Financial Planning with Low Mortgage Rates
61% of financial advisors want to meet you and 81% of their clients want to be referred to you!
Are you getting your share of quality referrals from financial advisors?
What if YOU could be the local housing and mortgage expert for financial advisors in your community?
What if YOU could double your quality leads from financial advisors?
CMPS Institute is here to help you do just that! Attend our webinar on July 15 and invite your financial advisor referral partners. You will walk away with resources and a plan of action to generate more qualified leads IMMEDIATELY!
| Webinar Title: | Financial Planning with Low Mortgage Rates |
| Date: | Thursday, July 15, 2010 |
| Time: | 12pm ET (11am CT, 10am MT, 9am PT)
This webinar will last for 60 minutes |
| Target Audience: | You and your current and potential financial advisor referral partners |
| Purpose of this Webinar: | To educate and motivate financial advisors to send you more mortgage referrals! |
Topics:
- How to utilize low mortgage rates to maximize the benefits of the 2010 Roth IRA conversion rules
- How to help seniors purchase a new home now without taking a huge loss on the sale of their old home
- How to help clients avoid liquidating investment assets for their housing needs
- How to help clients boost their college, retirement, and investment savings with absolutely NO CHANGE to their monthly cash flow
- Why and how financial advisors can offer mortgage-related advice in full compliance with FINRA rules
Invite financial advisors for free!
- Add unique value to current and potential financial advisor referral partners*
- Build better relationships with existing referral partners
- Establish new relationships with potential referral partners
- Use as a “lunch and learn” or “snack and learn” opportunity
- CFP® professionals receive a free 1 hour of continuing education credit! This webinar has been accepted by the CFP® Board for one (1) CFP® continuing education credit for Certified Financial Planners (CFPs)
- Invite as many financial advisors as you want**!
- Attend this webinar even if you are unable to invite financial advisors – you will learn how to educate and motivate financial advisors to send you more qualified mortgage leads
$149
$49 registration fee. Your registration allows you to invite as many financial advisors as you want!
CMPS® Members Attend for Free!
CMPS® members register here. Your CMPS membership allows you to invite as many financial advisors as you want!
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