A word of caution though—I’ve seen clients spend a crazy amount of money on marketing with very little results.

I tell them, "congratulations, you just earned a "C" on your report card.When the code doesn't demand something it's a hard sell “green” to most clients/investors who have a limited budget and need every dollar for their projects.

My best recommendation is to make your license active only if you are going to do several transactions, either for yourself or for a client.

Only about 30% of our clients are in the Solo 401(k).

That's where my clients lose money.....not good

We master leased the building to a NFP who will lease the entire building back from us and house their clients as they prepare them to re-enter the work force and normal housing.

Just take a look at my profile to learn about my experience and read references from actual BP clients. 

@Eric TomlinMany of my clients have used the following firm for valuations in connection with property owned by retirement owned entities. http://onlinebusinessappraisal.com/ 

Most of my clients find having me on their team a tremendous asset because it allows them to focus on their investments instead of always running around taking care of different entities and questions.

Josh(I'm not a salesperson for Brian -- just a thankful client.)