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"I can think of no one better in the mortgage industry to learn how to leverage the Strategic Equity concepts from than Steven Marshall. Mastering equity management will not only dramatically increase your income, but will also place you on a playing field with very few competitors. I highly encourage you to take Steven up on his offer to help you master equity management."
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- Dave Savage
CEO of The Mortgage Coach |
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"I attended the Strategic Equity site visit the end of January, 2006. WOW! I got everything I had hoped for and so much more. Steven gave me strategies that I could implement immediately, from A to Z everything I needed to do to start increasing my revenues. Not only did I benefit from all the great information regarding planning and executing the seminars for insurance professionals, I also got ideas that could immediately impact my current business. In fact, in February I closed $5 million, due largely to ideas I got from my site visit with Steven. I don't see how anyone could afford NOT to make the commitment to this program if they want to grow their business. Thank you Steven!"
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- Mimi Kelly
Fairway Independent Mortgage |
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"Best part was the specific examples about how to teach planners using case studies. Steven gives some of the most informed opinions that I have ever heard. Absolutely outstanding program! Patrick did a terrific job putting the program together. Keep it up!"
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- Jason Herzberger
Maryland Mortgage Planning Group |
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"Very professional! Real personal touch, not canned like some workshops. Great tools-worth the price by itself…"
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- Scott Hardy
Advantage 1st Mortgage |
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"This is vital for anyone that would like to stand head and shoulders above the rest of the pack. This is advanced mortgage lending at its best. Steven is at the top of his game!"
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- Jose Caraballo
Esquire Lending Company |
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"Thank you so much! You are a master of research and detail in your presentations! Incredible strategies. I valued the small format and being able to get my questions answered."
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- Dan Dowling
United Mortgage Capital Corp. |
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"I am a Mortgage Coach and Loantoolbox.com member; these services are very good but your program is the icing on the cake. This program is worth every penny."
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- Ed Torres
Mortgage Services |
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"Amazing day that I feel I can take and run with like no other event I have ever been to. I'm completely able to duplicate it! Steven, THANK YOU!!"
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- Aaron Szabo
Home 123 Mortgage |
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"I felt that the site visit has given me the confidence to go home with the A to Z knowledge on how to implement this strategy into my business immediately. And in turn greatly grow my income with in 90 days. Thank you for all of your time and knowledge!"
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- Eric Billock
GMAC Mortgage |
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"I thought it was excellent and filled with a lot of great info. I am especially excited about the seminar info as this is exactly what I plan on doing. Valuable info on databasing and marketing it, and followup with planners. That alone was worth the nominal investment of $3000! Pure marketing gold! Thank you!!"
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- Elise Groves
First Priority Financial |
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"This provided exactly what I was seeking which is a turn key program to add this pillar to my business. Great job, well worth the money. The one year follow up program with you will make the difference of this being successful for the participants. Keep adding."
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- Linda Rudd
Fairway Independent Mortgage |
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"I'll leave here with my head spinning in a good way. I'm convinced I can have a meaningful impact on my customers' financial future by helping them understand these principals. Thanks for giving me the concepts and tools to launch my mortgage planning career. I've got more then enough to go home and make this work. I'll be forever grateful for the investment you've made in me."
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- Ned Pauley
Wells Fargo |
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"I was anxious to get materials for presenting this strategy to clients and financial planners and insurance agents. I love the materials."
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- Sheryl Hanson
Allied Capital Loans |
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"Hearing Steven's history, growth and especially thought process was most valuable to me. I'm a big believer that how you think is everything and learning from Steven how he thinks, distilling the best practices of leading experts, is invaluable. I appreciated his honesty, openness and humility. The system and tools, especially the high quality of the slides. Having been to TEAM, I think your slides are much more professionally done. I also like that you cite so many different authors, sources and quotes. Lastly, the planner 1on1 followup and retention programs are very helpful. The monthly newsletter would be a homerun! Q&A was great!"
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- Barney Coelho
Cherry Creek Mortgage |
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"The most valuable thing is that you give exactly how to implement the strategy and exactly how to tell the FP how to contact their clients and follow up with them."
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- Van Johnson
US Mortgage Corp. |
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"Received a system that can be customized and implemented in a timely fashion. Love the step by step plan to get started. Open conversation of Q&A during the session was very beneficial."
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- Lisa Riley
Integrity Financial |
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"Watching the presentation and hearing sidenotes, explanation, case studies and hearing objections (what to expect and how to respond) was very valuable. I appreciated receiving actual examples of marketing along with step by step instructions (getting CD credit approved, marketing, etc.)."
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- Bethany Hegerhorst
North Star Mortgage |
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"The plug and play system will certainly make implementation much easier. The slide show was awesome. Very professionally prepared."
