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29 January 2025 | 3 replies
I have had clients that had a quote come back 5K a year more than we expected it to come back.
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24 January 2025 | 1 reply
Investing abroad is not something that a majority of investors think of but a lot of my clients have been lately!
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30 January 2025 | 4 replies
I'm currently going through this with one of my clients.
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2 February 2025 | 9 replies
I haven't had a client who has purchased investments in lawton in a while.
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6 February 2025 | 3 replies
It would be possible in other ways like a lot of hot client leads but anything other than that will probably be specific to what that agent needs.
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5 February 2025 | 5 replies
Gaining clients from your interactions should be a secondary goal.
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30 January 2025 | 4 replies
I will add that Ko has been an asset to many of my clients.
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26 January 2025 | 5 replies
Is your client building to rent, or build to sell?
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6 February 2025 | 2 replies
The bigger companies, truly see you as another number in their pipeline and not as a client.
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23 January 2025 | 16 replies
While adding compliance costs (filings, payroll), this structure is beneficial, especially for larger portfolios.This post does not create a CPA-Client relationship.