The Intersection of Wealth Management and Housing Wealth

Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the life of every advisor.

It’s important for the advisor-CEO to know how to speak all three fluently.

As fiduciaries, we need to focus on home comprehensive planning and incorporate home equity into our planning to better serve our clients. Hear from Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® along with three expert voices on how home finance is part of the advice picture, and how to build your practice with this focus.

During this webinar:

  • Wade Pfau (New York Life Center, American College) explains how to effectively use reverse mortgages and home equity in retirement income planning.
  • Dr. Craig Lemoine, Carson Executive Business Coach, talks about wealth management and comprehensive planning.
  • Gerry Herbison, Carson Executive Business Coach, tells you the best ways and methods to build your wealth management practice to incorporate home equity and comprehensive planning.
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