The 1st of the year brings lots of new opportunities for lead generation from financial advisors. Most advisors have been really busy getting their client's year-end stuff done for tax purposes but most should have time to chat right about now. They also will have clients they've just met with that could be in need of new mortgage.
Below is a Red Flags flyer I created in Microsoft Word that helps get the advisors thinking about their database of clients and their situations.
Red Flags Flyer:
http://data.memberclicks.com/site/oc/Red_Flags.doc
When reviewing the Red Flags flyer with the advisor, ask them who they know of that may be in need an Annual Mortgage Review or Interest Savings Analysis. If you ask (and follow up) you will undoubtedly come up with a few new loan opportunities. I also would show them the below letter and directory listed below as other proactive marketing strategies you could both do to help grow each other's businesses...
Intro Letter to Clients For Financial Fitness Checkup
http://data.memberclicks.com/site/oc/Intro_to_financial_advisor_letter.doc
Strategic Advisor Directory
http://ftp.mymortgagecommunity.com/downloads/advisordirectory.doc
Intro Letter from CPA/Financial Advisor to their clients for Mortgage Review
http://data.memberclicks.com/site/oc/TaxStrategy_MortgageReviewProgram.doc
To get more referrals from a financial advisor, attorney and/or real estate agent you must be proactive and ASK for the business (or for the opportunity to co-market for new business).
Remember, "if you ask you will get and if don't you won't". Once you've earn their respect, trust and referrals you can be a little less proactive and more reactive to them calling you. To get the ball rolling you've got to offer them strategies and these are proven strategies that have worked for many other successful originators.
P.S. If you don't have any strategic referral partners just yet, watch the below webinar recording I did on 7-Steps to Building Profitable Referral Partnerships for step by step coaching. You can also checkout additional relationship building letters, scripts and referral partner presentations inside MyMortgageCommunity.com (under the Coaching/Referral Partnerships section):
7 Steps To Building Profitable Referral Partnerships
http://ftp.mymortgagecommunity.com/video/05db28/05db28.html
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