Eric Mitchell, Author and Chief Revenue Officer, Client Direct Mortgage. Highlights include: five key drivers of the 1% in sales; your personal profound experience; true mentorship; restructuring of sales roles and reluctance to change. Eric...
Erica Acie, Head of Originations, Truist. Highlights include: prioritizing the client experience as a foundational KPI; become valued financial advisors; core competencies for sales success; robust on-boarding process and embracing technology. Erica has been in...
Ruth Stephenson, Area Manager, Guild Mortgage. Highlights include: “power hour” approach emphasizing peer accountability; fostering confidence to overcome call reluctance; quantitative feedback and group discussions and commitment and incentives drive increased lead generation. Ruth has been...
Jen Poniatowski, Consultant, Center for Practical Management. Highlights include: tailored goal-setting improves performance; activity goals are key to success; training is crucial and often overlooked; managers need development and cultural investment encourages retention. Jen has...