Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here
Pick markets, find deals, analyze and manage properties. Try BiggerPockets PRO.
x
All Forum Categories
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

All Forum Posts by: Account Closed

Account Closed has started 1 posts and replied 2 times.

Post: How can a financial advisor add value in this investor community?

Account ClosedPosted
  • New to Real Estate
  • Denver, CO
  • Posts 2
  • Votes 1

Thank you for all the great insights and well wishes so far! It sounds like if I can create an expertise around how real estate compliments an investment portfolio (tax benefits, diversification, etc.) I can help add value to my clients. It may be a good niche based on your feedback that financial planners don't typically understand it or spend time in this space.

Post: How can a financial advisor add value in this investor community?

Account ClosedPosted
  • New to Real Estate
  • Denver, CO
  • Posts 2
  • Votes 1

Greetings BP community! I have been a long time fan of the podcasts and investing in SFH for about 4 years. My wife and I just moved into a duplex in east Denver and we are going the house hacking route. Thank you BP for the inspiration!

I recently started a new career as a Financial Advisor after spending 5 years in the oil & gas industry. I'm partnering with a 39 year veteran to teach me the ropes, but I wanted to enroll your help to see how I could combine my passions for real estate and for helping clients make well-informed financial decisions. 

How can I carve out a niche by truly helping real estate investors achieve financial freedom and help them attain their goals? What ways could somebody like myself add value to what y'all are trying to accomplish?

Thanks in advance for your advice and insights.