Kickstart Your Week ~ Synergy and Consistency
Quick recap
The meeting began with technical difficulties and personal updates, including discussions about Mother's Day celebrations and upcoming events. Guest speakers Vito and Megan were introduced, with Vito sharing insights on successful strategies for loan officers in his branch. The group watched a video about seizing opportunities in life and discussed the importance of collaboration, consistent marketing efforts, and maintaining a positive attitude in the face of challenges.
Next steps
Loan officers to consider going into the office regularly to collaborate and share ideas with colleagues.
Branch managers to implement a visual scoreboard in the office to track team performance and create healthy competition.
Loan officers to establish or join a mastermind group for accountability and idea sharing.
Team members to conduct monthly events for referral partners, bringing in speakers on relevant topics.
Loan officers to follow up with event attendees through handwritten notes, video messages, or phone calls.
Team members to poll referral partners about desired topics for future events.
Loan officers to track weekly activities, including social media posts, voice-to-voice contacts, and face-to-face meetings with referral partners.
Team members to utilize Chat GPT for creating content for social media and newsletters.
Loan officers to implement theme days for different activities throughout the week (e.g., Mondays for referral partner calls, Tuesdays for agent updates).
Team members interested in personal scoreboard templates to reach out to Cathy for the form.
Summary
Seizing Opportunities in Life
Cathy opens the meeting by welcoming participants and introducing a video about seizing opportunities in life. After the video, she introduces Vito and Megan as guest speakers for the day. Vito, a producing branch manager near Chicago, shares that he has been with Fairway for nearly 8 years and helped 85 families last year, while his branch assisted over 400. Cathy praises Megan for recreating herself in a new market and relates her experience to the video's message about pursuing dreams.
Vito's Strategies for Loan Officers
Vito shares insights on successful strategies for loan officers in his branch, emphasizing the importance of collaboration and office presence. He discusses the value of weekly mastermind sessions, consistent marketing efforts, and maintaining daily disciplines. Vito also highlights the effectiveness of hosting regular events for referral partners and using visual scoreboards to foster healthy competition. The discussion underscores the benefits of teamwork, accountability, and maintaining a positive attitude in the face of rejection.