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Financial Advisor fired by clients - Didn't share RMs with them
This episode was a recording that Mike shared with his Financial Advisors through his BombBomb video app.
As you will hear, the FA he met with could have better served his clients (and possibly save the relationship) had he mentioned the Reverse Mortgage product and program.
Are you a Financial Advisor that wants help in this area? Want to learn more??
Give Mike Baltazar a call at 520-490-9608 (or send a text) and let's explore ways to better serve our clients.
Sincerely,
The RMwMB Team
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By Mike BaltazarThis episode was a recording that Mike shared with his Financial Advisors through his BombBomb video app.
As you will hear, the FA he met with could have better served his clients (and possibly save the relationship) had he mentioned the Reverse Mortgage product and program.
Are you a Financial Advisor that wants help in this area? Want to learn more??
Give Mike Baltazar a call at 520-490-9608 (or send a text) and let's explore ways to better serve our clients.
Sincerely,
The RMwMB Team