Updated over 7 years ago on . Most recent reply
How could a financial advisor help you as a realtor?
Question for you Realtors out there:
If a Financial Planner approached you offering to run a financial plan for any of your clients (currently in the process of buying or sellIng a home) would you be interested? In your opinion, would this enhance your client’s experience? If you have objection to such an agreement, what is your objection?
For full disclosure, I’m a financial planner looking to serve real estate professionals - the idea above is something I recently thought of and would love your constructive feedback.



