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Time Blocking There are only 24 hours today. What will you do with yours?

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Presentation on theme: "Time Blocking There are only 24 hours today. What will you do with yours?"— Presentation transcript:

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2 Time Blocking There are only 24 hours today. What will you do with yours?

3 The Truth!!!!!!!!! The most successful people are the best time blockers. REACTING to your business will never allow to be PRO-ACTIVE on your business. If you don’t know your WHY? You will never achieve your goals.

4 Know Your Why? Why do you want to grow your business? More vacations Kids College Legacy for your Grand Children Your “Why” is your motivation

5 Simplifying Activities Make a list of everything you do in a day Categorize each item on your list Consolidate and delegate

6 Check emails Lunch Return calls Talk to clients with files already in progress Put out fires Social Media Lock loans Run DU/LP Calling leads Take applications Do monthly mailers Go to office depot Video Marketing Bookkeeping / payroll Plan Day Teach Classes At Real Estate Offices Talk to underwriter Learn new loan programs Go to closings Calling / meeting new referral partners

7 Simplifying Activities 1.Calls – Call Leads, Clients in Progress, Return calls, Call prospect referral partners 2.Marketing – Make video, Send greeting cards, Social media 3.Loan Processing – Take application, Run DU, Lock loan 4.Everyday stuff – Check emails, make lunch, plan day, put out fires

8 Understand Your Categories

9 Money Making Tasks These are marked as GREEN on your calendar All activities that help you generate referrals and leads to get More Loans!!!

10 Money Making Tasks 1.Prospecting time 2.One on one meetings with Referral Partners 3.Meetings with New Clients 4.Return Phone call time 5.Teaching classes time 6.Marketing strategy time

11 Daily and Personal These are marked as BLUE on your calendar Items that you do daily, or not related to doing mortgage loans 1. Check Email 2. Lunch (unless with a referral partner) 3. Plan Day

12 Reactive/ Non-Money Making These are marked RED on your calendar Important enough to make it to your calendar,, but red as they are not money generating tasks 1. Run DU 2. Lock Loans 3. Put out fires

13 Start making your schedule Wake up and focus on YOU first. Never….Never….check your email first thing….Never 7-8 Jogging – coffee –shower 8-8:30 Kids to school, Me to work (listen to positive message) 8:30-9 Email, socialize 9-11 Call time – 9-9:30 all with loans in progress, 9:30 – 10 new leads, 10-11 current referral partners 11-12 Marketing stuff – make video, post on social media about my class, write as many hand written notes as I can in an hour, Get my “commitment letter” for Thursdays meeting ready 12-1 Lunch with a Partner 1-2 education, training 2-4:30 Read and React 4:30-5 Check Email 5-5:30 Plan tomorrow 5:30 Go Home!

14 5 Simple Rules If it’s on the calendar you HAVE to do it! You can re-schedule but not cancel You must have 2 hours minimum of a $$$$ time Start with more flex time and then slowly decrease Tomorrow’s calendar is set before you go home today You have to have a quitting time

15 Set Up Your First Day

16 Key to Success Don’t jump in both feet Start slow, 2 days Stick to your 2 days for 2 weeks then add a day Stick to your 3 days for 2 weeks then add a day Stick to your 4 days for 2 weeks then add a day

17 The question isn’t “Can You”… The question is “WILL YOU?”


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