Latest / Mortgage Marketing Radio / Future Proof Your Mortgage Marketing: Merging AI with Human Connection
Transcript
- 0:00Hello, my friend, and welcome to this episode of The Mortgage Marketing Radio Podcast.
- 0:04Before we get into my special guest today, we're going to do a little bit of math.
- 0:08If you're listening, you're likely a mortgage loan originator,
- 0:10professional or business leader in the industry. Maybe you're a real estate agent,
- 0:14and shout out to you if this podcast was introduced to you by a loan officer.
- 0:18How would you like a 62% conversion rate on prospects?
- 0:22Well, that's exactly what happened for one of our members of my agent class,
- 0:25his community, who recently hosted a class in which she had eight prospects.
- 0:31These are real estate agents who showed up for her class and booked five appointments
- 0:38to have conversations about working more closely together.
- 0:43But it doesn't stop there. What if you actually hosted a class, 18 agents registered and 14 showed
- 0:50up, and you applied that same conversion ratio of 62%.
- 0:54Or what if you had 18 agents attend your class and the class was filled by the local board of
- 1:02realtors so that you actually didn't even do most of the work with getting bus in the seats,
- 1:06and the same thing. You apply a proven system and strategy for converting that attention to
- 1:12conversations. That's what we're talking about here. The number one reason why you're probably not
- 1:16getting more referrals from real estate agents is you're probably not talking to enough agents.
- 1:21You are a secret agent. Not enough mortgage, not enough real estate agents know you exist in your
- 1:27town. And so the first problem to solve is to simply increase your awareness to scale your
- 1:33reach so you can scale your engagement to drive more conversations that drive more referrals.
- 1:39It is a numbers game. It is the law of large numbers. And that is the number one constraint.
- 1:43Most law officers are facing when they want to get more agents. They're either chasing,
- 1:47co-calling, and putting themselves in the position of a vendor, not a partner. And what we do in
- 1:52my agent classes is we flip the script, turn the tables on them. And now they're coming to you.
- 1:58And they are part of your tribe. They dig your vibe because guess what?
- 2:03I'm not talking CE classes when agents to show up to learn more about the topics that we provide
- 2:08in my agent classes such as AI unfair advantage, optimizing your Google business profile,
- 2:14how to get found in AI search, database marking, leveraging seller concessions,
- 2:19the cost of waiting to buy a home YouTube for real estate, and many, many others. Without you
- 2:24having to be a subject matter expert, but more so, the messenger because the value is not in
- 2:29you. The value is in the message and the content you deliver. And that's what we do at
- 2:34my agent classes. And that's why you can get the kind of results that you're hearing about right
- 2:38here today. And if you'd like to learn more, see if this is a fit for you. There's a link in the
- 2:42show notes or you can simply go to the website, which is go.my agent classes.com. And go watch the
- 2:49video. It's got testimonials, success stories, how law officers are scaling the reach in the
- 2:54referrals with real estate agents without co-calling, chasing, or paying for leads. And you get to see
- 2:59a quick behind the scenes look at the my agent classes platform. And if you decide it's for you,
- 3:04they'll be a link there where you can schedule a call with me. That's right. You and me,
- 3:08we'll have a conversation. We'll learn more about each other. We'll unpack your business. We'll
- 3:12have a talk about strategy. And we'll see if we're a fit for each other. And if we're not, that's
- 3:16cool. We'll part his friends. And hopefully you continue listening to the podcast. But if you
- 3:21are potentially right for our platform and program, well, YouTube could be well on your way to
- 3:25doubling your referrals in the next 90 days and adding an extra two or three loans a month to your
- 3:32business, what would that be worth to you? So once again, check the link in the show notes. Go to
- 3:36go.myengineclasses.com. Okay. My special guest for today is James Duncan. James is first of all
- 3:42an awesome dude. He's also recognized leader in the mortgage marketing industry. As a matter of
- 3:49fact, he was a honored by housing wire and 2022 named as marketing leader. So that says a lot. And
- 3:56James has quite the stellar career when it comes to building marketing strategies, running teams,
- 4:03and delivering growth focused marketing systems. So during our conversation with James,
- 4:08which is on site, well, I was in Texas for the sales mastery event. What we talk about is
- 4:13kind of the like the next evolution of AI here with marketing. Okay. So now to my special guest,
- 4:20I got a question, are you feeling the pressure to adopt AI in your market? But you're worried that
- 4:25it might cost you your personal brand. It might affect the personal touch that your clients value
- 4:30most. Look, you're not alone. We've all thought of that, but let's face it. The world is shifting fast
- 4:36and the real challenge isn't just keeping up with the latest tools. It's knowing how to use them
- 4:40without losing what makes you trusted and relatable. Hey, you're listening to the mortgage marketing
- 4:45radio podcast where we help mortgage professionals get more clients, close more loans through proven
- 4:49marketing strategies. My name is Jeff Zimfer, your host and your marketing coach. Today on the show,
- 4:56we're asking, how do you future proof your marketing by integrating AI without sacrificing the human
- 5:00connection that drives real relationships and results? And to help us dive deeper on that, we're
- 5:06joined by James Duncan, a marketing strategist known for helping markets executives build resilient,
- 5:11growth focused marketing systems to thrive in any market. As a matter of fact, that James was
- 5:17named marketing leader by housing wire and 2022. So in this episode, we're going to talk about how to
- 5:23modernize your marketing strategy with AI in a way that supports not replaces you or your team. Why
- 5:29human connection still drives trust and conversions in a digital first world? And how to align your tech
- 5:35brand and people from oh, and by the way, there's a twist you might not expect where we talk about
- 5:41relying too heavily on automation can actually damage your brand if you're not careful.
- 5:47So if you're ready to bring your marketing into the future without losing what makes it personal,
- 5:51stick around and listen to this episode of mortgage marketing radio.
- 6:05James Duncan, welcome to the show. Jeff Zimfer. Thank you for having me on, man. It's an honor.
- 6:09Yeah, it's great to meet with you in real person finally here in Dallas, Texas.
- 6:13Absolutely. We're here for the sales mastery event. Appreciate you coming up and making time from
- 6:17your busy schedule. Of course. So you got a lot going on in your life a little bit. Yeah, a little bit
- 6:22little busy. I want to talk about what you're doing now in the marketing space because a lot of people
- 6:25listening may be familiar with you from the role you've had in marketing in leadership for years,
- 6:31helping mortgage companies. But now you're doing something a little bit different. And so why don't
- 6:35you just first for a moment tell us what it is that you're doing now with your new venture and what
- 6:40what the real what's the what's the purpose behind that? What's the impact you're looking to have?
