3 Steps To Master Client Meetings

All client meetings (we call them Strategy Sessions) should follow this simple 3-step format:

Now → Goal → Bridge

Most brokers don’t use this format. They just follow their nose based on what the client says and wants. Which is wrong.

We help our members install this as part of our Trusted Advisor framework.

When you get this right… conversions skyrocket… referrals multiply… loan time cycle reduces (i.e you get paid faster) and more.

Great brokers naturally do this, but they don’t understand how to systemise, document and train others to do it as good as them. So they are perpetually locked-in to being the key broker running rinse-and-repeat meetings all day.

Pays well. But it’s boring and not sustainable or saleable.

In this episode of Mortgage Broker Acceleration, you’ll learn how we approach Strategy Sessions and use the 3-step format for maximum impact.

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