FREE 60-MIN WEBINAR FOR FINANCIAL CONSULTANTS
Mortgage Conversations:
How Top Advisers Use Mortgage Planning As Prospecting Tool
Break the ice. Build trust fast. Open bigger cases
— without becoming a mortgage broker or needing a mortgage licence
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Start Powerful Mortgage Conversations
Turn casual chats into value-packed discussions that break the ice, build trust, and uncover your clients’ real needs.
Use Mortgage Engagement to Generate Leads
Leverage simple scripts, digital tools, and positioning strategies to attract, engage, and convert new prospects consistently.
Open Doors to Bigger Cases & HNW Clients
Understand clients’ biggest assets, spark deeper financial planning conversations, and position larger solutions.
About The Trainer
Adrian Jefferson
Master Mortgage Trainer
- 17 years of Mortgage Advisory experience both in Residential and Commercial mortgages
- Personally advised more than 4,500 individuals and companies on their mortgage portfolio amounting to about $1.8B (Including 3 billionaires)
- Highly sought after mortgage speaker in both the Real Estate and Financial Services Industry
- Trained over 2,500 Financial and Real Estate Practitioners
FREE 60-min Training?!
Yes.
At Adviser Playschool, we believe in empowering financial consultants like you by sharing knowledge and fostering growth. We understand that the landscape of financial advisory is constantly evolving, and staying ahead requires access to the latest strategies and insights.
Thanks to partners like GoalsMapper, we are offering this training for free to reach a broader audience, helping more professionals like you overcome the common challenge of client objections.
This is our way of giving back to the community that has been instrumental in shaping the industry's success.
We're confident that the insights and techniques shared will not only enhance your professional skills but also ignite a passion for excellence in your practice.
Consider this webinar as an investment in your future, on us, because when you grow and succeed, we all move forward together.
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* Terms and Conditions
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