Advisor Practice Accelerator - Discover Real Estate Lending Expertise

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Morningstar

About this talk

• Do you have clients who live in multiple states? • Do you spend time trying to establish and maintain local real estate lenders that are qualified to work with higher net worth individuals? • Do you have clients in retirement or nearing retirement who need monthly income from sources other than the portfolios you manage for them? • Do you have clients whose homes and real estate are mortgage free? If you answered yes, you may benefit from participating in Morningstar’s Advisor Wealth Management Practice Accelerator Webinar. Nearly three in four affluent families hold a mortgage, and one in three carries credit card debt. Yet people often devote less thought to their debt than their investments. Many use credit inconsistently or, worse, reactively. According to the U.S. Federal Reserve, historically housing wealth has accounted for about one half of total household net worth in the U.S. This calls to action the need for Financial Advisors to account for a client’s assets and real estate liabilities to help the households they serve to further optimize and achieve their financial goals. Morningstar is focused on enhancing the services and capabilities of Advisor Workstation to better serve you and the investor households you serve. Historically, Morningstar Advisor Workstation has focused on serving nearly 180,000 Advisors and their support staff to research, create, compare and propose investment portfolios. We recently expanded those capabilities through our real estate lending service partners. In this introductory webinar, you will meet Morningstar Advisor Workstation’s partners Guaranteed Rate and Finance of America Reverse. Join us to learn how to leverage their unique lending expertise and products to: • Enhance your value proposition and turn prospects into clients • Grow and strengthen client relationships • Retain assets and clients • Meet unexpected client needs • Keep long-term investment strategies intact

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