Finally, I have provided
a list of trusted advisors, by name and with an explanation of why they are trusted.
Although Cristina and I are entrepreneurs with different businesses, I've added her to my short
list of trusted advisors and we've made a habit of helping each other out (which I love).
Not exact matches
Keep a
list of where important documents and items are kept, and provide it to your financial
advisor or another
trusted individual.
Equally as important is a
list of advisors that are not to be
trusted and why.
The
advisor has a
list of banks, credit unions and
trust companies offering GICs, and she learns that XYZ Bank currently offers the best interest rates.
For Artspace's
trusted art
advisor, artists like Zoe Leonard, Rashid Johnson, and Wolfgang Tillmans are at the very top
of the wish
list.
Prior to Washington REIT, Mr. Chang was a
trusted advisor to corporate clients as a leasing broker with Cassidy Turley where he serviced more than 2.5 Million SF in agency
listings and closed transactions in excess
of $ 75 Million.
Agents learn the most important facets
of entering and mining the luxury real estate market; from understanding and cultivating high - end clients, to developing the specialized pricing,
listing, marketing and negotiating skills necessary, and on to the important process
of retaining high net worth clients and becoming their
trusted advisor.