In this episode of the Mortgage Mavericks Podcast, we're joined by the wealth advisor, Peter Stalworth. This episode brings an interesting perspective to light as we discuss the synergy between mortgage advisors and wealth advisors, and explore the concept of life style financial planning. Peter shares his insights on wealth management, retirement planning, understanding the importance of investments, how to identify the right client, and the best referral practices. This enlightening discussion sheds light on the importance of financial planning, delivering valuable takeaways for mortgage advisors and listeners alike.
Take a screen shot of the podcast episode and tag me on Instagram (@ashborland) and I will give you a shoutout and follow back
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Discover the keys to successful mortgage marketing. Get your complimentary blueprint and start revolutionising your marketing approach today:
https://ashborland.com/blueprint
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In this episode of the Mortgage Mavericks Podcast, we're joined by the wealth advisor, Peter Stalworth. This episode brings an interesting perspective to light as we discuss the synergy between mortgage advisors and wealth advisors, and explore the concept of life style financial planning. Peter shares his insights on wealth management, retirement planning, understanding the importance of investments, how to identify the right client, and the best referral practices. This enlightening discussion sheds light on the importance of financial planning, delivering valuable takeaways for mortgage advisors and listeners alike.
Take a screen shot of the podcast episode and tag me on Instagram (@ashborland) and I will give you a shoutout and follow back
Unlock Your FREE Mortgage Marketing Blueprint
Discover the keys to successful mortgage marketing. Get your complimentary blueprint and start revolutionising your marketing approach today:
https://ashborland.com/blueprint
Personalised 1-on-1 Coaching
Elevate your business with bespoke coaching. Delve into your unique challenges and unlock your full potential: