7 Ways to Maximize Post-Conference Gains

7 Ways to Maximize Post-Conference Gains

Last week over 350 reverse mortgage professionals descended upon San Diego for NRMLA’s Annual Meeting and Expo. Whether you attended the conference or not the real value of a conference lies not in the sessions you attended or even those you met in person but in what you do afterward in the days and weeks that follow.

It boils down to follow-up and implementation. Following up with those you met and implementing the strategies you took home.

Here are 7 ways to maximize the benefits of the NRMLA meeting or any conference after returning home.

  1. Do a brain dump. Add some context to the notes you took because lest your short scrawls become indecipherable as time passes and your memories fade.
  2. Follow up with those you met. Conference meetings are often brief and introductory. Don’t stop at a mere introduction. Email or call those you met with to thank them for their time. Even better, schedule a Zoom meeting in the coming weeks. Now you are building on your introduction. You should also connect on LinkedIn. In addition, you should add them to your CRM (Client Relationship Manager) to track conversations and schedule follow-up actions.
  3. [CONTINUE READING]

Lance Canada

Reverse Mortgage Specialist at New American Funding

1 个月

Useful tips

Susan Perry, CRMP, JD

Owner, Capital Funding Reverse Mortgage Professional NMLS# 238154 DRE# 01143362

1 个月

Agree with these but surprised at how low the attendance was.

Joe Daly

Director of Specialty Products - Renovation, Reverse, & Construction/Perm NMLS 384503

1 个月

I agree!

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