EPISODE · May 28, 2024 · 20 MIN
46: Top 5 Client Journey Tips To Implement NOW
from Commission Breath | For Mortgage Brokers & Loan Officers · host Tom Moffat & Brandon Love
WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way. Tom discusses: → The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video. → A workflow for listing Realtors to grow referral partners. → And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back. *** TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → [email protected] 🔫 Bulletproof Compliance Guide *** CONNECT 📸 Connect on Instagram (CB) 📸 Connect on Instagram (Tom) 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***
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46: Top 5 Client Journey Tips To Implement NOW
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