Avoiding the Business Grinch

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Seizing the Holiday Season for Business Planning & Growth

reverse mortgage news[CORRECTION]: The Financial Assessment goes into effect March 2nd, 2015, not the 15th as I erroneously mentioned in the video]
It’s the season of winter cheer, eggnog, ridiculously big meals, gifts and unfortunately the business Grinch. The Business Grinch appears every December attempting to steal our productivity, well intentioned plans and goals for the coming year. What are some ways you can prepare to avoid the business grinch? Let’s look at a few ways to better prepare and maximize this season.

1- Projects. Begin by making a master list of the projects you wish to accomplish this year. Break them down into smaller action steps and then

2- Time block your calendar. Time block the days and times you will dedicate to your project actions. Also time block out recurring activities that are the backbone of your business such as outbound lead calls, follow up, professional networking, conferences and more.

3- Reexamine your marketing plan. We should anticipate a rush of new applicants in January and February in anticipation of the Financial Assessment which goes into effect March 15th. The question is what happens after? Here is where you will need to…

Download the video transcript for this episode here.

Looking for more reverse mortgage tools, training & technology? Visit ReverseFocus.com today. 

A Plan for Change

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reverse mortgage news

Preparing Yourself for the Financial Assessment

“The reed which bends in the wind is stronger than the mighty oak which breaks in a storm”.

reverse mortgage newsThough centuries old this familiar quote could have been written for the reverse mortgage professional. The last two years have given us both numerous and monumental changes to the federally-insured Home Equity Conversion Mortgage Program. That change is here to stay regardless of our misgivings, approval or apprehension which leads us to the question, ‘how can we prepare for change?’.

Here are five points to ponder in your planning for 2015 and the brave new world of reverse mortgage lending.

1- Adjust your mindset. This is perhaps our most challenging task to date. Even if we strongly disagree with distribution limits, the financial assessment or seasoning requirements for non-HECM liens we must first get ourselves into a mindset of acceptance and implementation. The good news is we have a few months to settle our misgivings and concerns before we reach out to new potential borrowers once the Financial Assessment is enacted. If we skip this step our prospects will sense our hesitation or lack of belief in the program and respond in kind.

 

2- Prepare your approach. Rather than a script write down the…

Download the video transcript for this episode here.

Looking for more reverse mortgage tools, training & technology? Visit ReverseFocus.com today. 

What We Do Quietly Matters

Proficio Mortgage
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6 Tips to Increase Personal Happiness

reverse mortgage newsHappiness. It’s that elusive state of mind we strive for in our personal and professional lives. It’s more than having that warm touchy-feely emotion because our level of happiness directly impacts our professional performance and our relationships with family and friends. Our days are built on routine whether we like them or not and as such we should strive to find simple ways to make the most of life and maximize happiness. So what are some of the things that happy people quietly do?

Here are just a few things that happy individuals practice.

1- They are grateful. Gratitude snaps us out of a negative mindset of lack and frustration into one where we ponder what we already have. Gratitude also puts us in a mental state to better see and seize upon opportunity.

2- They avoid drama. A drama-free life is a healthy one. There is…

Download the video transcript for this episode here.

Looking for more reverse mortgage tools, training & technology? Visit ReverseFocus.com today.