However, I'll play the odds like a Vegas casino and bet on the house in the long run.As I've stated many times here and elsewhere before: plan your work, work your plan and don't plan the results.

If a seller senses that you're being fair, that you're solving a problem for them, that you are giving advice rather than giving them a line of step by step pitches to manipulate them they will open up, the defenses will drop and they will have more confidence in the transaction.When more money is involved, you need to be more sophisticated in your presentation and approach than asking if they'd like to supersize that order.

I think you are assuming that the trust must be someone who is more sophisticated because they are a trust.

I haven't looked into anything like this and don't know what to expect it terms of cost, I just know that the spreadsheet I've been using (which is not too sophisticated, but not basic either) is not one that can be used if I wanted to ramp up the quantity and frequency of my mailings and manage/keep track of incoming calls. 

I have noticed that the "sales systems" for these real estate to riches programs are much more sophisticated than ever before.  

A Controller is performing a more sophisticated role that often requires a strong understanding of Generally Accepted Accounting Principals, uses high-level financial reporting and analytical skills, and often complex accounting systems.2.

Business loans are presumed to be made to sophisticated or knowledgable borrowers.

You need to be able to explain what they do to the sellers in baby terms (the legal phrase is "least sophisticated consumer standard").Next, you better have the capital to float every note for at least 6-months. 

Max, Sophisticated investors never focus on how much the wholesaler is making but rather on how much they can make off the deal.

Commercial deals and borrowers are generally more sophisticated so I don't think banks worry about this as much....that, and the deals cash flow more (generally) b/c of the scale economies.