Building Your Wealth Advisory Team to Get More Referrals

Mortgage Marketing Radio

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1y ago 59:47

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In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.

Here's a rundown of what we discussed:

The traditional way of selling is no longer effective.
The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.
Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.
RSVP HERE

We're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.

RSVP for the Wealth Advisory Team Call

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