Financial Planners and Debt Elimination

Do you have a Financial Planner referral partner for debt elimination?

My experience with Financial Planners over the last few years was that the majority of them were focused on money management and very few were looking for clients with debt that needed help. I have even been told by a few Financial Planners that they were not interested in clients with debt and no money to manage.

Well, what do you do if you are a Financial Planner in today's environment and your prospects have debt and no money to manage?

Why not put your client into a program where you can earn some money up front, get a monthly residual, and put the client's debt elimination on autopilot so they can build up money to manage as their debt is paid down. A program like ours that can also improve the client's dti so they can more easily qualify for a new loan later. A program that can help protect and improve the client's credit and keep them on track financially since we do the work for the client.

There is a lot of opportunity to gather new Financial Planning referral partners right now. Just like you gained the ability to pick up Insurance Agent referral partners when the cash out refi / equity management business dried up.

Make sure you are including Financial Planners in your mortgage planner / loan officer marketing materials. They need to pick up business and the sharp ones are already looking for ways to increase their revenue and bring in more business. We're starting to get calls directly from Financial Planners interested in the program. So get moving.

Learn more about how our debt elimination program, the Financial Compass can help you change your client's lives.

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