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What is best practice when it comes to conducting periodic reviews?
Periodic or ‘annual’ reviews as most of us refer to them, are best practice under the BID guidelines but they are also the easiest way
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Begin with the end in mind – 10 Things You Should Know About Selling Your Trail Book
Being a Mortgage Broker is a tough job! I know because I am one. Often your clients are emotional and anxious, lender employees that you
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Are you in the “no growth” trap?
I’m sure you’ll remember when you first started as a broker, watching your trail book grow exponentially, re-affirming the reason you got into this business.