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Boosting Clientele with Advisor Referral Strategies
You want to grow your business FAST. You want to build a network that keeps delivering clients without chasing leads every day. Guess...
4 min read


Enhancing Financial Literacy with the Right Tools
Financial literacy is not just a buzzword. It’s the backbone of success in the mortgage industry. You know that, right? But how do you...
4 min read


Understanding Certified Liability Advisors
If you want to level up your mortgage game, understanding liability risk management is non-negotiable. You’re not just closing...
3 min read


Missing Money
There are so many ways you may be missing money. Missed opportunities are a big one, but there is literally missing money you can find...
1 min read


Term Premium and Tightening Market Conditions
Visit: https://www.facebook.com/NIFECLA for more charts and updates. The Fed may slow or stop increasing rates as term premium in bonds...
1 min read


Is Buying a Smaller House a Good Idea?
What if you are forced to buy a smaller house because of higher rates... Key consideration: Appreciation (offsets cost of ownership...
2 min read


Bonds, Bills, Notes - What's The Difference?
It is no secret that the government is 'making money' literally by issuing debt. As we've discussed on prior posts, when the bank loans...
2 min read


Some Favorite AI Tools by Category
The research category is new to me, but I'm finding helpful when writing quick posts or summaries. Personal Assistant/AI Tools: ChatGPT -...
1 min read


Is Interest the Price of Time?
Just a thought - but in our course we say that if: 'time is money' then 'time management is money management'. Me I was reading...
2 min read


Chart Storm Hero - July 2023 - Be a Mortgage Advisor
My favorite charts from this past month and the stories they tell us about what's going on in financial (real estate, lending and...
1 min read


Housing Values Keep Going Up
Black Knight August 2023 Mortgage Monitor Report Highlights - Home prices are at record highs, both nationally and locally. - The lack...
2 min read


Boomers Are Winning a Battle for Housing
Short video pointing out some key points around leverage. If you are in the housing game you can trade up or down, but with leverage...
2 min read
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