Great synergy discovered with Michael on investment properties
Had an amazing 121 with Michael at the local coffee shop today. We spent over an hour discussing how real estate and financial planning intersect for our clients.
Michael shared some incredible insights about how first-time homebuyers often overlook the financial planning aspect of home ownership. We identified at least three ways we can help each other's clients:
1. I can refer clients who need pre-purchase financial advice 2. He can refer clients who are ready to invest in property 3. We can co-host a seminar on "Financial Planning for Homeownership"
This is exactly what Givers Gain is all about!
Key Takeaways
Cross-referral opportunities identified. Planning a joint seminar for Q2. Both committed to monthly check-ins.
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It was a pleasure meeting with you Sarah! Looking forward to our seminar planning session next week.
This is the kind of collaboration that makes our chapter special! Would love to join the seminar if you need legal insights on property investment.
Count me in for the seminar too! I can speak about tax implications of real estate investment.
Helping families find their dream homes for over 15 years. Specializing in residential properties in the greater metro area.
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