Impress your referral partners & future clients with this amazing Financial Planner Presentation template!

*Limit to one presentation per person/order contact info@mybrokerpro.ca for team purchases.

Question: Why do financial planners want to work with Mortgage Brokers? Because we can provide their clients with options outside the bank!

Banks often utilize the assets in the mortgage application to cross-sell the clients on investment and insurance, steering them away from their independent advisors. 

So help Financial Planners retain their clients & grow their business! 

Our CEO has used this exact template to meet with her financial planner referral partners and it was a huge hit! But you can also edit this presentation to present to the following:

• Insurance Agents

• Financial Planners

This presentation can be edited within your Canva account, with one simple click! 

What do you get with this purchase?

✅ Canva link to edit design/content (INSTANT DIGITAL DOWNLOAD)

✅ 19 pages of ready-to-go content (written for you 😲)

     ✨ Welcome ✨ Our Team ✨ Fun Facts About Us ✨ Career Timeline ✨ What Is A Mortgage Broker ✨ Our Advantage / Client Process ✨ How You Build A "Fence" ✨ Our Ideal Client ✨ Client Analysis ✨ Recent Closing Examples ✨ Rate Update (Prime Rate, Variable & Fixed Rate Graphs) ✨ Client Review ✨ Contact Info ✨ Questions

✅ Ability to drag and drop your pictures, logos and brand guidelines

✅ You edit and email/print/ present it yourself. We do not edit for you.

* Content must be reviewed and edited by a licensed mortgage professional before releasing information to the public. See additional info before purchase. Creates on September 16th, 2022, rates, programs and policies are subject to change without notice. 

❌ No physical product will be delivered to you

❌ No refund, exchanges or returns

❌ Canva PRO account not included with purchase

*See additional info for more information before purchase.