About this Event
In a market where every Loan Officer is competing for the same Realtors, leads, and borrowers, growth often comes from finding opportunities your competition hasn’t learned how to recognize yet.
Join us for a lunch session built specifically for Loan Officers who want to create new sources of production, strengthen their value to referral partners, and become the person professionals call when a traditional mortgage conversation isn’t enough.
Brady Mullen, retired Financial Advisor and accountant, will share the financial-planning perspective behind working with clients approaching and navigating retirement — including retirement income, liquidity, housing wealth, and how reverse mortgage strategies can fit into the bigger financial picture.
We’ll also explore how this knowledge can open doors to Financial Advisors, CPAs, Realtors, past clients, and new referral opportunities while helping you differentiate yourself in a crowded mortgage market.
Come for lunch. Leave with another playbook for building your business.
📅 Event Details
- Date: Wednesday, October 21
- Time: 11:30 AM – 1:00 PM
- Location: Blue Mesa Grill in Plano
- Cost: Free (Lunch provided with RSVP)
Event venue & nearby stays
Blue Mesa Grill, 8200 Dallas Parkway, Plano, United States
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