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40 contributions to Money Broker Society
0 likes • 1d
Yes! Most credit repair programs have affiliate setups. The key thing is finding one that fits your audience - some pay per lead, others pay on the backend when clients enroll. What type of clients are you looking to refer? That'll help narrow down the best fit.
25d •
Executing the 14-day Sprint with a VA
@John Duda or anyone else who has a VA, curious if you have any good SOPs for VAs to help get funding deals locked in. I'm on a specific time crunch. I have about a month before I return to my high-stress, no capacity golden handcuffs job. I have a VA for my other business. She knows nothing about funding. Curious how people are using VAs effectively? I want her posting as "her", not as me, or my company. Maybe go with the 3-way text? But since she's overseas, I think sending her prospects to the book a call form is best. Im working on something that I think will work, but curious if anyone has any wins to report of. Thanks!
0 likes • 2d
Solid question! Best approach is to have her handle the top-of-funnel stuff - sending booking links, following up on no-shows, basic nurture sequences. Keep the actual funding conversations with you until they're qualified. That way you're not sacrificing your close rate. What's her experience level with CRM tools?
0 likes • 1d
The 3-way approach is solid for compliance and transparency, but I'd prioritize building your VA's foundation first given your timeline. Create a structured script library she can reference, then have her test and refine her delivery with real prospects. The faster she can handle initial qualification conversations, the more deals you can move through the pipeline before you return to your other role. What's her current availability like per week?
13d •
Question About Raising Credit Limits With Wells Fargo
Hey there! I have 2 personal cards with wells fargo, one is a 4k limit, the other is a 10k limit. I've currently got high utilization (8k on the 10k card and 3k on the 4k limit card). Should I ask about raising my credit limit? If so, what's the best way to go about that? I raised the limit on the 10k, but haven't asked about the 4k. I also have a 10k personal loan with wells fargo, that has 2.5k left to be paid off. Thanks.
0 likes • 2d
Good advice from John. One thing I'd add - if you're looking to optimize your credit long-term, consider shifting from personal cards to business cards. Business cards don't report to personal credit typically, so you can use them for expenses without impacting your personal utilization. That keeps your personal profile cleaner for when you need it. I built a tool that tracks all your cards and due dates in one place - free trial at stackeasy.ai/start if you want to see how it works.
0 likes • 1d
Your utilization is working against you right now at those levels, so requesting increases is a solid move. You can typically request through the Wells Fargo app or website, though calling often yields faster results. Your loan payment history is a positive factor when you apply. Are you targeting a specific utilization percentage, or just looking to get those cards under 50% utilization?
2d •
Building my pipeline
Super excited that after a week at this I have people in the pipeline. I know that this is a numbers game and thats where I plan to excel.
0 likes • 1d
Pipeline velocity matters more than pipeline size early on. Have you mapped out your follow-up cadence yet? I wrote about the credit score factors that matter most for people in this space, might be a useful asset for your conversations.
2d •
Still working!
Hope everyone is doing well! Almost mastering my juggling act as lead clown at this circus we live in! Making great connections and building relationships! How's everyone else doing?
1 like • 1d
That's the mindset that builds long-term momentum. How are you structuring your time to keep those connections from becoming overwhelming?
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