Loan Officer Freedom

Maximizing Your Prospecting Time: Should You Target CPAs?

04.03.2024 - By Carl WhitePlay

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White discusses the age-old question: Should loan officers spend part of their prospecting time looking for CPAs? As tax season approaches, the debate between focusing on real estate agents versus CPAs becomes more relevant. Carl shares his insights on the pros and cons of working with CPAs, emphasizing the importance of prioritizing prospecting efforts to maximize results. Tune in to learn why focusing on the right referral sources can significantly impact your loan business's success. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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