July 26, 2023

OneTrust

What are the OneTrust Home Loans Housing Wealth Solutions for WealthCareGDX? A Housing Wealth solution that is hidden in plain sight, available through responsible access to the equity in your client’s home. The Home Equity Conversion Mortgage (HECM) and the 55+ Specialty Reverse Mortgage could be one of the most misunderstood and underutilized resources available…

Model FA

Model FA is a coaching program for entrepreneurial financial advisors to help them get in front of more clients, focus on growth in every area of their business, and reach the next level of scale. There are many ways to be wildly successful as a financial advisor. Patrick Brewer with Model FA explores Advisor DNA, Model FA’s proprietary personality…