As an expert mortgage advisor, I typically partner with other professionals within the financial services sector because our services are related to each other.  Instead of relying upon these relationships to just generate referrals, I take a more proactive approach.

That approach focuses upon the ways that I can help my partners increase their business. I truly believe that if my partners thrive, then we both will thrive.  With regard to financial planners and advisors, I understand that their best opportunity to increase their assets under investment is to get their present clients to better utilize their present assets.

Because the number one asset of many Americans is the equity they have in their homes, I can help in this regard.

I have an article available which will help your clients and prospects understand why to use their equity more effectively to set up a long-term retirement plan. The article is entitled: Your Home Can Fund Retirement. I have the ability to cobrand this article with your information and mine so it can be a joint marketing effort – either through mass emailing or by sending it to specific clients and prospects.

Let me know if you would like a copy of this article complete with your contact information.  I look forward to us helping to build our businesses together.