How Mortgage Professionals Can Unlock Referral Gold with Financial Planners...

If you're a mortgage broker seeking innovative ways to engage high-quality referral partners, you're not alone. For years, the standard playbook focused heavily on cultivating referrals from realtors, but as the financial landscape shifts, it might be time to broaden the horizon.

Financial Planners represent a largely untapped yet highly valuable source of referrals. During one of our recent Strategy Hub Elite coaching, we uncovered a fresh approach to building relationships with these professionals, and it’s pretty interesting.

I can't share the full call with everyone, because it's reserved for our Strategy Hub members. But I did shoot a quick summary of what we discussed and uploaded it for you here...

Just login (or setup a free account) to watch the video below.

And if you have a minute, drop me a note and let me know what you think of the strategy ;)