Here’s What’s Included In the Complete Referral Partner Success Coaching & Training System

Level 2: Your Giving Mindset

Learn what each referral partner REALLY wants to allow you to have a successful relationship with them. Explore why money is only part of the answer, as ultimately everyone wants to be happy. Many people believe making more money will make them happy, know the whole truth, and transcend the business relationship and move into friendship.

Level 3: Dive Deeper

Focus on the mindset and business motivation for each type of referral partner, and discover the critical factors that will have a dramatic impact on your ability to master the right approach to create a powerful and successful partnership.

Level 4: Level Up Your Game

Learn the power implied endorsements have on getting you an initial appointment with a prospective referral partner and discover four proved strategies that when executed strategically will open doors for you.

Level 5: Empower Your Success

Discover how to create introductions and referrals from conversations you already have each day with greater and greater success.  Learn how to make a powerful shift to leverage each conversation to ensure you maximize your time, energy, and effort, at the same time, helping everyone get more of what they want and need in the process.

Level 6: Open the Door

Learn how to create a competitive advantage for you and your clients that will with generate appointments with listing agents, get more offers accepted, and increase your income like you never thought possible.

Level 7: Maximize Your Power

Discover the moments of power that exist on every loan transaction and learn the critical scripting and strategies you need to ensure that you will cultivate relationships by seizing your moments of power in the loan process.

Level 8: Dive Deep

Activate your “partnership mindset” moving away from proving or needy energy and learn the 10 critically important principles to ensure you show-up as the best version of yourself and ace that first meeting naturally.

Level 9: Create Your Partnerships

In this advanced level, you will master the art of deep questioning as you move to the second meeting with each of the four-referral partner professions CPA, Real Estate Agent, Insurance Agent, and CFP. You will increase your ability to listen deeply, connect, and add value while you learn how to shift the focus from need or want, to the fully developed place of partnership.

Level 10: Mining for Gold

Discover how to easily and naturally create consistent and automatic loan transactions each month from your most valuable resource, your past client database. Learn how to provide a valuable service to your clients, referral partners, and yourself, while ensuring you build deep and powerful connections to ensure you become the loan officer with the most friends and ultimately wins!