$297.00 USD

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Loan Officer & Financial Advisor Partnerships

This course outlines how to create awesome Loan Officer & Financial Advisor Partnerships!

Here’s what’s included in the course:

  • How these partnerships typically work
  • The hurdles and the benefits of the Partnership
  • How to prospect for Financial Advisors (Scripts, Emails, & Letters included)
  • Interviewing the Financial Advisor (Questionnaire Included)
  • The Unique Meeting Presentation (templates, emails, forms, etc. included)
  • The Mortgage Review and the 2 questions to generate outgoing referrals
  • How clients benefit the most: full team collaborating on their behalf.
  • How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners
  • The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)
  • The best way for Advisors and Loan Officers to help each other (introductions to other professionals)