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Every Financial Planner's Worst Nightmare (And How To Avoid It)

Every Financial Planners worst nightmare, is putting in a ton of work to build their clients portfolio...and then it being destroyed because their client walked into a big bank to apply for a mortgage. Banks are trained to 'incentivize' their customers to move funds into investment or savings account, so that they could gain access to marginally better interest rates (if at all). Don't let your client make this mistake, simply because you didn't inform them that you have a Mortgage Professional on speed dial.

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Every Financial Planner's Worst Nightmare (And How To Avoid It)

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Alvin Lapitan
Loan Officer
alapitan@cmsmtgsolutions.com
757-619-4494
NMLS 244508
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Virginia Beach, VA 23464
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