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...

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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...

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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...

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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...

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