Our education material and programs helps our partners build their businesses and acquire more clients.

Learn more about our Client Acquisition Program here.

Financial Planners and Advisors

We can save you time, save your clients money, and help you build your business.

There are only 2 things people can do with their money, save it or spend it. Financial Advisors and Money Metrics offer interdependent services that help people save more money.

   Financial Advisors:

• Focus on Increasing Assets

• View is long-term and strategic

• Financial Planning Services

   Money Metrics:

• Focus on Decreasing Liabilities

• View is short-term and tactical

• Personal Economics Services

Money Metrics helps people hang on to more of their money. We help them save money, eliminate debt, and improve cash flow so they have more money to invest with a financial planner.

We help people make better choices about what they buy and how they pay for it. Good choices come from good information. Most people don't realize they have made important financial decisions based on incomplete, inaccurate, and misleading information. We educate people so they can hang on to more of their money.

Money Metrics Provides 3 Core Services:


1) Services that save you time and save your clients money

Most Financial Advisors prefer to deal with assets not liabilities. Our Mortgage Second Opinion Service (SOS) and Debt Elimination Plans are free to our Financial Advisors clients.

The Mortgage SOS can help save thousands on home loans.

Our Debt Elimination Plans will show clients how to save thousands in interest and get credit card debt paid off quickly without damaging credit scores.

Our Mortgage Impact Analysis will show the short and long term impact of each mortgage option under review.

2) A safe and reliable place to refer clients for mortgages

Bob Pessemier is the only Licensed Mortgage Broker in Washington who has nationally recognized accreditations as an Accredited Financial Counselor (AFC), an Accredited Asset Management Specialist (AAMS) and Certified Financial Educator (CFE).

We have a unique fee structure that saves your clients money: our mortgage broker fee is 1% with a cap of $5,000. Other mortgage brokers try to get 2, or 3, or even 4 times more than that.  We can save your clients thousands on their next home purchase or refinance.

3) Ways to acquire more clients

We deliver workplace financial education classes (live and online). These classes offer new ways to get in front of corporate clients.

The Top 5 Money Mistakes People Make helps employees hang on an extra $1,293,439. But they can't do it without you.

This also opens the door to many more opportunities in each of the companies. The classes also make a great client appreciation event. It shows the added value you can bring to your clients.

Mortgage Brokers

The Problem

Mortgage brokers face new problems, including:

• Mortgage originations are down

• Interest rates are rising

• Housing sales are down

• Old marketing methods don't work

• Too many mortgage brokers - not enough prospects

• Market Differentiation is Difficult

It is not enough to be an order-taker - the old clichés about better rates or better service or "Our advice makes a difference" are worn out and ineffective. Mortgage brokers must find new ways to differentiate themselves to survive.

The Solution

"In today's complex financial markets, financial education is central to helping consumers make better decisions for themselves and their families."                                  Dr. Ben Bernanke, Federal Reserve Chairman

The solution is to add real value through financial education. People are hungry for information that will help them make fully informed decisions about what they buy and how they pay for it. Money Metrics has developed a program that allows you to benefit from bringing our unique educational experience to financial planners, HR professionals and their employees, and to the general public.

If you provide real value to people they will choose to do business with you. You differentiate yourself by the value you add.

Money Metrics has developed value-added solutions around The Top 5 Money Mistakes People Make and How to Fix Them, or How to Hang on to an Extra $1,293,439. The book, workbook, and the live and online classes provide the education people need to hang on to more of their money.

 

Mortgage brokers can participate in this educational opportunity to:

• Get in Front of More Prospects

• Differentiate Yourself

• Build Trust and Credibility

• Build Professional Relationships with Financial Planners

• Build Relationships with HR Professionals and Bring Classes to Employees

• Increase Client Base and Grow Revenue

Be better. Be different. Let us show you how.

Contact - Bob Pessemier,  Email Here or call 425-373-4045

Other Professionals that make up our Trusted Partner Network include:

• Stock Brokers

• Investment Advisors

• Insurance Agents

• Accountants

• Attorneys

• Real Estate Agents 

For more information about our Trusted Partner Network contact:

Contact - Bob Pessemier,  Email Here or call 425-373-4045