Originally posted on LinkedIn April, 2025 during extreme stock market fluctuations in reaction to tariff threats.
RIAs, CFPs, Wealth Managers, Financial planners: If you are paid as a percentage of AUM, you've just experienced a BIG pay cut
What are your strategies for 2025 to keep and build back your book of business? How do you take care of clients and keep their loyalty?
A mortgage application may be the MOST COMPREHENSIVE personal financial statement your clients ever complete. Referring your clients to an independent mortgage broker instead of letting your clients go to a big bank for their next mortgage is becoming a matter of SURVIVAL.
An experienced mortgage broker can offer competitive rates, a huge variety of product options, advocacy for you, confidentiality, a wide network of Real Estate resources, and a much more integrated approach to financial planning by working with you and your clients' long term goals.
We are collaborators, never competition.
Connect/Contact me for an intro call if you'd like to meet and strategize how to build back and protect your AUM numbers this year.
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