EP 38: 2 Key Factors In Effective Communication In this episode of Unsolicited Advice, we break down two powerful communication filters that can transform how mortgage professionals connect with clients, referral partners, and industry stakeholders. From discovery calls to client strategy conversations, this episode highlights how shifting your messaging from what you need to what they gain builds trust, clarity, and stronger relationships. You'll also learn why simplifying your language—not complicating it—is one of the most effective ways to improve client understanding and decision-making. Episode Highlights The "What's In It For Me" (WIIFM) communication framework and why it matters How discovery calls help uncover client goals and shape better recommendations Shifting from transactional mortgage options to strategic financial advice Why mortgage professionals should avoid sounding technical or overly complex How tools like the Hemingway Editor improve clarity and engagement The growing industry trend toward plain-language communication Main Takeaways Effective communication starts by focusing on client goals, not your process Positioning mortgage solutions around outcomes builds trust and confidence Mortgage professionals are strategic advisors—not order takers Simpler language leads to better client understanding and fewer mistakes Writing and speaking at a lower reading level increases engagement and clarity Clear communication improves client experience and strengthens long-term relationships This episode is essential listening for mortgage professionals looking to elevate their communication, strengthen client relationships, and deliver advice that truly resonates. Keywords Mortgage client communication, Mortgage broker communication skills, Mortgage consultation strategies, WIIFM communication, Plain language communication in mortgages
