Financial Advisor 路 Stateline, NV 路 Member since 2023 路 131 posts 路 122 votes
Hello all!
I have followed BP's podcast since its early days and am an active real estate investor myself. I'm just joining the BP forum (long overdue) and could use this great community's help with some market research. Long story short I'm a financial advisor and have been for the last 10+ years. I specialize in business owners and real estate investors and just went independent so I could work for my clients and not a giant financial company whose compensation was based on commissions.
I'm looking for two things from this group and I chose y'all because I know you'll give it to me straight. Real estate investors are some of the most hard-working, honest, and blunt people I know.
1. Financial issues that you're facing or struggling with - I want to create PDFs, webinars, and free content to help solve the issues you're facing and I'll distribute them here to help you advance your investing journey.
2. Brutally honest feedback from other business owners and investors - I have a coach and get consultant opinions but nobody is as honest as strangers on the internet 馃槵 Tell me what is missing in the financial advice space, especially relating to you as a real estate investor and some of the biggest hurdles you face when trying to find good, actionable, honest advice you can trust. If you hate my website or feel like the message doesn't resonate with you, tell me. I can handle it.
I checked out your FAQ and directly went to "How do you charge for your fees?" The subscription fees did not state what it includes nor have link to find out more. There are other services that you provide that have different fee structure but was really uncertain how each service was calculated. I personnaly am looking for more on how you would help my real estate portfolio and if it would be included in any of the subscription plan? I hope I was able to give you some helpful insight. Good Luck!
P.S. I'm a GGU FP student drop out and now regret it.
Come on back to GGU we would love to have you! My creative director is in the middle of moving the old website over to our new platform so I'm not surprised to hear the services and pricing page is still a little bare. Feel free to shoot me an email at [email protected] or call/txt at (415) 915-5948 and I would be happy to talk through it with you.