How to Partner with Financial Advisors at a Higher Level

Episode 16 of the Mortgages. Money. Life. podcast, hosted by Trevor Hammond, titled "How to Partner with Financial Advisors at a Higher Level" was published on May 27, 2024 and runs 40 minutes.

May 27, 2024 ·40m · Mortgages. Money. Life.

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Summary

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 p...

Episode Description

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

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