🏦 Financial Advisors: Stop Losing Clients Over Real Estate Questions

Helping clients navigate investments is your specialty.
But when real estate questions come up, banks and lenders often gain more influence — and sometimes, your AUM walks out the door with them.

If you're ready to strengthen client trust, protect assets under management, and attract new referral partners, this training is for you.

That’s why we created this free webinar on Wednesday, January 29th @ 7:00 PM designed exclusively for financial planners, advisors, CFP® professionals, and RIAs.

🎓 What You’ll Learn (2025 Real Estate Updates)

Inside this advisor-focused session, you’ll discover how to:

✔ Protect AUM when clients consider a home purchase or sale
✔ Avoid the common “bank rate trap” that can cost clients 6–7 figures in lost growth
✔ Use tax-smart home buying & selling strategies without crossing into legal/mortgage advice
✔ Position yourself as the primary financial decision-maker — even in real estate conversations
✔ Build consistent referral flow with top-performing real estate partners

💡 Why This Matters for Advisors

Clients trust you with their future — yet many unknowingly move large amounts of capital out of managed accounts when buying property.

It’s not just a down payment.
It is often $150,000 to $600,000 temporarily (or permanently) removed from your control.

Banks pitch a slightly better rate…
Clients shift the funds…
You lose AUM, influence, and potentially the entire relationship.

This webinar shows you how to help clients prevent that — ethically and compliantly.

👤 Who Should Attend?

This training is ideal for:

🔹 Financial Advisors & Wealth Managers
🔹 CFP® / ChFC® / RIA Professionals
🔹 Financial Planners & Retirement Strategists
🔹 CPA & Tax Professionals advising homeowners
🔹 Anyone seeking stronger client retention & referral partnerships

🤝 Partnership Opportunities (Optional)

During the webinar, you’ll see how advisors are using our strategic process to:

✨ Retain more client assets during real estate transactions
✨ Create additional planning conversations and advisory opportunities
✨ Build steady referral pipelines with vetted real estate pros

There is no obligation to partner — the training alone is highly valuable.