I assume that the prospective client is worried about the PM taking off with his deposits and then he is left holding the bag. 

Also, what is a good source to find the appropriate offers/contracts so that I am protecting myself and my clients

Yes, real estate gives you more control over your own financial destiny, but I never tell my clients to put all their eggs in one basket.

It depends on how hands on you want to be and how much you value relationships (hint: they are everything in business).The more you do to help out your clients, the more likely they are to keep coming back to you for leads. 

We own and operate a small property management firm in Vermont and highly value transparency and trust with our clients.  

Three months later/yesterday, my prior agent text/calls asking for permission to forward the soft email copy of the inspection report (I paid for) to his new client who is considering making an offer.I SAID....No, unless your new client reimburse me for my expense for the report. 

Brian Buffini, a luxury real-estate coach, says he tells most clients not to switch brokers because the disruption typically costs agents 20 percent of their sales volume in the first year.He says a more likely reason why some agents are switching: “They’re getting their ego stroked somewhere else,” Buffini says.Sometimes it can get ugly when agents do switch firms.

If I get any kind of bad vide or my client will not follow my direct recommendations they are no longer my client..

A client of mine bought a 60 unit and had to put up 20,000 to the city as they handled water,power,trash etc.

There are other growth and mortgage strategies that we use with our clients depending on their needs.