Genworth Financial Inc · NYSE:GNW
Genworth Financial — Investor Presentation (May 2020)
63 slides from Genworth Financial's investor presentation, May 2020
Slide 1: From Action to Impact: Time Management for Originators
From Action to Impact: Time Management for Originators May 2020 Customer Education Brought to you by: Genworth Customer Development and Process Consulting ©2020 Genworth Financial, Inc. All rights reserved.
Slide 2: How do you want to feel at the end of each day?
How do you want to feel at the end of each day? From Action to Impact: Time Management for Originators 1
Slide 3: How to make that happen
How to make that happen. From Action to Impact: Time Management for Originators 2
Slide 4: How to make that happen
Identify what is important to YOU. How to Identify impactful actions over busy make actions. Review Tips and Ideas for Time that Mastery. happen. Identify one tip and idea to implement. From Action to Impact: Time Management for Originators 3
Slide 5: We all have 168 hours in a week
We all have 168 hours in a week. What differentiates us is how we use that time. From Action to Impact: Time Management for Originators 4
Slide 6: Track your time
Track your time. From Action to Impact: Time Management for Originators 5
Slide 7: 20% of the workday is spent on crucial and important things
20% 80% 20% of the average workday is spent on “crucial” and “important” things, while 80% of the average workday is spent on things that have “little value” or “no value”. -DataQlick Inventory Management From Action to Impact: Time Management for Originators 6
Slide 8: Track your time
Track your time. I IX III 15 mins. VI I IX III 30 mins. VI From Action to Impact: Time Management for Originators 7
Slide 9: Track your time
Track your time. That 20 minutes a day you spend on Instagram just scrolling … adds up to 5 days per year. From Action to Impact: Time Management for Originators 8
Slide 10: Track your time
Track your time. Using time-diary studies, it was found that people claiming to work 60 to 69 hours per week clocked an average of 52.6 hours. Prof. Robinson, 2006-2007 comparisons, American Time Use Survey, Bureau of Labor Statistics From Action to Impact: Time Management for Originators 9
Slide 11: Track your time
Track your time. Those who believed they worked 70-, 80- hour or greater weeks totaled 58.8 hours. Prof. Robinson, 2006-2007 comparisons, American Time Use Survey, Bureau of Labor Statistics From Action to Impact: Time Management for Originators 10
Slide 12: lauravanderkam.com
https://lauravanderkam.com/ From Action to Impact: Time Management for Originators 11
Slide 13: Idea: Keep a list of short tasks
Idea Keep a list of tasks that you can do in 10 minutes and 30 minutes for times when you are waiting! From Action to Impact: Time Management for Originators 12
Slide 14: Impact Tip 1: Time Block
Impact Tip 1 Time Block From Action to Impact: Time Management for Originators 13
Slide 15: Time Block
Time Block A schedule that can help you manage your time better. You focus on finishing big and small tasks one at a time. From Action to Impact: Time Management for Originators 14
Slide 16: From Action to Impact: Time Management for Originators
From Action to Impact: Time Management for Originators 15
Slide 17: Create schedule on most difficult week
Create schedule on most difficult week. Keep blocks coordinated by color for easy review. Keep professional and personal schedules in one location. Put your goals and your steps for impact on your calendar. From Action to Impact: Time Management for Originators 16
Slide 18: Idea: Keep your lunchtime
Idea Keep your lunchtime. It fuels your body and your creativity. From Action to Impact: Time Management for Originators 17
Slide 19: Idea: Lombardi Time
Idea Lombardi Time. Arrive 15 minutes early to meetings and events to reduce stress and make key business connections. From Action to Impact: Time Management for Originators 18
Slide 20: Impact Tip 2: Make Monday Your Most Difficult Day
Impact Tip 2 Make Monday Your Most Difficult Day From Action to Impact: Time Management for Originators 19
Slide 21: Which Day is The Most Stressful Day of The Week?
Which Day is The Most Stressful Day of The Week? From Action to Impact: Time Management for Originators 20
Slide 22: Which Day is The Most Stressful Day of The Week?
Which Day is The Most Stressful Day of The Week? Tuesday mappiness blog From Action to Impact: Time Management for Originators 21
Slide 23: Make Monday The Most Difficult Day of The Week
Make Monday The Most Difficult Day of The Week… And Friday The Least Difficult Day of The Week. From Action to Impact: Time Management for Originators 22
Slide 24: 80% by Wednesday
80% by Wednesday Try to complete 80% of your to-do list by Wednesday and then use Friday to organize, prepare and create mental separation. From Action to Impact: Time Management for Originators 23
Slide 25: Idea: Prepare for the next day
Idea Monday through Thursday, spend the last 15 minutes preparing for the next day. From Action to Impact: Time Management for Originators 24
Slide 26: Impact Tip 3: Create A Plan
Impact Tip 3 Create A Plan From Action to Impact: Time Management for Originators 25
Slide 27: Create A Plan
Create A Plan Plan: A detailed proposal for doing or achieving something. From Action to Impact: Time Management for Originators 26
Slide 28: brendon.com
https://brendon.com/ From Action to Impact: Time Management for Originators 27
Slide 29: Create A Plan
#1 #2 #3 Create A Plan From Action to Impact: Time Management for Originators 28
Slide 30: Create A Plan
#1 #2 #3 1. 1. 1. 2. 2. 2. 3. 3. 3. 4. 4. 4. 5. 5. 5. People Involved: People Involved: People Involved: Create A Plan From Action to Impact: Time Management for Originators 29
Slide 31: Plan for results
Plan for results. List steps that move you closer to the results you want. Schedule the steps on your calendar. Do the most important steps first. From Action to Impact: Time Management for Originators 30
Slide 32: Impact Tip 4: Wake Up Early
Impact Tip 4 Wake Up Early From Action to Impact: Time Management for Originators 31
Slide 33: What would you do if you had an hour to yourself?
