))
Bridging the Gap: Mortgage and Wealth Advice with Peter Stallworth
Manage episode 390472736 series 2999928
Contenido proporcionado por Ash Borland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ash Borland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the Mortgage Mavericks Podcast, we're joined by the wealth advisor, Peter Stalworth. This episode brings an interesting perspective to light as we discuss the synergy between mortgage advisors and wealth advisors, and explore the concept of life style financial planning. Peter shares his insights on wealth management, retirement planning, understanding the importance of investments, how to identify the right client, and the best referral practices. This enlightening discuss...
…
continue reading
364 episodios
Compartir
