7 posts found
12/22/2021 · 5 min read
Trudy Padilla returns to get specific about the communication habits, follow-through practices, and long-term mindset that transform a one-time referral into a years-long client and partner relationship.
12/20/2021 · 5 min read
Trudy Padilla has worked at the intersection of real estate and insurance long enough to know exactly what each side gets wrong about the other — and exactly how to build partnerships that serve clients better than either industry does alone.
11/19/2021 · 6 min read
Ricky and Craig dig into the structural elements that make realtor-insurance partnerships last — consistent communication, mutual referrals, and the specific behaviors that turn a contact into a genuine business alliance.
11/17/2021 · 5 min read
Real estate agents and insurance agents are serving the same clients at the most financially significant moment of their lives. Ricky explains why the crossover is more natural than most agents realize — and how to build it intentionally.
11/11/2021 · 5 min read
Part 1 was about getting lender relationships started the right way. Part 2 is about keeping them — the specific habits, communication strategies, and partnership structures that turn a one-time referral into a years-long pipeline.
11/10/2021 · 5 min read
The mortgage guy has your future clients sitting across the desk before you ever know they exist. Matt breaks down why lender relationships are one of the most underutilized growth levers in independent insurance.
04/20/2020 · 6 min read
The mortgage lender sitting two offices down from your referral partner is one of the most underutilized lead sources in the insurance industry. Ryan Shaffer knows exactly why that relationship breaks down — and how to fix it.