In personal coaching, I work one-on-one with you to achieve an objective (or series of objectives) on which we have mutually agreed. Typical objectives would include (but not be limited to) the following:

• Creating a business/action plan
• Developing & implementing marketing programs: lead-generation and sales strategies for:
  • Realtor referral relationships
  • Builder referrals
  • Consumer-direct marketing
  • Maximizing client referrals and repeat business
  • Referrals from non-traditional sources (attorneys, accountants, financial planners, insurance professionals, etc.)
  • Affinity programs
• Improving your sales skills and closing ratio
• Developing better time management and self-discipline:
  • Designing systems to standardize your operations and improve efficiency & effectiveness 
  • Dealing with interruptions
  • Overcoming procrastination
  • Making better daily plans & implementing them
  • Achieving balance in your life
• Managing (Leading) assistants, processors, loan officers, and other people who report to you

Getting Started

We normally begin with an assessment of:

• Your current situation
• The resources available to you
• Your goals and objectives (noting the difference between where you are and where you want to be)

We then make a plan for providing you with (or developing) the tools, resources, and skills you will need to accomplish your objectives. Significant goals/objectives are broken down into supporting projects; projects are broken down into a series of action steps that can be accomplished in an hour or less. In this way, you are able to see the big picture (where you are going), while focusing on the things you must do today in order to be where you want to be tomorrow. Almost immediately, you are able to see the concrete results of the progress you are making toward your long-term objectives.

What Personal Coaching Includes

• Meetings: Your coaching sessions are held (usually weekly -- on the same day & time every week) by telephone, for one hour.
• State-of-the-Art Conferencing Software: I use conferencing software that allows you to see my computer screen while we talk; the technology also enables you to show me your screen, and to turn over your keyboard & mouse controls to me for training purposes.
• Coaching Sessions Recorded to Enhance Learning: Our meetings are recorded (both the audio & visual) onto a Windows Media Player format so that you have access to a permanent record of your coaching sessions.
• Reports that Track the Results You Get Paid for: Once we have established production goals, I track your 6 Critical Results (Leads Generated, Sales Contacts Made, Applications Taken, Submissions, Final Approvals, and Closings) in a set of spreadsheets to help you manage your business and focus on removing bottlenecks in your loan production flow.
• Full Access to Client Library: As an active coaching client, I will provide you with materials as needed from my Library, containing hundreds of pages of marketing materials, sales scripts, business tools and systems, etc.

Terms: Personal Coaching is scheduled as either a single session or as 4 prepaid sessions at a time (usually once a week for 4 weeks). You are not required to sign a long-term contract. You can continue with coaching for as long as you want, and can end it at any time. The cost is $195 for a single session, or $600 for 4 prepaid coaching sessions.

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