What Rockefeller’s Rolodex Reveals…
John shares a lesson from David Rockefeller’s Rolodex. Share in the comments or email John here.
About John Luddy: John has trained reverse mortgage professionals how to be successful when sitting face-to-face at the kitchen table with prospective HECM borrowers. Norcom is looking for qualified loan officer candidates. To learn more call 1-860-507-2582 or email John Luddy here
2 Comments
Harvey Mackay uses a similar system. He has an actual questionnaire that he fills out for clients. It keeps track of the business and personal aspects and helps he and his team build relationships. I take notes on my phone!
That’s great Michele! I would also keep a back up file, on paper. Technology is great however it’s always changing, and it would be horrible if you were to lose your notes in your phone somehow.