES TO JUMPSTART YOUR PRODUCTION
Without a business plan, you don’t know how you are going to get from where you are to where you want to be. It’s like sailing a ship out on the ocean without a destination. Top-Producing Mortgage Loan Originators understand the importance of conducting an annual review of their business plan, mapping out how they will engage with their referral partners, and how they are going to go about creating new relationships.
Cindy kicks off this training by leading you through her “Mortgage Satisfaction Assessment,” which gauges your satisfaction level in 8 key areas of your business to help you identify areas where you are performing well and areas to consider for improvement.
She will then share her most powerful top producer success strategies to increase productivity, focus on daily income-generating and relational activities, and expand your referral partnerships by creating a higher level of value and a deeper level of connection.
This training culminates with Cindy leading you through the process of setting clear and specific goals for 3 key areas of your business that need improvement, and helps you develop your 90-Day action plan in order to achieve those goals.
You will leave this powerful session fully equipped with a solid game plan and concrete steps that you can begin to implement immediately to build and grow your mortgage business in any market.
Length of Time : 1 Hour
Cindy Ertman’s Program Highlights for 3 Proven Strategies to Jumpstart Your Production
• Mortgage Satisfaction Assessment
• Step 1: How to Execute a Top 5 Realtor Referral Plan
• Step 2: Financial Planner Meeting Script
• Step 3: Total Success Blueprint 90-Day Goal Plan
TOPIC #4 :
THE LEADERSHIP EXPERIENCE : 7 KEY STRATEGIES TO BECOMING A TRUSTED, INSPIRING & EFFECTIVE LEADER
As a leader, your role is to inspire, empower and motivate your team, encourage their growth and development, lead them through change, and ensure each one of them can connect to how what they do every day makes a difference. This training will inspire you to make intentional choices to help you become a trusted, inspiring and effective leader.
Cindy will guide you through exercises to help you identify the key areas of your business that need improvement, set clear goals and an action plan to achieve them, and establish a culture that fosters the creativity, growth and development of your team so they can support your shared vision for future success.
Length of Time : 2 – 4 Hours
Cindy Ertman’s Program Highlights for The Leadership Experience: 7 Key Strategies to Becoming a Trusted, Inspiring & Effective Leader
• The Mastermind Experience
Cindy leads you through a powerful 90-minute Mastermind Experience where she breaks the participants into groups to help them quantify what they need to change to get from where they are to quantum leap them to that next level of success as a leader.
• The Art of Leadership Communication
Communication, or lack of it, is where most leaders break down. Are you a dictator, a boss, or truly a great leader? Cindy will teach you her proven strategies and skills to become an effective leader through powerful and masterful communication, how to make your team feel valued and appreciated, and how to reward new ideas and innovative thinking.
• How to Hire, Manage and Inspire a High Impact Team
In this module of the training, Cindy is going to challenge you to expand your thinking around how your team currently operates. You will leave this training with proven strategies and tactics that you can implement immediately to create a shared team vision, improve communication, deepen relationships, and strengthen alignment across the team.
You’ll learn how to motivate, inspire and retain your staff and sales force like never before! Topics covered include: Proven hiring strategies to build a high-impact team, creating the team vision for aligned success, coaching to improve performance, how to manage and inspire a virtual team, team empowerment and letting go, appreciation and recognition and innovation through collaboration.
• How to Manage Your Time and Energy to Maximize Productivity
Sometimes we feel like we are powerless to control our day and our destiny, especially when it comes to our careers and our businesses. The days turn into an endless flurry of emails, voicemails, text messages, meetings, and phone calls, and we find ourselves in a maze of non-productive activities that drain our energy and our valuable time. In this portion of the training, Cindy will teach you her proven practices to better manage your time and energy and increase productivity to the highest levels possible. You’ll learn how to shift your focus to income-producing activities, eliminate your energy drainers, let go of what no longer serves you, and develop healthy habits to master your mindset.
• Your 90-Day Goal Plan to Success
This training culminates with Cindy pushing you to think BIGGER. She will push you outside your comfort zone and help you push past your current glass ceiling of thinking to create Your 90-Day Goal Plan to Success.
If you could accomplish anything you wanted to accomplish in your business over the next 90 days, what would those goals be? Cindy will help you to set your 3 stretch business goals and she will help you to align 3 specific action steps that you need to take to achieve each of your 3 desired goals in the next 90 days.
This powerful process will help you to unleash the power of goal setting, align accountability to stay on track, and take the actions that will lead you to the results you desire. You will walk away from this training with an expanded vision of what’s possible and a clear vision to achieve your highest levels of success as a leader.
About Cindy Ertman
CINDY ERTMAN is a success strategist, mortgage coach, trainer, speaker, best-selling author and is the CEO and founder of The Defining Difference®, a success-based coaching and training company devoted to helping people master the power of intentional choice to create a defining difference in their own lives.
After being acknowledged as one of the Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine for 5 years in a row and being named in the Top 100 Mortgage Loan Originators in the U.S. by Mortgage Originator Magazine for more than a decade, Cindy has now dedicated her life to empowering the growth of others.
Cindy’s goal is to help her clients get more out of life by making powerful, intentional choices to propel their income and achieve their peak performance, nurture their health and wellness, build connected referral relationships and accelerate their success in 7 key areas of their life by removing the blocks that limit their potential.
Cindy is also featured in the new documentary film, The Evolution of Success. This documentary charts the very personal journeys of some of the most successful people in the world, focusing not only on their current successes, but also looking back to when their true calling was just an idea or a dream. This film helps you re-define success and gives you the tools to reach new levels of joy, fulfillment and achievement in every area of your life.
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