EPISODE · Jun 2, 2021 · 37 MIN
Is it important to have a referral agreement set up with an IFA for all your financial advice opportunities?
from Mortgage Broker Broadcast · host Craig Skelton
Send us Fan MailMortgage Brokers, is it important to you to have a referral agreement set up with an IFA for all your financial advice opportunities?In this weeks episode of the Mortgage Broker Broadcast, Jason Murgatroyd, Financial Advisor discusses👉What can happen if you don't refer your mortgage clients to a financial advisor.👉How to spot those referral opportunities.👉The trusting relationship between him & the Mortgage Advisors that refer to him.👉The income that the relationship can bring.As a Mortgage Broker, this episode will help you spot the opportunities you have to refer your clients and the income that those referrals brings.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed...
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Send us Fan Mail Mortgage Brokers, is it important to you to have a referral agreement set up with an IFA for all your financial advice opportunities? In this weeks episode of the Mortgage Broker Broadcast, Jason Murgatroyd, Financial Advisor discusses 👉What can happen if you don't refer your mortgage clients to a financial advisor. 👉How to spot those referral opportunities. 👉The trusting relationship between him & the Mortgage Advisors that refer to him. 👉The income that the relationship...
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Is it important to have a referral agreement set up with an IFA for all your financial advice opportunities?
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