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The Question That Stops Prospects in Their Tracks

by Shaun Heuerman | Jun 27, 2019 | Sales Process

Finding it more difficult to get the attention of prospects “shopping” for a mortgage rate?? They’re busier than ever, and they already have a bank…so why on Earth would they want to sit down and listen to you? If your answer is “we have...

Stop Scaring Away New Prospects with Old Tactics

by Shaun Heuerman | Jun 20, 2019 | Sales Process

  A prospect just walked into your bank, and you have 60 seconds to woo him, GO…. Your heart probably just skipped a beat, and your head began racing through a plethora of old sales approaches you’ve used in the past. The reality is…this small window of...

Why Average Sales People Stay Average and How to Get More Out of Them

by Shaun Heuerman | Jun 13, 2019 | Sales & Marketing

What does your job description say for your lenders…? Let me guess; an HR wordsmithed version of “get loans” … The problem is, you don’t want loans, you want to profit. Your superstars get this, and that’s why they excel. But your good, but not yet...

5 Steps to Bullet-Proof Accountability

by Shaun Heuerman | May 16, 2019 | High Performance, Workplace Culture

Accountability is a funny thing. Everybody wants it from their team, but accountability for what? Accountability for attendance? For work completed? For “doing what you say you’ll do?” Sure, but those aren’t game-changers… What you really want is accountability for...

Do you have a “sales prevention” department?

by Shaun Heuerman | Feb 11, 2015 | Sales Process

Do you have a “sales prevention” department? It happens every day, all day in almost every bank. The phone rings. A well-meaning staff person answers politely. The inquirer asks, “What are your mortgage rates?” to which the well-meaning staff person...
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