Andy Aran was featured in a Wall Street Journal article – “Overcoming Clients’ Reluctance to Apply for a New Loan.”
Sometimes the value of an adviser is in giving individuals the confidence to take the next financial step
By Alex Coppola – Dec. 14, 2015 3:29 p.m. ET
A retired husband and wife in their 60s were concerned about cash flow. Saddled with a mortgage at a high interest rate of over 6%, they were seeing the majority of their monthly budget going toward repaying the loan.