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A serving mindset opens more opportunities
This week we discuss the importance of reverse mortgage originators having the focus of a search and rescue team. Search for those with a genuine need or financial pain that needs relief and solve the issue if possible.
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2 Comments
“Having a serving mindset’ is critical to success in almost every area of the financial services industry. As the partner in charge of taxes at LA County’s ninth largest CPA firm, you either had that attitude or you had to be prepared to lose your best clients. In that field keeping existing clients exceeded even bringing in new clients into the firm as to importance; however, putting the emphasis on keeping existing clients happy meant even more new clients. When I joined the firm 12 years earlier, we were in the top sixty CPA firms in LA County.
Thank you, Jim for that. Very insightful to hear the mindset of that large CPA firm.