This may come as a shock to some, but in the world of reverse mortgages (or any financial advisory role), no one should just be slinging loans.  As it turns out, you’re dealing with people—real people, complex people, people facing challenges, people with families they want to...

Trying to start a conversation with a financial professional?  Whether it's a LinkedIn connection, a cold email, or some other form of outreach, how will you initiate that conversation?  Is there a magic script that works?  What will get them to meet with you?  

After...

What makes people say yes?  Is it the math you are presenting or their emotional connection to you and the outcome of the decision they are making?  In many cases, we tend to focus far too much on numbers and data, and it's easy to overlook the profound impact of storytelling. Yet,...