May 6 • Introductions
Referral Script for a Financial Advisor Referral
Our team has had great success generating referrals for our Financial Advisor partners using this script when issuing loan pre-approvals:
"This pre-approval is going to show you how much you qualify for based on what we discussed. However, this number only takes into effect your total mortgage payment and debt. It doesn't address your long and short-term financial goals as well as any lifestyle goals you have. How was your relationship with your financial advisor?"
What do you think?
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Referral Script for a Financial Advisor Referral
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