Mortgages. Money. Life.

The 1 Conversation that Will 10X Your Impact with Clients

Trevor Hammond Season 1 Episode 7

When a client comes to you, are you spitting rates and terms at them, or having intentional conversation around money, strategy and what their goals are? 

There's a harsh reality at a very early point in one's Mortgage career that you realize how little our society is taught about real estate, money, mortgages, etc. and if anyone is going to teach it to them, it just might have to be us as Mortgage Advisors. That's where the Cash Flow Priority Model comes into play. 

Teach your clients that paying off the mortgage, most times, SHOULDN'T be their first priority. We walk through the levels of priority and how to frame this to your clients in a way that makes them realize their wealth is nearly untouchable once it becomes home equity. 

Listen, learn, teach, repeat! Thanks for tuning in!