For years, I believed realtors were the obvious referral partner.
And to be fair, some realtors still have incredible businesses and always will.
But the reality is, most don’t.
And a lot of them are struggling right now.
Financial advisers, on the other hand, are doing well. And more importantly, they have very clear problems.
We surveyed 50 to 60 advisers and asked one question:
What are your biggest pain points?
Two came up immediately.
Justifying their ongoing fee.
And getting more money under management from existing clients.
That’s where a mortgage strategy fits perfectly.
Improving cash flow.
Putting idle money to work.
Increasing net worth, without changing lifestyle.
I can’t bring them brand-new investors with cash.
But I can help them make more money from the clients they already have.
