Meet Mortgage Lenders Through Your Clients
I usually find a mortgage lender through my clients. --Bedda D’Angelo
Every financial planner should have a mortgage lender on their team just as they should have an estate planning attorney, a business attorney, a CPA, a third-party pension administration firm, etc.,” says Bedda D’Angelo...Clients themselves often help do the winnowing. “I usually find a mortgage lender through my clients,” D’Angelo says. When working on comprehensive financial plans for a client, she’ll review their contracts, loan agreements, investment income from rental property, and so on—and thus learn of clients’ mortgage arrangements.
-Bedda D’Angelo, president of Fiduciary Solutions in Durham, N.C., in Team up with the Right Mortgage Lenders
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