Thankfully campaign season ends today. However, one campaign is ongoing: winning the hearts and minds of homeowners in reverse.
Continue readingWinning Hearts & Minds in Reverse
It Doesn’t Matter Until…
The Home Equity Conversion Mortgage (HECM) is, without a doubt, the best mortgage in the marketplace today yet it’s features and benefits don’t matter until…
Continue readingWould You Say ‘Yes’ If They Did This?!
Do you want to close more loans and be seen as someone providing a solution instead of selling a loan? Then you’ll want to read this week’s post.
Continue readingHere’s what’s wrong with retirement planning
Where traditional retirement planning falls short
It’s easy to cast stones but to be fair retirement planning while common is perhaps one of the most challenging services provided by financial professionals. Here’s what two experts have to say…
Exam Before Prescription
I’ve often used the analogy that financial planners should treat their clients as a doctor would treat their patient. Gather the facts, find where it hurts and look to all possible solutions before prescribing a cure. Shouldn’t we do the same?
Continue readingAre You Likable?
Likeability. It may seem irrelevant to some but I believe that it will become more essential for reverse mortgage professionals in the coming months. Look at these traits and grade yourself and see where each of us may improve…
Continue reading