partner talk


Many middle-aged people I talk to feel stuck, whether it’s in their relationships, finances or health. What is causing this struggle? What are some of the steps we can take to overcome it?

On this episode, mortgage industry veteran, author, trainer, and coach, Jen Du Plessis, shares how to avoid plateauing in business and life.

Customer service is what you do “to” and “for” people. Customer experience is how they feel after working with you, and that’s what gets back to the community. -Jen Du Plessis

Get the Full Episode on YouTube:

Want to be part of a boutique mortgage team where everyone matters?

Learn more about joining the team at Partners Mortgage:

To schedule a confidential consultation with Dan, email

Three Things You’ll Learn:

Why you need long-term goals

Without a long-term goal you are more likely to get sucked into market trends, get caught up in spending money now instead of saving for the future. If we come up with a long-term goal, everything makes it so much easier. It creates clarity on the mission.

What’s causing many people to feel stuck

A lot of people are stuck because for the longest time, business came easy. Now things are more challenging and people who have been doing it for a long time are exhausted. To overcome it, we have to keep working hard and improving ourselves.

Customer service vs. customer experience

Many people are too focused on customer service, but not on the customer experience. Customer service is the job, it’s what you do. Customer service goes above and beyond that, it’s about how you make them feel and what they say to about you to everyone else.

The reason so many people are struggling to keep going in a changing industry is that they don’t want to bear down and really improve themselves. If you don’t do this, you won’t stick around and make it another 5,10 or 15 years. The market we’re in requires three things: hard work, building relationships and constantly striving to improve and get better.
Guest Bio:

Jen is an author, speaker, consultant and entrepreneur in the mortgage industry. She is also the principal and Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine’s Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country.

She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion. She is also the CEO of her Real Estate Investment firm, Valor Homes Solutions, LLC specializing in helping potential home sellers solve financial problems as well has providing owner financing for challenged buyers who would not normally qualify for traditional financing. Go to for more information.

We’re a 34 year young boutique mortgage firm where EVERYONE MATTERS. Our goal is not to become the largest company, but the one with the greatest impact. To us, making a daily difference in the lives of our teammates, referral partners and our customers is what makes the work that we do so worthwhile and meaningful.