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| Name | Mortgage Broker vs Financial Advisor: Key Differences Explained |
| Video Uploader | Video From Ash Borland - Mortgage Business Coach |
| Upload Date | This Video Uploaded At 12-07-2024 17:53:40 |
| Video Discription | In this video, Ash Borland, a mortgage business coach, explains the differences between a mortgage broker and a financial advisor. Ash describes the roles and responsibilities of each profession, highlighting tasks such as loan shopping, application assistance, negotiation, and insurance advice for mortgage brokers, and investment advice, retirement planning, and estate planning for financial advisors. He emphasizes the key distinction between debt management and wealth building, as well as the varying qualifications and regulatory requirements for each role. This video is aimed at individuals considering careers in these fields. 00:00 Introduction: Mortgage Broker vs Financial Advisor 01:04 Understanding the Role of a Mortgage Broker 01:16 Duties and Responsibilities of a Mortgage Broker 03:34 Exploring the Role of a Financial Advisor 06:11 Key Differences Between Mortgage Brokers and Financial Advisors 07:06 Regulations and Qualifications in the UK 08:29 Compliance and Business Value 09:56 Conclusion and Further Resources Go Deeper: Tune into my Mortgage Business Mastery podcast, dropping new episodes every Monday, Wednesday, and Friday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you. https://ashborland.com/solo Learn More On Instagram: Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. It's also where I interact with brokers and gather questions for my solo podcast episodes https://ashborland.com/instagram Free Course: Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed. https://ashborland.com/blueprint Podcast Interview Series: Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday. https://ashborland.com/mavericks Let’s Connect: Feel free to connect on LinkedIn here https://ashborland.com/linkedin AALG1XoxofI |
| Category | Education |
| Tags | Mortgage Broker | Financial Advisor | Key Differences | Mortgage Broker vs Financial Advisor | Financial Services | Mortgage Advice | Financial Planning | Mortgage Broker Benefits | Financial Advisor Benefits | Personal Finance | Mortgage Tips | Financial Advice | Mortgage Consultant | Financial Consultant | Choosing a Mortgage Broker | Choosing a Financial Advisor | Mortgage Broker Guide | Financial Advisor Guide | Understanding Financial Advisors | Understanding Mortgage Brokers |
