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Estate Planning Referrals

In this weeks episode, my guest is Michael O'Brien and we are talking about why you should be referring all your estate planning opportunities.

👉 What Is Estate Planning

👉 How To Spot Estate Planning Opportunities

👉 What Are The Benefits Of Referring Your Clients To An Estate Planning Specialist

👉 What Are The Consequences Of Not Referring Your Clients

It was great to get Mike back on the podcast to get into detail on estate planning and to gain a better understanding of why mortgage brokers should be referring all their opportunities.

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I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

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