By simple explanation, "Fiduciary" applies to any situation in which a person places “Confidence” and “Trust” in someone else. Some examples are a doctor to a patient, a lawyer to a client, or a corporation to its shareholders. It is the relationship between two parties, where one entity has the... more
There are essentials to becoming a Luxury Agent. For starters, you absolutely must have a solid belief that you can bring value to the Luxury Consumer. Any limitations that are holding you back are self-created and even if you do not have the financial means or confidence to launch full-scale into... more
It is said you can't “Judge a book by its cover”, yet how many of us form opinions about people based solely on their voice? Right or wrong, people make judgements about you in the first few seconds of talking on the phone. Many times, your first interaction with a potential Luxury Client will be... more
To be successful in real estate, it is assumed you have a comprehensive real estate foundation already in place. You should have a working understanding and consistent application of the fundamentals called the “25 Foundations". For anyone to have traction in real estate, the kind of traction where... more
In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald Trump and Kamala Harris' tax policies in this video. Learn how their tax plans could impact your finances.
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Crucial training video that focuses on creating a safe and secure working environment for janitorial staff members. This comprehensive course provides essential guidance on recognizing potential hazards, implementing effective safety protocols, and promoting a culture of safety in the... more
