Asking clients and other professionals for referrals. It makes the typical mortgage broker feel awkward. Since they’re afraid they come across as salesy and repulsive when they do so, they can only hope that they get referred to other people after doing a great job with clients. But in reality, if you don’t ask, you won’t get as many referrals as you should.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted stress the need for mortgage brokers to ask for referrals. They explain why most brokers are afraid to ask for referrals and the mindset shift they must have to overcome this fear. And they also reveal two frameworks brokers can use to effectively ask for referrals. Tune in to discover how to build a system that’ll make people refer you more.

The Key Questions

• Why should mortgage brokers ask for referrals? (3:30)
• Why are brokers afraid of asking for referrals? (5:00)
• Why must brokers have a repeatable, systemised process for referrals? (15:30)
• In what ways should mortgage brokers ask for referrals? (17:45)
  
  

What You’ll Discover

• The mediocre referral strategy employed by 90% of mortgage brokers (1:27)
• The mindset shift every broker must have about asking for referrals (8:10)
• Two effective frameworks to ask clients for referrals (11:27)
• What asking for referrals actually is (16:00)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!