Mortgage Originators review more financial information about a client’s personal financial portfolio than any other financial professional. In a world where credit card and student loan debt are at the highest levels in history, loan originators – and their team members – need to expand their financial expertise beyond the loan.
Knowing how to review documents, identify areas for financial improvement, develop a financial plan, and educate and present each plan to a client is an imperative part of the loan process. Providing this extra step to a client that has entrusted an originator with their largest financial commitment (a mortgage loan) will help build a client’s financial future as well as an originator’s financial future! In this power-packed presentation, Jodee will dig into how you can:
– Become the Educator
– Deliver the Facts and Figures – Numbers Do Not Lie
– Uncover Opportunity in Every Loan File
– Build the Long-term Plan – Make Your Client’s Vision a Reality
– Plant the Seeds to Grow Your, and Your Client’s, Financial Future!
– Practice, Practice, Practice
– Educate and Earn!
Length of Time : 60 – 90 Minutes
The real estate market has been in a constant state of pivoting motion. Record volume levels of both refinance and purchase transactions have left many originators, and their teams, feeling overwhelmed, burned out, frustrated, and unable to balance their lives personally and professionally.
Personal goals and dreams have been pushed aside and visions blurred by these turbulent markets. These markets are not something that we can control, but planning our future is something we can.
Planning, dreaming, and crafting a vision, both personally and professionally, are essentialmpieces to a well-balanced, productive, thriving life. In this workshop-style presentation, attendees will walk away with the tools, techniques and knowledge to:
– Understand the four pillars of balance and identify strengths / weaknesses
– Break the burnout cycle & lead by example by setting boundaries
– Reflect on the past year & uncover earning opportunities for the future
– Write a detailed plan with a purpose and a vision
– Reap the rewards of the three r’s…..revisit, recharge, rewrite
Length of Time : 1 – 3 Hours
Each attendee will receive a workbook with all the tools necessary to build, plan and thrive in 2022.
This presentation is designed as a workshop-style presentation, a presentation that can be given either online or in person.
About Jodee Brydges
Jodee is an Author, Loan Originator, Money Mindfulness Coach, and Speaker. Jodee has spent over three decades in the financial industry coaching, educating and analyzing the financial well-being of individuals of all ages, backgrounds and income levels.
Driven by a passion to improve the financial well-being of individuals, Jodee began her speaking career presenting on a variety of financial topics to small groups in her local marketplace, which have since grown to large audiences, nationally.
With decades of financial experience, Jodee realized that millions of people are struggling financially. Basic financial literacy is no longer taught in schools and often not taught at home. This is causing financial stress for all ages, income levels and backgrounds.
Recognizing this need inspired Jodee to author and publish “Digging Out – A Practical Guide to Getting Out of Debt & Paving the Path to a Secure Financial Future”. Sharing her knowledge and expertise will help mortgage originators differentiate themselves in a competitive marketplace by going above and beyond the mortgage application!
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