In this episode, Kathryn Pedersen and Michael Regan discuss client touch points and post-closing experiences in the mortgage industry. Kathryn shares how she received a request from an insurance agent about the systems she uses for client follow-up, which inspired this podcast episode. They explore the importance of maintaining personal connections with clients beyond the initial loan process, including regular check-ins at key milestones like the first payment, 3, 6, 12, and 24 months post-closing. The conversation covers strategies for setting up these touch points early in the client relationship and asking meaningful questions during initial consultations to identify future follow-up topics. Kathryn emphasizes starting small by implementing one or two specific touchpoints at a time rather than overwhelming oneself with multiple new systems, and stresses that these proactive approaches help build long-term client relationships while maintaining a personal touch even during busy periods.

Building Bigger Lives Podcast

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage

In this episode, Kathryn and Michael discuss four key leadership roles that leaders can play: advisor, trainer, manager, and coach. They explain the differences between these roles, using examples like seeking advice versus training on specific topics like P&L management. The discussion highlights how leaders often default to certain roles based on their natural tendencies and ego, but emphasizes the importance of being able to adapt and use all four approaches appropriately. Kathryn notes that leaders should be clear about which role they are playing and consider asking team members what they need in specific situations. Michael stresses that while all four roles have strengths, leaders should avoid getting stuck in one approach and should balance different leadership styles to build trust and develop their team's capabilities, by effectively connecting with those they lead.

Building Bigger Lives Podcast

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage

In this week's episode of the Building Bigger Lives Podcast, Kathryn and Michael discuss creating predictable performance in an unpredictable housing market. They explore how leaders can develop flexible systems and manage teams through change by focusing on controllable factors like attitude, cross-training, and backup plans. Michael emphasizes the importance of having a growth mindset and preparing contingencies from the start, while Kathryn highlights the need to consider both predictable volume and profit. They discuss common reactions to market volatility, including fight, flight, and freeze responses, and stress the critical role of maintaining a positive attitude despite external challenges. Michael emphasizes coaching people to develop skills and mindset to adapt to changing conditions, using the metaphor of a sailor adjusting sails rather than blaming the wind.

The conversation concludes with encouragement for leaders to take responsibility for their decisions and design effective systems based on a growth mindset.

Building Bigger Lives Podcast

https://www.instagram.com/buildingbiggerlives

Contact Coach Michael Regan-

www.facebook.com/CoachMichaelRegan

www.instagram.com/coachmichaelregan/

www.linkedin.com/in/mregan/

Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage