Working With Financial Planners (while getting rich yourself)
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 7 March 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
Welcome to Loan Officer Freedom, the #1 podcast for loan officers nationwide. Today, I’m joined by my dear friend Todd Ballenger, who crossed over into the mortgage industry from the financial advisor side of things for pure interest of how to help people utilize their money the best possible way.
Todd is an icon and leader here in the mortgage industry and today has given me an “aha” moment that you’re sure to be wowed by.
When I was a producing loan officer, I never thought much about a connection or need for connection for that matter to a financial advisor – which now I know could lead to more referral opportunities.
Well, you’re in luck my friends. Today, Todd and I discuss the ways to merge as a partnership to discover that suitability and eligibility don’t have to conflict if the objective for the client remains the same.
Tune in to hear these mind-blowing ways you can use this untapped avenue for referrals – the right way.
Ready to hear more ways to ramp up your referral business? Choose a time here that works best for you, and we will connect you with one of our top strategists here at Mortgage Marketing Animals.
Transcript
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| 0:00.0 | Hey, everybody. |
| 0:07.3 | This is Carl White, broadcasting from the secret headquarters here in the Mortgage Marketing Animals slash Freedom Club. |
| 0:13.8 | And you are listening to Loan Officer Freedom podcast, number one podcast in the world today. |
| 0:20.4 | And I am, man, this is a special episode for me. |
| 0:24.9 | A very, very dear friend of mine, a long time running, Mr. Todd Ballinger himself. |
| 0:31.2 | And out of the Chapel Hill, North, do you actually live in Chapel Hill, Todd? Is that the official |
| 0:36.2 | that is? Yep, we're Chapel Hill. Did I tell you i tell my daughter i think i told you my daughter's getting ready to move up there maybe |
| 0:42.4 | yeah for for med school is it like residence or she's finishing her residency and we think uh her her uh see |
| 0:50.2 | i can't say fiance because they're not officially that way and he might listen this episode |
| 0:54.0 | so i'm going to say boyfriend but maybe it'll be something different uh anyway so there's I can't say, I can't say fiance because they're not officially that way. And he might listen to this episode. |
| 0:56.7 | So I'm going to say boyfriend, but maybe it'll be something different. Anyway, so they're looking to move up there. So that'll give me even more reason to crash, crash that little fire pit that you have over there beside your house. So good to see you here today, brother. Good to see you, man. It's going to be fun. I look forward to seeing her and meeting her. |
| 1:11.4 | Is it a fiancé or husband? |
| 1:13.6 | Well, right you, man. It's going to be fun. I look forward to seeing her and meeting her. Is it a fiancé or husband? |
| 1:13.6 | Well, right now, boyfriend. So let's not advance it before. I don't know if they listen to. I don't know if they listen to podcasts. So we got to be careful with that. So anyway. So cool. So so so Todd's been a, an icon iconic leader in our industry for a long, long time. |
| 1:31.2 | He's much too much of a humble person to take the credit for the impact that he's had in our industry. |
| 1:37.7 | And what we thought we'd talk about today is working a little bit. |
| 1:41.8 | We have several different topics and we'll kind of see how this plays. |
| 1:45.1 | But you're listening to the right episode. If you want to learn how to work and market with |
| 1:50.6 | and get referrals with financial planners, and we might talk a little bit about your own |
| 1:56.7 | financial planning as a loan officer, and it be that that'll be a the next episode that |
| 2:02.9 | we do together because I know we could talk for many many many hours on either one of the topics |
| 2:08.3 | and so Todd want you give everybody those people that that might be newer to the industry that |
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