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Bridging the Gap: Mortgage and Wealth Advice with Peter Stallworth
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In this episode of the Mortgage Mavericks Podcast, we're joined by the wealth advisor, Peter Stalworth. This episode brings an interesting perspective to light as we discuss the synergy between mortgage advisors and wealth advisors, and explore the concept of life style financial planning. Peter shares his insights on wealth management, retirement planning, understanding the importance of investments, how to identify the right client, and the best referral practices. This enlightening discussion sheds light on the importance of financial planning, delivering valuable takeaways for mortgage advisors and listeners alike.
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