Webinar Replay
Unlocking the
Advisor Advantage
The loan officer's guide to strategic partnerships with financial advisors
What does your dream business look like?
Build a process-driven, relationship-first, scalable business with advisors as the growth engine.
LEARN MORE
Master the art of working with
financial advisors!
- The math and strategic uses for home equity in retirement.
- An understanding of the financial advisory landscape, types of firms, how they operate, and which to target.
- Messaging and strategies to attract, engage, and convert advisor relationships.
- How to market effectively using proven scripts, strategies, and outreach tools.
- How to handle objections we’ve heard time and time again.
- An action plan to jump start your business development efforts.
- Access to a Course specific community to engage with your peers and the course instructors.
Watch the video above to learn more about The Advisor Advantage course.
INTRODUCING
The Advisor Advantage
Certification Course
The Loan Officer Guide to Building Professional Relationships that Drive Business
Over 12 hours of Training
Lessons and recordings available on the platform after the live sessions.
Led by Ryan Ponsford, MBA and Hank Sanders, both advisors with over 25 years experience.
Weekly Live Sessions Beginning Wednesday, May 14, 2025
Noon (PST) / 3 p.m. (EST)
- Access to the Advisor Advantage Community Circle
- Exclusive Resources
- Case Studies
- Marketing Tools
- Proven Scripts
- Certificate of Completion