Mortgages. Money. Life.

The 7 Steps to Becoming a Certified Liability Advisor

Trevor Hammond Season 1 Episode 3

First things first; What in the world is a Certified Liability Advisor?

It's changing the conversations you have with clients from "How much do you want to put down for a home?" to "Here are ways your wealth can be safe, generate a return for you, but also be more liquid and accessible than equity in your home." It's helping them realize that paying more on their mortgage every month might NOT be the best use of their money. It's opening the client's mind to more than just a Mortgage.

In this episode, Trevor breaks down the 7 steps or concepts that go in to being a CLA. These 7 steps should be worked into all of your conversations with clients, and once you do, there's no looking back. 

Thanks for listening!