How To Create Awesome Loan Officer/Financial Advisor Partnerships

In Loan Officer & Financial Advisor Partnerships, I’ll teach you:

1. How these partnerships typically work.
2. The Hurdles and the Benefits of the Partnership.
3. How to prospect for Financial Advisors (Scripts, Emails, & Letters Incl.)
4.  Interviewing the Financial Advisor. (Questionnaire Included)
5. The Unique Meeting Presentation (templates, emails, forms etc. Incl.)
6. The Mortgage Review and the 2 questions to generate outgoing referrals.
7. How Clients benefit the most. A full team collaborating on their behalf.
8. How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners.
9. The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)
10.  The Best Way For Advisors and Loan Officers to help each other (introductions to other professionals)

BONUSES:

• E-Book: Core7: How To Buy A Home & Secure Your Financial Future At The Same Time.
• The Core7 E-Book Of Scripts
• E-Book: How To Create A Core7 Networking Group