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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To be successful in luxury 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 luxury real estate, the kind of... more
The way others perceive you is strongly based on how well you communicate. Your “Eloquence”, which is defined as “being persuasive in speaking or writing” is a powerful skill in attracting and retaining the Luxury Client.
No matter what business you are in, long-term success is largely based on... more
Being a Luxury Consumer is unto itself a “Lifestyle”. This demographic is not buying real estate to have shelter from the elements and a place to park their cars. They are seeking exclusivity; the ideal location, high-quality construction, affluent neighbors, unique architecture, and distinctive... more
Another best practice in your real estate career is similar to “Confidentiality”, in that when you practice it you are respecting the best interest of a client. It is the concept of “Safeguard.” By definition, this means “A measure taken to protect someone or to prevent something undesirable.” For... more
In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to... more
