Giordano to Provide Training & Support on Financial Advisor Model
San Diego, Calif., June 2, 2015—Retirement Funding Solutions (RFS), a Division of Synergy One Lending, announced today that it has entered into an exclusive engagement with Longevity View, LLC, a consulting firm owned by Shelley Giordano. Giordano will provide comprehensive educational training, sales, coaching and mentoring services to support the Retirement Funding Solutions originators
The firm has been engaged to collaborate with the Retirement Funding Solutions sales force and marketing arm to create a learning community. The result will be a sophisticated professional team able to deliver the powerful message that housing wealth may provide a more secure retirement for millions of Boomer retirees. With this specialized training, Retirement Funding Solutions originators will differentiate themselves. Their proficiency in both product knowledge and relationship sales theory will earn them the trust, and resulting referrals, from the financial services providers in their local markets.
Shelley has distinguished herself as the preeminent thought leader as it relates to home equity wealth and other leading retirement topics. Until recently, Shelley has been focused almost entirely on the HECM product as a viable retirement solution for the mass affluent,”
stated Torrey Larsen, CEO of Synergy One Lending, the parent company of Retirement Funding Solutions.
Longevity View, under Shelley’s direction, will now take a wider view on aging and retirement that impact the Boomer generation. Retirement Funding Solutions will work closely with Shelley in order to identify and address the ever changing needs of this demographic.”
Additionally, Retirement Funding Solutions will help fund other collaborative activities like the Funding Longevity Task Force. RFS will be one of three RM Companies that will have a seat at the table and be able to participate with this elite group of thought leaders. The members include Rita Cheng, CFP ®, Blue Ocean Global Wealth, Washington, DC, Barry Sacks, Ph.D., J.D., former tax and pension lawyer in San Francisco, John Salter, Ph.D., CFP®, Associate Professor of Financial Planning Texas Tech University, Sandra Timmermann, Ed.D., former Director of the Mature Market Institute, Tom Davison, Ph.D., CFP ®, and Wade Pfau, Ph.D., Professor of Retirement Income at the American College.
“The selection of Retirement Funding Solutions was both strategic and relational for me, as I have worked closely with their Leadership Team for the past several years. Even more significantly Torrey Larsen and I together co-founded the Task Force in late 2012. When we started, the objective was simple: develop an advisory board that could influence how the use of housing wealth was viewed by the Financial Advisor community by using quantitative analysis as the basis of our research,” explained Shelley Giordano. “I believe the TEAM has made great progress to date and the tide of acceptance has begun to turn. There is still work to be done, but I am seeing a significant opportunity ahead for the industry.”
Retirement Funding Solutions is an operating Division of Synergy One Lending and currently lends in 21 states with license applications pending in 17 additional states. The firm offers a diversified mix of reverse and forward products through a variety of distribution channels, including retail, consumer direct, and wholesale to support its lending efforts. Synergy One Lending is a FHA and VA Approved Lender and is based in San Diego, Calif.