We’ve all been there…
A client reaches out and wants to buy that next investment property and wants your reaction right then and there.
How to you respond?
If you’re like most financial advisors you’ll likely ask the client for hte details of the investment then let them know you need to refresh the financial plan before you can respond.
But what if you could respond to their question in less than 10 minutes?
See how these financial advisor use the Elements vitals to respond to the question “Can I buy more investment real estate?”