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EPISODE 324

Mastermind Summit Top Producer Panel

Sue Woodard (Stratmore Group senior advisor, 34 years mortgage industry), Cindy Ertman (CEO, The Defining Difference coaching), Shant Banosian (Guaranteed Rate, #1 LO nationwide 5 years running, $9B funded) · Fri, 03 May 2024
Agent ReferralsClasses & EventsDatabase & Past ClientsMindset & Productivity

A live panel with three of the industry's most recognized producers and coaches, recorded for the Mastermind Summit. They cover what referral partners and consumers need right now, how to use education to attract better agents, and how to stay productive in a down market. Best for LOs who want tactical moves they can execute this week.

When you educate, you attract — LOs who lead with education pull in the right agents and clients without chasing.

Takeaways you can run this week

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The playbook

  1. 1. Identify a timely market topic affecting agents (e.g., NAR settlement, buyer agency changes).
  2. 2. Within 3 weeks, book a venue and recruit a subject-matter speaker to coach agents on that topic.
  3. 3. Invite agents via text (Reach app) and email — Shant filled 250 seats in 3 weeks this way.
  4. 4. At the event, teach IPC structuring, max financing, buyer agency communication — things 99% of agents don't know.
  5. 5. Follow up with attendees: offer to come to their office weekly to continue the education.
  6. 6. Refer consumer leads to agent partners who attend — send at least one referral before asking for one.

Worth quoting

“When you educate, you attract. When you inform, you motivate.”
“The harder things get, the better it is for us as professionals, because it makes us much more valuable.”

Best for

LOs who are active but scattered — doing some agent outreach and some database touches but without a repeatable weekly system tying it all together.

Links from the show notes

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