Module 1: 10X Presentation and Conversion Secrets


Support Files for this Module - Please note: Download the files to your computer before modifying them.

  1. Presentation Slide Deck
  2. Balanced Retirement Model

🔍 Summary

This module focuses on helping you master high-conversion presentations with the HECM Tool using a systemized approach to conversations and follow-up. The goal is to make your sales feel natural, visual, and collaborative — turning each presentation into a guided discovery, not a hard pitch.

You’ll learn how to:

  • Use the Balanced Retirement Models Method to integrate housing wealth.
  • Classify borrowers into “Need-to-Have” vs. “Nice-to-Have” for strategic targeting.
  • Conduct initial calls, transition to HECM Tool walkthroughs as needed, and utilize recap videos.
  • Follow up with weekly flagship emails and clear next-step options.

âś… Action Items & Homework

1. Practice with the HECM Tool

  • Run multiple borrower scenarios (mortgage payoff, line of credit, short-to-close).

2. Choose and Set Up a Screen Recording Tool

  • Recommended: BombBomb, Loom, or any tool via AppSumo.

3. Record a Recap Video

  • Include a walkthrough of your HECM Tool report.
  • Attach the PDF and email it to yourself (and optionally to help@hecmtoolbox.com for free feedback).

4. Practice the Balanced Retirement Models Method

  • Demonstrate how housing wealth is integrated with income and investments.
  • Use the Venn diagram approach to illustrate the relationships between housing, income, and retirement assets.

5. Write Your “Super Signature”

  • Add this to the PS of your emails:

“Whenever you're ready, here are 3 ways I can help…”

Example offers:

  • Book a Retirement Mortgage Review
  • Download my free book
  • Join my next webinar

6. Make Sure You Have a CRM

  • Recommended: AllClients to manage leads and automate follow-up.

đź’ˇ Final Tip:

“You’re not face-to-face trying to persuade anymore — you’re side-by-side guiding them with a clear framework.”