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Which is Better? Realtors vs. Financial Advisors
In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry.
They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment.
Takeaways:
Understanding the balance sheet is key to financial literacy.
Homeownership significantly…
The skinny
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