The systems you have in place to handle leads, follow-up and your sales processes are also huge factors.Another factor is what is your monthly marketing budget?

All the data, asset holdings, transactions will be ported over to the new recordkeeping system, along with the current plan document being moved and updated as needed. 2) If you currently hold real estate or other asset, you may need to look at retitling, if you elect to move to a custodian.

Flexibility in Loan Terms: Josh offered a unique hybrid product that let my friend lock in a portion at a fixed rate while leaving the rest variable.

I have a unique plan for getting ADU's done quickly and economically.

With my other listings, I use pricelabs, and on their site it says to contact them for more unique pricing.

Insurance system doesn't work that way.

Build a system that attracts the right audience.

I never give the system or the prepped documents. 

Sad truth of our current legal system, but if you go through the eviction process and he loses all this stuff, you are in the clear. 

Generally no because the root system is still in place.