Are You an Advisor, or Just Another Loan Officer?

11/06/23 • 31 min

We hear countless titles for Originators in the Mortgage business . What should we be calling ourselves, and more importantly - WHY? What does a Mortgage Advisor do that a Loan Officer doesn't? And who threw Certified Liability Advisor into the mix?
During this episode, we break down the differences between levels of professionals and how they're portrayed to the consumer. Trevor shares how much easier it becomes to overcome objections when you have something to talk about other than price or rate, and what those other conversations can be with clients.
Join us to become one with your career title and fill those big shoes you're standing in, today!

Previous Episode

Mortgages. Money. Life; What's it all About?

For the modern Mortgage Professional, all you know is being swept up in the "grind," taking no days off and working for money that makes you increasingly more miserable. What if I told you that doesn't have to be the case? What if I told you there's an entirely different side to the industry that creates MORE freedom, makes you MORE money and leads you to a life that's more fulfilling than you could imagine? All we have to do is pivot the way we're approaching the business. Mortgages. Money. Life. is here to help you do just that.
In this episode, we learn about the background of Trevor Hammond and the climb to being #1 in the country, and why it made him rethink everything. Now, he has built a business he can completely unplug from 150 days out of the year. We'll talk about what it takes to shift your mindset from where you are, to living a life of freedom.

Next Episode

The 7 Steps to Becoming a Certified Liability Advisor

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!