Episode 288

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Published on:

14th Jun 2023

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
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About the Podcast

Mortgage Marketing Radio
Podcast by Mortgage Marketing Institute
The #1 podcast for Mortgage Loan Originators looking to grow their business, save time, and make more money. Host Geoff Zimpfer interviews top-producing Mortgage Originators, social media influencers, and industry executives to bring you real-world advice, proven strategies, and insider insights. Tune in for expert tips on lead generation, building agent partnerships, mastering social media, and leveraging the latest marketing tools to dominate your market.

About your host

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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.