My Client has following Situation: 1099 Worker; Same Profession the last 8 Years2023 1099 Gross income $87,0002022 1099 Gross Income $134,000 Looking to buy a Condo, SF, or Multi-Fam, and rent out spare rooms & Apartments in the House. 

You don't discuss your investment properties or direct client wins.If you don't provide real-life examples of your success or your client's success, people will know you don't have the experience to help them.

If your clients/or yourself put the time into learning and figuring out a niche in the RE world that excites you, start looking for deals that make sense and always run the numbers.

This also helps with tax planning so clients aren't blindsided.The tools/software that clients use is as varied as the clients themselves. 

And, even if he has real estate clients, doing a tax return doesn't really educate one.

I have a spreadsheet I created for clients.

How do y'all find your clients in need of this type of funding?

And how far back in time would you consider someone a client?   

Helped my clients partner up and close on the property, then signed a net lease with a SL operator.

Had a newbie client that bought 5 SFR rentals and called us 3-5 times daily.