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 showcase and exemplify your expertise as a Luxury Agent you may want to earn professional designations. There are two high-profile designations we recommend. Having one or both designations show the Luxury Consumer you have worked to hone your skills and have advanced training in topics such as... more
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
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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A trait that all successful Luxury Agents share is “Confidence.” The dictionary defines confidence as “A feeling of self-assurance arising from one's appreciation of their own abilities.” You will notice that definition says nothing about looking a certain way, having a college degree, or coming... more
The words you use are very powerful. As a Luxury Agent your job is to expertly guide a client through what can be an emotional and complex process. Effective communication is one of the highest skills you can have and the reason we devote so much training time to it. The manner and method in which... more
