Power Meetings — A Great Way To Become Your Referral Partner’s #1 Lending Source!

by Tony Gallegos on July 11, 2007

Maintaining solid connections with your referral sources are key in staying top of mind with them. And Power Meetings are a great way to make sure your referral sources are informed about everything you have to offer!

Hosting topic-focused Power Meetings is a sure-fire way to update them on all the great ways you can help them grow their business while also positioning yourself to become their #1 referred lending source.

You simply choose the topic that fits your relationship and business needs.

Key points about Power Meetings:

  • Are easier to pull together than you think
  • Use Power Point presentations and provide accompanying collateral
  • Can be held with individual clients or a group of clients
  • Are ideal to host jointly with your manager, affinity partners, underwriter or processing teammembers
  • Be sure to track Power Meeting activities

Reap The Rewards!

A successful Power Meeting can help you secure the coveted #1 referred lender position with your Realtors – which can mean four times the business of the lenders in the #2 and #3 referral positions.

Now go earn the business!

Tony Gallegos

  • Todd
    Great post Tony. One of my mentors once told me, "You'll never be regarded as an expert in your field unless you promote yourself as such"
  • Tony Gallegos
    Todd - So true. Just as Dr. Phil in all likelyhood is not the best in his field, many believe so. Great point.
  • terry
    Todd-Good point im an affiliate the more help i get the more money we both make lenders and affiliates. Nice site just found it
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