Presentations to Agents

Presentation Give some kind of presentation at least once a week Brands you as an “expert” in whatever you are presenting on This can be a meeting to a large group or just one person Best results come from groups of 10 to 12 attendees Allows you to bond more with attendees Attendees feel more free to engage with you

Presentation Types A “Wine Tasting” –Local Wine stores are glad to offer the tasting. You take 10 minutes before and give a short marketing tip. Then enjoy the tasting. A “Coffee and Questions” – Host a Coffee and Danish Q and A for your referral partners. Let them ask questions about anything Mortgages. You can answer questions about the new guidelines, what you can use for tax write-offs, VA loans, etc.

Presentation Types A “Lunch and Learn” – Host a luncheon with your referral partners Teach subjects like Expired and FSBO marketing, How to market to their database, FHA 203K FAQ’s, How to Video Market. Co-Host with your Title reps “Continuing Ed” classes for RE agents. – once approved in your state to teach CE courses, they give you the guidelines for getting a class approved (get schools to bring in agents for you to present to). Teach CE courses on FHA 203K loans, VA loans, even marketing strategies.

Presentation Types Host a “Book of the Month Club”. Meet at a local book store or coffee bar once a month. Go over business and wealth building books. “Appreciation breakfast” at a title company for all your referral partners. Attorneys, CPAs, agents, etc. Introduce them all to each other.

Presentation Types Cocktail Party – Host a cocktail social every couple of weeks. Teach a short class or just hang out with drinks and snacks. Host at your office, a title company conference room, a local restaurant or one of your B2B partners businesses to showcase (florist, nail salon, etc.) “Dialing for Dollars” - Host a cold calling night. Great for approaching brokers. Have food and drinks. Agents all gather one evening with their leads and call them. You are available to answer questions and do pre-approvals

Presentation Types “One on One” - Once a week, take a referral partner to lunch Host your meetings in unexpected places. A car dealership (they want realtors to see their cars), a games place (like Dave and Busters – give them tokens to play some games) or a park pavilion with picnic lunch (have horseshoes or corn hole). Just be creative!

Presentation Types Most of all have fun, offer something cool, and meet more people.

The Extras Have a Hand out (a copy of the power point, a summary with a place to take notes) This will encourage them to engage with you Gives you a visual indication of who is most engaged

The Extras Have a drawing at the end for a give away (book, gift certificate, lottery tickets). Everyone loves to win Have “dollar store” chochkeys or candy to give out for answering questions or participating in your presentation

The Extras Make sure the last slide is your contact info and leave it up. This is your chance to ask for business If you are giving a copy of the power point as a hand out, include this with it.

Thank you for attending todays presentation. Please remember, I am a Mortgage Professional First and Foremost, Your referrals are Always Appreciated. Paul Baxter

The Extras Follow Up

The Extras Have a Thank you for attending card written and ready to go Research your attendees to know who the main targets are so you can focus your follow up efforts Have your follow up call scheduled and a script planned and ready to go

Getting it Started The first few may have low attendances Consistency will increase attendance You can’t just do one and done Every week at least one 1 on 1 Every month at least one group

Getting it Started Partner with a Title rep Have them invite the agents and you will provide the content Be prepared when approaching the Title reps Have a date Have a time Have a topic More likely to commit

Getting it Started Take a presentation you have access to and adapt it to

Become the expert…..everyone wants to work with the expert