If you want to get more referrals from financial advisors, listen to this!  

Here are a few direct quotes…

  • "Your innovation and your tools are amazing"
  • "I'm just kind of shocked at how good your stuff is"
  • "I was calling to find out of any mortgage originators that use your tool in my locality"

Here’s the transcript

 

“Hello, this is David in South Carolina. I’m an advisor, and I do retirement and estate planning. We had a brief conversation, maybe, I don’t know, three months ago. Your innovation and your tools are amazing. They’re just so far above what mortgage people can get. I’m just kind of shocked at how good your stuff is, and I was calling because I had recommended a mortgage broker to you, and I wanted to find out if y’all connected, and also how I could find local mortgage originators that use your tool in my locality. Thank you.”

About the Author Tane Cabe

Author of Double Your Retirement Dollars, creator of HECM Tool sales conversion application, nationally ranked HECM loan originator, top HECM for purchase originator, mortgage executive, coach.

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