How to Partner with Financial Advisors at a Higher Level

05/27/24 • 40 min

Partnering with Financial Advisors can be a very lucrative route that produces high-quality leads for your business. The problem is, not many have done it at a level that actually produces value for both you and the Financial Advisor.
In this episode, we walk through what these professionals value in a relationship, how to speak their language and relate to their business in a way that creates connection and ultimately how to create more stickiness for a partnership that benefits all parties involved. This was a fun one!
If you liked this episode, leave us a review and we'll read it live on the next podcast! Thanks for listening.
- Trevor and Val

Previous Episode

4 Things You NEED to Measure in Your Mortgage Business

Welcome to the nebulous world of KPIs! Key Performance Indicators show you the most important figures in your business and if you're doing the work necessary to keep growing and improving.
The challenge is, what do we measure when there are SO many metrics in our business? These are the 4 most important things I've discovered will accurately measure your success as a Mortgage Advisor.
Act. Measure. Repeat.
Thanks for listening!

Next Episode

Are You (or your clients) Playing the Right Money Game?

We hear it as Mortgage Advisors all the time...
- I'm trying to be debt free
- I'm trying to be mortgage free
- I'm working toward financial freedom
What is the goal of any of these objectives? It's to increase our net worth. When we look at decisions that our clients, and even some of us, are making, many times they are not leading us to increase our net worth. They're trying to avoid paying interest on one thing, when they could be making a greater return somewhere else. Or they're putting all their money toward a mortgage, so it sits there and generates no return.
Let's dive in to the "money games" and common decisions that people are making that may NOT be the best decisions to get them to where they want to go. We need to be the ones to guide and advise them to get there.
Thanks for listening?