In this episode, Eric and Jimmy had a conversation about their backgrounds and experiences in the mortgage industry. Jimmy shared his journey from finance in corporate America to focusing on credit repair, and his observations on New York residents moving to New Jersey.
They discussed the importance of effective communication and the strategies for generating business. Jimmy emphasized the value of community involvement and relationship building, and Eric agreed, highlighting the importance of diversifying strategies.
They also touched on financial planning and advisement for clients, and the importance of authentic relationships with referral partners. The conversation ended with a discussion on building relationships, loan officer processes, and the value of coaching.
They recommended books like ‘The Go-Giver’ and ‘Give and Take’ by Adam Grant for those interested in building a referral-based business.
Here are some of the topics that we’ve discussed:
- Backgrounds and experiences in the mortgage industry
- Jimmy’s journey from finance in corporate America to focusing on credit repair
- Observations on New York residents moving to New Jersey
- Importance of effective communication
- Strategies for generating business
- Value of community involvement and relationship building
- Importance of diversifying strategies
- Financial planning and advisement for clients
- Importance of authentic relationships with referral partners
- Building relationships
- Loan officer processes
- Value of coaching
Connect with Jimmy Joseph
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