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)