Why Loan Officers Fear Financial Advisors And How to Overcome It

Most reverse mortgage professionals say financial advisors are at the top of their referral wish list. Ask them who they're most afraid to approach, and the answer is usually the same name.

In this Food For Thought segment, Christina Harmes, CRMP, leader of the reverse mortgage team at Barrett Financial Group and a nationally recognized reverse mortgage coach, breaks down why so many originators freeze up around advisors and what's actually behind it.

Harmes argues the hesitation almost always comes down to one of two things: a competency gap or a relationship gap. She walks through how to tell which one is holding you back, and what to do about it either way.

Watch to learn how to stop seeing advisors as intimidating gatekeepers and start becoming the resource they're already looking for.