Was Talking to Dave Savage today.

He shared this from Josh Campbell, an $ 80M-a-year producer who has built his practice around client presentations and financial engagement.

https://mortgagecoachingplaybook.replit.app/

Sharing it here… I don't know Josh at all, but I went through this after talking to Dave, and there are a lot of great best practices here that reflect much of the work we are doing as liability advisors.

Whether you use Mortgage Coach or our calculators, or both - it doesn't matter to me as much as it does that you're constantly learning and growing into being the type of person that every client needs to meet immediately.