Making a better connection


[vimeo id=”50324608″ width=”625″ height=”352″]

Building stronger relationships is an essential skill and practice for reverse mortgage professionals.

Ironically the more people you met or prospects you encounter the higher quality relationships you will have. Here are some quick tips you will see discussed at length in the video:  #1: Meet more people. #2: Talk about what really matters to you. #3: Be human. Share what hasn’t worked. #4:  Be consistent. Your words, promises and actions must match as trust is the foundation of any relationship. #5: Reach out. Be there for those who need you. Do something unexpected to help.

1 comment

James E. Veale, CPA, MBT September 28, 2012 at 8:07 am

To get the privilege (yes, privilege) of meeting with the client of a financial professional, you must meet the standards of that professional. In their minds you are not representing a broker or lender, you are asking that professional to represent THEM to their client. They will look at you as if they were hiring an employee.

If in the mind of the professional you would not do the job they or the best employee that they have to meet with their clients would, why get involved with YOU. At that level there are many things to consider, not the least of which is dress.

While there are millions of “financial advisors,” what works with one will not necessarily work with all. Try to find the segment you do best with and work that group. Remember you do not have to be good with all just those you get the best rewards from.


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