Reverse HIVE call 9-2-26

RM HIVE 9-2-26.mp4


Good call; nice to be back with everyone! Does not look like I had my note-taker on, but we went through a couple of different scenarios. We talked about trying to deal with clients who take a long time for analysis. I also shared some feedback from my three most recent events:

  1. Two with Roccy DeFrancesco

  2. One with a local financial planning firm that I presented to on the three-sided balance sheet and liability management

Uploading the decks for R&D here.

Part_Two_The_Case_Files_DRAFT_v5 working 8-16-26.pptxReverse_Mortgage_Reframed_Webinar_45min_v8_Unbranded.pptx


SMPL Are The Three Sides Balanced - 8-21-26.pdf

And we'll update the schedule to go to twice a month, the first and third Wednesdays.