As Unique of the Week, we had the revolutionary company, and amazingly articulate guest, Kendall Borchardt of Capital City Financial Advisors on the show – and they are working on things that help a realtor, a CPA, a CFA and other investment advisors grow their businesses.  Borchardt described how CCFA works in a variety of ways to help financial professionals better serve those they work with, and to grow their own businesses while doing so.  Borchardt explained in easy to understand terms, this very unique approach that leverages some out of the box thinking. 

Essentially, CCFA partners can leverage for their clients equity repositioning – or the ability to invest against your home’s equity in retirement planning, college savings and more – plus the ability to provide advisor channel mortgages and allowing the financial professional to be compensated for advising the largest single financial transaction of the client’s life.  This all leads to better client retention, cross selling opportunities with very little extra work and a certain added revenue source.  Contact Kendall today to find out more.  kendall.borchardt@ccfgusa.com