In this episode, hosts Val Miller and Trevor Hammond sit down with longtime friend and collaborator John Thompson of SMPL Mortgage to unpack the powerful (and often overlooked) relationship between mortgage professionals and financial advisors.

Instead of fighting for the ever-distracted attention of real estate agents, John shares how loan officers can carve out deeper, more fruitful partnerships by aligning with advisors who are equally invested in long-term financial planning.

You’ll hear:

• Why financial advisors make ideal partners for mortgage professionals.
• How to approach advisors with value first, creating win-win relationships that help both businesses grow.
• Actionable strategies for shifting from transactional to transformational business models.

Val and Trevor also remind listeners that building wealth and serving clients well isn’t just about closing loans—it’s about creating holistic financial ecosystems.

👉 If this episode resonates, don’t forget to leave a 5-star review and share it with a friend who’s ready to think bigger about their mortgage business!