- 6:45What's that? Sure. Well, what I've done is for about the last seven months. I have launched out
- 6:53and started my own marketing consulting agency. It's called Kyloom Advisors. I used to spell advisors
- 6:58ERS because Kyloom Advisors within ORS was already taken. But so it is an acceptable spelling of the
- 7:06word. So I was very happy. The former English teacher and me. Oh, really? Former English teacher.
- 7:11Exactly. Oh, wow. Former high school English. Okay. But Kyloom Advisors is the name of the company.
- 7:16And the whole gist of why I started what I have started is because and you've been doing this
- 7:25for long enough, Jeff, you're this is not going to come a surprise as a surprise to you. But
- 7:29it's my opinion that the mortgage industry as a whole has done a notoriously horrendous job.
- 7:36And educating consumers on what truly matters when it comes to evaluating more mortgage strategy.
- 7:42And that stems from marketing. The marketing message is the outgoing comms and the way that we
- 7:49position ourselves and the marketplace and the things that we put on our social media graphics and
- 7:53the way that we just advertise our services, we've been woefully inept and delivering the
- 8:01right message to the consumer. And as a result, it's kind of put us in this position where we're
- 8:09suffering from these issues that were of our own design with competing on right and basically
- 8:22just competing on the wrong thing. And instead of talking about how we solve problems,
- 8:26talking about the benefits of loan programs when consumers really don't care about that stuff.
- 8:31And so the whole purpose of starting Kyloom was to help educate instead of in my previous roles
- 8:39where I was working with loan officers and sales teams directly. And the hundreds or thousands
- 8:46of loan officers that I would touch in that role and kind of inverting that funnel.
- 8:51And instead targeting C-suite executives, founders of mortgage companies and even real estate firms.
- 8:59And helping to educate them on what smart, modern marketing strategy looks like.
- 9:07And allowing that to kind of permeate down through the rest of the organization.
- 9:11So once I educate them, then they are the ones who are directing the culture and the direction
- 9:18and the decision making of the entire company. And the sales teams tend to fall suit. And so I
- 9:24thought I'd have a little bit more a little bit better success by inverting that funnel and targeting
- 9:29executives in C-suite. Because it starts from the top now. It really does. It really does. And
- 9:34that's a lot of the struggle that I had now. I benefited from working for executives who understood
- 9:44this, who understood these kinds of things. But I still wasn't impervious to the frustrations
- 9:51trying to execute on something that I knew was going to make a difference. But either couldn't find
- 9:55the budget or couldn't quite justify it in the right way. And really struggled to get a lot of
- 10:02those effective solutions implemented. Now it's a little bit different. Because when it's
- 10:08a voice coming from inside the organization, it tends to be viewed a certain way. But when it's
- 10:15an expert from outside the organization who comes in and says, you need to be doing AB&C,
- 10:19you know, especially when they're paying for that council, it tends to carry a little bit more
- 10:24gravity. Exactly. You mentioned something there. If I caught it correctly, in terms of the content,
- 10:30and the messaging that we've seen traditionally put out, that if I caught this correctly,
- 10:35correct me if I'm wrong, but that consumers don't care about loan programs.
- 10:39It's not that they don't care about loan programs. It's that they don't care about all the minutia
- 10:43that we tend to advertise or the tend that we tend to work into our messaging. Instead of
- 10:50truly framing it from a standpoint of this is how this program is going to solve your problem.
- 10:54Right. Problem solving. So what would be a traditional way you think somebody, let's say,
- 10:58a loan officer is trying to create video content that you've seen out there, that would be not
- 11:04the right messaging regarding, you know, a loan program, but it's not putting the right framework,
- 11:08that'd be appealing. Well, we could always dredge up the painful subject of date-to-rate
- 11:14marry the house. That was a good one, right? That was date-to-rate marry the house. That was,
- 11:21say it was an abysmal failure, but it was certainly. It was crazy how many people latched onto that
- 11:26thing, and it was like a MLM pyramid or something, and it's just like, boom, but just kept going and
- 11:30going. It's like, who's getting royalties? It was a clever, pithy statement. I get why it took off
- 11:39the way it did. But as a marketing director, this is the background I was running marketing for
- 11:44Thrive. I had numerous requests coming in from the field. My team said, hey, we're going to
- 11:50a lot of questions. We just go ahead and do something just to shut them up. I was like, heck, no. I might
- 11:54have used a choice word, but I was like, absolutely not. Our brand is not going to be associated with
- 12:02that comment. Oh, so you were like, no, I do not want you. No, okay, no. And just because I didn't have,
- 12:09I just kind of sometimes as a marketer, you just got to go with your credit. And I did not have a sense
- 12:13that this was going to play very well over the long term, not saying that I'm going to have a
- 12:18crystal ball or that my predictions always write or anything like that. But I just on its face,
- 12:24I was like, I don't like using that as a tagline or as any kind of slogan or statement or
- 12:30ad line. But I do understand why it took off. Sure. Because people like
- 12:36short, punchy, quick hitting lines that illustrate a point. And so I understand the kind of the
- 12:43fewer behind it. That's one example. But anytime that folks will try to infuse, like low
- 12:51low down payment options or temporary buy downs, as another really good example, where you're
- 12:59selling a short term solution without really having enough bandwidth or enough white space,
- 13:05we'll call it to really say, now this might not be the right solution for you. If this, if ABC
- 13:11does not happen, this is actually a bad situation for you. So we sell benefits rather than
- 13:18solutions. So we're selling kind of the shiny bell and whistle just to get them out of the house,
- 13:24you know, without really doing the full on job of saying, well, I have on my business card or on
- 13:31my website, I'm going to be your lender for life. Okay. One is the last time you talk to them.
- 13:35One is the last time you actually picked up the phone and talked to them. Now somebody listening
- 13:39said, well, yesterday, great. If you do have that follow-up system in place, but statistics demonstrate
- 13:46that the vast majority of lenders, I think it's what, 85% was the less statistic that I saw,
- 13:5485% of home buyers don't go back to the last loan officer that they used. Wow. Which is
- 14:02pretty significant. Yeah, that's very bad. Well, it's a challenge, right? We're in this sound
- 14:05by world, right? It's personal social media with these little 30-second reels or whatnot. People
- 14:10are trying to get some hook messaging out there with hopefully the plan to move them to the next
- 14:14stage. Back to the whole date, the rate, the mayor, the house thing, the problem that I think
- 14:19you recognized and I saw with that is it's a sea of sameness. Everybody, you're just parroting
- 14:24the exact same message. How does that create any differentiation at all? It's the same issue
- 14:31they have with saying that we're better than the other guys. And this is not a reference to
- 14:36better.com. That's not the slogan, is it? We're better. We're better or saying we're the best.
