
25 May 2018 | 4 replies
Most of us tax accountants on this forum work with clients remotely, nationwide.

23 May 2018 | 4 replies
They seem to be doing a good job as well as hosting regular events to educate their clients.

22 May 2018 | 2 replies
Several of my clients have preached that you need to act as though you are looking for their name in a stack of paper and then giving an off hand message about a property you were told about.

24 May 2018 | 21 replies
I've helped many clients with this planning approach.

25 May 2018 | 9 replies
Turns out, it was an agent looking for a house for a client.

24 May 2018 | 25 replies
I agree, none of the big players that I have ever met (or any of our clients) created wealth through cash flow, that’s antiquated.

26 September 2021 | 2 replies
Aside from the obvious fact that cold calling strangers is a bit intimidating for both me and my potential clients, there is the issue of coming up with what to say to them in the first place.

24 May 2018 | 1 reply
I have a 3 br/3 bath unit that we just renovated and have listed up for rent...have had a TON of interest with 8 applications even before the first open house.I just got a contact from a company that does placements for an insurance company ....they place clients that have been displaced due to damage to their homes.

25 May 2018 | 11 replies
I have clients doing 3% to 5% down over and over again every 12 months and 1 day (or as close to it as can be done).