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- Shawn Perkins
Your Favorite Lender |
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"Outstanding, Enjoyable and Entertaining! Patrick brings great value and structure to the program. The coaching on what to say to the clients at the end was my favorite part."
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- John Weller
Megastar Financial |
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"Tools, presentation materials, marketing ideas and having intelligent conversations with mortgage professionals was the most valuable to me. I would love to attend more events!"
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- Pedro Sanchez
First Security Lending |
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"The information, tools, and turn-key solutions we're leaving here with are exactly what we were looking for. It as also nice having it as a small group because it allowed for a lot of interaction."
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- Scott Hershberger
Triton Funding Group |
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"Complete Information- Nothing is missing! Thank you!"
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- David Ghai
1st Solutions Mortgage, Inc. |
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"Reviewing the slides for the CE presentation was the most beneficial."
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- Justin Harris
1st Alaska Mortgage |
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"Seeing the actual powerpoint presentation and hearing experiences of other loan officers during the morning was the most valuable to me."
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- Bob Scherner
Island Financial Group |
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"Steven's great openness and ability to explain systems, his turnkey systems, that was the most valuable to me!"
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- Mike Hauxhurst
CMA Financial Services |
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"The Presentation was valuable!"
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- Kevin Shea
Preferred Mortgage Services |
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"The seminar presentation was powerful and put together in a format that I believe could duplicate. The talk of how you put together your team was very insightful! Thank you so much for sharing!"
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- Bob DeSimone
Balance Funding |
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"The systems that have been put in place to manage the process were valuable to me. The powerpoint presentation will save me an incredible amount of time and brain damage."
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- Clayt Tabor
American Home Mortgage |
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"The hard presentation and materials were most valuable to me. Insight into real life applications and experience with the program and getting in front of planners. Love the vision of Patrick and his role in the overall business."
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- John Thompson
Thompson Group/Metrocities Mortgage |
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"Everything was excellent. Would like to actually sit in on an active CFP seminar maybe before site visit. Everyone was great to deal with, hospitable and courteous. Thanks!"
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- David Schmidt
Affinity Mortgage Group |
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"Great day! Information and organization "turn-key" approach is ideal, as long as its limited in saturation. Quality content and presentation style probably the single most important element. Beyond and above is the ongoing support and events to help instill and integrate the material."
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- Brad Baumann
Countrywide |
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"Implementation Plan (PPT seminar, article, database formation, one-on-one meetings, retention)- this is the key to making a success of this program. Positioning referral partners to implement is also critical- article is great for client follow up."
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- Melanie Thompson
Main Street Mortgage |
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"Of course receiving the hard materials to start implementing this strategy into my business plan was most valuable. The feedback of what was tried, worked and did not work with the CFP's and Insurance Agents. The information regarding the continuing education for both CFP's and the Insurance Agents was most valuable to me."
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- Mike Bjork
American Capital |
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"The most valuable aspect to me was the Q&A and the ability to ask questions specific to my business, also the ability to adapt the presentation with my logo."
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- Chad Hartsfield
Maumelle Financial Group |
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"The step by step process, templates, visual demonstration of the presentation and the office setup was the most valuable to me. I also enjoyed getting to know other like-minded professionals."
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- Wade Thompson
Consolidated Home Loans |
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"The event has been Grand!"
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- Michael Brouse
CTX Mortgage Company |
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"Most valuable? Seeing the whole process from beginning to end. Fabulous added value with the letters, etc."
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- Nick Williams
First Reliance |
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"Great ideas and most importantly a plan to implement them!"
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- Kari Clouse
Family Funding, Inc. |
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"This conference and site visit were excellent and something I think I can finally really start implementing. My commitment is to have something of real substance going before the Cabo Conference so that I can share a real success story."
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- Bob DeSimone
Balance Funding |
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"Very insightful! Overall it was an excellent conference and I'm glad I came!"
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- Maryann Salt
Golden Horizon Mortgage, Inc. |
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"I thought the day was good and informative. What I love is the abilityto see and hang out a few times per year with the leaders in the industry. That is what you have set up! Thank you!"
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- Mike Young
Alpine Mortgage LLC |
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"The whole package was great! I look forward to implementing the materials into our practice and being part of your series."
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- Mark Goudge
Muli-State Home Lending |
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"Great job Steve & Patrick! Q&A was most valuable, however the entire event was a WOW!"
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- Troy Hoeft
Home 123 Mortgage |
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"The actual presentation was very valuable. The whole day was good. The material is great to have!"
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- Michael Stowers
GMAC Mortgage |
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"The presentation that Steven made was very valuable to me. As well as the system to schedule, market and follow up after the seminar. It is obvious that Steven put a lot of time, effort and money into this system and I am grateful that he is willing to share it with us."
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- Chris Egan
Mark1Mortgage |
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"Most Valuable was the powerpoint presentation and the system, start to finish and the openness to share the 'recipe' and how to cook it."