- 14:43Like those are tactics that are basically saying we're effectively saying we're the same
- 14:51with only marginal differences. Whereas when you're able to really step back and say we're the
- 14:56only lender that does XYZ, that's going to be something that resonates. Really, you're the only
- 15:02one that can do that. Okay, then prove it. And then that's more of a conversation starter than
- 15:07saying we're the best. I've got kind of a funny anecdotal story about any time my wife and I see
- 15:14a billboard or see something where somebody's claiming to be having the best hamburger, something
- 15:19like that. We'll look at each other and we'll say who voted? Because we're at a restaurant
- 15:24marble falls, Texas. Not too long ago. Up on the very top of the menu, big bold letters. It said
- 15:30best best hamburger or marble falls. Waitress came over take our order and I pointed to that. I said
- 15:36who voted? I was just joking around. And my wife looks like she's able to be like jerk.
- 15:42But the waitress was kind of offended that I would challenge their assertion on their menu. And
- 15:48in her reaction actually got me thinking about this like, okay, who did vote? I'm sure there was
- 15:53legit. She didn't have an answer. She didn't have an answer. And so if you're going to make that
- 15:59kind of claim, it's not just a matter of backing it up. It's like, okay, the word best and better,
- 16:06those words are very subjective. They're at the mercy of the person reading the copy and whether or not
- 16:13they have any sense of what the criteria was to determine whether you were better or best,
- 16:18than competitor B. And the reason why those words are not great to use it from a marketing sense
- 16:27is that when you correlate that to or when you compare that to using the word only where the only
- 16:34lender that can do XYZ, that is a definitive statement. That is a factual statement. That is
- 16:41is it's devoid of all emotion. It's devoid of preferences or subjectivity. It is an objective
- 16:46statement that says you are the only one who can solve XYZ problem. Better bail it back it up.
- 16:51You better be able to, yeah, if you're going to make that claim, you better be able to back it up.
- 16:54Hey, are you tired of cold calling realtors and feeling like you're getting nowhere with my
- 16:58agent classes? You don't have to chase agents anymore. We hand you a done-for-you system of ready-to-teach
- 17:04presentations, plug-and-play marketing, and even 200 producing agents to invite so you can
- 17:09double your agent referrals in 90 days or less. Plus, you'll get weekly coaching and a community of
- 17:14loan officers sharing exactly what's working right now. Here's a quick win from one of our members.
- 17:20I joined it because I was tired of doing business the way that regular loan officers have been
- 17:24doing in my market, which is just making the the core calls every Monday and Friday, checking
- 17:29with real estate agents. I had done that for years and seemed like everybody was doing that. I need
- 17:34something different and I wanted to find a way that I could work with the agents that I want to work
- 17:39with. I wanted to find a way that I could have a captive audience every month, every couple weeks
- 17:44where I could find agents that were like-minded and that wanted to work with me as well. So it's
- 17:48probably brought in, I'm just guessing here, but it's probably brought on in the three years I've
- 17:52been back with the program. It's probably brought on. I'd probably say about $40 million in volume
- 17:58since then, right? And it's led us some massive relationships and I wouldn't be able to do those
- 18:03things without this program. The value of these Friday calls are so incredibly valuable for all
- 18:10of us. I get upset if I miss it on a Friday. The cost of this program is worth it just because
- 18:16of these Friday calls that were on where we help coach each other. We're just here to help
- 18:20each other add value to our real estate partners. Are you ready to stop chasing and start attracting
- 18:24agent referrals on demand? Book a call at mortgagemarketing.pro or hit the link in the show notes.
- 18:30Now back to our shop. What do you believe is the role of marketing?
- 18:37You said this was a 40-minute podcast. There are any number of ways that I can answer
- 18:44a question. I'll answer it succinctly as I can by saying that the role of marketing
- 18:51is effectively to inform consumers on the problems that you solve. There's an old adage about
- 18:59the difference between marketing and advertising. In my opinion, advertising is a subset of marketing.
- 19:06They're not necessarily synonyms. I compared it to a summary conversation several years ago with
- 19:17the CEO of a mortgage company. I said advertising is like underwriting department. Marketing is
- 19:25the whole company. It's just that subset within a broader scope. Marketing is your means of
- 19:32putting out your message of why you exist and what exactly it is that you do on a database.
- 19:40How do you solve your clients problems? Advertising is communicating to people who don't necessarily
- 19:46know you yet. I'm going a little off tangent. Do you think marketing's role is to generate
- 19:56business? What's defined business? Inquiries? That could be applications making the phone ring,
- 20:04filling out forms. Is that part of marketing's role? Absolutely. They do that through
- 20:08obviously various means of content or whatnot. It's how you measure those results. That will
- 20:17where you start to get into all the different nuances of marketing. How do you think you should
- 20:21measure results to determine is marketing effective? As you've heard, doing its job. It's going to
- 20:27depend on which priorities are. We need to grow volume. We need to grow leads. There's very,
- 20:35broad term leads, but there's ways to measure that. You want to see a marketer break out and
- 20:41hives you utter the phrase marketing attribution because as a marketing director, I could potentially
- 20:48put out 48 different pieces of content that all get seen by one single consumer. It's that 49th
- 20:55piece of content that they see just the right time where they say, I need to call that guy with
- 21:01a thrife or I need to call that guy with ABC lending. I've seen his stuff all over the place.
- 21:05Which piece of content do you attribute that transaction to? The first one, the seventh one,
- 21:12the 49th one? All of them. It's one of those things where it is, I'd say, I like this because
- 21:22I don't want to say indecisiveness, but this is amorphous entity that is marketing that drives
- 21:28C-suite executives just crazy is that it is very, very challenging to pinpoint a single connection
- 21:37point to the end transaction. I mean, unless you are measuring click-through rates
- 21:44on and actively, and you've got this laundry list of all these different
- 21:49key performance indicators or KPIs that you are tracking on a regular basis that empirically
- 21:56this person became a client because of X initiative. Yeah, it's never challenging.
- 22:01It's rare that it's one thing. Yeah, especially in the marketing or online world. It really is
- 22:06equal parts art and science. Let's pivot here a little bit if you don't mind. Let's get a little
- 22:12juicy here. What do you see as the evolution, so hang with me for this question. All right.
- 22:19The evolution of personal branding in an AI era, and maybe I should have started with do you
- 22:25think having a personal brand that's mostly loan officers are listening? Let me back up.
- 22:30We're building this as we're flying here. Okay. Do you think marketing executives should embrace
- 22:36loan officers establishing personal brands? That is a loaded question.
