Other Professionals
Other Professionals
Other Professionals include groups of people and professionals that are often overlooked as potential sources of business, and almost always missed as a resource for more referrals. This list includes roughly two groups that can expand into a few subsets that can add tremendous value to your Referral Triangle:
- Group 1: Insurance Professionals, Accountants, Financial Planners, Attorneys; a) Bankruptcy b) Divorce c) Criminal d) Estate e) Tax f) Corporate
- Group 2: Merchants, Service Providers Non-profit Groups Educational Opportunities, Contractors, Other Banks, Military Bases
Since all of these groups have a certain involvement with people as it relates to their financial lives, we are also looking at opportunities that help generate business and awareness for you and massive potential value for your clients and your partners. This is the most often overlooked area of referrals! Why would anyone ignore about 30% of the purchase lead opportunities? Simple and you can start working the plan today!
The Referral Triangle
Hidden Lesson
This is the key concept of leverage to the whole system. If you are not aware of the Referral Triangle, you are missing out on how to build a mortgage practice you can count on year after year! Great relationships through exceptional value!
The Opportunity Advantage
Hidden Lesson
More than 50 proven areas of mortgage opportunities! You don’t need to master them all, just a few will do!
Working with Other Professionals
Hidden Lesson
This is the most often overlooked area of referrals! Why would anyone ignore about 30% of the purchase lead opportunities? Simple and you can start working the plan today!
Working Small Banks & Credit Unions
Hidden Lesson
Why aren’t you collecting and referring business from those who are in a position to help you? Many small banks and credit unions either don’t do mortgages or don’t have all the programs you do. Simple to do in a very small amount of time can grow your business exponentially!
Working Divorce Attorneys
Hidden Lesson
70% of all divorces have a martial property that needs to be dealt with! Two people splitting up can represent a key opportunity for you to serve them, as well as provide help and guidance to the attorney during the process.
