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Topics - Francis Phillips


Title: Building a Strategic Business (and Marketing) Plan for Real Estate Professionals and Loan Officers
Time: 75 minutes to 3 hour workshop

[Approved by the New Mexico Real Estate Commission for 3 CE credits. Can request CE approval in your state.]


Have you been putting off creating business and marketing plans because it seems too difficult? Successful REALTORS® and loan officers know that planning is critical to their success. Building a business plan doesn’t have to be an ordeal and putting a marketing plan together can be fun. Francis will first share his blueprint for a successful business plan and wealth creation strategies to add to your own plan.

Topics Covered Include:

  • Time management
  • Goal setting
  • Moving from goals to action

To create your marketing plan, Francis will help you re-focus on the essentials. This class offers more great marketing ideas that any one person can use!

Topics covered include:

  • Personal marketing and branding
  • Being an expert
  • Events
  • Databasing
  • Creative communications
  • Contributing to your community

You will leave this class with your own business plan to make this your best year ever, and your marketing will go from ho-hum to WOW when you take these ideas and make them your own. Don’t wait for business to come to you. It’s time to go on the hunt with the tools from this class.


Title: Selling in a Recession/Serving Your Clients in a Changing Environment
Time: 75 minutes to 3 hour, customized for REALOTRS® or loan advisors

After you take this class, a power-packed combination of winning sales strategies and the best in customer service, you will be ready to take your business to a new level.

Think you can’t sell in a recession? Maybe that’s holding you back! If you know lending and/or real estate but aren’t sure how to sell your expertise, this workshop is for you. Francis combines left-brain knowledge with right-brain creativity to offer winning strategies to overcome the tough times.

You will:

  • Understand the recession
  • Learn to use both sides of your brain
  • Review 21 creative tips to boost your sales
  • Create a personal sales strategy
  • Take away at least 10 ideas to use now

The times have changed. Have you? Consumers are more sophisticated and expect more from their REALTORS® and loan advisors. Communication is the key to keeping your clients satisfied, but you need to know what you’re talking about! Learn how to educate your clients so that they become savvy consumers. This class will teach you what you need to know to serve your clients effectively.

Topics Covered Include:

  • Providing quality service
  • Creating consumer-friendly presentations
  • Effective pricing – for buyers and sellers
  • The new world of loans – understanding financing

When you complete this class, not only will your clients appreciate your superior level of service, but you will know how to adapt to the changing market and make your business flourish.

Other Topics Available:

  • Back to Basics Marketing
      Time: 75 minutes - 3 hours

  • Gaining Market Share in Your Community
      Time: 75 minutes - 3 hours

  • Achieving Success in a Changed Market
      Time: 75 minutes - 3 hours
      (Approved by the Texas Real Estate Commission for 3 CE credits. Can request CE approval in your state.)

  • Serving Your Clients in a Changing Environment
      Time: 3 hours
      (Approved by the Nebraska Real Estate Commission for 3 CE credits. Can request CE approval in your state.)
Francis Phillips
Mortgage Speaker
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