- 22:42Sure. There is. It's getting hot in here. Yeah, a little bit.
- 22:48Shorting us to that question is, yes, absolutely. Okay. Longer answer to that question is,
- 22:52we need to define what a person will be doing. You're like, hold on, time out. Let's have a meeting.
- 22:59This is a conversation that I've had not ad nauseam, I'll say ad infinitum. If I could use some
- 23:06Latin, but it is something that I have had extensive conversations with people about. Part of
- 23:13the problem is this. There are a lot of, we already mentioned there's a lot of great coaches in
- 23:17the industry, and just about every single one of them is coaching. You need to build a personal
- 23:23brand. Here's the problem with that. It's not necessarily that those coaches are inherently wrong
- 23:29on the based on the face of that statement. The words that come out of their mouth are true.
- 23:37The issue that I have as a marketer and as a former marketing director is the inference
- 23:42that is drawn from the people in the audience listening. They see, I need to build a personal brand.
- 23:49There we go. I need a new logo. I need a new color scheme. I need my brand guidebook.
- 23:56Some of the feedback you've heard from the field when they know, and that's what's frustrating
- 24:01is because that's what they're thinking, but that's not really at the forefront of what the initial
- 24:08request is. Okay, so let me give you my filter on that. These coaches, whoever, I mean myself as well,
- 24:14right? Obviously, they'll believe in as you do building a personal brand. I know that comes with
- 24:18certain considerations when you're working for a company. It's kind of like, you know, when you're
- 24:21an athlete for the NFL, they are your employer, and there are certain things you're allowed to do and
- 24:25not do, right? And you can have a quote, personal brand like many athletes do on Twitter or whatever
- 24:32else, right? I agree with you. Yeah, exactly. But for me, I think, at least this is what I see how I see
- 24:37personal brand show up in the field from L.O.s is, as you know, is content. It's like they want to
- 24:43control the funnel, right? They want to be the source of generating. They don't want to rely.
- 24:48It'd be nice if marketing did its job. Let's just face it, depending on the company that they're at,
- 24:52it may or may not be doing a good job. They'd be more leads, more business, whatever. So they got
- 24:56all the choices by leads, all that stuff, realtors or and or. I can create my own content. I can put
- 25:02up a video and YouTube and all this kind of stuff and I can build a personal brand and attract people
- 25:06to me. Where is internally for marketing executives, yourself or others you've interacted with? Where's
- 25:12the friction point with that? I think most of the heartburn that is generated on the marketing director's
- 25:18side is stems from when someone kind of goes off the reservation or goes outside. What would be
- 25:29an example of off the reservation? It turned not pin the right disclaimers. I mean,
- 25:34in Resba Tilla, those are very real things that we have to adhere to and it is as a legal
- 25:41consideration. There's legal considerations, there are compliance concerns. There are certain
- 25:46things that have to be displayed on every social media graphic. I mean, there's all these different
- 25:50little hoops that we go through where some marketing directors will miss it is that a lot of it
- 25:58is just education. Tell them. I mean, be very clear. You're in the unless you used to go here.
- 26:04You need to make sure you're using the right equal housing opportunity logo or equal housing
- 26:08lender if you had a positive. Whatever the situation, educate them on what those parameters are.
- 26:15But also understand that you need to relinquish perhaps a little bit of the creative
- 26:22control for those who have demonstrated that they can handle it. There are numerous examples
- 26:28where an L.O. thought that they had some design chops and completely butchered
- 26:36like an existing template and added some kind of font that just took things completely off
- 26:41off branch. So there is a design element to this. But I think one of the biggest concerns that a
- 26:46lot of mortgage companies have is just this because in that panel, I'm consuming too far
- 26:52the other direction and you get too compliant. You get too rigid in your application of what you
- 26:58allow your teams to do. I'll give you two examples. Back to the whole conversation of building
- 27:05a personal brand. Building a personal brand has absolutely, in my opinion, has absolutely nothing
- 27:09to do with the logo that you use, the team name that you use, the font that you use has nothing to
- 27:15do with that. You actually already have a personal brand. Whether you realize it or not and you
- 27:20have less control of it than you might think. Your consumers, your clients that you work with,
- 27:24the realtor partners that you work with, they are the ones who are defined that because your
- 27:28personal brand is basically just your reputation. That's a simple way of putting it. It is
- 27:33the impression people have of what it's like to work with you or to sit opposite from you in
- 27:38the chair. That's your personal brand. The quicker that people get to that understanding, the
- 27:45easier the conversation becomes from that point on. Because I had a top-producing loan officer,
- 27:51came and saw me several years ago, she called me up, said, I'm going to be in town. I want to
- 27:56see if I can get two hours on your calendar. I would love your help in developing a new personal
- 28:01brand. The question in Crete now, I said, great, let's have that conversation. She came in and we
- 28:06sat down and talked, I said, okay, what's your idea? What do you want to do? She said, I want to be
- 28:11known as the loan surgeon. I said, okay, why? And she said, well, that's how all my realtors
- 28:18refer to me, is as the loan surgeon. She went on and on. I'll let her go for about 40 minutes.
- 28:22I asked a couple of clarifying questions here and there. And I said, okay, let me go to the end
- 28:27of, I was like, all right, she's done building the case. And I was like, I'm going to have to be
- 28:31very gentle and have our frame this. I said, okay, let me ask you a question. In every headshot
- 28:37that you do, for the rest of your career, every piece of content you produce, every video that
- 28:41you appear in, are you willing to be featured wearing a lab coat, a stethoscope around your neck
- 28:49and one of those lower reflector do-hickies that old doctors used to wear? And she looked to me
- 28:53like I was nuts. I was like, and she said, well, no. I said, then the loan surgeon won't work for you.
- 29:00And she said, well, why not? I said, because that's what people expect to see. If you're going to
- 29:05have the word surgeon incorporated, you need to look like a surgeon. And so we kept on, I said,
- 29:10and I could tell she was a little crestfallen because she had put a lot of a lot of thought,
- 29:14which I think is great. But it was just a little misguided. And so we course corrected. And I said,
- 29:20OK, let's spend the next hour. And let's come up with something even better. I said, what's your
- 29:26area special, speciality? And she was known as the FHA or FHA 203K team, the rehab loan. She was,
- 29:35as a care bee, 203K or 203K. Oh, 203K, yeah. Okay. All right. I had to write the first.
- 29:42Yeah. All right. I'm a marketing guy now. Yeah, exactly. But anyways, she, she was
- 29:46acquainted with us as doing rehab loans and fixing flips. Yeah. And so we came up with a designation
- 29:52that was far better for her, just an easier way for her to market herself into a kind of a niche
- 30:00area that she wanted to be without being exclusionary. Right. Tell the loan programs. Right.
- 30:06And so, and so we were able to go down a different track. So that's the kind of conversation that
- 30:12loan officers, especially top-producing loan officers want to do. Another instance,
- 30:17loan officer came to me saying, basically the same thing, except they knew what they wanted to be.
- 30:22They said, I want to, I want to be known as the mortgage chick. I said, oh, fantastic. You
- 30:26and 200 other people in your same market. And so it's one of the things where if you want to call
- 30:34yourself a personal brand is not a nickname. Right. It's not what your buddies called you in college.
- 30:40It's not some, some clever cutesy thing that rhymes just because you're a mom and you're in
- 30:44mortgages does not mean that you have to go by the mortgage mom and everything you produce.
- 30:50That's not a personal brand. That's, that's a slogan. That's a tax loan. It's, it's something,
- 30:56if you want to use it great, but if you're expecting that it's going to get you from producing
- 31:01two loans a month to doing, to qualifying for presence club, you're wrong. That's not what does
- 31:07it? Then what does it give us a quick crash course on the difference between a slogan like you've
- 31:14described and personal brand. You obviously mentioned it reputation. What others say about you,
- 31:18but, but there's, there's a gap in between. There's the dotted line, right? I'm like, well,
- 31:23I'm known for this or this is what have ever other people referred to me. So I think I have it
- 31:27should have a slogan or a look that's relevant to that, but it's not. Am I making sense here?
- 31:35So then how do I help me understand if I'm listening right now? If that's not a personal brand,
- 31:39and I get it, it's what people say about me, but like, how do I control that? You know?
- 31:44Well, Ash Shantbinozian, how he did it. Okay, I mean, let's riff on him for a second. What would
- 31:48you say his personal brand is? I'd say his personal brand is, from, from my perspective, being an
- 31:54insider on the mortgage industry, I'd say his personal brand is, is that he is one of the most
- 32:00prolific systems guys that is, that is existed in our industry. I don't know, I've never been a
- 32:07client of his so I can't speak intelligently on what the experience is like going through the
- 32:13loan application process with him, but I can make assumptions based on the fact that that he's got,
- 32:18he's got a large team. It's very well dialed in. It's very well orchestrated. And he does a great
- 32:22job is number speak for itself. I'm going to see if I can pull up this definition of personal brand
- 32:26that I love while you're talking. All right. It'll be a moment here, but okay. But I think,
- 32:29do you think it's a little bit nebulous? This whole idea of a personal brand, meaning how do I,
- 32:37like, like, concretely, like, Amazon? What's Amazon's personal brand? Efficiency, speed, convenience.
- 32:45Yeah, I would say it's, it's all three of those things, but more, more than anything, I'd say it's
- 32:49convenience. Okay. All right. So, and I'm trying to come up with the real world, world examples,
- 32:53we'll create a parallel here in a moment. Sure. But I think there's, there's a lot of
- 32:57those that are stuck in that place of personal brand because I'm putting content out and back to
- 33:03that. I'm putting content out. So I'm developing my personal brand because I'm putting content out.
- 33:09Okay. I mean, you are because you're sending messaging. You're sending, right? You're putting
- 33:14yourself out there in a way and people are making a judgment or an ascertaination about you
- 33:18based on the content that you're putting out there, right? So that's part of what goes in
- 33:23but can you, so back to this, this, this scale is example of the 203K expert. Did she have a,
- 33:29like, a tagline, like a fixed and flipped specialist or something like that? Or mortgage
- 33:34fixture, a fixture rapper was kind of, because the one of the things that she said to me in that
- 33:41meeting that really stuck out was the fact that she was the, she was the person that all of her
- 33:47realtors would bring the deals that were hard to do. Sure. Yeah. Yeah. And tough deals. Yeah.
- 33:53And because she was a former underwriter. Oh, okay. For like 10, 15 years before she became a
- 33:57loan officer. And so there was nobody, no other loan officer that I knew of who knew guidelines
- 34:03forwards and backwards the way that she did. She, like, underwriters did not like getting,
- 34:09getting phone calls from her because they knew that she was going to be right about whatever
- 34:13it was as she was talking about. She knew that, because she knew the guidelines worse than
- 34:17that. Well, I mean, she, and she, I mean, she wouldn't petty about it or anything, but they,
- 34:22they just knew that she had a reputation of somebody who was going to submit some of the cleanest
- 34:26files you've ever seen in your life. That's awesome. And so, and so she, she kind of had that
- 34:31moniker of the mortgage fixture rapper. And so, and it was, and it worked brilliantly for her.
- 34:36Okay. So then she became, she took that messaging, the mortgage fixture upper, she became known for
- 34:43working the difficult deals. And were she okay with that? And that was one thing I cautioned her
- 34:48about. I said, if we go this direction, then that's what you're getting. You, you might run into
- 34:53situations where you get nothing but crap deals. And she kind of shrugged. I was like, I'm, I'm
- 34:58pretty proficient at knocking them out. Okay. And being able to, as long as she's good with it.
- 35:03Yeah. And, and so, yeah, that's, that's a decision that she had to make about it. Well,
- 35:07so it's, it really comes down to, I mean, the whole realm of personal branding, I think just,
- 35:14the waters have gotten so muddied because there's been, there's been so much conflicting
- 35:22advice. Yeah. And even as, and I am just as guilty of the, how pervasive it became.
- 35:30Yeah, because we got to the point where it was easier, it was easier to just acquiesce and to say,
- 35:38okay, here's your fancy new logo. Then it was to have a, have a, a discussion, a substantive
- 35:45discussion about what this really means. And what you are truly asking for. And it's one of this,
- 35:51I mean, it's honestly, it felt like, you know, the episode that every parent goes through when
- 35:59their little toddler is reaching for the hot stove and they, and they keep saying, no.
- 36:06But the toddler keeps wanting to do it and keeps wanting to do it. Eventually, I mean, that's
- 36:10an extreme example, but there are certain situations where eventually you kind of have to look at
- 36:14and say, okay, that will be done and let them make them mistakes. So I wasn't able to pull it up,
- 36:19but the my recollection of the definition, and this comes from Caleb Ralston, you know,
- 36:23who he is. Yeah. Yeah. Love his videos. Yeah. So he articulated a personal brand is the intentional
- 36:31pairing of, I forget exactly what he said, but the intentional pairing of like ideas,
- 36:38you know, emotions or thoughts or whatever, and the continual repetition of that over time,
- 36:42so that when people then, then they just, it just happens, right? So it's intentional pairing.
