Building a relationship with a Mortgage Professional gives Financial Planners the confidence to know that when their clients have real estate questions, you and your clients are well informed.
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Most financial planners look at mortgage advisors as another dude or chick trying to get referrals and instead of looking at them as a valuable resource they dismiss them big mistake huge and this is why the moment your client walks into a bank seeking mortgage advice they'll entice your clients with discount interest rates if they move over their investable assets this means you jeopardize your business all because you didn't have a mortgage guru in your corner just imagine how much better you'd feel if you had a mortgage advisor on speed dial who could advise your clients on what their home loan options are and keep them out of the bank