My special guest is Craig Strent, CEO of Apex Home Loans out of Rockville Maryland. He is among the top 1% of mortgage bankers nation wide and Craig has received the 40 Under 40 award.

His company has been recognized throughout greater Maryland area as one of the Best Companies to Work for and Craig is consistently ranked among the top 100 mortgage originators in the country.

Ep #88: How to Break Into the Financial Planner Market and Diversify Your Business

[smart_track_player url=”″ social_twitter=”false” social_facebook=”false” ]

Craig has two main pillars of business as referral partners. Financial Advisors and Realtors.

We’re talking about Financial Advisors and how to find them, how to approach them, how to be more successful in presenting yourself to financial advisors.

The the biggest reason why most Loan Officers don’t pursue financial advisers is they don’t know what to say.

If you enjoyed this weeks episode, leave a comment or rating. I appreciate you!

P.S. If you’re looking for more training on how to become a modern mortgage originator, get more referrals and build your online brand; check out Mortgage Marketing PRO.

Biggest takeaways you don’t want to miss and links mentioned

  • Craig’s Script for Calling Financial Advisors
  • How Craig Deals With Rate Shoppers
  • Preparing Your Business for the Future
  • Connect With Craig Here

If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.

Or, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show.

Finally, you can subscribe on iTunes or Stitcher to get all new episodes when they are released.

Subscribe on iTunes (for iPhone)




Subscribe on Stitcher (for Android)