Episode 288

Building Your Wealth Advisory Team to Get More Referrals

In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.


Here's a rundown of what we discussed:

  • The traditional way of selling is no longer effective.
  • The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.
  • Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
  • If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.

  • RSVP HERE

We're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.


RSVP for the Wealth Advisory Team Call

  • Learn More About Mortgage Marketing PRO
  • Join the Podcast Facebook Group Here

About the Podcast

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Mortgage Marketing Radio
Podcast by Mortgage Marketing Institute

About your host

Profile picture for Geoff Zimpfer

Geoff Zimpfer

Geoff Zimpfer is a former national sales trainer with Tony Robbins and has been in the real estate industry since 2003. As a mortgage originator he consistently ranked among the top 5% in production nationwide. After ten years in production Geoff accepted a position as a National Sales Trainer with a top ten direct lender. He’s the host of the highly rated podcast Mortgage Marketing Radio, celebrating its fifth year and surpassing 500,000 downloads. He’s the author of two books; Instant Referrals for Mortgage Professionals and his most recent book is Disrupt or Die: How to Survive and Thrive the Digital Real Estate Shift.