“When it comes to brand building, marketing, and business growth, loan officers are often stalled by wrong thinking”, says marketing strategist Andrew Montesi.
Continue readingTop 10 Marketing Mistakes Made By By Loan Officers
Words Matter: Avoid These 2 Flawed Explanations
There’s no second chance to make a great first impression. That’s why even seasoned reverse mortgage professionals will want to look at these two most inaccurate reverse mortgage phrases that are still in use today.
Continue readingDesire, Capacity & Skillset
Measuring these three metrics can help push you closer to achieving your goals.
Continue readingSwapping Debt May Benefit Older Americans
Here’s the type of debt older Americans carry and how swapping that debt may benefit them in retirement.
Continue readingKids These Days
Older parents are torn between two desires. One is to maintain their standard of living in retirement. The other is…
Continue readingFalling In Love Again
We examine the disconnect between the parent’s plan to leave the home to the adult children and the reality that follows…
Continue readingThe Great Disconnect
We examine the disconnect between the parent’s plan to leave the home to the adult children and the reality that follows…
Continue readingHELOCs only add to the problem
With more older homeowners struggling to pay their bills the question arises- how should seniors consider tapping their home equity?
Continue readingThe Bright Side, The Dark Side, and Everything In Between
There’s good news coming. But first, we examine some of the latest HECM trends and their impacts…
Continue readingUS Debt is forcing Americans to make difficult choices
8 strategies to boost sales in a challenging mortgage market.
Continue reading