Shift Happens. Ok, Now What? 3 Market Strategies

Shift happens. Ok, now what? Bonds running off, rates going higher, headlines, oil, politics, AI, "our pets heads are falling off..." (name that movie). What do we do?

Here are three strategies I'm sharing to take the spotlight off the market and into what we can control, our money zone activities that drive volume, income, and purpose. For sales originators and loan officers facing a market shift, these are the moves that matter most.

The Mindset: Be the Bison

But first, let's get the mindset right and think of the great American Bison.

When a storm hits, the Bison's survival instinct isn't to run from it, rather to turn and face it head on.

Why do they do this?

Because the front of their coat is the thickest and most insulated, providing protection from the wind, ice, and rain. Stopping and turning toward the storm is safer than running from it.

Be the Bison.

While others see threat in the market shift, let's turn and find opportunity.

We are the Bison.

In other words, when shift happens, leaders respond, not react.

So let's respond with a simple question: "Ok, now what?"

1. Lead HELOC as a Sales Strategy

• Look at the math for this HELOC strategy: Highest Consumer Debt + Highest Home Equity + High Rates + Low 1st Rates + Lowest Consumer Confidence since 2014
• The greatest reason every single homeowner in America should get a HELOC is "in case shift happens."
• This is a reason to call and stay focused on activity.
• Don't dabble, go all-in! Marketing, Scripts, Contests, Power Hours, and more.
• I recommend the NFTYDoor HELOC, and if you're not familiar, reply here and I'll make a connection.

2. Be the Expert, Educate, and Create a Sense of Urgency

Rates may head to 8%.

• Call all your buyers, Realtors, and Referral Partners and control the narrative, otherwise someone else will.
• Be seen as the market expert and confident leader.
• Ask questions, don't make statements. Check in on their fears, goals, and situation to learn from, not assume.

3. Be the Bison

• "Never let a good crisis go to waste," - Winston Churchill.
• NOW is a time to turn, invest, and break your echo chamber, not just keep grinding it out.
• You're not alone, hire a coach (like me of course) or someone who will help you and your team succeed.
• Get in the right room with the right people:
• Still time to get to Momentum Builder in Dallas 10/6-10/8
• Email me for tickets and check out Momentum Builder for more info

What strategies are you leading right now?

I'd love to hear and will continue to share.

Please reach out with any questions and how I can support you and your team.

Make Shift Happen! 🦬 Craig Davis, Leadership Performance Coach