4 Dramatic Ways Reverse Mortgages Help Advisors Uncover Missed Planning Opportunities with Existing Clients
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Join Housing Wealth expert, Don Graves as he shares 4 ways advisors can look at their existing (or even non-active) client-base to easily find more planning opportunities.
Have you overlooked planning opportunities with existing clients in 2018? Have you missed out on commissionable sales that were right in front of your face?
You will discover…
- The four questions to ask when looking at your existing client database
- Three proven communication strategies that will have your phones ringing in 2019
- The one Housing Wealth tool that will set you apart and make you indispensable to your clients