Blog

The Power of Presenting: The key to a profitable referral relationship

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  • The steps needed for creating powerful presentations
  • Timelines for preparing your presentations
  • Advertising and marketing tips for promoting your presentations
  • Checklist of items that need to be gathered for presentation day
  • How to follow up and earn your referral partners business after presenting

Don’t Just Listen to the Experts…Become One

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  • The driving factors behind how and why interest rates change
  • When and where to watch for the days news
  • How to decipher what’s behind the headlines
  • Which reports have the highest impact on rates…and why
  • How to leverage this knowledge and information into your client relationships and referral partnerships