Example of a Powerful Unique Selling Proposition (USP)

Wealth Planning From a Mortgage Salesman?

Actually, the answer is yes.  Some mortgage "salespeople" actually practice their profession differently than the rest of the industry; I'm one of them.  If you think about it, we're the first encounter most people ever have with a financial planning professional.  My aim has always been to start people off correctly.

Let me tell you how I arrived at this destination: 

I graduated the Villanova School of Business with a degree in Business Administration .  After graduation,  I started the Merrill Lynch Financial Adviser Training program and spent six years working as a securities broker in Philadelphia.  I handled over $20 million in assets under management.  That was back when $20 million was a lot of money.  Alas, I moved to Arizona as a young man, took a look around, and realized that real estate was where the future of Arizona's wealth was going to be.

I had no desire to show homes to people nor did I have an interest in commercial real estate.  I did, however, have a strong interest in helping people from a financial advisory perspective.  The mortgage business seemed like a likely place to best use my talents.

I approached my new career quite differently then the average "loan salesman".  I immersed myself into learning my new craft and grasped the power of negative amortization loans and interest-only loans.  Keep in mind, this was long before the popularity of those mortgage products gained traction (it was 1994).  My career on Wall Street had introduced me to these loan products.  They were previously available to the wealthiest of clients, not the "rank and file" homeowner; I intended to change that all by myself.

My mortgage planning career grew as I practiced simple financial planning techniques and transparency in pricing.  I am proud to say that I have at least 32 millionaires ( that's liquid, not tied up in real estate) and over 100 clients who have crossed the halfway thresh hold because of my advice.  Not bad when you consider the 687 families I've helped over the past 13 years.

All mortgage "salespeople" are not created equal.  I acted as a financial planner with a concentration on liabilities management, referring the asset allocation to investments brokers, insurance agents, and real estate brokers.  Less than 1% of the quarter of a million mortgage "salespeople" truly understand this concept.

I'm one of them.

--Brian Brady

______________________________________________

Special thanks to Brian Brady, for giving me permission to reprint his USP

Reproduced with permission from the Brian Brady. To visit Brian Brady's site, go to http://delmar.typepad.com/world_wide_wealth_advisor/.

Copyright 2007 All rights reserved worldwide.

Wealth Planning From a Mortgage Salesman?

Actually, the answer is yes.  Some mortgage "salespeople" actually practice their profession differently than the rest of the industry; I'm one of them.  If you think about it, we're the first encounter most people ever have with a financial planning professional.  My aim has always been to start people off correctly.

Let me tell you how I arrived at this destination: 

I graduated the Villanova School of Business with a degree in Business Administration .  After graduation,  I started the Merrill Lynch Financial Adviser Training program and spent six years working as a securities broker in Philadelphia.  I handled over $20 million in assets under management.  That was back when $20 million was a lot of money.  Alas, I moved to Arizona as a young man, took a look around, and realized that real estate was where the future of Arizona's wealth was going to be.

I had no desire to show homes to people nor did I have an interest in commercial real estate.  I did, however, have a strong interest in helping people from a financial advisory perspective.  The mortgage business seemed like a likely place to best use my talents.

I approached my new career quite differently then the average "loan salesman".  I immersed myself into learning my new craft and grasped the power of negative amortization loans and interest-only loans.  Keep in mind, this was long before the popularity of those mortgage products gained traction (it was 1994).  My career on Wall Street had introduced me to these loan products.  They were previously available to the wealthiest of clients, not the "rank and file" homeowner; I intended to change that all by myself.

My mortgage planning career grew as I practiced simple financial planning techniques and transparency in pricing.  I am proud to say that I have at least 32 millionaires ( that's liquid, not tied up in real estate) and over 100 clients who have crossed the halfway thresh hold because of my advice.  Not bad when you consider the 687 families I've helped over the past 13 years.

All mortgage "salespeople" are not created equal.  I acted as a financial planner with a concentration on liabilities management, referring the asset allocation to investments brokers, insurance agents, and real estate brokers.  Less than 1% of the quarter of a million mortgage "salespeople" truly understand this concept.

I'm one of them.

--Brian Brady

______________________________________________

Special thanks to Brian Brady, for giving me permission to reprint his USP

Reproduced with permission from the Brian Brady. To visit Brian Brady's site, go to http://delmar.typepad.com/world_wide_wealth_advisor/.

Copyright 2007 All rights reserved worldwide.