How to Close More Loans from Financial Advisors

60 minutes

Categories: Origination | Sales Strategies | Skill-based

Customers trust that financial advisors have their best interests at heart – and that creates high-quality referrals. Don’t overlook this important referral source!

Join Craig Strent and Gibran Nicholas to learn how to:

  • Contact and approach an advisor
  • Dazzle an advisor at that all-important first meeting and generate more referrals
  • Properly service an ongoing stream of referrals and close more loans

Presenters:

  • Craig Strent, CEO of Apex Home Loans. Craig consistently generates $100mm+ per year in personal referral business from financial advisors.
  • Gibran Nicholas, CEO of Momentifi. Gibran has trained and coached over 9,000 top producers.

Upcoming Sessions:

Recorded Session

Available any time.

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gibran nicholas

Gibran Nicholas

CEO, Momentifi

Gibran has trained and coached over 9,000 top producers.

Craig Strent

CEO, Apex Home Loans

Craig consistently generates $100mm+ per year in personal referral business from financial advisors.

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