The untapped referral opportunity of financial advisors


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Oct 17 2024 19 mins  

Unlock the secrets to expanding your referral network by harnessing an often-overlooked partnership! 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

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