Jennifer is based in the Boulder, Colorado area, & in 2016, her volume was $30 million. That's made even more impressive by the fact that she's the only agent on her team of 3.. Today, we're discussing how to create your perfect client. We cover screening potential clients, to ensure they're the right fit, and avoiding any issues later down the line.
Shaun Osher founded CORE in 2005. As CEO, and under his leadership, he has led CORE to become the number one boutique real estate marketing and sales company in New York. Widely regarded as one of the most innovative and creative minds in marketing, branding, and selling real estate, he has been responsible for more than 30 projects and 6 billion dollars in sales. Having started his career as one of NYC’s most successful and respected agents, he is known as a broker's broker, with a keen understanding of the market and acumen for sales and negotiation. A native of Johannesburg, South Africa, Shaun graduated from The New School and began his career in 1994.
Todd, Megan & Terry are with the F.C Tucker Company, and are based in the Greater Indianapolis area. In 2016 they & their team of 10 sold 160 units for $30 million. Today we're talking about how to get the maximum amount of enjoyment from your career in real estate, and how that appeals to prospective clients.
Aaron is a Realtor at Keller Williams Realty. He & his team of 3 are based in the Westchester County, NY area. Today we're talking about prospecting, including setting the right mindset, and the framework for calling and following up with clients.
Dumont Financial is an independent financial services firm that believes that you have more to gain by preventing losses than by simply chasing a rate of return. This means that they look for the inefficiencies in both your strategies and your portfolios. Today we’re going to focus on one strategy, specifically an area where many people lose a lot of money because of their misunderstanding of how to use leverage to their advantage.
Why don’t more people buy a second home or invest in real estate?
How can you encourage your clients to purchase more real estate from you in the future?
Clients believe that paying cash is the best, safest, cheapest option. As a result, they tie up much of funds in the equity of their home which is then not available for a second home or investment property. Instead, recognize & address the three common misunderstandings of using leverage.
Three reasons people want to pay cash/not use leverage…
a. They don’t want to pay interest.
b. They don’t want to have a mortgage once they are retired.
c. They feel insecure if they have a mortgage.
Do these reasons make sense?
Safety = control = having access to your money whatever the circumstances
How to properly structure a side fund that gives you a predictable, competitive return, with liquidity features, contact a financial adviser
Helping your clients understand the benefits of leverage puts them in a better position for opportunities (spread) or emergencies (control of their equity), and makes money potentially more available for future real estate purchases
Brian Dumont is an Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Dumont Financial is independent of Cambridge.
Using leverage involves risk of loss, including the underlying asset. Clients and prospective clients should be prepared to bear investment loss. These are the opinions of Brian Dumont and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.