The ONE Thing You’re Not Doing (That’s Holding You Back)
Geoff shares four real wins from loan officers in his community — a cold follow-up that closed after a year, Instagram consistency that generated a referral, a realtor class that produced two referrals in 48 hours, and weekly agent calls that finally paid off. Best for LOs who are already doing the work but questioning whether it's worth it.
You don't need a new strategy — you need to stick with the one that's working long enough for it to work.
Takeaways you can run this week
- Revive one cold lead from 12+ months ago this week: send a single value-first message (a rate update, a market stat, a relevant tip) with no ask attached — the win in this episode came from exactly that move.
- Post home buyer education content on Instagram 3x this week without checking likes. A past client in this episode DMed a referral after silently watching for weeks — consistency, not engagement, drove it.
- Identify 3 agents from your last 5 closed deals and invite them to a class specifically on 'helping buyers in today's rate environment' — two agents in this episode sent referrals within 48 hours of attending that exact class.
- Schedule one weekly 'awkward' check-in call to each of your top 5 agent partners, every week, even when it feels like no one cares. One LO in this episode had an agent tell her, 'You're the only one who follows up consistently,' then send two buyers.
- Write down the three habits you already know work for your business. Block time for all three this week and do not add anything new — the episode's core challenge is to stop seeking new tactics and execute what you already know.
Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.
GET FREE ACCESSWorth quoting
“Your breakthrough is hiding in the boring stuff.”
“You're either consistent or you're forgettable.”
Best for
LOs who are already following up, posting, and teaching but feel like nothing is gaining traction and are tempted to quit or switch strategies.