In this episode of the Next Level Podcast, Shane, Sean and Kyle dive into the exhilarating world of sales and marketing with special guest Darin Rhodes. Discover how the right strategies, paired with effective technology use, can transform your approach to CRM and lead generation!

04:23- The Need for Execution and Strategy in Marketing

10:42 - Applying the Marketing Formula to Loan Officers

21:45 - The Power of Making Offers to Solve Problems

27:29 - Using Technology to Scale Offers to the Right Audience

Takeaways:

Ideas are plentiful, but execution is key. Shift your energy from collecting new strategies to implementing what you already know. It’s all about the practical steps—block and tackle.

If you’re using a CRM system or any significant piece of technology, take the time to really understand it. Purchasing a tool isn’t enough; you need to know how to leverage it effectively to benefit your business.

Always circle back to assess the effectiveness of strategies and tools. If something isn’t working, adjust the strategy rather than abandoning the tool.

While technology is essential, the human element—how you interact with and utilize the technology—is what makes the difference in providing value.

Quotes:

"It's really not about the technology as much as it is that that's just the tool that the best chefs use to make Michelin star menus, right? But it's not, it's not the tool, it's the chef."

"Your content always springs from your strategy, not the other way around."

"I don't want any more ideas. There are enough ideas already out there for me to have for the rest of my entrepreneurial life. I want to know how to execute."

"I think there's a fifth part, which is the reevaluation at the end, which you talked about. But like, if people have never done this, that's probably one of the most important steps."

Show Links:

Community Platform: www.BecomeNL.com

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/

In this episode, Kyle Draper along with Jonathan Mast talks about how AI can make work and life easier, especially if you find focusing hard. Jonathan gives simple tips on using AI to get things done faster and better. Tune in to learn how you can use AI to help with your projects and become a go-to expert in what you do!

00:00 - Introduction and Importance of Community

07:41 - The Prompting Framework for AI

14:56 - Incorporating Personality Types into AI Prompts

Takeaways:

AI is not just a technological advancement but a transformative tool that can elevate both your personal life and business ventures. Jonathan Mast's insights encourage you to explore how AI can open new avenues for learning and development.

AI has the capability to make complex tasks more manageable and to expedite the completion of projects. This is particularly beneficial if you're in a fast-paced environment or need to meet tight deadlines.

With AI's assistance, reaching your goals becomes a more streamlined process. Whether it's completing a project ahead of schedule or mastering a new skill, AI can offer the support and resources necessary for success.

Quotes:

" AI isn't going to replace us, but people using AI will. "

" Topical authority is being seen as the expert in your niche. "

" Good today is better than perfect tomorrow, because tomorrow will never come if we try to be perfect. “

" Being an adult with ADD, anything that allows me to do something quickly is a win for me. “

Show Links:

Community Platform: www.BecomeNL.com

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/

In this episode, Shane Kidwell and Sean Zalmanoff tackle the crucial topic of taking well-deserved breaks and establishing firm boundaries in the demanding arena of commission-based work. They deliver powerful insights on how to seamlessly disconnect, ensuring your team has everything under control, so you can recharge without a hitch.

03:16 - Different Types of Trips and Setting Up for Vacation

06:10 - Different Approach for Work Trips

09:58 - Setting Up Team and Communication

10:26 - Accepting Consequences and Results

12:45 - Working on Weekends

20:26 - Owning Your Time and Leveraging Technology

Takeaways:

Understand that taking time off isn't just about leaving work; it's about strategically planning so that your absence is as smooth as possible for everyone involved. Before you step away, ensure your team and clients know who to contact and how to handle urgent issues. This planning helps you truly relax and enjoy your time off, knowing everything is under control.

Embrace tools and systems that make remote work and communication seamless. Applications like RingCentral for calls or Calendly for scheduling are invaluable. They allow you to maintain a presence and ensure continuity in your work, even when you're not physically available.

Keep your clients, team, and partners in the loop about your availability. Clear communication helps manage expectations and reduces the chances of misunderstandings or frustrations during your absence. This proactive approach ensures smoother transitions and maintains trust in your professional relationships.

Quotes:

"You are entitled to take a vacation. You are a full-fledged adult. You can do that. Everyone else in life takes vacations where they don't work."

"Be where your feet are. I don't remember who said it, but it's definitely something in our industry that we can all be more present and do more of."

"You can't effectively be two places at once. And I think that's important to understand, be where you're going to be and be effective in that time."

"Just set your team up for success. And your team is not just your team. I believe your team are your agents, your referral partners, your pre-approvals."

Show Links:

Community Platform: www.BecomeNL.com

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn – https://www.linkedin.com/company/next-level-loan-officers/about/