Welcome to the next steps regarding applying the housing wealth concepts you are discovering to your practice.

Each week I host a Business Builder Coaching Session usually with 1-5 financial advisors. These sessions are designed to help advisors understand the housing wealth illustration and continue their exploration of the reverse mortgage concepts, conversations, and integration.

The first 20 minutes I review three standard customized housing wealth illustrations and the 7 conversations that impact your clients outcomes.
Some advisor’s jump on for that time and then leave.

The rest of the time we review current case studies, answer your questions and unpack the specific language, steps, stories and concepts you to need to effectively  introduce the housing wealth conversation to your clients.

• Getting Permission to speak about reverse mortgages (this is critical)
• Identifying the Client’s Pressure points.
• Positioning the Possible Solutions
• Passing the Baton to Your Housing Wealth Consultant (us)

Feel free to Contact Us with any questions

Tuesdays| 3 pm EST

Thursdays | 1 pm EST