46: Top 5 Client Journey Tips To Implement NOW episode artwork

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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This episode was published on May 28, 2024.

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