Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc

Posted May 9, 2023

This episode is sponsored by AIME Fuse 6

On this episode of Broker to Broker, host JP Hussey sits down with Justin Rocheleau, Broker Owner of JR Mortgage Group Inc, to discuss how teaming up with financial planners can take your business to the next level.

Justin has found great success in marketing to financial planners as referral sources for his business. As we all know, financial planners are in it for the long haul when it comes to serving their clients, and being able to present the best options for their client’s financial success is a win-win for both parties. By collaborating with financial planners, Justin has been able to create strong relationships and provide clients with the best possible advice and solutions.

In the past, many financial planners did not have mortgage relationships at all, and when it came to mortgages, they would simply recommend their clients to “just go talk to your bank.” However, this allowed Justin to come in and offer a new and better solution. He was able to show financial planners that by working with him, they could offer their clients a more personalized approach and get better results.

Through his experience, Justin has learned that the key to success in this approach is to focus on building long-lasting relationships with financial planners. He emphasizes the importance of trust and transparency, as well as staying up-to-date on the latest industry trends and changes.

If you’re looking to take your business to the next level and gain valuable advice to stay ahead of the game, tune in now!

Key Points:

1:52 – The market’s weird everywhere you go

4:10 – Justin started JR Mortgage in March 2021

7:55 – Targeting financial planners as referral sources

12:46 – You gotta know your role

15:38 – Where would you find these planners, and how would you initiate that conversation

25:58 – Send us the folks that have trouble getting approved

33:26 – Fill that gap and help those people

34:29 – Where do you see the mortgage market in 3-5 years?

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