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Results (10000)
Brian R. Finanacial planner in Twin Cities Minnesota
5 July 2020 | 9 replies

I am looking for recommendations of a financial planner in the twin cities of Minnesota that is familiar with real estate investing, as well as other investment types (stocks, bonds, IRA, ETC.)  I want to continue inv...

Joshua Andrews Meeting investors through financial planners
8 March 2015 | 3 replies

I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients? This would be for investing in notes. To me this wo...

Ellie Perlman Top 10 Most Resilient Employment Markets
1 July 2020 | 3 replies

The first step in buying real estate is evaluating the market. When evaluating a market for multifamily investments, one particularly important factor to analyze is employment trends. A strong market must have a track...

Kristen Chapin Real Estate Financial Advisor
18 April 2019 | 6 replies

I am seeking a Real Estate Investor Financial Advisor to help us put our money in the right places. Our ultimate goal is to buy a house to flip in our own cash. In the meantime, where are the best places for us to inv...

Jennie Berger What's fair / the going rate for a Fiduciary?
26 March 2021 | 9 replies

Hi Y'all:We're in the stages of possibly transitioning away from our financial advisor at a large institution to a third party custodian and hiring a true Fiduciary. The one I'm considering right now is fee based only...

Account Closed How can a financial advisor add value in this investor community?
17 May 2017 | 9 replies

Greetings BP community! I have been a long time fan of the podcasts and investing in SFH for about 4 years. My wife and I just moved into a duplex in east Denver and we are going the house hacking route. Thank you BP ...

Matt Pippin Looking for guidance
4 March 2024 | 9 replies

Hello everyone,
Wondering if a few of you can help me work this through. I am new to real estate (zero properties, currently a renter myself). I am currently using the FIRE strategy to become financially independent....

Tomasz Kaminski Real estate and retirement
8 February 2020 | 4 replies

I currently have (1) duplex that i'm house hacking in, collecting about half the mortgage as payment and covering the other half with my day job income. I'm also putting away money into 401k (roth) from my job as it's...

Steven Libman A Comprehensive Guide to Tracking Key Performance Indicators (KPIs)
14 June 2023 | 1 reply

A Comprehensive Guide to Tracking Key Performance Indicators (KPIs)
Discover how key performance indicators (KPIs) help us measure the success of various aspects of our business by tuning in today's episode!
Key per...

Brad Gibson Investment Advisor Challenging Real Estate vs Equities
27 December 2023 | 11 replies

I recently met with a financial advisor who wants to win my business.  The conversation was on the whole very good as there were some things that I hadn't considered that my wife and I need to tend to in order to shor...