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- Scott Hendrickson
Prime Lending |
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"The entire content! The opportunity of helping our clients create wealth for their future!"
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- Miguel Terrazos
MortgageTree Lending |
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"2 Sayings: Making the Unique Experience and Re-Inventing myself. This whole process allows both of these ideas to come true. Although my team practices this idea, again putting them to play is going to be really fun. I appreciate you putting this together and allowing me to have a turn key process that will truly clarify, to my clients why this is necessary. Thank you!"
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- Brad Sorsabal
Home 123 Mortgage |
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"Information was excellent. Presentation was valuable and insightful."
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- Jeff Toomire
Multi-State Home Lending |
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"I got exactly what I was hoping to get from today! Thanks! Outstanding implementation of a great conference."
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- Jamey Nordby
Building Champions |
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"The general program- it was all new to me, so everything was beneficial- now I just need to absorb it all! The networking time with other attendees was also great."
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- Alice White
Ridgeview Mortgage |
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"The financial planner presentation and marketing systems was most valuable to me."
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- Steve Carrigan
Pinnacle Financial |
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"Physical site visit reaffirms we are on the right path with regards to operations."
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- Kelley Carrigan
Pinnacle Financial |
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"Excellent! Thank you Steven."
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- Ginny Fey
Homestone Mortgage |
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"Excellent Program! Lots to absorb!"
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- Dave Lewis
Washington Mutual |
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"Having the CD will be very helpful in preparing to approach CFP's. This is a wonderful area of future business that is totally untapped at this time in my market area."
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- Jeannine Marshall
Washington Mutual |
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"There was a good balance of high level and nuts and bolts. I valued the marketing materials. Great seminar!"
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- Joe Potwora
Washington Mutual |
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"My brain is spinning from all the possibilities!"
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- Jeff Case
Washington Mutual |
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"The marketing materials on the CD was the most valuable."
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- Kent Neumann
Washington Mutual |
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"Staying in front of my clients is most important. Handouts and marketing info will be helpful. I've worked with CFP's in the past with minor results. This will help me to focus the presentation."
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- Brad Haun
Washington Mutual |
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"I really like how you go deep with how to create the relationship with financial planners and insurance agents and teaching planners how to use their database and refer clients to us."
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- Rachel Lamoreaux
Lake Tahoe Mortgage |
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"Achieved Clarity, much improved presentation, more applicable than Doug's, Powerpoint was excellent!"
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- Beth Cheatwood
MortgageTree Lending |
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"The most valuable is the relationship building. The powerpoint presentation is a great idea. Great planner retention program to be able to see how you will maintain the relationship."
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- Armando Sandoval
RDM Lending |
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"Great information on financing options and leveraging. Good alternatives to the "old school" methods of financing."
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- Dan Satern
Washington Mutual |
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"Patrick was great! Ended with great tools and a lot of information. I would recommend newcomers that they read Missed Fortune 101 before coming to this seminar."
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- Kristel Gough
New Freedom Mortgage |
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"Excellent stories and case studies! Patrick did a great job articulating systems."
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- Matthew Chabot
First Horizon |
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"Going through the presentation was most valuable. Being exposed to these concepts is inspirational. Patrick's info was very valuable."
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- Michael Tulin
Metrocities Mortgage |
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"Seminar Presentation being customizable is great."
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- Mike Wakefield
Encinitas Financial |
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"The outline of the business plan and marketing materials was the most valuable to me. Overall, the seminar was great."
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- Nickelle Anderson
New Freedom Mortgage |
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"Most valuable to me was 1) Seeing the team, 2) the CD information, 3) the powerpoint presentation, 4) The template for marketing and following up on FP seminars, 5) The large turn-out (you've obviously hit a button)."
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- Michael Regan
Valley Mortgage & Investment, Inc. |
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"I love Steve and his stories! I felt like I could get to know him better and see his true humble self. Really enjoyed that. Loved input/feedback/what's important section."
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- David Seefeld
First Horizon |
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"Helped me to better understand concepts to pass on to my customers. I look forward to using your tools to implement this philosophy. Thank you for sharing, Steven."
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- Thomas Fadden
Homestar Lending |
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"The concepts have been studied but now are cemented. Your materials are great and super valuable. Also it is very valuable to learn more and more best practices. Thank you for sharing."
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- Cody Touchette
HomeStar Lending |
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"Great insights. I'm looking forward to sharing with existing financial partners. Thank you!"
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- David Davis
HomeStar Lending |
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"I received a much better understanding of the principles, and I wanted the actual marketing materials. The rising rate explanation was usable and very understandable."
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- Michal Joyner
Wells Fargo |
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"I enjoyed the visit. I feel like it increased my knowledge base of equity management. I also gained a lot more confidence in what I am already doing."
