How To Create Awesome Loan Officer/Financial Advisor Partnerships
New Digital Support with Monthly Study Hall Coach* to ensure your success and access to content.
How these partnerships typically work.
The Hurdles and the Benefits of the Partnership.
How to prospect for Financial Advisors (Scripts, Emails, & Letters Incl.)
Interviewing the Financial Advisor. (Questionnaire Included)
The Unique Meeting Presentation (Templates, Emails, Forms etc. Incl.)
The Mortgage Review and the 2 questions to generate outgoing referrals.
How Clients benefit the most. A 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)
*Study Hall Coach -5 sessions over the preceding six months
COST: $395
If you are not currently in Ignite Coaching, please use the contribution code IMU50% to get $197.50 off!
YOU MUST BE a Fairway employee to receive the corporate contribution of $197.50