We helped close over $3B in loan closings for a single financial advisory firm using our FAST system and built a mortgage company that closed over $2B in retail loans working with accountants, insurance agents, and financial advisors.  We can help you profit from our experience.  You'll learn:

• How different advisors make money, and which groups to approach first, including the best companies to target.

• 9 Reasons why advisors won’t work with you, and the 1 reason they will.

• How to build your list of suspects, prospects, and a system you’ll follow step-by-step to move advisors toward steady referrals.

• How to secure advisor meetings by using your current client database.

• What to expect from each type of referral partner.

• What it takes to build a 10/15-loan-per-month referral business over 12 months.

• How to interview the advisor using our DNA interview process.

• How to leave every advisor impressed by you and your knowledge of their industry.

• How to utilize your “Liabilities Under Management” process to 'wow' potential partners.

• How to integrate your solutions to advisors and their annual KYC (Know Your Client) mandates.

• The communication process you need to work with advisors before the first referral.

• How to communicate after referrals to win more immediate business.

• Strategies and content to engage advisors in longer-term conversations.

• Step-by-step on how our FAST Advisory Team process works at each stage of the loan process.

• Liability management strategies to engage clients in a way that solves problems for advisors.

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Additional: 

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• FAST Strategies – turn-key marketing you can send to advisors each month that generates a steady stream of new conversations.

• Advisor CE Classes - teach and share your experience while providing CE credit to advisors.

• Collaborative events – from credit repair to employee benefits you can work with advisors to engage various referral networks.