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RMD Podcast #43: Jason Parker, CFP® on the convergence of financial planning and reverse mortgages

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Manage episode 361727310 series 2956010
Innhold levert av Reverse Mortgage Daily. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Reverse Mortgage Daily eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of The RMD Podcast, Editor Chris Clow is joined by Jason Parker, a Certified Financial Planner and reverse mortgage loan originator, to discuss his path from planner to reverse mortgage professional and how his previous experience informs working with senior clients seeking to convert their home's equity. We also discuss the hurdles facing greater collaborations between planners and originators, how we grow the business beyond the current operating environment, and more!
Enjoy the episode!
Be sure to check out our Youtube channel here for special behind-the-scenes content and video versions of HW Media podcasts!
The RMD Podcast speaks with reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry, and all of the business and regulatory realities which affect it. Hosted by Chris Clow and produced by Elissa Branch.

  continue reading

50 episoder

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iconDel
 
Manage episode 361727310 series 2956010
Innhold levert av Reverse Mortgage Daily. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Reverse Mortgage Daily eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of The RMD Podcast, Editor Chris Clow is joined by Jason Parker, a Certified Financial Planner and reverse mortgage loan originator, to discuss his path from planner to reverse mortgage professional and how his previous experience informs working with senior clients seeking to convert their home's equity. We also discuss the hurdles facing greater collaborations between planners and originators, how we grow the business beyond the current operating environment, and more!
Enjoy the episode!
Be sure to check out our Youtube channel here for special behind-the-scenes content and video versions of HW Media podcasts!
The RMD Podcast speaks with reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry, and all of the business and regulatory realities which affect it. Hosted by Chris Clow and produced by Elissa Branch.

  continue reading

50 episoder

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