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Your Mission is to Search & Rescue


A serving mindset opens more opportunities 

This week we discuss the importance of reverse mortgage originators having the focus of a search and rescue team. Search for those with a genuine need or financial pain that needs relief and solve the issue if possible.




Editor in Chief:
As a prominent commentator and Editor in Chief at, 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.
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  1. “Having a serving mindset’ is critical to success in almost every area of the financial services industry. As the partner in charge of taxes at LA County’s ninth largest CPA firm, you either had that attitude or you had to be prepared to lose your best clients. In that field keeping existing clients exceeded even bringing in new clients into the firm as to importance; however, putting the emphasis on keeping existing clients happy meant even more new clients. When I joined the firm 12 years earlier, we were in the top sixty CPA firms in LA County.

    • Thank you, Jim for that. Very insightful to hear the mindset of that large CPA firm.

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