Mortgage Connects
The untapped referral opportunity of financial advisors – Episode 41
Gibran Nicholas, founder of Momentifi and creator of the CMPS® Elite Advisor Referral System
Unlock the secrets to expanding your referral network by harnessing an often-overlooked partnership! MGIC's Stephanie Budnik interviews Gibran Nicholas, founder of Momentifi and creator of the CMPS designation, on the untapped potential of financial advisors as high-quality referral sources for loan officers. Gibran discusses:
- Why financial advisors are an opportunity for high-quality referrals
- How to approach financial advisors about partnerships
- How to prove your value to financial advisors
- How to earn financial advisor referrals by offering CE credit classes as a CMPS-certified instructor
Download your free financial advisor referral guide
For more tips on making the most of this referral source, hop over to Loan Officer Hub to download your free copy of Gibran's white paper, 3 Steps to Close 3+ Extra Loans per Month from Financial Advisor Referrals.
The opinions and insights expressed in this Q&A are solely those of its interviewee and do not necessarily represent the views of either Mortgage Guaranty Insurance Corporation or any of its parent, affiliates, or subsidiaries (collectively, “MGIC”). Neither MGIC nor any of its officers, directors, employees or agents makes any representations or warranties of any kind regarding the soundness, reliability, accuracy or completeness of any opinion, insight, recommendation, data, or other information contained in this blog, or its suitability for any intended purpose.
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Gibran Nicholas, CEO, Momentifi
Gibran Nicholas is the founder of Momentifi, and the creator of the CMPS® Elite Advisor Referral System, which is the #1 certification in the mortgage industry that helps loan officers stand apart from the competition and close more loans from financial advisors. More than 10,000 top producers have graduated from Gibran’s training and coaching programs.
Gibran is also the best-selling author of The StorySeller Adventures, which helps you and your team use archetypes and StorySelling to stay inspired, find more meaning in your work, and grow your business. Gibran lives in Alpharetta, Georgia, with his wife, Mandy, and their 3 children.