The Perfect Consultation
The first meeting that ends rate shopping before it starts.
Vol. 012 — For Mortgage Advisor
Most loan officers try to win a client in the first three minutes. Sosi Avila built
his business on a first meeting that is long on purpose — on video, with
slides, in a fixed order — and he says it is the reason he does not need a big
pipeline. He closes almost everyone who sits through it. This is the meeting,
move by move.
From “The Consultation That Makes Loan Officers Unshoppable“
The Way with Dino Katsiametis · S2E08 with Sosi Avila