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Present Like a Pro...Tips for Your Next Stellar Sales Meeting

When people think of the word mortgage, do they think of you?


Written By: Cyndi Maxey, CSP and Rob Maxey,
Revere Mortgage

Cyndi Maxey, CSP (Certified Speaking Professional) is a seasoned professional speaker and presentations coach. This article is adapted from her latest book (co-authored by Kevin E. O’Connor), Present Like a Pro: Mastering the Art of Business, Professional, and Public Speaking). Rob Maxey is a mortgage consultant with Revere Mortgage, Northbrook, Illinois, who also writes and MCs corporate meetings. Contact them at RobMaxey@RevereMortgage.com or CMaxey@CyndiMaxey.com.


You’ve been asked to make a speech!

First, be happy you have been asked. Many of your colleagues in the industry would love to be in your position; it’s one of power…the power and privilege of the platform. If you are presenting, Realtors, builders, clients and other industry experts will give you more credibility simply because you’re in front of the room. Keep in mind what every professional speaker knows - that your audience wants it to be a positive experience and ultimately, they are on your side. They want you to succeed.

The following are some tips from the pros, before, during and after your next presentation. With these, you will gain even more support and respect from the audience and beyond. Remember, nobody cares as much as you do about this meeting – before, during, and after it.

BEFORE: Realize that Nobody Really Wants to Be There

You, as a mortgage consultant, will need to promote your talk and why it is the best use of Realtors®’ time. Realtors and builders are very time conscious – knowing that they have a choice of spending time with you learning something or spending time trying to get that next deal. They get many invitations by many mortgage companies; you need to help them sort through the pile and why they should be there – with you and nobody else.

Look for opportunities to speak and challenge your comfort zone! Rotary or Kiwanis Clubs, Chamber of Commerce meetings, Future Leader Conferences, Insurance agents, CPA's - the list is unlimited.

  1. 1. Build interest with your potential audience. Contact them at least four times in different ways prior to the event – but in ways that show you respect them and want to inspire them. Here are some ways successful consultants perk interest:

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