Attract Affluent Clients
Acquire specialized knowledge needed to attract affluent clients, and learn how to get them to endorse, recommend and introduce you to their inner circle.
Take the Training
Enhance your qualifications and brand yourself as the market leader in meeting $1M+ mortgage needs of high-net-worth clients!
Earn Your Designation
Gain a serious advantage and stand out from your competition. Members have access to logos and done-for-you marketing materials
Luxury Home Mortgage Advisor Designation
What you’ll learn
- Learn how to work with affluent clients & luxury homeowners
- Learn how to build a network of top-tier professionals and get them to endorse, recommend and introduce you to their high-net-worth clients
- Learn the skills, strategies and systems top producers have developed and implemented successfully.
- Learn how to build a highly profitable mortgage business
- Learn how to differentiate yourself with powerful branding. Upon completion you are authorized to use Luxury Home Mortgage Advisor Logos
- Learn how to move from price to advice, how to transform your mortgage business from transactional to relational
Meet Scott Westlake – Your Luxury Training Expert
Scott Westlake has been in the mortgage industry for over a decade, and he has personally originated over $1 billion in mortgages.
Scott is the founder of The Westlake Team, which includes 40 + Mortgage Agents and he has coached hundreds of mortgage agents in: How to Finance Luxury Real Estate, Business Development, Business Planning & Lead Generation.
As a trustee of The Golf Canada Foundation and a Committee Member for the Oakville Hospital Foundation Annual Golf Tournament, Scott is dedicated to making a positive impact in the community.
Scott has received numerous awards for his work in the mortgage industry, including the LEO Award from the RBC, Finalist for Entrepreneur of the Year in Oakville, Nominee for Top 40 Under 40, Private Mortgage Broker of the Year, Young Gun, Hot List, Mortgage Agent of Change, Diamond Award Winner & Inductee into Dominion Lending Centres Mortgage Hall of Fame.
Scott has earned a reputation as a specialist in financing luxury real estate, construction mortgages, clients that are business for self, private lending and creative lending solutions for high-net-worth clients.
Testimonials
“As a seasoned mortgage broker, I thoroughly enjoyed this course and am looking forward to having much higher-level conversations with my referral sources. I wanted to share the attached feature sheets for an agent I am comarketing on luxury property listings she is currently selling. Just a token of success from the program” – Matt McKillen
“I got such immediate value taking this course. I reached out to about 5-10 commercial bankers last week, booked three meetings and got two solid leads worth $5 million dollars in business that we are moving forward with. Now that’s what I call a solid R.O.I.!” – Trevor Dale
Outstanding, consistent presentations that affirmed many of the strategic marketing advice I’ve received from my Business Coach. Generously provided model presentations and time management tools as well as the structure to create, follow and revise a Marketing Plan. Thank you for the encouragement to pursue this market segment. – Tony L.
Description
The Luxury Home Mortgage Advisor certification program is designed for mortgage professionals committed to serving the needs of affluent clients and luxury homeowners.
What’s the difference between multi-million-dollar producers and those that are barely surviving? It’s not the interest rate you’re offering or your enthusiastic service. It’s the skills, strategies, and systems you’ve developed and implemented successfully.
The mortgage industry is constantly evolving and never before has investing in yourself been more critical. Whether you’re just starting out, or you’re at a breakthrough point in your business where reaching the next level is becoming increasingly more difficult, you don’t have to figure it all out on your own.
Building a network of top-tier professionals & getting them to endorse, recommend and introduce you to their affluent clients is one of the fastest ways to double, triple, even quadruple your mortgage income. But you don’t have to start from scratch.
This course teaches you on the activities that will deliver the best return on investment of your time and gives you proven scripts and PowerPoint presentations that you can use to target luxury realtors, private bankers, angel investors and boutique home developers.
Graduates are authorized to use the Certified Luxury Home Mortgagee Advisor © logos on your email signature, your social media & on all of your marketing materials.
Requirements
- Work within the mortgage industry or intend to work within the mortgage industry.
- Suitable for mortgage professionals at any stage in their career, whether you’re brand new or already writing 100M+ in business.
- Students have enrolled from all major luxury markets including Canada, United States, United Kingdom, Australia, and New Zealand.
- 18 Modules, online self-paced learning, lesson handouts, 42-page business plan, unlimited access to course materials and on-demand training.
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Working with Luxury Homeowners & Affluent Clients
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Your Luxury Sales & Marketing Plan
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Vision, Mission & Values
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Developing Your Unique Selling Proposition
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How to become a Luxury Home Market Expert
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Building Your Network of Top Tier Referral Partners
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Financial Advisors: The Opinion Leaders of Affluent Clients
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Preparing for Your First Affluent Client Meeting
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Luxury Marketing Strategies
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Creative Event Marketing
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Online Marketing to Target High-Net-Worth Clients
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Social Media to Target Luxury Homeowners
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The Retired Upper Tier Client
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Using Sales Psychology in Your Presentations
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Book That Conference Room! Delivering Your Client Seminar
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Your Personal Brand & Winning Habits
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Final Exam
Luxury Brand Partners
