Do Business. Do Life. — The Financial Advisor Podcast — DBDL 049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset.
Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business.
In this episode, Wally shares his story and the problems he faced in his own company that were preventing him from achieving unlimited growth and freedom. While his mortgage business was considered “successful” he was burning the candle at both ends. Not only that, but he realized that 97% of his business was reliant on referrals from a single lead source, putting his entire business at risk.
As we dig in, Wally’s going to teach you the exact system he developed to diversify his referral network, refine his systems, and scale from a solitary $40 million loan officer to a team that consistently closes $200M in loans.
Oh yah, Wally also only works 24 hrs per week and he takes a minimum of 20 weeks of vacation every single year.
If you want to learn how he did it AND how you can apply a similar approach to your advisory firm, this episode is a must-listen!
3 of the biggest insights from Wally Elibiary …
- Wally went from being a $40 million solo producer to building a team that closes $200+ million in loans annually. Hear how he went from one-man show to scaling his business – without sacrificing his freedom.
- Wally was only generating 3% of his business from his existing database. Listen to him share the strategy — and the technology — he used to boost that number to 37% by creating a referral network with CPAs, financial advisors, and attorneys.
- For the last 9 years, Wally has read 50+ books per year. But he doesn’t just read the books, he takes action! Learn his framework for retaining and implementing lessons from the books you read so you can achieve success in every aspect of life.
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