Building Your Wealth Advisory Team to Get More Referrals

Mortgage Marketing Radio · Jun 14, 2023 · 59m · transcript

In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.

Here's a rundown of what we discussed:

The traditional way of selling is no longer effective.

The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.

Building your own Wealth Advisory Team has a number of benefits over traditional…