Lending Clarity and Confidence
Connecting Lenders
and Financial Advisors
ABOUT ME
Since 1994 I've worked with serious growth-oriented lenders who want to expand their present business beyond Realtors, Builders and existing client referrals. How?
We teach you how to engage insurance agents, tax accountants, and financial advisors as a liability advisor. Complete our proven training and education to earn you the Certified Liability Advisor (CLA) designation and with it the FAST System and other materials you'll need to transform your existing business.
You'll find inspiring content, engaging experiences and a fulfilling journey attending Borrow Smart University™.
Don't worry, there's no risk.
We offer free trip insurance.
To learn more about the Borrow Smart journey:
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CEO
Founder
CONCEPTS
We've created a specific approach to learning how to develop lasting relationships
with agents, accountants and advisors. Core ideas we'll share with you as a member...
Borrow Smart University™
We offer a simple no-risk 3-Step journey.
Step 1 -
Attend Borrow Smart University.
Step 2 - Earn your Certified Liability Designation™
Step 3 - Become a member of our growing network of lenders who have learned to cross the balance sheet and manage liabilities into assets. You'll have access to member only benefits, as well as an appointment at the National Institute of Financial Education.
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