Who are your typical clients and how do they find you?

We can only hope future clients get their expected return.

But if it's more passive, those benefits may be limited.I’d definitely talk with a lender who understands investment strategies — I just helped a client who bought their primary home first, which made it easier to qualify for their investment purchase later.

However, as a cpa, I would typically advise my clients, especially on higher priced properties to have a field visit.

I have been with him for years and he has saved me a lot of money. he has lots of real estate clients.

While I, personally, have not, many of my colleagues and clients have. 

AI can now handle all of the following 24/7 and instantly:-Personalized Lead Outreach-Appointment and calendar scheduling emails-Lead Scoring-Follow up Campaigns -Live CRM updates-Update Texts to you-Chatbots for your website that handle FAQ, Property recommendations, Lead Intake, Appointment Scheduling, etc.Automations like these save hours, and help gain clients as well as close deals.

We are a Wealthability / ProVision client signed-on since September 2020.

A lot of clients like to waste time, shop around, and see what is out there.

.- For our clients, we provide consultations with a tax attorney that handles over 300 foreigners legal & tax needs.