To facilitate the integration of mortgage notes into your practice, we offer the following resources and opportunities: Coaching for Financial Planners: Enroll in our specialized coaching program to b... ...more
mortgage note investing ,advisor partnerships
February 07, 2024•3 min read
Financial planners implement mortgage note investments by building expertise through education, research, and certifications. They can beat the learning curve by partnering with professionals who h... ...more
mortgage note investing ,advisor partnerships
February 06, 2024•3 min read
It’s likely that you’re still in the thick of it with your research into what mortgage notes are and what they’re all about, and that’s a-okay. Keep doing what you’re doing. Some people stay in this r... ...more
mortgage note investing ,advisor partnerships
February 05, 2024•4 min read
If you’re still with us, you’ve likely decided that mortgage note investing is indeed a strong option for your client portfolios. So…now what? The next step is to dig further into the world of mortgag... ...more
mortgage note investing ,advisor partnerships
February 04, 2024•3 min read
In today's training that's exactly what we are going to discuss. How financial planners must grasp current market trends, such as housing dynamics and interest rate fluctuations, impacting mortgage no... ...more
mortgage note investing ,advisor partnerships
February 03, 2024•4 min read
Advocates for incorporating mortgage notes into investment portfolios for diversification benefits. Mortgage notes, tied to real estate, offer low correlation with stocks and bonds, steady income, inf... ...more
mortgage note investing ,advisor partnerships
February 02, 2024•4 min read
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