Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White.
In this episode, Carl and Jason discuss a formula called "teach, tell, touch, sell" that can be used in communications to avoid being salesy and build relationships with clients. They explore the balance between teaching and asking for business, as well as how much personal information to share. This formula can be applied to various communication channels such as text, email, and videos. Tune in to learn how to effectively engage with clients without coming across as too sales-oriented.
Don’t forget to subscribe to the Beyond the Rate Sheet Podcast so you’ll never miss an episode!
Join us on the Loan Officer Breakfast Club zoom meetings here.