Most professionals (real estate, lending, financial advisors) don’t stand out from their peers because they’ve learned everything they know “from their peers.” Do you see the dilemma? It’s hard to differentiate when everyone pulls ideas from the same pool.

One way to stand out from your peers is to not see nor describe yourself as a “real estate agent” or a “lender” but to see yourself as a wealth advisor of real estate portfolios. One way to do that is to learn from those in the financial services industry.

In this interview, I introduce you to Vince Shorb, one of the nation’s leading advocates for financial wellness. Vince creates partnerships with financial service providers that enhance their brand, increase awareness, highlight their expertise, and deepen relationships with prospects and clients.

Here we discuss:
-how financial service professionals can differentiate themselves from their competitors and incorporate financial wellness programming into their business.