Be sure to watch the entire episode located below the show notes.
CU Members Mortgage's Executive Sales Consultant Carrie Fenwick joined us for this month's Mortgage Monthly LIVE to discuss her timely topic "Coaching Practices to Engage Your Frontline Staff."
In this insightful talk on cross-selling the mortgage lending arena, Carrie addressed such items as:
The who, the what, and the why of cross selling
Do the math
How to starting the process of coaching to effectively cross sell: culture and role playing
Resources: technology, data analytics, the credit union as your billboard
A wonderful and engaging talk with Carrie with tons of takeaways your credit union can use to capitalize on during this busy home-buying season. Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.