The Wealth Advisor: Helping Clients (and Yourself) Build Financial Freedom

The Wealth Advisor: Helping Clients (and Yourself) Build Financial Freedom

Walk away with actionable insights, tools, and confidence to guide clients not just to the right property — but to smarter decisions

By Shant Banosian at Rate

Date and time

Friday, May 9 · 10 - 11:30am EDT

Location

Shant Banosian at Rate (NMLS #7206)

465 Waverley Oaks Road #Suite 200 Waltham, MA 02452

About this event

  • Event lasts 1 hour 30 minutes

In today's competitive market, the best real estate agents do more than just close deals — they guide their clients toward long-term financial success. Learn how to better serve your clients by diving deep into financial planning and investing strategies with Paige Mroz and Abbie D'Amico. This powerful training dives into the fundamentals of financial planning and investing, equipping agents with the knowledge to better understand their clients’ financial goals, build deeper trust, and position themselves as true wealth advisors.

Whether you’re helping a first-time homebuyer, a savvy investor, or a growing family planning for the future, your ability to speak the language of money can elevate your value, boost referrals, and increase your own financial literacy along the way.


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Shant Banosian at Rate

Shant Banosian is Rate's new President, #1 Loan Officer 8 years running, and the #1 Loan Officer nationwide 5 years running, with over 40,000 closed units and $9 billion in funded loans throughout his 20-year career. He has consistently been recognized for his high level of production, superior customer service and expert industry knowledge. He has been featured on Mortgage Professional America's Mortgage Global 100 list for 2020, 2021, and 2022 and is licensed in all 50 states. An impressive 95% of his clients would use him again and he continues to grow his business thanks to word-of-mouth referrals.