360 Degree Optimization Review

360 Degree Optimization Review

As a “Leader” of a sales team or as an owner of a mortgage business you have the additional demands of ensuring that your business is operating efficiently and most important that there is alignment between the vision, purpose and strategic direction of the company stated by the leaders to the agents and employees of the firm.

The 360 Degree Optimization Review is an intensive long term commitment.  The results are compelling.  You as the leader will have a simple but effective strategic plan that is updated quarterly that your people have contributed to, and most importantly will live up to.  On top of this you will also have regular peer group Step-up coaching for your team and one on one Step-Up Coaching for you.

Your team grows, you grow.  Simple really.

360 Degree Optimization Review Highlights

  • Anonymous survey of all your agents and staff, to see what they think of your business
  • Silent shopping of your agents to see where they have gaps in their process, or sales effectiveness
  • 1/2 day on-site workshop with your team on sales effectiveness
  • Plus one Face to Face full day strategic planning session at your office per quarter
  • One on One Coaching for you by one of our Certified Coaches and/or mentors.

Please contact us directly to discuss the costs of this highly customizable and highly effective long term coaching commitment.

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180 Degrees Testimonials

"Mind blowing strategies." Come to get your socks knocked off. Two great days with one of Canada's premier brokers. Great job!"



- Mark - Mortgage Architects, Ontario

"While on the coaching program with Greg I felt my confidence rise. I have also learned so much about the business we are in. Now I know our dreams are realistic, and that we have the tools available to achieve even bigger dreams and goals."



- Sylvie Ann Messer, Key Mortgage Solutions

"My one on one session went well today. We went through my thought process, what are the things that satisfies me and what are the things that hold me back from being in the place that I’m most productive and happy. Now that we got through the self realization stage, it’s time to get the hard work completed!"



- Ted Evens, TMG – The Mortgage Group

"Greg, thanks for the 2 great webinars this AM. VERY good information. My only regret is that I wasn’t doing this coaching with you a couple of years ago! I truly believe that this will make a huge difference in my business going forward. Thanks again!"



- Pamela Wyant, Invis

"Excellent session, it reminds me of a great quote, “The difference between a good idea and a great idea is the follow through." Greg’s ideas lay the foundation for the follow through"



- Daryl Harris, VERICO One-Link Mortgage
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