Gaining in popularity, mortgage planning is the new way to interface with borrowers.
CARSON, CALIF., January 30, 2008 - David Coster, founder and president of the Home Asset Advisor Academy and David Bartels, founder of Selling Smarter and High Performance Seminars will host a free Webinar, Tuesday, February 12, 2008 from 10:00 AM - 11:00 AM PST. The Webinar entitled "A Mortgage Industry Revolution: The Home Asset Advisor Business Model" is a one-hour introduction to the financial planning orientation to mortgage origination. To register for the free Webinar go to: www.sellingsmarter.com/default.aspx?pageId=eventWebinars.
The Home Asset Advisor Academy (Academy) trains mortgage originators and other financial service professionals to become Home Asset Advisors. Most loan originators focus only on loan programs and do not adequately explain or understand the impact of the loans they sell. In contrast, by identifying the client's unmet financial needs and their risk posture, Academy members learn to implement strategies that properly employ the home asset as part of a comprehensive financial plan. These home asset-based financial planning fundamentals empower Home Asset Advisors to attract, retain and serve their clients over the long-term by providing a basis for effective response to life events.
"Continuing education is the only way for mortgage originators to stay in this game," said Bartels, "The more they understand, the more effective they can be at meeting their client's needs. Mortgage Planning is a skill that every successful mortgage professional will need to move forward in 2008."
"Mortgage Planning is a process that mirrors the financial planning process, effectively connecting the home asset to specific financial goals and strategies. Knowledge of mortgage planning concepts, strategies and tools is essential for mortgage professionals if they hope to succeed in today's mortgage market," said Coster. "Attending this free seminar is an easy way to get a better understanding of mortgage planning and how it works."
About Home Asset Advisor Academy
The Home Asset Advisor Academy (HAAA) empowers mortgage and other financial service professionals to "know their clients" and connect their home asset to their financial plan. The Academy trains mortgage and other financial service professionals to become Home Asset Advisors. The Home Asset Advisor Academy is the only academic resource a mortgage professional needs to access exceptional educational resources and support that empower the Home Asset Advisor. For more information about HAAA, visit www.homeassetadvisoracademy.com.