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Christian Penner
Area Manager
Mortgage Banker
Phone: 561-373-0987
NMLS :368289
Christian@YourMortgageSolutionsNow.com
www.YourMortgageSolutionsNow.com
The Key to Creating Intimacy 
Use a Concierge Form
The Key: The more you know about your clients' needs, the better you can adapt your presentation to exceed their expectations. But you must implement a system for gathering this information up front. After the initial information is obtained, you and your team members must collaborate in an effort to collect additional facts. This fact-finding mission forms the foundation for database marketing.
Never presume to know your clients' definition of great customer service. It is more useful to ask what they are looking for and then try to meet those demands. Below are some questions to ask your clients up front:
- Is your existing financial philosophy conservative, moderate or aggressive?
- How many children do you have, and what are their ages?
- When is your birthday, and when is your spouse's birthday?
- What is your favorite type of wine? (Red or white, sweet or dry, American or imported?)
- What is your favorite cuisine?
- What are your hobbies?
- Rate on a scale of 1 to 10 (10 being best) your existing CPA relationship.
- Rate on a scale of 1 to 10 (10 being best) your existing financial planning relationship.
- Rate on a scale of 1 to 10 (10 being best) your existing relationship with your mortgage lender.
- Rate on a scale of 1 to 10 (10 being best) your existing insurance situation.
- Do you currently have a Will or Living Trust?
- Do you currently have a college education fund established for your children that allows you to grow your money tax free?
Imagine the tremendous marketing value of knowing intimate details of your clients' needs and circumstances!
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#Christian Penner, #Mortgage Broker West Palm Beach talks about #Real Estate West Palm Beach. He also serves other Local Areas and provides home #Mortgage Solutions for Palm Beach Gardens, #Jupiter, #Boca Raton, #Wellington and #Tequesta. #Christian Penner Mortgage Broker Jupiter has the #lowest mortgage rates and the best #home mortgage programs like; #Jumbo loans, #FHA Home Loans, #VA Home Loans, #Reverse Mortgage Home Loans, #Freddie Mac Home Loans, #Fannie Mae Home Loans and #HARP Mortgage Loans. #Christian Penner Mortgage Broker Palm Beach Gardens has Served the area for over 15 years with his #Home Loan Lending Needs and Works with #FEMBI Mortgage in Jupiter.
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Christian Penner Business Booster: The Key to Creating Intimacy
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