- 36:46Back to like the fix and that's a great definition. The fix and flip gal. So she has intentionally
- 36:52paired that. So this is by the way for anybody listening. We're going a little bit deep here,
- 36:56but there's a there's a lesson here is if you're showing up creating content, if you're putting
- 37:01messaging out there repetitively, what people are starting to create an attachment to your marketing
- 37:09messaging, your communication that's going out there and things like that. So I'm sure you would
- 37:13advise or confirm, be aware of what it is that you're intentionally putting out. Oh,
- 37:20maybe they're lacking intention, but whatever the pairing is that's happening, it's going on,
- 37:24right now. And that's becoming your personal brand. So people need to be pretty cognizant of that,
- 37:30don't they? Yeah, absolutely. And I would also, I would also throw in one other caveat in that it
- 37:37also has to be something that where there is a deep personal connection within yourself towards
- 37:43towards that message because I mean, people will see through it like we can see through that glass
- 37:49window right there. If it's if it's not genuine and if it's not if it doesn't truly line up with who
- 37:55you are as an individual and who you are as a professional, then it's going to become exhausting
- 38:01both for you, but also it's it's going to that transparency is going to reveal it to not be true.
- 38:08I guess that's why so many people I know when I was originating early or in the early days,
- 38:13you know, I leaned into the first time home buyer thing, right? Because most people can relate
- 38:17to that meaning we've all been a first time home buyer. Of course, a lot of originators at some
- 38:21point. So so you can you have an affinity to that. Let's pivot a little bit again because we
- 38:26could go all day on personal brand. Oh, yeah, we could. All right, let's just get real.
- 38:31Back to what I opened up with about personal branding, the revolution of personal branding and AI,
- 38:36this is why I wanted to get back to is what do you think is hype versus real with the intersection
- 38:46of AI like where do you see that going? You can talk about your take on actually let me riff for
- 38:55a second if you don't mind. Okay. So I was actually taking notes before today. I saw an article
- 38:59that was that was talking about AI stars, a Hollywood AI stars and that there's this influencer,
- 39:07if you will, this actress who's completely AI her name is Tilly. She has 63,000 followers on
- 39:13Instagram and she's already getting inquiries from real Hollywood agents to be featured in
- 39:22film and other types of things like that. And so the the concept is synthetic talent.
- 39:29Okay. So where do you think you're seeing? I know you're seeing this bubble up. You're watching
- 39:33people the whole hey Jen and the avatars and what's your give me your riff on that for a little
- 39:39bit on where do you think that is going to fall in or not? Oh, there is a deep rooted part of me that
- 39:48hopes that it backfires. So it's extraordinary spectacularly on whoever tries to bring that into
- 39:56the mortgage. Is there a place for it though? No, because in my opinion, the in the mortgage industry,
- 40:06there is zero place for deception. Is it deception? I mean, let's just let's take it contextual.
- 40:12It's on how you frame it. Right. Because I think contextually, I mean, who knows? This is also
- 40:17new. We don't know, right? I mean, five years from now, just like we thought like holding your phone
- 40:21in front of your face and recording video like, oh, yeah, who's going to do that? Right?
- 40:27But I mean, people used to the reject electricity, you know what I mean? When they
- 40:32stay wanted to stay with gas lamps. So I don't know where this is going to go, but I do think
- 40:37I'm open to the possibility that there's a place for AI generated content that's an avatar of you.
- 40:44I think it's very contextual. Last little story. Somebody shared with me the other day, there's a
- 40:50realtor on YouTube who for the last three months has done 100% exclusive AI avatars of his or her
- 40:56content and his view counts and everything are up and all the metrics by which you would measure
- 41:02that. I'm not saying that that's per se billing trust, but let's narrow the focus for a little bit.
- 41:08Would there be a place in your world for context? Some place in that funnel early stage for that
- 41:16AR avatar avatar engagement.
- 41:21With some with some caveats. Yes. I would say if
- 41:26if you were disclosing upfront to the to the client. Yep. Like let's talk voice. Yeah.
- 41:32Voice is really really big right now. Yeah. Voice. It takes all of three seconds for that bot
- 41:40to make the disclaimer. Oh, Mr. Ziffer. I'm James. I'm an AI chat bot and you and I are going to
- 41:47engage in a conversation. If you would like to continue using my services. Press one or say,
- 41:53okay, right. As long as the consumer is informed that that that is what's going on. I don't have
- 42:01a problem with it. It's when you're trying to disguise it and say, yes, I'm a real human when it's
- 42:08an AI persona that has been generated based off of some database of all these different prompts or
- 42:15different phone tree discussions. Then I'm sorry. I just I have problem. I don't disagree with you.
- 42:23I'm just thinking about the use case you gave there and move it to video where if it's your the AI
- 42:27avatar version of you and it's just like, hey, what's up? You know, this is Jeff's AI avatar.
- 42:32You know, you're talking to me if you'd rather talk to Jeff, whatever, right? Press one or
- 42:36you know, all that fun stuff. But I think the disclosure upfront makes sense. It just makes me
- 42:40curious down the road because you know how so right now LOs have YouTube videos where it's the same
- 42:47FAQs they get, right? So she's like, hey, go watch the video about what about this? What about that?
- 42:51What about that? What about that? Right? It's just them pre-recorded or bomb bomb videos. I think
- 42:54there's a place for that where so the library have go watch my educational, you know,
- 42:58classroom about all the different steps of getting alone, et cetera, et cetera. And why not just
- 43:04streamline that with AI avatars? Do you think that's appropriate? Yeah, because that changes
- 43:10things. That's for the purposes of me as a consumer. I'm just trying to articulate, you've presented
- 43:16it now based on that description. You presented it now in video format rather than in an essay.
- 43:21Yeah. I mean, I could go to, I could easily just go to a blog that was 100% generated by AI. Yeah.
- 43:27And read through it, grab the information that I need. Sure. And make my own decision whether or
- 43:34not I want to believe the validity of the data that you just shared with me in word form,
- 43:42supposed to video form. Okay. So I get your take away is there's a small window of context for
- 43:50you where that will work. Can clearly do not trying to see the customer. I think everyone would
- 43:54agree with that. Oh, no. So be transparent. But let's get back to let's keep let's pull on the
- 44:00thread a little bit more. So you have the floor to riff for a little bit on how are you using AI?
- 44:06What's your yeah, where do you see that intersecting? And let's go back to the marketing executives
- 44:11who you serve. Are you having conversations with them about that? Yeah, yeah. And I would not be
- 44:18able to do what I'm doing the way I'm doing it right now without without the assistance of AI.
- 44:26AI to me is one of the most knowledgeable. I'm going to use I won't say intelligent. But it is
- 44:32one of the most knowledgeable research assistants that I've ever been able to find outside of a
- 44:39human research. Right. That's crazy. And because there are there's a there's a lot of things in
- 44:43the analysis and the the strategic talks that I have with clients. There's a lot of research
- 44:50that goes into it. Now they're kind of research that I'm doing. It would take me
- 44:56usually two weeks to to go through all of the different resources that that I want to look at
- 45:02and do all of the scrubbing and do all the vetting and and do all of the the online stocking of
- 45:08their entire digital footprint. It would take me weeks to to do all of that myself or to even
- 45:13to hire somebody to do it part time on an hourly basis. Now I've got agents that I've built into
- 45:21chat to be team for flexing claw to do in a minute. And so I don't that kind of a use case
- 45:28is not I don't believe is doping anybody that is no that's a great assistance is the specific reason
- 45:36why AI is so useful to me. And then I take the results of those problems and then I assimilate
- 45:45the most important components into what my recommendation is going to be to that company.
- 45:51Okay. What are you what are you having at research that makes me curious as a fellow marketing buff?
- 45:56Well a lot of it is doing just doing the scrubbing of the entire scope of a digital footprint.
- 46:03So because I can I can go to a company and say all right what's your primary URL.
- 46:08Oh okay you act as a consumer and yeah. And so I basically just go and and find ever do as much
- 46:14digging as I can as big a breadth of research as I can in terms of your entire digital footprint
- 46:21because with a lot of companies they've probably had multiple different iterations of their website
- 46:25right there might be certain subdomains or certain extensions that they completely forgot about
- 46:30because they either weren't and didn't show up on an index map or or or a side map.
- 46:35And so they just lost track of it but it's still out there because it's on some other server
- 46:39that they thought got shut down but it really didn't. And so it just go that that kind of a search
- 46:43knows to go and find all of those digital presences or presence presences. Digital assets will
- 46:51call it that exist and that helps me kind of assimilate that and to find anything that's like a red
- 46:56flag is like oh you need to take care of this go find where it is shut down or to take from a
- 47:02different perspective be able to look at it kind of lift up the hood and see how that site is
- 47:09performing so I can get a sense of this is probably where you rank without going into a drafts
- 47:14or SEM rush or any of those other analytic tools. I can get a good sense of this is where all your
- 47:20pages are ranking for SEO but one step further now with geo a generative and general optimization
- 47:28this is how how good a chance you stand at being cited by LLMs and if a consumer is doing
- 47:35doing their search. So you're helping mortgage companies marketing executives leverage GEO to
- 47:42hopefully get found in some of this AI search. Absolutely because that is that is I mean I was I was
- 47:50on a webinar earlier this the future proof webinar that's hosted by Melissa Langdale and Megan handy
- 48:00and I were having a conversation over AI in the future of marketing and one of the things that I
- 48:06said then was that Google was very nervous about what was happening in the transition of people
- 48:11moving away from using search engines like Google and moving over to GBC and perplexity and all
- 48:18these other LLMs for conducting similar searches and just the whole reasons for doing it on that
- 48:24webinar this is back in like May when I was on and at the time I said Google's got about 12 to 18
- 48:30months before they really hit a critical point of needing to do something I was way off on my
- 48:35estimate it was closer to three months and and and Google to their credit they have they have
- 48:42they've stepped it up with Gemini and they're don't know that the announcement has been made but
- 48:47very soon they're going to be announcing an AI first search platform to replace the traditional
- 48:53search platform that everybody knows also they're great head to head against perplexity for
- 48:57example yep go ahead and have that perplexity launches own browser yeah I was using that the other day
- 49:02comment yep it's interesting it's it's really fascinating seeing how people are it what's what
- 49:08what I think is the coolest about about what AI is doing is is it's democratizing the whole
- 49:15the whole search game so now those the rockets of the world the zillas of the world the those
- 49:21companies with big deep pockets have almost overnight I don't want to say completely I mean
- 49:28they're it's not like their market sure it's going to drop to zero tomorrow but but almost overnight
- 49:34they have lost a massive competitive advantage over the little guy over the midsize I have to be
- 49:41over the over the independent broker that that's in the local market the local the AI is is going
- 49:49to benefit local established retail and brokerage shops so much if they if they learn how to leverage
- 49:58it the right way in terms of putting out the kind of authoritative content that LLM's reward
- 50:04when conducting their searches because when when you put them when you type in a prompt into
- 50:10chat gbt let's say chat gbt isn't just looking at the words that you that you typed in have for your
- 50:17question it's making it's smart enough and I'll go ahead and say intelligent enough to make
- 50:23inferences based on context clues of how you type and and also taking into account the history
- 50:30of past threats that you that you've generated so it's it's conducting what some people refer to
- 50:36as fan out queries so one single prompt could result in up to 50 75 100 independent searches
- 50:45all done in real time all done instantaneously and deliver the results as quickly as you see that
- 50:51little thinking icon come up or text come up and then there goes your response so it just depends
- 50:57on the depth of the prompt itself yeah but it's using those and this is what as a as a former
- 51:03institution I found fascinating when I kind of discovered that's what it was doing was the whole
- 51:09concept of using context clues because I somehow used to teach was reading comprehension was not
- 51:16that challenging if you if you knew the tricks and context clues was one of the first things that
- 51:20I would teach my students what to look for like tone of voice and imagery and and all the different
- 51:27symbolism all the different literary devices that that writers especially Greg writers would use
- 51:32to tell a story elements of I've been trained to do the exact same thing interesting um all right so
- 51:39let's close it out on this you referenced something there a moment ago about geo and you said that
- 51:43you think AI uh in that context benefits the smaller player versus the big 800 pound gorillas um
- 51:52can you ride us into the sunset on on specifically how somebody listening right now could be
- 51:58loan officer could be marketing executive biz dev person how do they because because there's the
- 52:04window right so so what were the what would be the action items for them to do through the rest of
- 52:09this year to get on that bandwagon of getting found in AI search um first of all if anyone comes to
- 52:18you saying I promise to get you cited on AI people promising that oh absolutely really yes but if
- 52:25anybody promises you that say we can get you cited on chat to be two searches hold onto your wallet
- 52:30and don't believe them because this is it's one of those one of those things where the technology
- 52:36is sober and new and so um it i mean every day right it is evolving and something is changing there
- 52:44a new model is is dropping of chat gpt like um by i remember playing around with five with chat gpt
- 52:52five when it first came out and there it was immediately by the response was immediately
- 52:57bivircated in the people who absolutely loved it so oh my god this is revolutionary it's all these
- 53:02things as other campus like holy crap the whole sessions everyone's they were on four right
