How Charitable Strategies Enhance Estates – 2013
August 25, 2015
Begin With the End in Mind
August 25, 2015
Engaging Clients with Real Estate at Thursday Insights
$25.00
All of our clients own real estate – from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search for wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford and Freddy Garmo, Esq.
Click play to watch a short video about ‘Engaging Clients with Real Estate’
All of our clients own real estate – from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search for wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford and Freddy Garmo, Esq.
Click play to watch a short video about ‘Engaging Clients with Real Estate’
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ElderCounsel
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘ElderCounsel’
