1 / 6

5 Keys to Developing Relationships with Financial Planners

Learn the methods to develop a relationship with financial planners.

performanceexperts
Download Presentation

5 Keys to Developing Relationships with Financial Planners

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 5KeystoDeveloping Relationshipswith FinancialPlanners PerformanceExperts www.performance-experts.com

  2. TakeTimetoEducate Yourself Subscribe to financialplanning magazines Read bookson financialplanning and financialliteracy

  3. Obtainadesignation If youwanttoincrease yourownvalue as a loan officerwhile learning more about financial advising,obtaining a designationiskey.

  4. Rememberthatit’s a natural partnership Keepinmindthatitsimplymakessenseforloan originatorsandfinancialplannerstoworktogether. Loanofficersmanageliabilities, andfinancial plannersmanageassets.

  5. Seek advice fromotherloan originators.

  6. ContactUs

More Related