How to Close More Loans from Financial Advisors
60 minutes
Customers trust that financial advisors have their best interests at heart – and that creates high-quality referrals. Don’t overlook this important referral source!
Join Craig Strent and Gibran Nicholas to learn how to:
- Contact and approach an advisor
- Dazzle an advisor at that all-important first meeting and generate more referrals
- Properly service an ongoing stream of referrals and close more loans
Presenters:
- Craig Strent, CEO of Apex Home Loans. Craig consistently generates $100mm+ per year in personal referral business from financial advisors.
- Gibran Nicholas, CEO of Momentifi. Gibran has trained and coached over 9,000 top producers.
Upcoming Sessions:

Gibran Nicholas
CEO, Momentifi
Gibran has trained and coached over 9,000 top producers.
Gibran has trained and coached over 9,000 top producers.

Craig Strent
CEO, Apex Home Loans
Craig consistently generates $100mm+ per year in personal referral business from financial advisors.
Rethink your approach to social media! Coach Kyle Draper has 5 strategies for changing the way you use social media – register now to save your seat.