Fourth Of July Opportunities!

Uncategorized Jun 27, 2019

We are approaching the Fourth of July holiday and for those of you taking off from Wednesday through Sunday, enjoy your time off!

 For the rest of you, here are some things you will want to do to improve your opportunities at the business the others are leaving behind.

First and foremost, be clear on your availability! You need to know when you are prepared to work and how to communicate when you will be available or when you will be checking in. You don’t need to accessible 24/7, but you do need to have a plan as to how you will be in contact.

The second thing you have to do is communicate with your clients and referral partners what your plan is and how to best connect with you. Be clear and specific that you are working and how to best manage the communications and when you will connect.

Third item of opportunity is to speak to each pre-approval client and update their pre-approval to reflect current rates and be sure their agents have a copy!

Fourth, speak to each of your referral partners and determine if they are working, or who is covering for them if they are not!

 Fifth, and most often missed, is to visit or call each working referral partner at least once over the weekend to see how they are doing!

Last but not least, if you are working, be sure you follow your schedule and take advantage of all the potential opportunities that those who are taking off are missing! Visibility only helps you during a holiday weekend!

Holidays are great but far too many people hit the holidays without a real plan of action to gather all available opportunities. Take some time this weekend to plan. Use Monday, Tuesday, and Wednesday to connect with clients and referral partners to set the stage! Get out and be visible on Friday, Saturday, and Sunday; even if for just a couple of hours each day to show that you are engaged!

 If you are going to take off, then take off! But if you are going to work, have a plan to do the work that will generate a maximum number of opportunities for the effort!

As always, questions and comments: [email protected]


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