PMA 09/14/22
Sep 19, 2022Private Lender Luncheons: How to create a purposeful informative lunch with Private Lenders.
Timestamps:
00:00:00 - 00:08:47 Setting up Zoom
00:08:47 - 00:19:47 Opening remarks "- Team member's introduction
- Announcements for the next live events
- Erika answers why everybody should attend the live event"
00:19:47 - 00:23:29 What's a private lender luncheon "- What's so great about it, what's the purpose
- Crystal and Chaffee's thoughts"
00:23:29 - 00:25:29 How do we get started? - What's the first step
00:25:29 - 00:31:43 Members share their experiences (private luncheon) "- Where did they held their private luncheon, was it good or bad?
- Members' experiences"
00:31:43 - 00:43:45 Next step for private lender luncheon "- Crystal & Chaffee shares the next step after having the date & location
- Erik and Erika shares their private luncheon experience
- Joe shares his experience"
00:43:45 - 00:47:50 How to get started if you don't have experience yet? - Crystal & Chaffee's thought on how to get started for beginners
00:47:50 - 00:50:00 What's the next step after the presentation and everything?
00:50:00 - 00:55:32 Follow up process for Erik & Erika "- Erik and Erika shares the follow up process after their private luncheon
- What questions do they ask "
00:55:32 - 00:57:43 Crystal wraps it up
00:57:43 - 01:01:48 Q&A "- Jay Connor joins the Zoom live
- Scott introduces himself
- Q&A for the PMA members"
01:01:48 - 01:04:24 Closing remarks "- Next live event dates
- Next zoom video dates
- Announcements
