Building Your Strategic Team of Advisors
to Generate More Qualified Referrals
Each Monday over the next 7 weeks (While I am winding my way up to Alaska and then back again) I will highlight one of David Bush's 7-Step Action Plan to help you develop your very own strategic team of advisors.
Like building a championship team, profitable referral partnerships take time to develop unless you have the innate ability to attract the very best players on your team. Most originators simply must learn the necessary team building skills and implement these 7-steps to build a dominant and profitable team of advisors.
Happy Marketing!
Step 1: Prospecting for Partners
The first step is finding qualified advisor prospects (Realtors, Attorneys, CPA’s, Insurance Agents, Financial Advisors, etc.) to join your team. I’ve found the best way to find these individuals is to ask the most successful people you know for a referral or introduction. If you were building a championship sports team you wouldn’t look for rookies would you? You want to start with well qualified, proven players and the best way to get to these types of affluent advisors or “players” is to obtain a personal referral or introduction from one of their clients, friends, family members, co-worker or other advisor.
How do you obtain this referral or introduction? You ask the following question…“(name), do you know of an experienced and highly qualified (enter category) here in town?
If they say “Why do you ask?” you can simply tell them “From time to time I have clients or referral partners who need these types of services and as an added value to my clients I’d like to be able to refer them to a qualified professional in this area. Do you have someone in mind?”
David is a top Originator Coach and founder of MyMortgageCommunity.com, a peak performance coaching system and online community for mortgage professionals. You can email him at dbush@MyMortgageCommunity.com or call 800-818-8286.
Check back next week for Step 2!
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