But maybe your tenant reaching out and mentioning that they're going to be forced to file a police report for fraud could generate some traction...obviously the real objective here is to just get the seller to call you back...

The objective is to upsell to a master mind program or the artificial intelligence datasets, which also have zero response rate.

This year will be the most I have paid for my taxes to be prepared, and the only year where I will be filing with an extension (and added stress).To be fair and objective with my feedback, the upfront consultation process went well.

I would approach this question with a few things in mind, such as what are your investing objectives and how much time do you want to dedicate to this. 

Do you want a company that will keep the long-range investment objectives in mind or one that focuses on today and today's profit alone?     

Best regards, This approach is neutral and objective, focusing strictly on the criteria, and avoids discussing any specifics about the applicant’s personal situation.

A deal killer is a voice of reason when you are emotionally attached to a shiny object (it could be a property or a new guru course).2.

Most importantly you seem to have an understanding that education is the foundation to build your investments on, and that will keep you from chasing shiny objects. 

I think for me what helped was going into the conversation with a mapped out 10 year plan and showing her how the objectives and end goals align with hers and our family's.

What you want is an agent with experience who knows how to negotiate, watch your back, navigate difficult situations, understand contracts and law, provides an objective cross-check, etc.