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Business
fromIndependent
1 week ago

'Treat money like a tool, not a trophy': Financial experts share the lessons they have learned from their wealthiest clients

Wealthy people adopt distinct money mindsets and strategies that financial advisers identify as key to managing and creating wealth.
#reverse-mortgages
fromwww.housingwire.com
3 months ago
Retirement

Fairway, Longbridge lead reverse mortgage presence at The Gathering

The reverse mortgage industry faces significant challenges in consumer awareness and education, highlighting unrealized market potential.
fromwww.housingwire.com
5 months ago
Retirement

Is reverse mortgage momentum among financial advisers slowing?

Advisers are increasingly open to reverse mortgages, but recent momentum for their use has slowed, necessitating ongoing education and discussions.
more#reverse-mortgages
fromKiplinger
4 months ago

Six Steps for Financial Advisers to Make Compliant Video Testimonials

"Video testimonials offer a substantial advantage in marketing, as they can effectively build brand visibility and trust for financial advisers across various social media platforms."
Social media marketing
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