They’re Not Just PAST Clients with Irene Duford

Loan Officer Team Training with Irene Duford

Oct 17 2023 • 12 mins

In this solo episode, we discuss contacting your past clients to ensure they’re not JUST past clients, but current and future clients as well as endless sources of referrals.

We start discussing the quarterly method and the best ways to frame the conversation. We also discuss the necessity of ASKING for the referral, remember the client is always on your mind but you are not always on their mind.

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Show Highlights:

00:25 - Calling past clients

01:45 - Appreciation Conversations

02:35 - You’re thinking about THEM

03:50 - Ask for Referral

07:40- There’s ALWAYS a reason to call

08:15 - They’re not JUST past clients

09:05 - Share the show with colleagues or friends who would benefit