Todd Duncan

Partnership Planning By Todd Duncan 03/20/13 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. READ MORE The Mindset of the Consultant 03/13/13 How would you like to be in a position where for the rest of your origination life, you never again have to worry whether your rates and fees are competitive enough to get you business? How would you like to never give out a good faith estimate as the decision-making mechanism a borrower uses to do business with you? How would you like to be in the position of having clients never again question the cost of doing business with you? READ MORE Prospecting and Business Development: The High Trust Way 03/6/13 Zig Ziglar once said, "Prospecting is like taking a bath. If you don't do it every day, pretty soon you stink." So, how do you prospect successfully? Time-wise, spend one hour prospecting every day until you have a solid 10-20 referral partners, and then prospect weekly or monthly. Create unique value propositions and approach campaigns that will get you noticed. For instance, you can send materials via Federal Express versus regular mail, or include a business book prospects may benefit from as a gift. READ MORE Upcoming Events

The Duncan Group

Partnership Planning By Todd Duncan 03/20/13 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. READ MORE The Mindset of the Consultant 03/13/13 How would you like to be in a position where for the rest of your origination life, you never again have to worry whether your rates and fees are competitive enough to get you business? How would you like to never give out a good faith estimate as the decision-making mechanism a borrower uses to do business with you? How would you like to be in the position of having clients never again question the cost of doing business with you? READ MORE Prospecting and Business Development: The High Trust Way 03/6/13 Zig Ziglar once said, "Prospecting is like taking a bath. If you don't do it every day, pretty soon you stink." So, how do you prospect successfully? Time-wise, spend one hour prospecting every day until you have a solid 10-20 referral partners, and then prospect weekly or monthly. Create unique value propositions and approach campaigns that will get you noticed. For instance, you can send materials via Federal Express versus regular mail, or include a business book prospects may benefit from as a gift. READ MORE Upcoming Events

The Duncan Group