Introducing Yourself to Financial Planners and Senior Network Providers

You need leads. You want good sources. Financial planners could be a good source. So could other senior-related professionals, such as insurance agents, elder-law attorneys and accountants.

Attracting Business from Financial Planners

During the past two months, Alison Calamia, a reverse mortgage specialist with Standard Mortgage, New Orleans, LA, has been getting a lot of phone calls from financial planners.

Building Business Relationships to Grow Your Business

Whether they come from existing reverse mortgage borrowers or local firms that you’ve established relationships with, referrals can be a key source of business for any lender.

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All materials copyrighted © 2008 National Reverse Mortgage Lenders Association.