I do this with every client regardless, it should be an informative session and not a sales spiel.

I have spent a couple of sessions drafting my vivid vision and I am seeking some advice  Like many others my main goal is to create enough passive income to do something else other than my W-2 job in three years. 

It passed unanimously.Then the House Ways and Means committee I believe sent their first draft out and it too had no changes to either the step up in basis or 1031.So while your money's never safe while congress is in session it's looking pretty positive for real estate investors right now.

But until then I'm trying to catch up to speed with books, pod cast and mentoring sessions to make sure that I have enough of an understanding to be successful in this venture.  

You call the secretary, set the appointment and attend the appropriate session.

It’s also pretty darn sketchy to diagnose something requiring an ESA in one session. 

If she doesn’t grasp it after a couple 30 min sessions, chances are she’s not going to. 

If not, I'll join the next session :)

The people at BP are constantly asking the top forum users and contributors for their feedback....they had a fantastic group brain storming session recently regarding the podcast cohost changeover that I had the honor to participate in, there are constantly posts reaching out for input on specific subjects and changes, they are one of the top communities in the world and its because they listen and take action in the way that they do.   

Maybe it is the right approach; maybe it's not.Let me put it a little differently: it's a known fact you can make money counting cards at blackjack.