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…
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 readingLikeability. 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…
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