Financial Strategist vs Loan Officer

Financial Strategist                                                 vs.                                                Loan Officer

  • Relationship Oriented
  • Goal Oriented
  • Mortgage Manager
  • Addresses: Legacy Planning, Tax Implication & Financial Planning, Equity positioning
  • Success is measured by the ability to meet the client’s goal
  • Strategic & Tactical

 

  • Transaction Oriented
  • Product Oriented

 

Wealthcorp Chess King

“Strategies are what win wars”