The 3-Sided Balance Sheet

To win more business, you must stand out from the rest. The easiest way to do this is by framing and packaging your value in a way they’ve never seen before. When prospective clients and partners learn something new from you, that nobody else has bothered to teach them, you become more valuable and stand out as the obvious choice to do business with.  

The 3-sided balance sheet is a perfect example of this for our team. As Certified Liability Advisors (as opposed to ‘Loan Officer’), we help homeowners understand the role we play in helping them build wealth far beyond the mortgage transaction. It also teaches them the importance of aligning with a trusted Financial Advisor and Real Estate Professional, and why the three of us professionals must work together for the benefit of our mutual client and their financial success.  

What are some things in your toolkit that truly differentiates you from every other lender? #90DaysToBetter #TheBorrowSmartTeam #ChangingTheIndustry