EPISODE · Dec 9, 2023 · 15 MIN
The Ultimate Client Check
from Mortgage Planner Coaching · host The Mortgage Planner
What does your past client call actually sound like? In this December 2023 session, Brad walks through the ultimate client check: the key points to cover when you call past clients, from how their loan is performing to what has changed in their life and plans, so the call creates value, reviews, and introductions instead of small talk. More at mortgageplannercoaching.com.
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How long is this episode of Mortgage Planner Coaching?
This episode is 15 minutes long.
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This episode was published on December 9, 2023.
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