REI 101 WEEK 8: Working With Luxury Clients As Investors скачать в хорошем качестве

REI 101 WEEK 8: Working With Luxury Clients As Investors

This video discusses REI 101 WEEK 8: Working With Luxury Clients As Investors, emphasizing that luxury clients are often more seasoned and objective in their investment decisions (2:02). Here's a breakdown of the key points: Luxury Clients' Mindset (2:42): They are less risk-averse and often have a team of experts, including tax advisors, CPAs, and asset protection managers, meaning advocates work with the entire team, not just the client (3:16). Role of the Advisor (4:02): Advisors educate luxury clients by providing expertise in resources and geographical knowledge, rather than basic education, as these clients are already well-informed. Capital Preservation vs. Speculation (5:41): Luxury clients prioritize capital preservation over speculation, focusing on data, statistics, and objective numbers to ensure assets appreciate and provide a good return on profit (5:58). Tax Sensitivity (6:53): Luxury clients are highly aware of tax implications and how they affect their investments. Advisors have a fiduciary duty to connect clients with asset protection attorneys to safeguard their wealth and legacy (7:32). Long-Term Horizons (9:02): Wealthy clients structure their portfolios for the long haul, understanding that real estate investing is a mindset where money works for them, aiming for high returns compared to traditional savings (9:10). Advisor's Core Roles (10:27): The advisor acts as an educator, connector, and protector, linking clients with specialized resources like asset protection attorneys and tax mitigation experts to help structure and protect their diverse investments (10:44). Client's Vision and Goals (12:10): The advisor's main role is to understand the client's vision and goals for their legacy and money, then provide opportunities and options, whether through market reports or connecting them with trust attorneys and other resources (12:21). Negotiating and Underwriting (13:05): Advisors help negotiate the best prices and underwrite properties, assessing rents, appreciation, and operational costs to ensure long-term profitability. Clarity Over Urgency (14:46): Wealthy clients value clarity over urgency, taking their time to make decisions based on logic and team approval, rather than emotion. Have questions about the Phoenix investment market? Please schedule your complimentary consultation below. https://calendar.app.google/ruKufswKt... Visit our website: https://shesoldaz.com