Is it important to have a referral agreement set up with an IFA for all your financial advice opportunities? episode artwork

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...

Episode metadata supplied by the publisher feed · Published Jun 2, 2021

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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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Lending Thoughts Bekim Merdita Welcome to the Lending Thoughts podcast, a Canadian Mortgage Broker’s top source for timely, industry-leading insights to help you become a better mortgage professional.Join Bekim Merdita, a trusted name in mortgages and the EVP of Rocket Mortgage Canada, as he hosts conversations with industry experts and leaders to keep you informed on the latest and greatest in the Canadian mortgage landscape.Let the Lending Thoughts podcast be your guide to growing your tactics, expertise, and ultimately, your business, in this highly competitive mortgage market. Sasquatch Syndicate Sherpa Networks | Bigfoot Broadcast Sasquatch Syndicate Inc. promotes the research and discovery of Sasquatch through various forms of media, entertainment, and events.To become a guest on the show, or for media events and inquiries please visit https://www.sasquatchsyndicate.comThanks for listening and watching Sasquatch Syndicate. BELIEVE Copyright © Sasquatch Syndicate Inc. All Rights Reserved. #sasquatch #bigfoot The Loan Originators' Edge Scotsman Guide The Loan Originators' Edge is a podcast and video series partnership between Scotsman Guide, the leading resource for mortgage originators, and Mortgage Marketing Animals, a top coaching and mentorship program for loan officers.In each episode, Carl White of Mortgage Marketing Animals interviews a Scotsman Guide Top Originator or recent authors from around the mortgage world, sharing insights that originators need to know in order to thrive in today's marketplace, or a high-ranking Top Originator from Scotsman Guide's prestigious, industry-renowned rankings, offering their tips and tricks on how to succeed in the competitive mortgage environment.

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This episode is 37 minutes long.

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This episode was published on June 2, 2021.

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