Overall I would personally consider how I can still grow with the freedom that I have focusing on my real estate.

I'm still in the learning phase and have read about a hundred different books on FI and personal finance.Looking for any resources that might help me on my way.

suggest you think of using digital business cards, but not typical ones like all solutions out there, something that is the first AI-powered digital business card and offers AI persona, which handle client questions and would act as your 24/7 personal assistant. it’s called Avatalk,

Not sure if they have upgraded to desktop appraisals but if they are still doing in person appraisals , make sure you get everything (scope of work, good faith deposit, social, LLC docs, insurance, proof of prior experience, financial statements) in ASAP.

Quote from @Jessie Dillon: just my 2 cents.. i'm not a fan of the syndication model. there are better ways to invest more passively where you have more of a say in what goes on, can achieve higher returns, and can have your personal interests at a higher priority. 

In person is better than over the phone if possible, as I have been told by annoyed or lazy clerks "NO STR allowed" as that was the easy button to get me off the phone, or if they are anti STR. 

Quote from @Jeff Sanders: Personally coming from an agent/investor in CA, I always get a quote from a broker of mine and make sure I am knowledgeable with the fees/costs.

Do you provide personalized guidance, or is the mentorship more of a one-size-fits-all approach?

Apparently, the person I am under contract with was managing the estate of the actual owner who recently died.  

So the question becomes based on their individual and personal tax situation what is the estimated tax burden they'd save?