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Putting Clients First is No Longer a Slogan with Fiduciary Rule

Shannon Hicks
The Implications for Financial Professionals Warrant a Second Look It’s one of the biggest game-changers for financial professionals: the expanded definition of a fiduciary by the Department of Labor under the ERISA act. The rule extends beyond those managing assets to include those giving investment advice for a fee or

Turning the ship around

Shannon Hicks
Certainly the reverse mortgage industry has garnered more legitimacy as a financial planning tool amongst financial professionals but we still have a long way to go. But what about those who don’t see the legitimacy or value? How do we turn the proverbial ship around? As our sales force becomes

Lenders see business uptick in wake of big bank exits: Industry Leader Update

Shannon Hicks
[vimeo id=”28432975″ width=”601″ height=”338″] Remaining lenders are seeing something they’ve always wanted… an increase in referral phone calls from non-reverse banks and financial professionals. Many of these referrers had sent their clients to Wells Fargo & Bank of America based on their well known brand and geographic convenience. Today reverse

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