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Financial Advisor Name
Company Name
Start Date
DayTouchpoint
Execution Date
Date Completed
Notes
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1Send a thank-you email recapping the meeting.
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3Mail a book or high-value article on reverse mortgages.
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5Call to confirm receipt of book/article and discuss potential clients.
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10Send a success story of an advisor helping a client with a reverse mortgage.
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15Invite to a short Zoom session to review case studies or answer questions.
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20Share '5 Myths About Reverse Mortgages Every Advisor Should Know' one-pager.
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25Send 9-word email
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Send a short video explaining a unique advantage of reverse mortgages and Book Business planning meeting cofee or lunch
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35Share an article on tax efficiency and reverse mortgages.
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40Call to ask if they have client opportunities and offer assistance.
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45Send a client testimonial or case study.
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50Mail a handwritten note sharing your excitement to expand business together
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60Invite them to a private webinar on advanced reverse mortgage strategies.
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70Send 'Reverse Mortgage Quick Reference Guide' for advisors.
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80Book and perform another partnership planning meeting.
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90Offer a co-branded resource (e.g., white paper, email template, or event).
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100Schedule a check-in to review progress and refine strategy.
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