Welcome to Loan Officer Freedom, the #1 podcast for loan officers nationwide. Today, I’m joined by my dear friend Todd Ballenger, who crossed over into the mortgage industry from the financial advisor side of things for pure interest of how to help people utilize their money the best possible way.
Todd is an icon and leader here in the mortgage industry and today has given me an “aha” moment that you’re sure to be wowed by.
When I was a producing loan officer, I never thought much about a connection or need for connection for that matter to a financial advisor – which now I know could lead to more referral opportunities.
Well, you’re in luck my friends. Today, Todd and I discuss the ways to merge as a partnership to discover that suitability and eligibility don’t have to conflict if the objective for the client remains the same.
Tune in to hear these mind-blowing ways you can use this untapped avenue for referrals – the right way.
Ready to hear more ways to ramp up your referral business? Choose a time here that works best for you, and we will connect you with one of our top strategists here at Mortgage Marketing Animals.
Powered by: Mortgage Marketing Animals
Important Links