Wake Up Early What would you do if you had an hour to yourself? From Action to Impact: Time Management for Originators 32
Slide 34: But go to sleep early too
Wake Up Early But go to sleep early too. From Action to Impact: Time Management for Originators 33
Slide 35: Invest time in yourself
Wake Up Early Invest time in yourself. From Action to Impact: Time Management for Originators 34
Slide 36: Idea: Exercise
Idea Exercise. It reduces stress and makes you more resilient for the remainder of the day. From Action to Impact: Time Management for Originators 35
Slide 37: Impact Tip 5: Most Impactful Things First
Impact Tip 5 Most Impactful Things First From Action to Impact: Time Management for Originators 36
Slide 38: Most Impactful Things First
Most Impactful Things First Decisions Crucial Conversations Strategizing Analyzing From Action to Impact: Time Management for Originators 37
Slide 39: Most Impactful Things First
Most Impactful Things First We all have limited energy – devote it to actions that will make an impact. Create routines around everything else that is not core to your mission or goal. From Action to Impact: Time Management for Originators 38
Slide 40: Impact Tip 6: Focus on Excellent Communication
Impact Tip 6 Focus on Excellent Communication From Action to Impact: Time Management for Originators 39
Slide 41: Focus on Excellent Communication
Focus on Excellent Communication Emails Phone Calls Voicemail and Messages From Action to Impact: Time Management for Originators 40
Slide 42: Emails
Emails From Action to Impact: Time Management for Originators 41
Slide 43: Theory of Primacy
Theory of Primacy. Strong subject line. Focused. Scannable. Professional. 3 and then phone. From Action to Impact: Time Management for Originators 42
Slide 44: Idea: Email opens increase after 12 pm
Idea When using email to network…email opens increase after 12 pm. The most active period being 2 – 5 PM. -HubSpot From Action to Impact: Time Management for Originators 43
Slide 45: Idea: Tuesday emails have highest open rate
Idea Tuesday emails have the highest open rate compared to other days. -Experian From Action to Impact: Time Management for Originators 44
Slide 46: Phone Calls
Phone Calls From Action to Impact: Time Management for Originators 45
Slide 47: Prepare. State your purpose. Listen.
Prepare. State your purpose. Listen. Review/Summarize. From Action to Impact: Time Management for Originators 46
Slide 48: Voicemail and Messages
Voicemail and Messages From Action to Impact: Time Management for Originators 47
Slide 49: Voicemail
Voicemail From Action to Impact: Time Management for Originators 48
Slide 50: Voicemail essentials
Name and Company. Options for reaching another person. When call will be returned. Gratitude. From Action to Impact: Time Management for Originators 49
Slide 51: Idea: Use voicemail to establish expectations
Idea Use your voicemail to establish expectations with your customers. From Action to Impact: Time Management for Originators 50
Slide 52: Messages
Messages From Action to Impact: Time Management for Originators 51
Slide 53: Practice
Practice. 17 – 20 seconds. Give context. State name and number at beginning and end of call. From Action to Impact: Time Management for Originators 52
Slide 54: Impact Tip 7: Utilize Your Resources and Partners
Impact Tip 7 Utilize Your Resources and Partners From Action to Impact: Time Management for Originators 53
Slide 55: What is Mortgage Insurance?
What is Mortgage Insurance? Who does Mortgage Insurance insure? – Insures the LENDER not the borrower – MI required on conventional loans sold to Fannie Mae or Freddie Mac when *LTV is greater than 80% – FHA and VA loans are insured by HUD or the Veteran’s Administration – Different types of MI prod
Slide 56: Genworth Underwriting Guidelines
Genworth Underwriting Guidelines
Slide 57: Genworth Rate Express
Genworth Rate Express® NA & 800 444.5664 |G | Q SENWVOIL ae ry Mortgage Insurance UNDERWRITING & GUIDES | LOS & CONNECTIONS | GENWORTH TOOLKIT | TRAINING OUR BLOG | ABOUT US Rate Express ITIONS THAT MATTER Genworth Mortgage Insurance Rate Cards GenRATE ga YOU year! ttf,.: Quote Sweepstakes Resources
Slide 58: LOS Connections
LOS Connections NA & 800 444.5664 |G | Q Genworth == Ayre Mortgage Insurance mR Search Q S caaiecal @ VIEW ACCOUNT MI & RATES | UNDERWRITING & GUIDES LOS & CONNECTIONS | GENWORTH TOOLKIT | TRAINING OUR BLOG ABOUT US YOU-CENTRIC SOLUTIONS THAT MAT submit on Our Site Genworth Mortgage Insurance LOS Co
Slide 59: Training Tools and Information
Training Tools and Information
Slide 60: Training Tools and Information
Training Tools and Information 59
Slide 61: Additional MI Site Information
Additional MI Site Information
Slide 62: Your Genworth Resources
Your Genworth Resources ActionCenter®: 800 444.5664 Your Local Genworth Regional Underwriter Your Genworth Sales Representative
Slide 63: Legal Disclaimer
Legal Disclaimer Genworth Mortgage Insurance is happy to provide you with these training materials. While we strive for accuracy, we also know that any discussion of laws and their application to particular facts is subject to individual interpretation, change, and other uncertainties. Our train
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