RM HIVE Call 8-5-26
RM HIVE 8-5-26.mp4
Summary Here:
08-05 Meeting: Reverse Mortgage Lead Generation, Advisor Outreach, Liability Management Framework, and Q3 PrioritiesHere is the one-pager for working with advisors:
CLA-Advisor-OnePager-Liability-Management-Retirement-Planning.docxAnd the scripting for the Roccy Event on 8/13 and 8/20