Financial Advisor fired by clients - Didn't share RMs with them

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Reverse Mortgages with Mike Baltazar

Mike Baltazar

21 episodes

1 week ago

Reverse Mortgages have never been more popular than they are today, yet there is still a SMALL percentage of those eligible who are taking advantage of the program. And with the cost of living going up extremely fast, there has become a huge need for those 62yrs or older to become educated very fast. This podcast aims to help accomplish this & so much more. Enjoy!

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Financial Advisor fired by clients - Didn't share RMs with them

Reverse Mortgages with Mike Baltazar

2 minutes 22 seconds

3 years ago

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