Episode Player

The untapped referral opportunity of financial advisors

Mortgage Connects an MGIC Podcast

Chapters
1:27
The untapped opportunity of financial planners
5:40
How to find financial planner referral partners
8:54
How to provide value as a loan officer partner to financial planners
16:50
How to tap into the financial planner market
Mortgage Connects an MGIC Podcast
The untapped referral opportunity of financial advisors
Oct 17, 2024
MGIC MI

Unlock the secrets to expanding your referral network by harnessing an often-overlooked partnership! Stephanie Budnik interviews Gibran Nicholas, founder of Momentifi and creator of the CMPS designation, on the untapped potential of financial advisors as high-quality referral sources for loan officers. Gibran discusses:

  • Why financial advisors are an opportunity for high-quality referrals
  • How to approach financial advisors about partnerships
  • How to prove your value to financial advisors
  • How to earn financial advisor referrals by offering CE credit classes as a CMPS-certified instructor

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