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Maximizing Your Prospecting Time: Should You Target CPAs?

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Manage episode 410422155 series 1037261
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White discusses the age-old question: Should loan officers spend part of their prospecting time looking for CPAs?

As tax season approaches, the debate between focusing on real estate agents versus CPAs becomes more relevant.

Carl shares his insights on the pros and cons of working with CPAs, emphasizing the importance of prioritizing prospecting efforts to maximize results.

Tune in to learn why focusing on the right referral sources can significantly impact your loan business's success.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

  continue reading

291 episodes

Artwork
iconShare
 
Manage episode 410422155 series 1037261
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White discusses the age-old question: Should loan officers spend part of their prospecting time looking for CPAs?

As tax season approaches, the debate between focusing on real estate agents versus CPAs becomes more relevant.

Carl shares his insights on the pros and cons of working with CPAs, emphasizing the importance of prioritizing prospecting efforts to maximize results.

Tune in to learn why focusing on the right referral sources can significantly impact your loan business's success.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

  continue reading

291 episodes

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