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4 Traits of Excellence for RM Pros


Four ‘Excellences’ for reverse mortgage professionals

There are many traits that serve us well in life and especially as a reverse mortgage professional. So today we will examine four excellences that not only build exceptional character but will set you apart as a professional with the highest standards.

Excellence in Morals

“Moral excellence comes about as a result of habit. We become just by doing just acts, temperate by doing temperate acts, brave by doing brave acts”, said the ancient Greek Philosopher Aristotle. What habits have you developed to build your moral excellence? What habits would you like to develop?

Excellence in Judgment

As a reverse mortgage professional, you’ll be faced with difficult situations. How should we approach the challenge of making the right choice? The Greeks called this phronesis, or as Joh Bradshaw defines it “the ability to do the right thing, at the right time, for the right reason”. In other words, we should ask ourselves what is the right thing? Is this the right time? Are my reasons for making this choice good?

Excellence in Organization

Chaos reigns supreme when our lives are disordered and messy. Aristotle said, “Everything ought to have its own proper place and so be ready for use and not require to be searched for”. The more organized our lives the more clearly we can think. Have a system for your loan paperwork. Follow up with homeowners in your CRM, take note of conversations, and schedule callbacks. Process your email and empty your inbox each day. These are just a few ways we can strive for excellence in your organization. Where will you begin improving your organization?

Excellence in Public Speaking

It’s no secret that gifted and skilled communicators have more influence. In fact, Aristotle’s seminal work Rhetoric is a treatise on the art of persuasive speaking. However, underlying this ability must be a foundation of the virtues of moral character which influences the underlying force of your message. Will you commit a few hours each month to improve your speaking skills?

What traits of excellence would you add to this list? Share your thoughts by commenting below. 

The proceeding was influenced in part by the column Aristotle’s 11 Excellences for Living a Flourishing Life and the writings of Aristotle.


Editor in Chief: HECMWorld.com
As a prominent commentator and Editor in Chief at HECMWorld.com, Shannon Hicks has played a pivotal role in reshaping the conversation around reverse mortgages. His unique perspectives and deep understanding of the industry have not only educated countless readers but has also contributed to introducing practical strategies utilizing housing wealth with a reverse mortgage.
Shannon’s journey into the world of reverse mortgages began in 2002 as an originator and his prior work in the financial services industry. Shannon has been covering reverse mortgage news stories since 2008 when he launched the podcast HECMWorld Weekly. Later, in 2010 he began producing the weekly video series The Industry Leader Update and Friday’s Food for Thought.
Readers wishing to submit stories or interview requests can reach our team at: info@hecmworld.com.

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