How to Automate Current Client Communication

Tuesday Jul 14, 2020
How many times in a day or week do you tell yourself, "I need a better system for that?" The busier we get, the more holes we notice in our operations, and loan officers are busier than ever during this ReFi boom. Let me share a step-by-step process we learned during a year-long case study with some of our top producers to help automate client communication while staying authentic to your process, message, and culture. For over a decade, Dr. Bruce Lund has trained thousands of professionals all over the country. His coaching journey began as a 25-year-old career author and speaker to young professionals. Bruce earned a Ph.D. in human performance at age 29 and was hired as both a program director and a professor in the Texas A&M System. In 2017, Bruce launched his own sales training business, 90-Day Sales Managerâ„¢, which has become one of the fastest growing programs in the country. Commonly referred to as the P90X of sales training, the program combines daily virtual training with weekly live coaching. Bruce takes pride in his versatility of coaching top one-percenters, brand-new salespeople, and everything in between. He does this through a "heart of a teacher" approach using his Ph.D. in behavioral science to accelerate business growth in a fun, dynamic way.


Date 07-14-2020

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