Скачать или смотреть How Loan Officers Can Partner with Financial Advisors to Drive Referrals w/ Gibran Nicholas, HomeQB

Loan officers: want more purchase business without chasing the same real estate agents everyone else is calling?

In this episode of Loan Officer Life, host Chris Hazen interviews Gibran Nicholas, Strategic Advisor with HomeQB, about how loan officers can build a powerful referral ecosystem with financial advisors, CPAs, insurance agents, attorneys, and wealth managers, and become the “housing wealth” advisor those professionals need on their team.

What you’ll learn in this interview:
• Why working with financial advisors helps you diversify referral sources (and stand out fast)
• How advisors’ ongoing client relationships can create consistent purchase + strategic refinance opportunities
• How to speak the advisor “language” (tax planning, retirement planning, life transitions)
• The role you can own: housing wealth / mortgage planning as part of the advisory team
• 3 proven ways to start even if you have zero advisor contacts today:
1. Annual client reviews → warm introductions
2. Teaching CE classes to advisors
3. Targeted cold outreach using a repeatable system

Guest: Gibran Nicholas, HomeQB
Host: Chris Hazen
Learn more: homeqb.com

👇 Drop a comment: Has this podcast interested you to broaden your referral partnerships to start working with financial advisors?

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