Debt Consolidation Strategy

You get paid through your services, but you grow by being in the problem-solving business.

Being a problem solver means:

• Proactively sharing your expertise and tools, not just once a year, but through consistent communication (both asynchronously and via annual meetings).
• Asking smart questions that uncover new ways to help your clients and their families, friends, and neighbors.
• Showing your value through action and not waiting for clients to ask.

When you operate this way, clients don't just stay because of your service, product, or price — they stay because you're solving problems they didn't even know they had

Want to see a clear example of problem-solving and adding value for clients? In this case study, I show how the right debt consolidation strategy could help a client with a 4.5% mortgage and credit card debt position themselves to build $722K in 15 years by addressing both their assets and liabilities.

‍Watch this case study: 

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Here’s one way I deliver advice and keep my problem-solving solver title: 

• I have live Zoom calls or record quick Loom videos to walk clients through their real numbers. For example, how their home, mortgage, and overall strategy fit together. It’s simple, visual, and builds trust fast.

Here are my recommendations for ways you can demonstrate this advice to your clients: 

• To consistently address client challenges, incorporate the liability component of their balance sheet into your problem-solving approach.

If you have clients who have some consumer debt that needs to be consolidated, send us that scenario, and we will analyze it for you to see if the liability side of the balance sheet could be a good strategy for you to deploy.