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Updated over 7 years ago on . Most recent reply

User Stats

5
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Jacob Mallison
  • Specialist
  • Dallas/Fort Worth, TX
2
Votes |
5
Posts

How could a financial advisor help you as a realtor?

Jacob Mallison
  • Specialist
  • Dallas/Fort Worth, TX
Posted
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.

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