Brian Brady believes you can! He argues that with the stock market in disarray, real estate prices attractive and low interest rates that you have a great opportunity to take some weath management clients from stock based financial planners.
Brian will be discussing strategies for capturing these dollars during the next HomeGain "Ask the Experts Call" on December 4.
On the Ask the Experts program you can interact with:
- Mitch Ribak, Tropical Realty – “Web Lead Conversion Strategies”
- Alisha Wade, RE/MAX Achievers and Realty One Group – “Advice for Handling Foreclosures”
- Joseph Ferrara, Sellsius Real Estate Blog – “Getting Leads from Your Blog”
- Brian Brady, World Wide Wealth Advisors – “Home Mortgage Insight”
For information on how to join the Ask The Experts call click here
In advance of the Ask The Experts Call you should read Brian's "Can you Whip a Stockbroker"? post.
Click here to hear prior Ask The Experts calls.
Hi Louis
Stock or real estate, I would go with real estate there is more long term value and utility with real estate.
Good luck and success
Lou Ludwig
I would be very leary about attending or presenting at this seminar. Mixing investment advice and real estate is a very dangerous combination. I hope that there are licensed financial planners or investment advisors in the audience...
That makes no sense. Real estate has been a generally accepted asset class, amng top investment managers, since the early part of the last century.
I hope that there are licensed financial planners or investment advisors in the audience...
Financial planners are licensed only to sell securities, insurance products, or...real estate. A registered investment adviser is a NASD license and regulates those who use securities to achieve financial planning goals. There is no such thing as a "licensed financial planner". There are financial planners who are licensed to sell investment vehicles...like real estate.
I've always heard that real estate is the easiest way to make it big (and the safest.)