By Todd Duncan
The only way to have partners for life is to work strategically with them during their life. This is the follow-up plan that 99% of loan originators ignore.
Here’s a plan for making partnership planning work for you. For the first 3 months of a relationship, meet weekly for 15-20 minutes on the phone. The next 3 months, meet face-to-face, for 30-45 minutes. After that, meet face-to-face once a month for one hour.
Examples of questions you should discuss with your partners include:
- How can we be more efficient?
- How can we produce more business?
- What needs do we have and how do they need to be met?
Never forget: Ignored partners lead to broken partnerships. Don’t make that mistake with your partners!comments powered by Disqus