National MI University presents: How to Perform and Leverage Annual Mortgage Reviews with Dr. Bruce Lund
10am (PT)
Financial advisors have long used annual reviews to deepen relationships, uncover opportunities and “find new money.” Drawing from his experience coaching some of the top financial advisors in the country, this workshop will show mortgage professionals how to apply the same approach with past clients — creating intentional conversations that strengthen relationships, generate referrals and uncover future mortgage opportunities.
Financial advisors have long used annual reviews to deepen relationships, uncover opportunities and “find new money.” Drawing from his experience coaching some of the top financial advisors in the country, this workshop will show mortgage professionals how to apply the same approach with past clients — creating intentional conversations that strengthen relationships, generate referrals and uncover future mortgage opportunities.
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