For many older people who have lost their spouse, or who may be facing health or financial challenges, the holidays tend to exacerbate feelings of aloneness…
Continue readingPolicy expert calls for simpler, more useful reverse mortgage
If there’s one audience that should repeatedly hear of the exceptional value of home equity in retirement, it’s our elected officials in our nation’s capital. Here’s a recap of Shai Akabas testimony before the Senate Special Committee on Aging…
Continue readingCashflow is King
Increasingly advisors see the writing on the wall…cashflow is king.
Continue readingForecasts don’t matter. What you do does
Predictions don’t matter. What you do in the meantime does!
Continue readingAre You a Needle in a Haystack?
Are you a needle in a haystack? When it comes to local online searches for reverse mortgages, you may be.
Continue reading10 Things to do Every Friday
TGIF! Oh, how we cherish the end Fridays. Forbes reports that the typical businessperson is 20% less productive on Fridays than on a typical Monday. Well, here are 10 ways to buck that trend and reinvigorate, transform or just simply make your last day of the workweek that much better!
- Clear your inboxes – An overflowing email inbox is an open invitation to forgetting to respond to important messages. Take half an hour and decide which one of the ‘Four Ds’ you’ll apply to each message. Do it (if it takes 5 minutes or less), Delete it, Delegate it (forward to another team member), or Defer It to another day. Over the last decade, one of the most effective techniques I’ve used is Inbox Zero. You can check it out here.
- Consider starting your Fridays earlier so you ensure you leave the office on time. I’ve been using a split schedule over the last year and it’s boosted my productivity. Most days I start work at 5:45 am, finish by 8:30 am, work out, and start the second half of the workday by 9:30. Find what works for you.
- Review next week’s schedule. Time block your current and upcoming projects or tasks that take longer than 15 minutes. Schedule time for recurring activities such as outgoing sales calls, networking with other professionals, loan status calls with applicants and recurring meetings.
- Review your accomplishments. There’s nothing wrong with admiring your work. Look back at what you achieved. Doing this not only ends the week on a positive note but may spur ideas for other ventures.
- Prepare email drafts. If you have some pending emails that will require a detailed response, begin capturing your thoughts now before they fade from your memory. Outline the most important elements and save your draft email.
- Schedule lunch with another professional in your area. The goal is to see and be seen. Make your presence known and build rapport with others in your city who may be able to make referrals.
- Set boundaries. Ensure your team knows if or when you’ll respond to emails or calls over the weekend. For many they let the work sit until Monday and that’s fine. Just make sure everyone knows when to expect a response from you. An email autoresponder on Fridays may do the trick, but make sure you turn it off when you return Monday.
- Clean your desk. Returning Monday to an orderly workspace helps reduce the sense of chaos that Mondays often bring. Stack, file, wipe down, or dust. Just get ‘er done.
- Say goodbye. If you’re still working in a physical office with coworkers make it a practice to say goodbye or ‘have a nice weekend’. This brings a sense of closure to the week.
- Don’t work late. Respect yourself, your family, and others by respecting yourself by leaving at a set time most Fridays. Sure there will be exceptions but the rule should be to switch gears into the weekend on time.
*11 (Bonus): Watch our weekly video series Friday’s Food for Thought. This segment is typically lighthearted and focuses on motivation, productivity, inspiration, and practical business tips.
What would you add to your to-do list for Fridays? Share your ideas in the comment section below.
The Porcupine Technique
What is the porcupine sales technique? It’s one way to uncover motivations and close more effectively…
Continue readingResistance is Futile
You’ve hit the proverbial wall feeling that forward progress is impossible. Your mind and body are merely going through the motions. Every task feels like a herculean effort.
Continue readingSocial Security Insecurity
As human lifespan climbs steadily towards the century mark, Social Security is only one — and woefully inadequate
Continue readingYou’re running out of time! Here’s how to fix it
If more than one-third of your reverse mortgage loans are HECM-to-HECM refinances you’re running out of time. Time to refurbish your loan pipeline. Time to build effective and productive referral relationships.
Continue reading