“To get more leads, it’s essential to get out and turn into those referral partners with various kinds of tax attorneys and financial advisors,” he said. “By doing that, you really want to know how you can exit and market to those people and discover what kind of clientele they’re coping with. How can they assist their clients? Because at the top of the day, it’s a partnership with referral partners.”
Mike Pearson, senior VP of business development at A&D Mortgage, added his perspective, highlighting the necessity for innovation in getting noticed. He identified that having an internet site and a minimal online presence aren’t any longer sufficient.
Instead, he recommends leveraging Google services, refining your profile, and establishing a robust online brand presence. Networking events, conferences, and face-to-face interactions also play an important role in expanding your reach.
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Windsor Mortgage CEO Chris Vinson delved into the numbers game. He challenged professionals to set clear goals and create a vision for his or her lead-generation efforts. Vinson explained the importance of categorizing leads, from VIPs to the broader database.