Michael White Speaking Topics

 

The Referral Triangle

 

Time:                            90 minutes

Travels From:               West Palm Beach, Florida

Speaking Fee:               $3,500 plus expenses

 

Where do purchase mortgage transactions come from? This guide will quickly show you how top originators get their business and how they leverage that information into a powerful referral engine!

 

Event Topics:

 

·        Understanding where mortgage lead referrals come from

·        Creating a plan to capture leads from all areas

·        Specific step by step actionable activities

·        Creating value for your clients, your referral sources, and yourself

·        How to keep score and accountable to the plan

 

 

 

180 Days to Consistent production with a Plan

 

Time:                            2 ˝ Days (Thursday afternoon through Saturday)

Travels From:               West Palm Beach, Florida

Training Fee:                 $7,500 plus expenses

 

Complete training for loan officers that help understand where purchase business comes from, how to identify potential referral sources and generate huge value for clients and referral sources alike. This training is done at your location and works best in groups of 35 or less. This program includes a complete follow up program to insure implementation and accountability.

 

Event Topics:

 

·        Creating and defining your message

·        Targeting and sharing your message

·        Building your personal book of business

·        Gaining Commitment and Compliance

·        How to generate referral partners and referrals

 

 

 

Event Topics continued:

 

 

·        Creating and action plan and a default schedule

·        Understanding work flow

·        Data basing and Consumer Direct Marketing

·        Building and maintaining relationships

·        Business Planning and Goal Setting

·        Understanding Profitability

 

 

 

Proactive Scheduling

Time:                            90 minutes

Travels From:               West Palm Beach, Florida

Speaking Fee:               $3,500 plus expenses

 

Until you learn to proactively schedule your business, you are compelled to live in a world of reactive behavior. Proactive scheduling helps you understand your relationship between your time and your work. Learn how to identify “gaps” and how to reduce the amount of “starting & stopping” found in most work days.

 

Event Topics:

           

·        Understanding your work week

·        Distributing your workload

·        Defining you workflow

·        Actionable Activities

·        Default work schedules

·        Managing your communications

·        Building in accountability