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- Scott Kent
Capital Financial Home Equity |
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"I enjoyed the relaxed format of the workshop. Very informative and cause for much thought and consideration. I appreciate your balanced approach - "Switzerland" - and not looking into any one solution for the repositioned equity. Looking forward to progressing forward over the next year."
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- Paul Neal
Capital Financial Home Equity |
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"Awesome. Thanks!"
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- Guy Clayton
Texas Country Bank |
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"Getting all the tools that have been proven to work will be a great help. I'm really excited to implement everything into my business practice."
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- Tommy DeMarti
Bank of America |
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"Presentation- terminology- ideas for marketing. Very valuable!"
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- Jack Shotbolt
American National Bank |
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"Step by step outline on how-to was the best part. Powerpoint was great."
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- William Tessar
Capital Line Financial |
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"I now believe I know how to put all the information I have received over the past month to use & implement."
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- Brian Riley
Integrity Financial |
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"Excellent Day!"
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- Dean Hartman
eHomeCredit Corp. |
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"Ideas on marketing the program and all the materials and ideas on how to modify for investors were invaluable to me. Very complete program!"
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- Cliff Temple
US Funding Group, Inc. |
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"Too much great stuff to share!"
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- Peter Baird
Diablo Funding Blackhawk |
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"Thanks for sharing! What a great day with a ton of information that is so awesome! Thanks again for giving so much!"
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- Jim Stryker
Countrywide |
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"Awesome content! Thank you. We feel very equipped to move ahead with the simple blueprints you have generously shared. Very excited to see where this will lead us over the next couple of years."
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- Jonathan Carter
Homeloan Source |
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"Very good! Great content. Good presentation. Great facilities. Looking forward to implementing some of your strategies."
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- Monte Bertolino
Homeloan Source |
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"I am a brand new Mortgage Planner having been in this business for all of two weeks. I was looking for a complete professional system to use immediately- this is it. I know that transferring this system will allow me to help clients make amazing changes in their quality of life. This is the way of the future. I'm counting the days until Cabo. Thank you Steven and Patrick."
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- Dr. Jan Simpson
The Mortgage Professionals |
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"I have enjoyed the event and would recommend the program!"
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| - Andre Korchinski, Mortgage Works |
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"Certainly the take away turnkey materials are extremely valuable. However, the most valuable thing to me has been that I can build greater confidence in my client's perception of me and my unique approach in order to transform their lives and in turn earn what I'm worth. Great day!"
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| - Chik Quintans, Atlas Mortgage |
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"Like the diversification of where to invest the assets vs. the one size fits all approach."
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| - Steve Johnson, Advantage Mortgage |
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"This was outstanding. I know that this will change my career and my life. Thanks!"
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- Christopher Hudec
Metropolitan Mortgage Group Inc |
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"Most valuable seminar! Seminar presentation and the details of what and when to implement the different items in the binder. I am also excited to listen to the CD's and utilize the marketing materials."
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- Justin Fischer
Wind Star Mortgage |
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"I love the binder and all of the collateral material"
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- Ron Stowers
GMAC Mortgage |
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"I am very fussy about training and material, as my standards are high. This Strategic Equity training I found to be excellent. The system is literally turn-key; the postcards, tickets, article and PowerPoint are so much better than the TEAM and TEAM2 stuff, in my opinion. I'll take this stuff and run, and I will. Thank you very much!"
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- Jack Zarinsky
American Mortgage Express Financial |
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"Great insight, valuable info for us to take home and work with. Having something that works vs theory is great."
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| - Chris Martin, Coffee Shop Mortgage Solution |
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"This was great and has given me great ideas! I can't wait to get back and implement."
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- Daniel Martin
Coffee Shop Mortgage Solutions, LLC |
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"I have always felt that Barry Habib offered the best value for the money spent. That's changed. I'm amazed at the content, quality and professionalism provided by Steven and his team."
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- David Jensen
Charter Funding |
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"System layout and content are great! Steven's Strategic Coach investment is a huge benefit to his business-a great role model. Turnkey system."
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- Mats Kinnison
CTX Mortgage |
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"Creating value for my clients. Remove myself from competing for loans to now spending more time meeting with clients vs. spending time cutting my commissions. Building a $100 million/year team."
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- Jeff Nance
Countrywide Home Loans |
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"Excellent! I feel much more confident in explaining and presenting equity management to not only my clients but also friends and family. I feel we now have the tools to put the plan in motion. Thanks so much for your hospitality-you have a great team!"
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- Jennifer Zayer
Aramco Mortgage |
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"The step by step process of training CFP's to work with us, very turnkey and easy to implement."
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- Carlos Flores
Just Fund it Mortgage |
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"Phenomenal event, good stuff! Thanks for your support!"
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- Charlie Fitzgerald
America One Finance |
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