392: Tim O’Brien, Scotsman Guide #566, on Working with Financial Advisors and Funding 393 Mortgages in 2021

2022-05-16

Today, we're joined by Tim O'Brien, ranked #566 in the Scotsman Guide in 2021. Tim is an Equity Partner and Mortgage Broker at Zipfel Capital from Cincinnati, Ohio, who funded 393 files in 2021, totalling $159 million. Tim is here to discuss the tools he uses in his process to fund almost 400 mortgages with only 1 assistant, scripting he uses with financial advisors (30% of his business), and his database marketing strategies. In today's "Ask The Expert" segment, we have Reuven Gorsht from Deeded discussing how to virtually s...

Tim is here to discuss the tools he uses in his process to fund almost 400 mortgages with only 1 assistant, scripting he uses with financial advisors (30% of his business), and his database marketing strategies.

In today's "Ask The Expert" segment, we have Reuven Gorsht from Deeded discussing how to virtually serve your clients.

Zipfel Capital Website: www.zipfel.com

Zipfel Capital Facebook: @ZipfelCapital

Zipfel Capital Instagram: @zipfel_capital

Tim O'Brien's Email: tim@zipfel.com

Deeded Website: www.deeded.ca/ilmb

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