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Meeting with Financial Planners

By Mark Bustamonte

Services for Real Estate Pros with LBD Digital Marketing

January 21, 2007 09:35 AM

I recently (6 month's ago) received my CMPS Certification. After some delay or organizing of thoughts, have started to contact financial planners in my market place. I have 2 meeting scheduled next week and I am open to any suggestions for presentation or approach that would help me earn there vote of confidence as a potential resource for there clients needs.

Any ideas would be greatly appreciated

Mark Bustamonte
Certified Mortgage Planning Specialist
Mortgage Sources Corp
http://www.mtgplanning.com/
markb@mtgplanning.com

866-840-2240 Toll Free

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Rhonda Porter

Mortgage Master Service Corp. - Seattle, WA

MLO-121324, Seattle Mortgage Lender

Hi Mark,

I have not met with Financial Planners yet, either. I plan to and would love to hear how successful your meetings are. I have joined the local FPA chapter and I intend to go to their functions to meet financial planners.

Good luck!

Jan 28, 2007 02:15 AM

Chad Trease

Trease Mortgage Group at PrimeLending - Overland Park, KS

Production Manager

The best thing I could tell you is this, don't go into the meeting thinking that you are the only one with something to gain. You have the concepts and systems available now through mortgage planning to generate great referrals for these financial planners. the key is, you need to present yourself as the true expert looking for a few key individuals to align yourself with. They need to know in advance that you aren't looking for that "one way" referral avenue. Now that you are meeting with buyers/clients and implementing your strategies you should have qualified clients to pass on to great financial planners. Everyone you meet with will need a good financial plan aligned with your mortgage plan.

Mar 09, 2007 12:17 PM