The Art of Genuinely Understanding Your Client


The Art of Genuinely Understanding Your Client

Mortgage brokers and agents meet many people in various stages of their lives, each with their own set of circumstances issues such as credit repair, refinance, divorce, reverse mortgages and even first-time homebuyers present their own unique challenges. Arming ourselves with a deeper understanding of the client in front of us will enable us to load up on empathy and give us direction on how to help and close the sale. The long-term upside to our business is going to be extracted from the level of service we offer clients who are going through a hard time…

Ideas discussed will include:

  • Statistics on group demographics
  • Emotional issues surrounding each area. Example: with a client divorcing, you are dealing with a person going through the seven stages of grief.
  • How can we as brokers meet them where they are?
  • What tips and advice can we give to them?

Date: Sunday, November 17
Time: 11:30 am – 12:15 pm
Location: 202D

Pam Pikkert

Pam Pikkert
Mortgage Alliance Regional Mortgage Group

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