Published Works
Learn from the source.
Two books. Two systems. Written for homeowners, retirees, and the people who work with them.
Retirement Strategy
The Reverse Mortgage Playbook
By Austen Smith · Foreword by Barton Creek Lending Group
An education-first guide for homeowners 55+, their families, and their advisors. Plain English. Real strategies. Zero pressure.
How modern reverse mortgages actually work (and how they've changed)
Using HECM as a Social-Security-delay strategy
What happens to heirs (the answer surprises most families)
Real-world scenarios with line-by-line math
Business Systems
Marketing by Referral
The relationship system behind Stop Wasting Handshakes
The system top agents, LOs, and connectors use to turn one good conversation into a lifetime of referrals, without paid ads or cold outreach.
The FORM Method: a four-question framework for any conversation
How to follow up so it feels like a gift, not a pitch
A weekly cadence that compounds over years
Templates, scripts, and the relationship dashboard inside SWH