...An interview with Renee Spears (facilitated by Karen Deis), Rose City Mortgage, one of the nation's first socially responsible mortgage brokers who donates $100 from every closing and whose donations have topped $100,000 in 2006.
What if you could offer financial seminars that none of your competitors have even thought about doing?
What if the topics covered will really make a difference in the lives of your clients?
What if you could get your affinity partners to participate and invite their clients too?
Meet Renee Spears, President of Rose City Mortgage, Portland, OR who is providing Financial Fitness Boot Camps for her past clients. Read how she’s created an 8-week seminar series and how she gets her affinity partners involved. She shares her boot camp curriculum and other seminar suggestions—and it’s an exclusive event only for your past clients!
Why past clients? These are the people who know you, had a good mortgage experience with you, and best of all, you know where to find them.
Karen: I wanted to write an article on outside-the-box-type seminars and found a short article about you and your seminars and visited your website. Before we get into the discussion about the seminars you offer past clients, I LOVE your website. It is the most awesome, unique and client-friendly mortgage website I have ever seen.
Renee: We wanted to do something different and the website homepage is an animated picture of my office. When you click your mouse, the office “comes to life” including a steaming cup of coffee, my dog lying under the desk, pictures of our staff and my laptop. Just pass the mouse over the telephone, pictures, the coffee cup, etc. to view pop-up captions that give people more info about our company without having to visit each and every website page.
Our goal was to convey our client-centric philosophy. Some people think the site is hokey—but we don’t want to do business with those types of people so they basically screen themselves out of doing business with us.
Karen: Before we talk about your Financial Fitness Boot Camp, what is your website address?
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