- 53:07and it's and so you just there's a mix back this is a process that is going to take time to evolve
- 53:13i mean google didn't get to where it got overnight a ggeo or a i search or whatever academic you
- 53:20want to attribute to it's not going to get to where it's going to go overnight it is changing
- 53:25very very quickly um and i conducted some pretty deep analysis about a month ago
- 53:32and came back to because i wanted to revisit it and came back to it again and the results were
- 53:39drastically different really in terms of what it served up in terms of where it served up in terms
- 53:44of trust because what i did a couple of months ago was i wanted to i was just conducting experiments
- 53:49so i built a custom gpt to do to do to take 20 different consumer based prompts specifically
- 54:02targeting like mortgage industry at all with the with the end result of wanting to find a local
- 54:07mortgage expert to help me in x market so i had 20 different queries all phrased very very
- 54:15differently and i had this list had that built into a spreadsheet had another column that
- 54:21listed out the top 200 metropolitan areas and so what i was a built this this custom gpt to basically
- 54:28take each question and extrapolate it across each of the 200 metropolitan areas and give me the
- 54:34results so i mean i mean you multiply all that together i think it was a total like 25 000 different
- 54:39independent searches yeah we're we're run and then fortunately because i did not want to take
- 54:45the time to scrub all of those responses i said okay here's the responses and loaded that up
- 54:51and said okay now scrub this and tell me what are the top 10 citations that that came up in all
- 54:58these responses and the results in the first one were unexpected and there were a couple of
- 55:04familiar names that that i recognized in there at experience.com was one that that i was kind of
- 55:09impressed to that it showed up as much yeah and then the second result of names was completely
- 55:15different listed of of of websites of who are else yeah and i was like that's fascinating like okay
- 55:20so and so now my next iteration is so okay back in june or july you gave me this in august you
- 55:27gave me this yep um why was it different and so that's one of the things that i really really
- 55:33love doing it is when i run an experiment like that i always cap it off by saying okay why give me
- 55:41did it did it tell you why the different references yes and it's uh that asking well asking not
- 55:46on that i haven't done yeah but with other projects that i've run when i ask it why what was
- 55:52your reasoning behind this what was your thinking behind this and there are some miles where you can
- 55:57actually open up that sidebar and watch in real time right as it's going through its as process
- 56:02and but i wanted to know the logic i wanted to know what what was how did it come to this decision
- 56:07what was the what was the stream of color to the train of thought yeah that it was following
- 56:12and i've learned more about how llm's work just by doing that just by asking that question of
- 56:18the interesting leave me to point a to point from point to point you can have that on going yeah
- 56:21i found the same thing to be true as well uh because i've been teaching classes to realtors uh on
- 56:26geo in conjunction with loan officers and um that's one of the things that i recently did as well
- 56:32and it's it's very interesting to see it's read it in some cases it's fast experts it's these
- 56:37review aggregator sites which is a lot of what i've seen it it served back in terms of the generic
- 56:43type a find a realtor i want to buy a house in whatever you know what i mean all those types of
- 56:48things it's it's first and foremost looking at a lot of those those review aggregator sites and
- 56:53then of course the content as it you know although is it is it is it is it listicle structured
- 56:57whatever easy to read and that's a whole nother skill by the way which i'm sure you help market
- 57:01executives understand is what format what types of content is the uh looking for yeah which is
- 57:08very important right yes yes the actual straight yeah i'd never actually answered your question what
- 57:14should they be doing yeah that is exactly that's what they need to be focused on because if you're
- 57:19using a i to write a whole bunch of blog articles you're missing the point uh if it's a ii does not
- 57:28believe in fluff and it will uh and and and a lot of the the results that generate their generate
- 57:36from the prompts are because the prompts are bad or because the prompts are asking the wrong
- 57:40questions i'm more interested in asking the right questions right more so than i am getting
- 57:45yeah correct answers oh because when you when you're asking the right questions that's what's
- 57:50going to lead to better results right so if you've got the right prompts in there that are structured
- 57:54the right way i want you to include a bcd i want you to to build in the the meta description so
- 58:00once you build out all the schema and then here's the content and then give me and and then the FAQ
- 58:06section so what they are what lm's are rewarding is the the rotated nature of the content and
- 58:12is it uh is it is it is it valid data based on the query that or the prompt that was that was
- 58:22input well that's a whole lot of the skill set that marketing executives uh if that's who's
- 58:26listening right here and they're in their company they've got their different data you know
- 58:29they're they're their content sources of blogs and etc and websites and even that content
- 58:34needs to be looked at yeah in terms of how is it currently formatted yeah absolutely and if you
- 58:39are an executive listening right now and you recently or even not so recently fired your copywriter
- 58:45and they were a very skilled copywriter you need to give strong consideration to hiring them back
- 58:50because they understand innately how language works and how and how to structure things in a very
- 58:57specific manner not to be formulaic but to but because it's going to meet the criteria of what
- 59:04lm's are looking for and if you are a copywriter or PR or comms you're you're in a really good spot
- 59:13and you need to die I thought yeah I was gonna wipe out all the copywriters because no no that's
- 59:20a whole that's another podcast that's another episode all right James this has been awesome glad we
- 59:25could do it in person for those who are listening and want to learn more about what you do
- 59:29we're going to link up number one your LinkedIn profile yeah right which is probably a great
- 59:32place to follow but also the website give us the name once again Kyloom advisors C-A-E-L-U-M
- 59:39advisors this spelled E-R-S E-R-S all right we'll put those two links in the show notes
- 59:43appreciate your being here everybody listening by the way if you're listening to this you're
- 59:47a loan officer and you're at a company and you want to get this interview over to somebody
- 59:51internally biz dev marketing somebody who needs to hear this from a guy who's been in the trenches
- 59:56and it's helping people do it now with marketing executives please share this episode with them and
- 1:00:00get them in a conversation with James once again thanks for making time Jeff has been awesome
- 1:00:04for sure for me all right let's do your to do like the episode share it we'll see on the next one
- 1:00:09bye for now okay that's it for today's episode before we wrap up I just wanted to remind you about
- 1:00:14my agent classes you're proven system to double your agent referrals in just 90 days imagine never
- 1:00:20having to co-call again instead building real lasting relationships with top-producing agents
- 1:00:25who want to send you business with done for you presentations marketing automation weekly coaching
- 1:00:31it's all designed to make growing your business easier and fun so if you're ready to take control
- 1:00:37of your agent referrals and grow your income visit mortgagemarketing.pro or check the link in
- 1:00:42the show notes and why you're there don't forget to check out the success stories from other mortgage
- 1:00:45pros who've already seen incredible results thanks for listening and I'll see you on the next