New CMPS Member Benefit!
CMPS Institute is on a campaign to put more leads from financial advisors directly in your pocket!! Attend our webinar on July 15 and invite your financial advisor referral partners. You will walk away with resources and a plan of action to generate more qualified leads IMMEDIATELY!
Webinar Title: Financial Planning with Low Mortgage Rates
Date: Thursday, July 15, 2010
Time: 12pm ET (11am CT, 10am MT, 9am PT)
This webinar will last for 60 minutes
Cost: $149 Value || $49 Registration Fee for Non-CMPS Members
CMPS Members Attend for Free!!!
Target Audience:
You and your current and potential financial advisor referral partners
Purpose of this webinar:
To educate and motivate financial advisors to send you more mortgage referrals!
Topics:
- How to utilize low mortgage rates to maximize the benefits of the 2010 Roth IRA conversion rules
- How to help seniors purchase a new home now without taking a huge loss on the sale of their old home
- How to help clients avoid liquidating investment assets for their housing needs
- How to help clients boost their college, retirement, and investment savings with absolutely NO CHANGE to their monthly cash flow
- Why and how financial advisors can offer mortgage-related advice in full compliance with FINRA rules
Invite financial advisors for free!
- Add unique value to current and potential financial advisor referral partners*
- Build better relationships with existing referral partners
- Establish new relationships with potential referral partners
- Use as a "lunch and learn" or "snack and learn" opportunity
- CFP® professionals receive a free 1 hour of continuing education credit! This webinar has been accepted by the CFP® Board for one (1) CFP® continuing education credit for Certified Financial Planners (CFPs)
- Invite as many financial advisors as you want**!
- Attend this webinar even if you are unable to invite financial advisors - you will learn how to educate and motivate financial advisors to send you more qualified mortgage leads
*In order to comply with RESPA, you cannot condition your invitation upon whether or not a financial advisor refers you business now or in the future. In other words, your invitation must be with "no strings attached". It is prohibited to require a financial advisor to send you a referral in order to be invited to this webinar.
**Each registration allows you log in from one computer. In order to have multiple attendees, you must all watch the webinar from the same computer.
CMPS Members REGISTER HERE!!
Check out these new releases we've implemented in the last 6 months!
- Over 5.5 hours of new CMPS CE content with a focus on how to create a competitive advantage with the new GFE
- A Marketing Kit article helping you explain recent industry changes to clients and referral partners and positioning you as their "guide"
- Recorded webinar "Four Strategies to Close More Purchase Business in 2010"
- A recorded interview with CPA/CFP/CFA/Attorney Leon LaBrecque (and a corresponding marketing kit article) to help you gain more business with financial advisors by understanding and utilizing a little known opportunity that's only available in 2010 with IRA roll-overs - I can almost guarantee your competition is not using this opportunity!
Remember, this is all available now on the CMPS Exchange.
We've also launched Certified Mortgage Coach that provides you with all the resources of Mortgage Coach's Analyze and RateWatch MBS service along with over 13 hours of intensive training to go with it for approx $595 for CMPS members (over $1,500 of value). If you are already a member of Mortgage Coach, this will extend your membership with them.
