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I hope you have all made it home and got back into the swing of things. I am excited about the strategic plans I am working on and will keep you all posted. I have already met with two of my CFP Partners to continue to build the relationship. One in particular is already producing fruit. One of his clients told him she was thinking about buying a home and he referred her to me. It is so smooth dealing with the CFP. All he wants to know is what program and he already told me that she could put down 5-15% and he wants to make sure that she is not maxed out on housing so she can continue to live up to her financial savings goals. I was even able to refer her to a Realtor that I have been wanting to do business with. He is the buyers agent for the #2 Real Estate team in Indiana and I have been working on earning all his business since July. Let me tell you it really got his attention when I called and said,"I know you have said you would give me a shot to show you the excellent service I provide and care with which I give customers from start to finish. Well I didn't want to prolong it too long so here's the deal, I have a client that I have preapproved and needs a realtor. I told her I work with some of the top Realtors in Indianapolis and it will be a much better experience if I help her choose her Realtor because then I know they will communicate with me about her needs. I would love to refer her to you but before I do I would like to know if this goes smoothly and you are really excited and happy with the way we work together would you give me your next hot lead? (He said absolutely)

He was excited and I found out that the reason he is leery of referring lenders is because he is afraid they will drop the ball and he would look bad. I told him that I want a relationship that he is confident in and can refer me hands down over anyone else. I told him I understand and it takes a lot of trust that I hope we will build as we go through this next year. I told him that my CFP referred me and only me and I refer all my high end clients to him (he only works with people that make at least 100K+).

The CFP and I have our 3rd. meeting next week and it is something that needs worked at all the time and feedback is critical in the beginning and he is willing. I gave him the "Power of Partnerships" to listen to and said that it sums up what kind of relationship I am looking for. He is on the same page and I am excited. I have also contacted the Director of Human Resources (I did her purchase and refi.) with a large law firm here in Indy to get a referral to and Estate Planner. The CFP asked me if I knew anyone good he has not been happy with the Attorneys he has been using. We are looking to build a relationship "Circle" that meets and stays in touch on who each person's business is doing. I told him that if we get a good Estate Planner they may refer us to a good Divorce Lawyer that would like to refer his clients that need to divide assets or sell/refi. a home they can trust. I am really excited about building a non-Realtor strategic partnership pillar. It is the best way to take some of the control back from the Realtors because they know you give them business and that is huge. It will also allow me to keep going after Realtors in the business that are productive, professional and fun to work with. I really want to enjoy the people I work with.