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G e t T h i n g s D o ne !

G e t T h i n g s D o ne ! B u il d i n g E f f e c t i v e a n d A c c o u n t a b l e T e a m s a n d K ee p i n g Y o u r F i r m i n t h e B l ac k. D e bb i e F o s t e r – A f f i n i ty C o nsu lti n g G r o up R o y D iaz – SHD L e g al G r o u p P .A .

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G e t T h i n g s D o ne !

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  1. GetThingsDone! BuildingEffectiveandAccountableTeams andKeepingYourFirmintheBlack DebbieFoster– AffinityConsultingGroup RoyDiaz– SHD LegalGroupP.A. Michelle GarciaGilbert– GilbertGarciaGroup, P.A. JohnHearn–RogersTownsend& Thomas,PC

  2. ALFNAMERICA'SMORTGAGESERVICINGINDUSTRY. REPRESENTING.DEFENDINGANDEDUCATING

  3. Questions for the Panelists? You can submit them by: Texting 66343 and your question to 22333 Ask questions or make comments verbally by using the microphones provided in the session room ALFNAMERICA'SMORTGAGESERVICINGINDUSTRY. REPRESENTING.DEFENDINGANDEDUCATING

  4. Accountability -Tips • Needtoowndecisionsandactions–goodandbad • Empowermenttoidentifyopportunities • Addressconflictasan opportunitytoimprove Questions for the panelists? Text 66343 and your question to 22333

  5. Accountability -Tips • Whathappenswhena decisiongoesbad? • Grow andlearn • Leadbyexample– be transparent • Nomartyrs Questions for the panelists? Text 66343 and your question to 22333

  6. Accountability –Tools/Takeaways • DelegateAccountability • Donotmicro-manage • Needtotrainstafftoacceptaccountabilityateach oftheirlevels • Bea rolemodel • EncourageTeambuilding Questions for the panelists? Text 66343 and your question to 22333

  7. ALFNAMERICA'SMORTGAGESERVICINGINDUSTRY. REPRESENTING.DEFENDINGANDEDUCATING

  8. Communication-Tips • HaveaREAL OpenDoorPolicy • Attorneysandmanagersare alwaysavailabletoanswer questionsandtoprovide guidance. • Managingpartnerand partnersareavailable 24/7timevia email,celland/ortext. • Regularmeetingspromotesharingandcooperation • We alwayslearnsomethinginface-to-face meetings, we would not have learnedinanemailorina memo Questions for the panelists? Text 66343 and your question to 22333

  9. Communication-Tips • HOTCommunication • Honest,Open,andTwo-Way • Everyoneisheard • Noonesays “you’rewrong” • Listenmorethanyouspeak • Respectalways Questions for the panelists? Text 66343 and your question to 22333

  10. ALFNAMERICA'SMORTGAGESERVICINGINDUSTRY. REPRESENTING.DEFENDINGANDEDUCATING

  11. Leadership- Tips • Emotionalintelligence • Self–aware • Self-regulating • Motivated • Empathic • Socialskills Questions for the panelists? Text 66343 and your question to 22333

  12. Leadership- Tips • Stayingonmessage • Lifelonglearning • Serviceaboveself Questions for the panelists? Text 66343 and your question to 22333

  13. Wedon'tbuildservicestomakemoney; wemakemoneytobu·1dbetterservices.

  14. Profitability-Tips • Focus–DoingMorewith Less • OpportunitiesforIncreasingRevenue • OpportunitiesforDecreasingExpenses • Automation/Technology • Leveraging technologyisthe #1toolfor increasing profitability Questions for the panelists? Text 66343 and your question to 22333

  15. Profitability-Tips • Focus? • Biggestwiththe mostreferrals • Only therightclientswiththeright files • CollectionsProcess–NAILIT DOWN • AuditingVendorInvoices Questions for the panelists? Text 66343 and your question to 22333

  16. Profitability–Tools/Takeaways • Pickonearea –analyze theprocessindetailwith thosewhodothework • Focusonadditionalfeeopportunities • HourlyBillingReview • UnderstandUtilization • UnderstandRealization Questions for the panelists? Text 66343 and your question to 22333

  17. ALFNAMERICA'SMORTGAGESERVICINGINDUSTRY. REPRESENTING.DEFENDINGANDEDUCATING

  18. ThankYou! DebbieFoster–dfoster@affinityconsulting.comRoy Diaz–rdiaz@shdlegalgroup.com MichelleGilbert–mgilbert@gilbertgrouplaw.comJohnHearn–john.hearn@rtt-law.com

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