In this episode, I get to sit down with
Yvette Clermont, a Certified Mortgage Planner and Accredited Mortgage Professional as designated by MBA. Tune in as Yvette talks about the importance of engagement, and shares some marketing tips to boost your business!
[:45] Jennifer introduces her guest for this episode — Yvette Clermont.
[2:39] How did Yvette get into the business, and how has she gotten to where she is now?
[4:44] At what point in her career did Yvette feel she had the tipping point at which she started excelling?
[6:53] Yvette is involved in the Mortgage Bankers Association (MBA). What is her role?
[8:20] Yvette talks about her team and her management style.
[12:34] What is Yvette’s definition of “people being on the bus,” and how does she set up her team?
[15:04] It takes a very strong leader to be able to accept constructive feedback and criticism from the team.
[16:23] What are Yvette’s thoughts on hiring her first assistant?
[18:33] It’s important to be reviewing relationships and be engaged with the people around us to ensure everyone is still on the same page.
[20:19] What does Yvette’s week look like in terms of communicating with her team?
[22:50] Yvette shares a little more about her virtual assistant, and how she contributes to the marketing efforts of the team.
[25:24] Yvette has a weekly pipeline meeting with her team to discuss and ascertain who needs to handle which aspects of the process, to ensure the clients’ needs are met.
[27:17] What does Yvette’s virtual assistant do for the closed loan database?
[29:10] What are some marketing techniques that Yvette uses?
[33:17] Social media is a great avenue to use in marketing, but be careful to check with the compliance department that you’re still adhering to all the regulations in place.
[35:34] Yvette shares some of her other techniques to get feedback from clients, such as Zillow reviews, Social Survey, and e-surveys in the middle of the process.
[37:05] Video marketing is a powerful tool to capture audiences in a fun and engaging way, and it’s really all about engaging people in all different ways.
[39:34] Yvette has some final words of wisdom — make the call that you don’t want to make, first.
[42:00] Get in touch with Yvette via email if you have any other questions for her!
[42:57] Don’t forget to pre-order your copy of Jennifer’s book Launch! via her website!
Mentioned in This Episode: