Adriana Bates's guest appearances

Adriana Bates

Rounding The Bases With Joel Goldberg

Broker-to-Broker

Small Business Big Deal Podcast

Talkin' Chop

Adam Fichman

Nir Eyal

Fannie Mae

Rob Bell

Simon Sinek

Jon Stein

Bob Davis

John Jantsch

Daniel Solis

Dan Smith

Chris Yeh

Dred Scott

Tom Ziglar

Marc Summers

Brad Smith

OwlTail

Adriana Bates is a woman who does business in style while breaking down barriers. Her reputation for being a powerhouse at the closing table is preceded only by her reputation for doing it all with impeccable fashion, both figuratively and literally.  She is the Co-Founder, Partner and self-proclaimed "Leader of Awesomeness" of Clear KC LLC.  She is passionate about the client experience educating and empowering each client to make decisions perfectly tailored to their lifestyle and financial goals.

Ep. 643 Adriana Bates l Breaking Down Barriers

Ivy League Graduate Adriana Bates knows exactly what she wants. She’s worked her entire career to chisel down and fine tune every process and system to perfection. From prospecting clients to working through her loan pipeline to post-close, Adriana leaves no stone unturned. Tune into this week of Broker To Broker as Adriana shares her secrets to success. Trying to simplify a complicated process, Adriana realized that we think better when we break down everything into tangible pieces. But that’s not possible without KPI’s. With measurable KPIs you can lean into the actions that are working well, and you can put money and support behind those that aren’t. Adriana also hosts weekly 15 minute one on one meetings with her staff, so they can review their KPI’s and make real time adjustments, instead of waiting for quarterly or yearly reviews.  For example, Adriana found that of the clients they lost, most left after applying, but before they found a house, or while they were still crunching refi numbers. As a result, Adriana ramped up and revitalized LO-to-client communication during this time frame. She increased touchpoints and tried different types of communication, including text and social media. Keeping them engaged during this entire process led to stronger client retention.  This doesn’t happen overnight, and no two brokers are the same. Take your time and learn what works best for you, but be purposeful in your actions. Listen to this week’s episode of Broker To Broker to find out how you can customize your processes and systems for optimal success.  Show Notes:   Systems &amp; Process Overview (2:23) Loan Pipeline (18:00) Post-Close (34:06)

Ivy League Graduate Adriana Bates knows exactly what she wants. She’s worked her entire career to chisel down and fine tune every process and system to perfection. From prospecting clients to working through her loan pipeline to post-close, Adriana leaves no stone unturned. Tune into this week of Broker To Broker as Adriana shares her secrets to success. Trying to simplify a complicated process, Adriana realized that we think better when we break down everything into tangible pieces. But that’s not possible without KPI’s. With measurable KPIs you can lean into the actions that are working well, and you can put money and support behind those that aren’t. Adriana also hosts weekly 15 minute one on one meetings with her staff, so they can review their KPI’s and make real time adjustments, instead of waiting for quarterly or yearly reviews.  For example, Adriana found that of the clients they lost, most left after applying, but before they found a house, or while they were still crunching refi numbers. As a result, Adriana ramped up and revitalized LO-to-client communication during this time frame. She increased touchpoints and tried different types of communication, including text and social media. Keeping them engaged during this entire process led to stronger client retention.  This doesn’t happen overnight, and no two brokers are the same. Take your time and learn what works best for you, but be purposeful in your actions. Listen to this week’s episode of Broker To Broker to find out how you can customize your processes and systems for optimal success.  Show Notes:  <ul> <li>Systems &amp; Process Overview (2:23)</li> <li>Loan Pipeline (18:00)</li> <li>Post-Close (34:06)</li></ul>

Putting Systems & Processes In Place FOR EVERYTHING (with Adriana Bates) – Episode 59

Meet Adriana Bates, the driven, hard-charging leader of Clear Mortgage. Find out how she has used her competitive nature and love of data to make her business more successful than ever, even during a pandemic.    Read more about this episode:  https://kansasbiztalk.com/podcast/ep-11-you-better-dial-for-dollars-adriana-bates-competitive-data-driven-business-plan/1170/    About our guest: https://clearkc.com/leadership-team    On today's show:  2:05 – Meet Adriana Bates 3:54 – What led her to this profession 10:35 – Starting from the ground up 12:21 – Her biggest pain point for growing the business 13:33 – How she has handled her business during a pandemic 17:31 – How many employees she has 18:36 – How she got customers in the beginning 19:12 – How she reaches her goals 20:33 – Work harder, make more money 21:17 – Strong operating processes 23:43 – Breaking down her process 27:37 – Finding time to work on the business 29:09 – Why she works a lot 29:43 – Her difficult work-life balance 32:07 – What she’s doing to be a strong leader 38:20 – Why some businesses fail 45:39 - What she does when she feels overwhelmed 47:17 – Her advice for young professionals

Meet Adriana Bates, the driven, hard-charging leader of Clear Mortgage. Find out how she has used her competitive nature and love of data to make her business more successful than ever, even during a pandemic.  Read more about this episode: <a href="https://kansasbiztalk.com/podcast/ep-11-you-better-dial-for-dollars-adriana-bates-competitive-data-driven-business-plan/1170/" rel="nofollow" target="_blank"> https://kansasbiztalk.com/podcast/ep-11-you-better-dial-for-dollars-adriana-bates-competitive-data-driven-business-plan/1170/</a> About our guest: <a href="https://clearkc.com/leadership-team" rel="nofollow" target="_blank">https://clearkc.com/leadership-team</a> On today's show:  2:05 – Meet Adriana Bates 3:54 – What led her to this profession 10:35 – Starting from the ground up 12:21 – Her biggest pain point for growing the business 13:33 – How she has handled her business during a pandemic 17:31 – How many employees she has 18:36 – How she got customers in the beginning 19:12 – How she reaches her goals 20:33 – Work harder, make more money 21:17 – Strong operating processes 23:43 – Breaking down her process 27:37 – Finding time to work on the business 29:09 – Why she works a lot 29:43 – Her difficult work-life balance 32:07 – What she’s doing to be a strong leader 38:20 – Why some businesses fail 45:39 - What she does when she feels overwhelmed 47:17 – Her advice for young professionals

Ep 11: Adriana Bates’ Competitive, Data-Driven Business Plan