Does a real
estate client want to add another floor to a building?
It's important that realtors know what today's real
estate clients want, and that they strive to provide it.
Not exact matches
If you
want to strengthen your
client relationships and add to your value, be sure to discuss
estate planning with
clients.
The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive
estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises
clients to do a Roth conversion if they
want the money to go to their heirs.
PRIMARQ tells real
estate agents that its «equity participation» service can empower their
clients to «buy the house they really
want, not just the one they can afford.»
John W. Homer, president of Oxford Financial Group, suggests that older
clients with liquid assets and a desire to reduce
estate taxes may
want to consider buying a guaranteed income annuity partnered up with a life insurance policy...
A continued practice of listening to the
clients, defining their needs and
wants, and constructing customized, flexible wealth management solutions that adapt with the
client's evolving goals, including tax and
estate planning.
«I've had
clients of mine saying, «I don't know if I
want to invest — not just in real
estate, but in general — what if they seize my assets later?
Trial lawyers have
clients that
want to sue for damages; real
estate interests
want tax favors; renters
want stability in rents; hospitals and hospital - based doctors
want research grant monies.
Among the highest paying
clients - the gambling conglomerate Genting, which
wants to expand the Aqueduct race track, and Rudin Management, a major real
estate firm.
You're a top - notch, all - star real
estate agent, which is why you
want to catch all the best aerial views to showcase properties to your
clients.
«Whether my
clients want a referral to a real -
estate agent, financial planner, stylist, salon, vacation, or new restaurant, I'll do what I can to point them in the right direction.»
We
want our
clients to get head a start and a leg up on their competition in the real
estate market.
At Source Capital, our investors
want to see our
clients reach their financial goals within the real
estate market; that's why we provide no - fuss financial backing to get you started.
Beware, some companies promote real
estate investments for IRAs by not properly disclosing all the related rules and prohibitions as stated by the law.This is because they do not
want to lose business and you as a
client / customer.
I also
wanted to give certain industries like Real
Estate Agents and Mortgage Professionals a way to help their
clients and add an additional stream of income in the process.
Structuring
estates, such that everything goes where the
client wants, and
estate taxes are minimized.
It's also time to tell your Broker Dealer that since
estate planning is over, you
want them to stop spending enormous resources (that you the Rep end up paying for - your payout is the BD's only income source) supporting obsolete software platforms, and start supporting ones that better give
clients what they
want and need.
Estate Planning Attorney Richard Gershberg of Gershberg & Associates, LLC, in Owings Mills, MD explains, «The majority of our
clients who set up pet trusts are single with no children; their pets being their children, they
want to ensure that their pets will be well cared for in the event of the
client's death or inability to care for the pet due to mental incapacity.
I guess that's back to your coach analogy is working with the
estate planning attorney and making sure that what is happening is what the
client wants to have happened or the tax professional, whomever it may be.
Maybe you
want to pick up one
client a month or slowly work on an
estate planning blog.
Clients do not
want to wait a long time for the grant application to be obtained; they
want to have access to whoever is handling their case,
estate accounts on demand and they
want quick distributions and monthly updates.
Penticton lawyer Charles Albas has been ordered to pay a fine of $ 7,000 and hearing costs of $ 1,736.25 to the LSBC for professional misconduct resulting from a conflict of interest when he failed to advise a
client, who
wanted Albas and his wife to share in her
estate, to seek independent legal advice.
If you
want to do
estate planning, for example, you need to be the one that a financial planner thinks of when they suggest a
client do a will or an attorney thinks of when they have a conflict or would rather spend their time in the courtroom.
Real
estate agents seem to understand two things: prospective
clients want to see who they're dealing with, and flashing a smile is an excellent way to create a warm and friendly reaction.
One can not predict how many
clients will
want to have their
estate plans revised.
A
client who just asks for a will may actually
want an
estate plan.
While a national or international business
client had very good reason to
want harmonized legal service from coast to coast, Sue and Bob Smith in Nanaimo who needed a real
estate conveyance or a separation agreement didn't care one whit if the firm providing the service offered the same thing to Sergio and Theresa Ambrosino in Burlington, because the service was intrinsically local in nature.
If you do legal work that follows a fairly predictable pattern (for example, residential real
estate), you may even
want to commit portions of this roadmap discussion to writing, in the form of a
client handout — as long as you realize that handouts can never replace personal communication.
Clients, whether it be real
estate developers, entertainers or bankers,
want to say to their bosses and colleagues that they hire the best lawyers.
The
clients wanted to build a low - cost housing
estate which would bring black residents into one of Chicago's «lily white» northern suburbs.
I
wanted to write about executors insurance because it struck me from the very first time I became aware of it that it was something that could be so helpful to
clients and at the same time place the lawyer in a very positive light in considering all potential scenarios with the for the executor of an
estate.
Nonetheless, the
clients want to bail on this policy, purportedly due to the change in
estate tax laws.
That's not only what you'd like to tell your
clients when they purchase a property from you - it's the reaction we
want from the hiring manager when they look at your professional real
estate agent resume.
If a real
estate developer retains a civil engineering firm to prepare a set of construction documents or to acquire the necessary permits and approvals for development, what the
client wants is neither the construction documents nor the permit.
With my strong knowledge in the field of real
estate marketing and property analysis I
want to get associated with a real
estate dealer or company where my consultancy skills would be best exploited for serving the
client's need.
Use your professional real
estate photos and videos to attract more
clients who
want to sell their homes.
«I
want to have the opportunity to enhance my knowledge and gain greater credibility when I speak to
clients regarding green real
estate, and was pleased to find out that NAGAB existed.
Have a
client who needs to clear the clutter before they can put their house on the market, someone who is downsizing or someone who is handling an
estate sale and simply doesn't know what to do with all the stuff they no longer
want or need?
Those changes around
client expectations are going to result in more innovation, better talent and, ultimately, a new organizing principle for firms that
want to be the «advisor of choice» to organizations who are dealing with business issues that have real
estate implications, adds Robinson.
For example, if a
client approached you with a unit they
wanted to sell in a very desirable neighbourhood, but it is slightly older housing stock, built in the earlier half of the 20th century, there are several green real
estate skills that come into play.
«It's all about search —
clients want to get to where they can find homes for sale as soon as possible,» says Eric Stegemann, director of strategy at TRIBUS, the real
estate technology company that built DOMA's site.
So if your my
client and you
want to interact with me about real
estate you can like my page.
The increased interest in 1031 transactions by property owners looking for tax - deferred commercial real
estate ownership opportunities has masked one small problem: It's not always easy for practitioners and their
clients to find good matches for the properties that they
want to exchange.
«We
want to be the Google of real
estate (or technically, for our
clients to be, as the searches appear on their sites).»
The reviews system is so powerful that Innovative Real
Estate gets about four calls a month from prospective
clients who
want to work with them based on Zillow reviews alone, says Nordby.
Frances Katzen, a broker at Prudential Douglas Elliman, says her celebrity
clients are often interested in buying real
estate through an investment vehicle or at least
want to explore the possibility.
I don't
want you to change that professional quality, which is so crucial to success in real
estate, but your relationship with
clients makes you susceptible to fraud schemes,» he said.
«It's crucial that real
estate professionals take the time to listen to their
clients»
wants, needs and concerns before putting together a realistic plan of action.
«
Clients want to feel important and be with a real
estate professional who's successful.»