E893 - Episode 892: They Gained $47k While Sleeping. Are You Telling Them?

People usually have a pro for their retirement accounts and someone for their taxes, but they almost never have anyone looking after their biggest asset, their home, and that’s where you come in. You can stay in the "just checking in" lane, or you can step up as the person who actually understands their net worth. Your past clients aren't just people living in buildings; they are investors who happen to sleep inside their portfolio. When you send over an annual equity review, you’re showing up like a trusted advisor rather than a salesperson.

Sending a pr...